Google Tensor G3 and beyond

limmk

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F9nnYzpXYAA42Fb
 

limmk

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https://money.udn.com/money/story/11162/7712200?from=edn_hottest_index

Google自研晶片首度釋單台廠 手機SoC交給京元電測試​

提要
半導體委外策略轉彎 手機SoC交給京元電測試 後續有望再釋出AI訂單 打破三星統包模式
Google半導體委外策略大轉彎,自研手機系統單晶片(SoC)「Tensor」傳首度釋出測試訂單給台廠,由京元電拿下大單。(美聯社)
Google半導體委外策略大轉彎,自研手機系統單晶片(SoC)「Tensor」傳首度釋出測試訂單給台廠,由京元電拿下大單。(美聯社)

Google半導體委外策略大轉彎,自研手機系統單晶片(SoC)「Tensor」傳首度釋出測試訂單給台廠,由京元電(2449)拿下大單,打破過往三星統包晶圓代工與封測的模式,並為Google後續再釋出自研AI晶片測試訂單給京元電留下伏筆,象徵台灣在全球AI晶片供應鏈地位持續邁大步。

對於與Google的合作案,京元電不予置評。消息人士透露,Google為讓這次合作更順利,已購置專用機台放在京元電苗栗銅鑼廠區,今年中開始進行測試,並且逐步放量,而且單價比其他一線IC設計業者的訂單高近兩成,不僅有利京元電營運規模擴大,也將提升毛利率,後續若能再拿下Google自研AI晶片訂單,更為營運吞下大補丸。


Google半導體委外策略大轉彎
Google半導體委外策略大轉彎


Google踏入自研晶片領域以來,與三星密切合作。因應自家手機Pixel需求,Google在2021年10月發表首款自行研發的手機系統單晶片Tensor,由三星以5奈米製程生產並統包封測訂單。Google後續世代的Tensor晶片維持由三星代工與封測統包策略,製程並推進至4奈米。消息人士指出,Google預計用來搭載在下一代Pixel系列手機的全新Tensor晶片,雖然仍將委由三星代工,但測試訂單將首次交給台廠,由京元電奪單。

業界分析,Google在手機市場量能不大,但這次釋單台廠,尤其從三星手上拿下測試訂單,極具指標意義。

另一方面,Google身為全球第三大雲端服務供應商(CSP),在亞馬遜、微軟、Meta等勁敵紛紛投入自研AI晶片後,Google也積極啟動自研AI晶片計畫,這次先把Tensor晶片測釋訂單轉給京元電,並且添購機台全力支持,頗有為接下來再把自研AI晶片測試訂單給京元電暖身的味道。

Google在雲端領域與台灣相當友好,包括來台設立資料中心,並委由台系代工廠生產伺服器,但過往Google與台灣半導體業者相對疏遠,先前曾傳出有意攜手聯發科打造最新AI伺服器晶片,在其他領域與台灣半導體廠則較無關係。

若接下來Google與京元電合作延伸至自研AI晶片測試領域,不僅為京元電營運增添動能,更凸顯台廠在全球AI晶片產業鏈地位持續邁大步,成為國際大廠首選。
 

limmk

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Should google pixel return to snapdragon? perhaps qualcomm is salty with pixel's shift to exynos tensor, leading them to commit to seven years of updates for sammy
 

Loser

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Should google pixel return to snapdragon? perhaps qualcomm is salty with pixel's shift to exynos tensor, leading them to commit to seven years of updates for sammy

I think it's because it's a vendor version of the SDG3 so they can curry special support from Qualcomm.
 

limmk

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Google towkay? Towkay ah can base G4 on the exynos 2400 at least or not?

Anyway happy cny to you @limmk!
The Tensor G4 would not be a huge upgrade :(

The Tensor G5 is expected to deliver improved performance and efficiency

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https://www.sammobile.com/news/goog...2400-as-blueprint-but-with-custom-cpu-design/

Google’s Tensor G4 chip uses Exynos 2400 as blueprint but with custom CPU design

Google Tensor Chip
By Adnan Farooqui
Last updated: February 12th, 2024 at 14:50 UTC+01:00

Google switched to its own Tensor chips for Pixel devices a few years ago. The Tensor G4 will be the 2024 iteration that powers its device lineup and like its predecessors, the latest chip will use Samsung's Exynos 2400 as the blueprint. You already find the Exynos 2400 in some variants of the Galaxy S24 and Galaxy S24+.
This doesn't come as a surprise, as previous Tensor chipsets have used Samsung Exynos chips as the blueprint. What's interesting to note is that Google is going with a custom CPU design this time around, as opposed to using Samsung's CPU design.

Tensor G4 is also going to be manufactured by Samsung​

The Tensor chipset is the result of a close collaboration between Google and Samsung. The first chip was used for the Pixel 6 lineup launched in 2021. It's based on the Exynos 2100 and has the same CPU and GPU configurations.
There was a slight change the following year when the Tensor G2, based on the Exynos 2200, was launched with a custom ARM-based GPU designed by Google. It was a similar story for the Tensor G3 and this year's Tensor G4 was expected to be the same. However, that may not be the case, as highlighted in a recent benchmark sighting of the chipset.
It was spotted with an octacore CPU design as opposed to the Exynos 2400's decacore CPU, possibly highlighting the fact that Google has designed a custom CPU configuration for its newest chip. If this report turns out to be accurate, this will be the first chipset in Google's Tensor series to feature a custom CPU.
This highlights considerable advancement in Google's aim to develop its custom chip. The company has been getting them manufactured from Samsung Foundry so far, but earlier reports have also suggested that Google might shift to TSMC for the Tensor G5 next year.
 
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