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Similaire à TSMC-SONY PS5-AMD Presentation.pdf
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TSMC-SONY PS5-AMD Presentation.pdf
- 1. Taiwanese Semiconductor Manufacturing Company Soc AMD 6nm (N6) chipset Proposal for SONY Corporation REFRESHED PS5 PROJECT (NEXT GEN PS5 2023) Team 27 (Group 3) :. Huayi Xue (Project Manager/ Sales) Phong-atth Kittiloespaisan (KAM) Sarah Moustahsane (Product Manager)
- 2. Our Team HUAYI XUE Project Manager / Sales PHONG-ATTH KITTILOESPAISAN KAM SARAH MOUSTAHSANE Product Manager
- 3. Agenda Context RFQ Summary Your request & Objectives TSMC : our story Our proposal & product Pricing Terms & Conditions of sales What's next ? (What/When/Who ?) Summary Back up 01 02 03 04 05 06 07 08 09 10
- 4. 17,3 million PS5 sold since Nov. 2020 Fastest selling gaming machines and Sony's all time record breaker. Fierce price competition with the Xbox Series X & S (as low as 299$) But at a selling price not covering production costs, PlayStation 5 hardware is selling at a loss. 2020: Covid outbreak & worldwide quarantines TSMC producing PS5's SoC AMD N7 CONTEXT
- 5. RFQ SUMMARY
- 6. Your request Reduced costs : - To meet breakeven - Accounting for at least (-9%) on SoC N7's selling price 03 01 New model ("Refreshed PS5") : - Cheaper to build (to cut the costs) - Shorter lead time (to improve the supply). 02 Internal redesign : compatible with pre- existing console's attributes and features
- 7. Top-tier technology Lower costs Smaller chip Fitting the existing console design (No cost of adaptation) Quick project launch (8 months) High volume production Higher profit on PS5 selling price Respect for deadlines Your Objectives :
- 8. Story About TSMC is the world's largest dedicated semiconductor foundry. It pioneered the pure-play foundry business model with an exclusive focus on manufacturing customers' products. By choosing not to design, manufacture or market any semiconductor products under its own name, the Company ensures that it never competes with its customers. Integrity Commitment Innovation (From strategic planning, marketing and management, to technology and manufacturing.) Customer Trust (Building deep and enduring relationships with customers.) In 2021, it delivered an eleventh consecutive year of record revenue, thanks to strong demand coming to our industry- leading 5-nanometer (N5) and 7-nanometer (N7) technologies. Four core values: Be the trusted technology and capacity provider of the global logic IC industry for years to come. Mission:
- 9. The Sony PS5 used the APU chips designed by AMD and adopted the 7nm manufacturing process by TSMC. AMD TSMC Sony Partnership TSMC- SONY- AMD AMD has come to be TSMC's largest client in terms of the 7nm process and will continue to use TSMC's 7nm process until the release of its Zen 4 core, which will use the 5nm process. A tighter partnership between the chip designer and the chip manufacturer in the future. Following Sony and TSMC's many years' cooperation, both company decided on building a joint Specialty Technology Fab plant in Japan with Sony Semiconductor Solutions as Minority Shareholder (over 20% equity stake).
