According to news on April 13, affected by the new coronavirus epidemic, some statistics companies predict that smartphone sales will be severely affected this year, with sales plummeting by 150 million to 1.26 billion units. The global mobile phone market will usher in a rare wi

April 13 news: Affected by the new coronavirus epidemic, some statistics companies predict that smartphone sales will be severely affected this year, with sales plummeting by 150 million to 1.26 billion units. The global mobile phone market will usher in a rare cold winter in 10 years. However, Huawei and Apple chip foundry TSMC do not seem to be greatly affected.

According to China Taiwan Economic Daily, the supply chain revealed that TSMC was cut off from Huawei HiSilicon in 5nm wafer production, but the related production capacity gap was fully absorbed by Apple.

reports that Apple also requires TSMC to add nearly 10,000 wafers of production capacity in the fourth quarter. In addition, major customers such as Huida and AMD are simultaneously increasing 7nm wafer production. TSMC’s 5nm is not only on schedule and has full production capacity, but 7nm also continues to be fully loaded. to the end of the year.

According to TSMC’s previous announcement, the 5nm process is ready for mass production and is expected to increase in volume in the second quarter. It is also optimistic about the two main processes of 5nm and 7nm. TSMC also emphasized that the 5nm plan is progressing according to schedule. However, the supply chain revealed that TSMC’s 5nm process has indeed been adjusted due to customers considering the development of the epidemic. TSMC does not comment on foreign investment reports or customer orders.

Last week, TSMC announced its revenue in March. TSMC’s consolidated revenue in March was approximately NT$213.52 billion (approximately RMB 26.61 billion), an increase of 21.5% from the previous month and an increase of 21.5% from the same period last year. An increase of 42.4%. TSMC’s revenue in the first quarter of this year was approximately NT$310.597 billion (approximately RMB 72.81 billion, approximately US$10.35 billion), an increase of 42.0% from the same period last year.