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"description": "2026年08月11日（优分析／产业数据中心报导）⸺ 日本电子大厂Sony(6758-JP)传出正与台积电(2330-TW)洽谈，共同投资日本新的影像感测器工厂，投资规模可能达1兆日圆，目标在2029年开始量产。 根据彭博报导，双方正在讨论合作投资新厂的可能性。Sony是全球影像感测器重要供应商，产品广泛应用于智慧型手机、汽车与其他电子设备，在工业 CMOS 感测器市场占据55-60%的份额，在全局快门 CMOS 感测器供应方面更高达60~70%，目前部分感测器产品已透过台积电(2330-TW)",
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"content": "<img src=\"https://cimg.cnyes.cool/prod/news/6570808/o/d76b23aa8867fd83ebcfcac38629796f.jpg\" alt=\"Reuters/TPG\" /><p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"40\" data-end=\"143\">2026年08月11日（优分析／产业数据中心报导）⸺ 日本电子大厂Sony(6758-JP)传出正与台积电(2330-TW)洽谈，共同投资日本新的影像感测器工厂，投资规模可能达1兆日圆，目标在2029年开始量产。</p>\n<p data-start=\"145\" data-end=\"256\">根据彭博报导，双方正在讨论合作投资新厂的可能性。Sony是全球影像感测器重要供应商，产品广泛应用于智慧型手机、汽车与其他电子设备，在工业 CMOS 感测器市场占据55-60%的份额，在全局快门 CMOS 感测器供应方面更高达60~70%，目前部分感测器产品已透过台积电(2330-TW)Fab 14与Fab 18生产，若双方最终携手投资，合作关系将从既有日本半导体布局进一步扩大。</p>\n<p data-start=\"258\" data-end=\"402\">从Sony本身的营收规模来看，影像感测器已是集团重要事业。Sony截至2026年3月底止财年(FY2025)的Imaging & Sensing Solutions影像与感测解决方案营收达2.15兆日圆，较前一财年的1.79兆日圆成长约19.6%，占Sony整体营收约17.2%。</p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"404\" data-end=\"470\">若以这项业务规模比较，此次传出的1兆日圆投资金额，相当于Sony最新年度影像与感测解决方案营收约46.5%，显示潜在投资规模并不小。</p>\n\n\n\n\n\n\n\n\n\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"472\" data-end=\"587\" data-is-last-node=\"\" data-is-only-node=\"\">若合作最终成形，将进一步深化Sony与台积电在日本半导体供应链的合作关系，也反映Sony持续为中长期影像感测器需求扩充制造能力。不过，目前双方仍处于洽谈阶段，1兆日圆投资规模、双方实际出资比例及2029年量产时程，仍有待最终确认。</p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n \n\n \n\n\n\n<p>※ 本文经「优分析」授权转载，原文出处:<a style=\"color:#A9A9A9\" rel=\"nofollow\" href=\"https://uanalyze.com.tw/articles/2950553164\">原文连结</a>\n <br>※ 免责声明：文中所提的个股、基金、期货商品内容仅供参考，并非投资建议，投资人应独立判断，审慎评估风险。</p>\n <p></p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-15206.html\" title=\"把握量缩洗盘+恐慌、世芯、上诠、华新科、建荣\">把握量缩洗盘+恐慌、世芯、上诠、华新科、建荣</a></li>\n <li><a href=\"/new/tw/article-20899.html\" title=\"巨亨速报 - Factset 最新调查：矽力-KY(6415-TW)目标价调降至590元，幅度约3.28%\">巨亨速报 - Factset 最新调查：矽力-KY(6415-TW)目标价调降至590元，幅度约3.28%</a></li>\n <li><a href=\"/new/tw/article-19332.html\" title=\"忆声电子9月营收1.04亿元 月增37%、年增54% 营运动能回升\">忆声电子9月营收1.04亿元 月增37%、年增54% 营运动能回升</a></li>\n <li><a href=\"/new/tw/article-15123.html\" title=\"【优分析即时新闻】中探针(6217)半导体测试占比冲四成，AI晶片封测挹注，获利转正就看两大讯号\">【优分析即时新闻】中探针(6217)半导体测试占比冲四成，AI晶片封测挹注，获利转正就看两大讯号</a></li>\n <li><a href=\"/new/tw/article-20232.html\" title=\"〈智慧能源周〉AI吃电怪兽！台电估10年内用电冲1100亿度 经部推次世代钙钛矿与多元创能\">〈智慧能源周〉AI吃电怪兽！台电估10年内用电冲1100亿度 经部推次世代钙钛矿与多元创能</a></li>\n <li><a href=\"/new/tw/article-16131.html\" title=\"高通重构手机AI晶片架构 NPU记忆体容量大增50%\">高通重构手机AI晶片架构 NPU记忆体容量大增50%</a></li>\n </ul>\n</div>",
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