June 8 news, May 15, after the escalation of the United States sanctions against Huawei, Huawei placed an emergency order of $ 700 million dollars to TSMC, including the 5nm/7nm process, it can be said that TSMC has full production capacity. Now, according to Taiwanese media reports, Apple, Qualcomm, MediaTek, Supermicro and other manufacturers have placed additional 7nm orders with TSMC in the fourth quarter.
Apple adds 7nm orders to TSMC
According to reports, Apple’s iPhone 12 chips will be molded by TSMC in the second half of the year and the A14 application processor will be assembled in the fourth quarter. TSMC’s 5nm capacity of approximately 120,000 to 130,000 wafers and intends to maintain the 5nm capacity originally booked by Huawei.
Apple, Qualcomm, and others to place a substantial number of additional 7nm orders with TSMC to seize Huawei’s wireless market
In addition, Apple recently plans to expand production capacity for the iPhone 11 and iPhone SE to capture the Huawei mobile phone market. As a result, TSMC added approximately 70,000 to 80,000 wafers of A13/A12 application processor capacity in the fourth quarter. Pulling up to 170 to 180,000 tablets in size.
The report assumes that TSMC’s fourth-quarter revenues will be at the same level as the third quarter and that full-year revenue growth in U.S. dollars will be 15-18% over last year’s target. It has gone well.
In addition, Qualcomm’s 5G data processor chip for the iPhone 12 and other 5G phone chips was received from customers in the fourth quarter in addition to those originally prepared for the iPhone 12. Demand, coupled with expanded orders from OPPO, Vivo, and other handset manufacturers, resulted in approximately 35,000 to 40,000 7nm orders in the fourth quarter. MediaTek also benefited from expanded order approvals from handset manufacturers who placed 20,000 to 25,000 7nm orders in Q4.
MediaTek also benefited from the expansion of handset manufacturers to release orders, which increased by 20,000 to 25,000 7nm orders in the fourth quarter. As for AMD, the company was able to increase orders due to its Zen 2/ Zen 3 architecture processors, RDNA/ RDNA 2 architecture graphics chips, and the ability to provide Sony’s best performing mobile phones. In the fourth quarter, an additional 10 to 15,000 7nm wafers were added in response to increased demand, such as from custom game processors and Microsoft OEMs.