In recent years, major mobile phone manufacturers have increasingly pursued advanced manufacturing processes. This year, when TSMC's 5nm process technology chips had not yet achieved mass production, orders were snatched up by , Huawei, and Apple. However, unexpectedly, Taiwanese media recently reported that news came from the supply chain that Huawei HiSilicon has cut orders for 5nm. It is reported that Huawei HiSilicon has reduced about 20% of its orders for 5nm and 7nm. These orders are mainly for mobile phone chips. host. The capacity vacated by
will be taken up by manufacturers such as Apple and AMD. It is reported that TSMC is still developing an enhanced 5nm process for AMD. TSMC will produce more than 20,000 12-inch wafers for it every month. At the same time, Apple also requires TSMC to add nearly 10,000 wafers of production capacity in the fourth quarter of this year, and AMD competes for 5nm enhanced process products. In other words, even if Huawei cuts orders, TSMC's 5nm production capacity development will not be greatly affected. TSMC also stated at a previous press conference that with the joint development of 5nm and 7nm process chips, revenue this year is expected to grow by more than 17%. Obviously, TSMC is still relatively little affected by the epidemic.
In fact, it is expected that Huawei will cancel orders. Affected by the COVID-19 epidemic, the mobile phone industry has been greatly impacted. Consumer demand has decreased, and mobile phone manufacturers must be cautious and cautious. The reason why Apple is increasing production capacity may be because Apple is preparing to do something big this year. Apple will release four new iPhones this fall, and the demand for chips is also relatively large. In addition, during the current epidemic, most people are quarantined at home, and there is a huge demand for smart devices such as iPads. The high demand for smart devices has also led to a surge in the demand for chips. In addition, with the advent of the 5G era, people are increasingly demanding high-speed chips with more advanced processes. If Apple is going to launch a 5G version of the iPhone this year, it will naturally require more advanced chips, which has prompted TSMC chip orders Full.
Although TSMC's production capacity is still at full capacity, the epidemic has also had a certain impact on it. TSMC's 3nm process technology may be delayed and trial production is not expected to begin until the first half of next year. In addition, Apple has also decided to delay the adoption of the 3nm process technology.
Although the trial production of 3nm process technology is delayed, TSMC’s position is estimated to be unshakable. You must know that there are not many manufacturers that can produce 5nm process technology. There are only two manufacturers, TSMC and Samsung . It has been reported that Samsung’s 5nm EUV production line is still under construction and is expected to be completed around the end of June this year. It is only semiconductor chip. After the completion of the construction of the production line, it will take several months to stabilize. Samsung will not be able to mass-produce 5nm process chips until the end of this year or early next year at the earliest, so TSMC is still one step ahead of Samsung.
Generally speaking, the impact of the epidemic on TSMC is relatively small. When the market picks up, competition among major manufacturers in chip manufacturing technology will become more intense, and TSMC may receive more orders by then. This year, Apple has increased its power and won most of TSMC’s orders. I wonder what results it can achieve?
