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Apple will become TSMC's biggest 5nm customer this year: paving the way for chips such as A15

via:驱动之家     time:2021/2/9 8:31:23     readed:426

For apple, their demand for advanced chip technology is huge, which also allows TSMC to get more orders.

According to the latest statistical report, Apple will become the largest 5nm customer of TSMC this year, accounting for 53% of its output, because Apple's A14 and A15 bionics and M1 chips all use 5nm technology.

This year's 5nm production will account for 5% of 12 inch wafers, up less than 1% from last year.

Counterpoint, a research firm, believes that Qualcomm accounts for 24% of TSMC's 5nm chip production, because Apple will use the 5g X60 baseband of Qualcomm 5nm snapdragon in the iPhone 13. According to the forecast, by 2021, TSMC and Samsung's 5nm devices will have 90% bookings, and the former's total 5nm business revenue will reach US $10 billion this year.

Counterpoint forecasts,This year, 7Nm will account for 11% of 12 inch wafer usage. Both TSMC and Samsung produce a variety of 7Nm chips, including those made with euvs. The use of EUV can help the foundry reduce its process nodes to the current 5nm and will start mass production of 3nm in 2022.

This year, TSMC's biggest 7Nm customer will be AMD. AMD will gain 27% of TSMC's 7Nm capacity. NV ranked second, accounting for 21%, and MediaTek ranked third, accounting for 10%.

Apple will win 6% of TSMC's 7Nm production this year because some of its older phones still need 7Nm processors.

苹果将成为台积电今年最大的5nm客户:为A15等芯片铺路

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