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Qualcomm’s new generation of the flagship Snapdragon 888 mobile phone chip, although it is built using Samsung’s 5nm process. However, the legal entity noted that the packaging and testing was commissioned by ASE Investment Control (3711) and KYEC (2449), and the orders for packaging cartons were delivered to Xinxing (3707) and Jingsus (3189). Therefore, in the field of packaging and testing Taiwan’s supply chain still gets large orders.
Qualcomm held a Snapdragon digital technology summit on the 2nd and announced the launch of a new generation of flagship chip for Snapdragon 888 mobile phones. Currently, smartphone brands such as OPPO, Vivo and Xiaomi have announced the introduction of the Snapdragon 888 chip. .
For the Snapdragon 888 flagship mobile phone chip, although Samsung was selected in the casting process, it was not the TSMC that was largely adopted by the previous generation, but Taiwan won large orders in the packaging and testing supply chain. .
The legal entity noted that Snapdragon 888’s System-in-Package (SiP) order was successfully taken by ASE, and the test portion was taken by KYEC. Regarding the packaging and the test carrier plate part, Xinxing and Jingshuo were divided this time.
Snapdragon 888 integrates application processors (AP) and modem chips (modem) in a system on chip (SoC) this time, which is different from the previous generation Snapdragon 865, which is a separate mode. Since the process is more difficult than a separate solution, it is an advantage. Greater benefit when receiving orders at packing and testing plants.
Qualcomm responded to this, each generation of products has different considerations, be it process performance, heat dissipation, etc., that must be taken into account, so integration or not depends on contemporary products.
ASE is understood to be the world’s largest packaging and testing facility. Its cooperative customers include major manufacturers such as Apple and Qualcomm. In the past, Qualcomm has a history of long-term cooperation with ASE. Even the previous generation of the Snapdragon 865 mobile phone flagship chip is also produced by ASE. The investment control victory demonstrates Qualcomm’s confidence in the quality of ASE Investment Control.
The first brands that announced the introduction of the Snapdragon 888 include more than ten major manufacturers such as OPPO, Vivo, Asus and Xiaomi, which are higher than the previous level. The supply chain noted that the current brand is actively competing for the market share of Huawei’s high-end equipment. In addition, the current foundry capacity is relatively small, so the order volume is quite active. In addition to the expected profit from Samsung, Taiwan’s packaging and testing supply chain has also a chance to land a large order.
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