According to foreign media reports on January 16, TSMC, a contract manufacturer that manufactures chips for Apple, Huawei and other companies, released its financial report for the fourth quarter of 2019 this afternoon, and also disclosed the proportion of shipments of chips of v

html January 16 news, according to foreign media reports, TSMC , an OEM that manufactures chips for Apple , Huawei and other companies, released its financial report for the fourth quarter of 2019 this afternoon, and also disclosed various process chips. of shipments.

Judging from the data disclosed by TSMC in its financial report, the largest shipment volume was chips using the 7nm process, which accounted for 35% in the fourth quarter, more than one-third.

Among chips using other processes, 16nm accounted for 20% of shipments, 10nm accounted for 1%, and including 35% of 7nm, TSMC 16nm and more advanced process chips accounted for 56% of shipments in the fourth quarter of last year.

TSMC The third quarter financial report released on October 17 last year showed that the proportion of 7nm chip shipments in the quarter was 27%, 10nm was 2%, and 16nm was 22%. Compared with the third quarter, the proportion of 7nm chips in the fourth quarter shipments increased by 8 percentage points, while the shipments of 16nm and 10nm both declined.

However, because TSMC ’s fourth-quarter revenue increased by 8.3% compared with the third quarter, overall chip shipments may also have increased quarter-on-quarter. The decline in the proportion of 16nm and 10nm shipments does not necessarily mean that shipments There is a decline.

TSMC 7nm process chip shipments accounted for 35% in the fourth quarter of last year. This may be related to Apple and Huawei, the two major smartphone manufacturers. Apple and Huawei launched the iPhone 11 series and Mate 30 series last fall. Mobile phones are equipped with A13 processor and Kirin 990 processor, both of which use TSMC 7nm process. These two series of smartphones were also shipped in large quantities in the fourth quarter of last year, and the demand for corresponding processors has also increased significantly. .

TSMC 's 7nm process has been mass-produced in 2018. That year, Apple 's A12 processor and Huawei's Kirin 980 processor were also manufactured by TSMC using the 7nm process. In the fourth quarter of 2018, 7nm chip shipments accounted for more than 20% of TSMC 's total shipments in that quarter. TSMC disclosed 23%, and 10nm accounted for 6% in that quarter. , 16nm and 20nm together accounted for 21%, and 28nm and more advanced process chips accounted for 67%.