2022年会有更多的厂商进入5nm节点,除了苹果之外,AMD今年推出的Zen4处理器也会升级台积电5nm,具体产品就是锐龙7000,最快9月份之前就上市了,不过这一代处理器的成本大增,因为5nm代工价格实在是太贵。

In 2022, more manufacturers will enter the 5nm node. In addition to Apple, AMD’s Zen4 processor this year will also upgrade TSMC’s 5nm. The specific product is the Ryzen 7000, which will be available as soon as September, but this generation of processing The cost of the device has greatly increased, because the 5nm foundry price is too expensive.

According to a previous report released by the Center for Security and Emerging Technologies (CSET) at Georgetown University’s Walsh School of Foreign Service, TSMC’s 7nm process foundry costs around $9,300 for a 12-inch wafer, while its 5nm process costs around $17,000. , the 3nm process will further increase to $30,000.

AMD’s Zen4 has been upgraded to the 5nm process, and the theoretical cost has nearly doubled, and this is only the cost of production. If the design cost of the advanced process is taken into account, Semiengingeering previously announced that the 7nm design cost will be 297 million US dollars, 5nm It increased to $540 million.

If you consider the price increase of various raw materials in the chip manufacturing industry in the past year or so, the cost of producing a new generation of Ryzen processors with the 5nm process will obviously increase a lot, and the price increase of downstream products is inevitable.

When AMD releases the 7nm Ryzen 5000 processor in 2020, the 6-core Ryzen 5 5600X will cost 2099 yuan, which arouses player dissatisfaction. This year’s Ryzen 7000 has a 5nm process, and how to price it will test AMD’s level.

根据之前乔治敦大学沃尔什外交学院安全与新兴技术中心(CSET)发布的一篇报告,台积电7nm工艺代工的12英寸晶圆价格要9300美元左右,5nm工艺代工价格则要17000美元左右,3nm工艺将进一步增加到30000美元。

AMD的Zen4升级到了5nm工艺,理论上成本增加将近一倍,而且这还只是生产上的成本,如果考虑到先进工艺的设计费用,Semiengingeering之前公布的报告称7nm设计费就要2.97亿美元,5nm更是增加到5.4亿美元。

如果再考虑到最近一年多芯片制造行业的各种原材料涨价,那么5nm工艺生产新一代锐龙处理器的成本显然要增加很多,下游产品涨价是不可避免的。

2020年AMD发布7nm锐龙5000处理器时,6核的锐龙5 5600X都要2099元,引发玩家不满,今年的锐龙7000上了5nm工艺,如何定价都要考验AMD的水平了。

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