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Entire TSMC 5nm capacity going to Apple?

Posted on Monday, September 21 2020 @ 10:41:08 CEST by


Apple logo
Phone Arena writes it looks like Apple booked TSMC's entire 5nm production capacity through the end of the year. The Cupertino-based electroncis maker will use TSMC's 5nm node for the production of chips for its iPhone 12, iPad Air, 5G iPad Pro, and the first ARM-based MacBook computers.
TSMC will seemingly make 80 million units of the A14 Bionic for the iPhone 12 this year. TSMC supposedly started manufacturing 5nm chips in March this year and production capacity is constrained at the moment, something which is also evident by reports which suggest 5nm will only generate 8 percent of the company's total revenue in 2020.

Apple is believed to be one of TSMC's largest customers and it accounted for one-fifth of its revenue in 2019. This perhaps explains why the manufacturer is giving preferential treatment to Apple, while other companies wait in line.
Until more capacity comes online, or gets freed up by Apple switching to a better node, there's not much more to go around as capacity of TSMC's 5nm is still limited. Other manufacturers will need to stick with more mature nodes like 7nm, or refinements of older nodes, like the 8nm node from Samsung, which is an improved version of the South Korean's 10nm process.



 



 

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