- 10. " Custom-designed Next-Gen SoC AMD 6nm " Our proposal Industry leader's expertise & know-how High quality Latest process technology Continuous improvements through extensive R&D Long-term partnership and joint projects
- 11. 7nm node introduction and mass manufacturing starting in 2018 was a true tour de force, carving out a significant leadership in the industry that the nearest competitors have been struggling to keep up with to this day (over 1,5 billion 7nm chips, shipped) 7nm family is regarded as being extremely mature (with the recent addition of the new 6nm process amelioration) Now focusing on ramping up 5nm products and upcoming 3nm advanced nodes. The N6 node is an evolutionary design of the previous N7 node variations and distinguishes itself by its reduced production costs and simplified manufacturing steps by introducing light usage of EUV layers (Extreme ultraviolet lithography systems). Our objective: continue to shrink the individual transistor size and continue to improve density. 6 2021
- 12. SoC AMD 6nm (N6) Higher transistors density & clock speed = More power-efficient 18% Equivalent to the SoC N7 process Performance Equivalent to the SoC N7 process Power consumption Our product : Chip size compared to SoC N7 -15%
- 13. Zen-core Zen-core GPU's compute units Closer than in the SoC N7 Updated N6 Layout advantages
- 14. Possible scenario: N6 chip could become the main solution for PS5 production in this next 2-year period, as it does not require the additional adaptation costs. Afterwards, following Sony's traditional product extension 2-3 years console lifecycle, in the eventuality of the introduction of a PS5 Slim & Pro editions, both requiring faster processing engine and smaller microchips, TSMC is ready to provide next gen process technology at call . Additionally, as per the joint plant project between Sony and TSMC, we would have specifically allocated production lines available for the PS5. The rate of adoption of N6 technology and how it is replacing N7 manufacturing in volume.
- 15. -8,5% COST REDUCTION 213 $/unit -9% COST REDUCTION 212 $/unit -10% COST REDUCTION 209,7 $/unit Pricing offers Priority of production (dedicated production lines and protection against future chip shortages) Price renegociation possibility after Y2 (when joint plant is finalised). - On your target - 5 years exclusivity contract for the refreshed PS5 Priority on PS5 Slim & Pro potential contract development Volume of production securement and potential renegociations
- 16. Payment 15% when signing the contract 25% at validation and confirmation of the pilot series 60% at the first batch of delivery 45 days to pay Delivery Dispatch to main Sony assembly line factory (Kizaru - Japan) First batch delivery in November 2022 (for PS5 launch in January 2023) CIF split 50-50% Terms & Conditions
- 17. WHAT? Next Steps WHEN? WHO Feedback on the proposal Confirm the proposal Signing the contract Delivery 1st batch (60%) of the SoC to the main Sony assembly line factory (Kizaru - Japan) Delivery 2nd batch (40%) of the SoC to the plant Soc prototype and production start PS5 launch 15 Mar 2022 1 Apr 2022 15 Apr 2022 1 Nov 2022 1 Mar 2023 1 May 2022 1 Jan 2023 SONY SONY TSMC & SONY TSMC TSMC TSMC SONY
- 18. YOUR REQUEST OUR ANSWER Reduced costs : - To meet breakeven - Accounting for at least (-9%) on SoC N7's selling price 03 01 New model ("Refreshed PS5") : - Cheaper to build (to cut the costs) - Shorter lead time (to improve the supply). 02 Internal redesign : compatible with pre- existing console's attributes and features The updated SoC - N6 - More efficiency than previous version. - No cost of redesign, and being instantly compatible with existing PS5 architecture. High speed delivery for huge batch - Deliver 60% of the total order 3 months before your products is launched and deliver the rest of the product by Mar 2023. Cost efficiency - All options provides the cost reduction from the previous version. Long term partnership and R&D - Research and develop the upgraded SoC to suit for the future PS model with the strategically expert partners like AMD. Summary
- 19. HUAYI XUE Project Manager / Sales PHONG-ATTH KITTILOESPAISAN KAM SARAH MOUSTAHSANE Product Manager huayi.x@tsmc.com +81 80 1243 5678 phongatth.k@tsmc.com +81 80 4321 8765 sarah.m@tsmc.com +81 80 1234 8765 Contact
- 21. Appendix / Back up
- 23. TSMC SUBSIDARIES TSMC North America (CA, USA) TSMC Europe B.V (Amsterdam, The Netherlands) TSMC Japan Limited Kanagawa, Japan TEL: 81-45-6820670 TSMC Korea Limited Seaoul, South Korea TSMC China Shanghai, China TSMC Nanjing China (Nanjing, China) TSMC Design Technology Canada Inc Ottawa, Canada WaferTech L.L.C. (WA, USA) VisEra Technologies Company Limited Hsinchu city, Taiwan
- 24. TSMC - Financial Statement https://investor.tsmc.com/english/financial-reports