Wired
Apple is TSMC’s largest customer in advanced processes, and the two companies have a good relationship.
This relationship is expected to continue in the production of next-generation 3nm process chips, and Qualcomm and AMD may manufacture 3nm chips at Samsung if TSMC does not have the capacity to meet demand.
Apple accounts for 53% of TSMC’s 5nm wafer shipments
TSMC is responsible for manufacturing the A-series for the iPhone and the M-series for the Mac, and has a good relationship with Apple.
Even when TSMC previously notified companies of a price increase of up to 20%, it is said that it was only 3% for Apple.
Apple is an important customer for TSMC, as it is said that Apple will account for 53% of the number of wafers manufactured by TSMC on the 5nm process shipped by TSMC in 2021, and Apple will give priority to TSMC for the next generation of 3nm. It is considered to be received.
Qualcomm and AMD take advantage of Samsung’s 3nm process?
Qualcomm, a major system-on-chip (SoC) for smartphones, and AMD, a major CPU / GPU for PCs, may be costly for this.
TSMC is said to have already secured the capacity to manufacture the large quantities of 3nm process chips ordered by Apple, and the question is whether there is still enough manufacturing capacity to meet the needs of Qualcomm and AMD.
It is said that not only Apple but also Intel will use TSMC’s 3nm process, and it is likely to compete for the remaining small pie.
Currently, TSMC and Samsung are the only foundries that can manufacture chips on the 5nm process, and these companies will be ahead in 3nm as well.
As a result, companies that could not secure TSMC’s 3nm process will have to use Samsung.
In the 4nm process, MediaTek’s Dimensity 9000 manufactured by TSMC is said to have low power consumption, and Qualcomm’s Snapdragon 8 gen 1 manufactured by Samsung is said to have heat generation problems.
On the other hand, there is information that TSMC is having a hard time launching the 3nm process, and as a result, it may be possible that Samsung was the correct answer.
Source: PhoneArena
(Hauser)
Source: iPhone Mania