Apple's iPad and iPhone shipments each year up to hundreds of millions of units, so companies that can enter the Apple supply chain, no one does not earn pours. Interestingly, although Apple has always believed in the "multi-vendor" principle, but in recent years, the processor supplier has always been the same - TSMC. Although Samsung has always wanted to get back its orders for Apple's A-Series processors, it seems unlikely to happen in the short term. According to the latest news today, the next-generation Apple processor orders have been taken down by TSMC.
TSMC DigiTimes yesterday issued a document that TSMC has finalized this year, more than 40 customers 7nm chip orders, and many of them Apple, Qualcomm and other major customers, OEM products is covered by the mobile communications, high-performance processors and artificial intelligence chips and other popular field. In contrast, Samsung is still struggling to find 7nm process partners, so although, although the 14/16 and 10nm Samsung and Samsung kill indifferent, but the 7nm process has won the starting line.
And everyone is most concerned about Apple's orders of course, according to the naming rules, the next generation A-series processors should be called A12, and this processor will use TSMC's 7nm process. In this process, TSMC will use the most advanced EUV (EUV), and they are also working hard to develop 5nm or even 3nm technology, so far the news, TSMC's 5nm wafer fab should be 2019 Trial operation in the first half of the year, but 2020 is planning to invest 200 billion US dollars to build a 3nm process industrial park.
Why TSMC fight so hard? Samsung is not forced! According to Apple insiders broke the news, Apple in the iPhone 6 era had intended to let Samsung and TSMC jointly "share" A8 processor orders, and finally in the iPhone 6s A9 processor was realized, but in the end it was monopolized by TSMC. After the release of the iPhone X, Apple had intended to return the Samsung A12 supply chain (early A series of processors by the Samsung exclusive foundry), but in the end TSMC is still the one that won. But this does not mean that TSMC will certainly be better than Samsung, Apple just do not want to occupy too much supply chain resources Samsung, OLED has not Samsung exclusive it!
Samsung said they are still negotiating with customers from China and the United States, and the brand officials said they hope to seize 25% of the global foundry market within five years, and now they account for only 10% of the share while TSMC owns 60% of the global market share.