Supply chain sources said that in the second half of 2020, chipmaker AMD will become tsumcine 7nm’s largest customer as Apple moves to a 5nm process. It is reported that in the first half of this year, TSMC’s 7nm wafer production capacity will reach 110,000 pieces per month. The top five customers are Apple, Huawei Heath, Qualcomm, AMD and MediaTek.
Qualcomm has made a big booking for 7nm capacity by 2020, driven by strong demand from Apple (the iPhone 12 series will feature Qualcomm’s SnapDragonX55 baseband) due to TSMC’s 7nm production.
This is one of the key reasons for Allowing TSMC to maintain its 7nm capacity utilization rate in the first half of this year. The problem will only be resolved when Apple moves to a 5nm process later this year.
In the second half of this year, TSMC’s 7nm wafer production capacity will increase to 140,000 pieces per month. But as Apple moves to the 5nm process, the customer ranking stakes for 7nm orders will change.
Among them, AMD’s 7nm orders will double, covering 30,000 wafers per month, accounting for 21% of TSMC’s total 7nm wafer production capacity, Heath and Qualcomm account for a similar proportion of orders, will account for 17%-18% of the total production capacity, while MediaTek will account for 14% of the total production capacity, the remaining 29% of the production capacity will be left to TSMC’s other customers.
With Apple moving to 5nm and AMD’s 7nm orders increasing, AMD will overtake Apple, Huawei’s Hystand and Qualcomm as TSMC’s largest customer of 7nm.
Apple and Huawei HiSilicon are the first two customers of TSMC’s 5nm process. Supply chain sources say Apple has lost two-thirds of TSMC’s 5nm capacity.
Reported that Apple later this year will launch four iPhone 12 series of phones, all of which will be equipped with its A14 processor.
TSMC will be the sole contract for Apple’s A14 processor, which is expected to start mass production in the second quarter of this year, supply chain sources said. The processor will use TSMC’s 5nm manufacturing process instead of the 7nm manufacturing process for the A12 and A13.