????????????????

?????????????????????????????????????????????????????????????????????????(TSMC)??????

??????????????

?????????2015?????????????????????????????????????28???16??????????(Qualcomm)????(MediaTek)???(Apple)?Nvidia?Marvell????????????????????????????????????????

“?????14??????????????????????????????????”SusquehannaInternationalGroup???MehdiHosseini???“???14????????????????????????????????”??Hosseini?????????????????Marvell?????????????????????????????2016??????????????????????????????????????????????????

????????????16?????????????20???????????(BNPParibas)???SzehoNg???????16???10?????????????????????????????“??10??????????????16/14???????????????????????????????10????2016???????????????”

Ng??????“???????????16??FinFET????????????A9??????????????A9?????????14??FinFET??????????????????????????????????”?????????????????????????Snapdragon820???????Ng????????????????????????????????????????

????????????????????

?????????????????????????????????????????????“??2015????????????????13%?????2014??23%?”??????GFK?2???????????“2015????????????????????????????”

????(HSBC)???StephenPelayo???????????????????2012?2014???????27~32%?????????????38~44%???????????????????????????????30~45%????????????????????????(Broadcom)?????Nvidia?Altera?Xilinx?????????????????????

???????????????????????28?????????????????????????????????????Ng???“?????????????28???????????????????????????????(UMC)?GlobalFoundries??????(SMIC)?”?????28????????????????????Bernstein?????MarkLi???“?????????28????????????????????”

????????

??????????????????????????16???14?????????????????????????????16??FinFET?????????????(fan-outpackaging)?????????(FubonSecurities)???CarlosPeng?????????????????????????????????????

“????????????2016??????????????????????????????????????”Peng???“?????????????????????????????????(integratedfan-out?InFO)??????2016???????????????????????????????”

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