Apple has cut off two-thirds of its 5nm capacity, according tomedia reports, and the latter will begin mass production of A14 processors by the end of the second quarter of 2020. Supply chain sources said that Apple’s iPhone 12 series will all be equipped with A14 processors, using TSMC 5nm process. TSMC’s 5nm is now in trial production and mass production in the first half of 2020, with Apple and Huawei Heath among the first two customers.
In addition, the iPhone 12 series will be fully equipped with Qualcomm 5G baseband X55. Qualcomm X55 is now the only 5G communication base band that simultaneously supports Sub-6GHz and mmWave, and Apple will be equipped with a 5G baseband that only supports Sub-6GHz or 5G baseband for Sub-6GHz and mmWave (mmWave). Qualcomm has begun to expand its 7nm capacity by 2020, driven by strong demand from Apple.
According to supply chain news, Apple is expecting four iPhone 12s, including two iPhone 12s with 5.4-inch and 6.1-inch OLED panels, the iPhone 12 Pro with a 6.1-inch OLED panel, and the iPhone Pro Max with a 6.7-inch OLED panel, with the iPhone 12 Pro/Max carrying 3 lenses and ToFs.