According to relevant information, in 2019 Apple programmable sound module (A13) orders will still be handed over to Taiwan Integrated Circuit Manufacturing Co., Ltd. (TSMC), TSMC will crush Intel, Samsung. The semiconductor industry is expected to account for 60% of the global market in 2019 or will be produced by TSMC.
Apple’s “preference” for TSMC, A13 chip is still being renewed.
Apple’s partnership with TSMC began in 2014, when both Apple’s new iPhone and iPad chips were handed over to TSMC. Since joining Samsung in the production of Apple A9 chips in 2015, TSMC has been able to meet the expectations of the public. With its skills and high-quality rate, TSMC has won the exclusive manufacturer’s orders for Apple A10, A11, A12 chips.
Apple handed all chip orders to TSMC, which is a bet made by the two companies. Jeff William¡¯s, Apple’s chief operating officer, said at the company’s 30th anniversary celebration in 2017 that the two sides might have talked about the need to invest $9 billion to produce 500 million chips if Apple wanted to place 100 percent of its orders on TSMC. Both companies were at great risk at the time, because few semiconductor companies would have contributed $9 billion to a single customer in terms of the circumstances of the time.
Ar¨ºte Research analyst Brett Simpson said in an interview with EE Times: “As long as TSMC continues to supply innovative products every year and has a high quality rate, it is estimated that TSMC will remain the only supplier to Apple in the next few years.¡±
Randy Abrams, an analyst at Credit Suisse, said that TSMC would probably remain the only supplier of Apple’s processors until 2020. It would be a very special situation for Apple, for that in the past Apple tended to have a number of Asian suppliers supplying critical components so as to disperse the danger and hold prices.
For TSMC, supporting Apple represents a huge capital contribution and also represents the need to roll out the skills of the semiconductor industry faster.
TSMC technology “crushes” Intel, Samsung and so on.
It is reported that TSMC entered the 7 nm manufacturing age in April this year and will be the first OEM sound module manufacturer to produce 7Nm EUV in real production. In the future, there will be only one or two companies can follow the pace of TSMC in 5 nm process.
Intel and Samsung have been slow to make their products following the impediment of the Global Foundries process in the global voice IC OEM market, and TSMC has taken the lead in producing 7 nm technology, and it is now a winner in the 7 nm process.
Global Foundries, the world’s second-largest chip maker, announced in August that it would suspend its $10 billion 7 nm Fin-FET program. The future consumer electronics industry will be dependent on TSMC and Samsung’s two OEM manufacturers.
Intel used to take the lead in semiconductor manufacturing skills and slowed down its development since 2014. 14 nm has become the longest-lived manufacturing skill in its history. Since the beginning of the 10 nm process, the rate of good products cannot be effectively improved, and its production plan has been delayed.
Digi Times reports that although Intel has concluded that the 10 nm process will be fully mass produced by 2019, it is likely to abandon the chip OEM business due to delays in the production process and changes in old and new channels. It will also be difficult to compete for orders from large customers such as Apple.