The final we heard about Apple and securing 5nm chips from TSMC in 2021 have been previous rumors that it had 80% of the 5nm capacity from TSMC in 2021 — however new reviews recommend Apple has over 50% of the 5nm provide from TSMC this 12 months.
New info from Counterpoint Analysis says that TSMC began mass manufacturing of its 5nm course of in Q1 2021, with competitor Samsung following by means of however they have been 6-9 months behind. Counterpoint Analysis says: “Apple is the highest buyer (with all orders to TSMC) in 5nm this 12 months (see Exhibit 1), together with each for iPhones (A14/A15) and the newly launched Apple Silicon“.
Counterpoint Analysis continued: “Qualcomm would be the second-largest 5nm buyer because the iPhone 13 might undertake its X60 modem. TSMC is predicted to ebook $10-billion income from 5nm in 2021“.
You may learn your complete report on Counterpoint Analysis’s official web site.