Apple will become TSMC’s largest 5nm customer this year
According to the latest statistical report, as Apple’s A14 and A15 bionic and M1 chips use 5nm technology, Apple will become TSMC’s largest 5nm customer this year, accounting for 53% of production. This year’s 5nm production will account for 5% of 12-inch wafers, an increase of less than 1% over last year.
Research firm Counterpoint believes that Qualcomm accounts for 24% of TSMC’s 5nm chip production because Apple will use Qualcomm’s 5nm Snapdragon 5G X60 baseband in iPhone13. According to forecasts, by 2021, TSMC and Samsung’s 5nm equipment reservations will reach 90%, and the former’s total 5nm business revenue will reach 10 billion US dollars this year. This year, 7nm chip production will account for 11% of 12-inch wafer usage. Both TSMC and Samsung produce a variety of 7nm chips, including those made using EUV. The use of EUV can help foundries reduce their process nodes to the current 5nm, and will begin mass production of 3nm in 2022.
This year, TSMC’s largest 7nm customer will be AMD. AMD will receive 27% of TSMC’s 7nm production 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 old phones still require 7nm processors.