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is so sudden!
Not long ago, Apple China’s official website suddenly restricted the sale of all models on display, including the newly released iPhone 11 series. It was clearly stipulated that each user could only purchase a maximum of two models.
Why did Apple make such a decision? In fact, this is a helpless compromise made by Apple during the epidemic.
As we all know, many mobile phone OEMs have been unable to start operations due to the epidemic.
Although Foxconn some domestic factories have begun to resume work, it will definitely be difficult to meet Apple's needs in the global market. Based on this, Apple made a compromise and implemented a purchase restriction policy.
After Apple’s purchase restriction policy came out, the one that was most hurt was TSMC.
There was news on the Internet that in order to make way for Apple, and because and Huawei mobile phones had been cold in overseas markets, mobile phone sales dropped sharply, so TSMC unilaterally cut Huawei's semiconductor orders, reducing the previous Chip production capacity allocated to Huawei.
However, the problem now is that Apple can no longer digest this batch of chips. The reason is very simple. The production capacity of other iPhone parts cannot keep up.
And this is undoubtedly bad news for TSMC, which has unilaterally sacrificed Huawei's chip production capacity to make way for Apple's A-series chips.
Because with the spread of the global epidemic, Apple's mobile phone parts will definitely not be satisfied in the short term. Under such circumstances, Apple is likely to reduce chip purchases, that is, to cut orders.
It is worth noting that when the production capacity of Apple mobile phones is affected, Huawei, which was cut off by TSMC earlier, has repeatedly received good news. According to Huawei executive Zhao Ming, Huawei and Honor mobile phones are in short supply in the market. I was pressed for goods every day.
Judging from the current situation, TSMC has indeed made a mistake. It was optimistic about Apple earlier, and even unilaterally cut Huawei's chip production capacity. never thought that after being affected by the epidemic, Apple The company is failing. On the other hand, Huawei, which is not optimistic about it, has achieved overtaking in a corner.
TSMC’s move can be said to be “eating its own bitter pill” and wasting the opportunity to increase cooperation with Huawei.
After the news that Apple’s production capacity was insufficient and Huawei’s demand surged was reported by the media, many domestic netizens said in unison: Huawei has been wronged!
Indeed, judging from the current situation, Huawei has indeed been wronged. It is obvious that the demand for its products is huge, but the result is not promising and the order was unilaterally canceled.
Of course, although TSMC has cut its chip orders, Huawei is not without means to deal with it.
It is reported that as the domestic SMIC begins to emerge, Huawei is slowly adjusting the allocation of chip orders and begins to hand over some chip foundry business to SMIC.
In addition, according to SMIC CEO Liang Mengsong, domestic 7nm chips will be ready for trial production at the end of this year, and if nothing else, mass production will be available next year.
There is no doubt that with the sudden rise of SMIC in China, Huawei’s chip OEM options are no longer limited to TSMC. Therefore, TSMC’s previous disapproval of Huawei will not affect Huawei too much, because Huawei has already With a back-up, it is the domestic SMIC.
said that in the end, as Apple began to make "compromises" and restrict sales of iPhones, TSMC had completely lost. It lost because of its misjudgment of Huawei and overestimation of Apple.
Frankly speaking, if TSMC chose to embrace Apple in the past few years, it would have been a 100% correct decision.
But now, times have changed. Huawei has risen, and domestic brands have begun to emerge internationally. If TSMC continues to adhere to the vision strategy of previous years, it may not be far from being eliminated by the times.
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