IT Home October 2, Asia Technology Press stated that chip manufacturer Nvidia intends to do the same thing as Apple, and they rejected TSMC's price increase plan in 2023.
Industry insiders said that TSMC will further raise its OEM quotation next year. Depending on the process, the price increase will be about 6~9%, but the disclosed increase will be lowered to 3%-6%.
The latest rumor is that TSMC's largest customer, Apple, refuses to raise prices, and Apple's current business accounts for more than 25% of TSMC's revenue in 2021. TSMC said it would not comment on this.
Another major TSMC client, Nvidia, also intends to demand the same treatment as Apple. In addition, industry insiders predict that MediaTek, the third largest customer of TSMC, may also obtain a price increase exemption.
According to market research firm Statista, TSMC's top three customers last year were Apple, followed by AMD and MediaTek.
IT Home once reported that TSMC's 2021 financial report showed that TSMC's operating income in 2021 was 21.59 trillion NT$ , an increase of 19% year-on-year; 's net profit was 597.1 billion NT$ , an increase of 15% year-on-year.
is divided by geographical region, operating income in the United States accounts for 64%, Taiwan in China accounts for 13%, mainland China accounts for 10% , Europe, the Middle East and Africa account for 6%, and Japan accounts for 4%. Among them, only mainland China's operating income declined year-on-year.
is divided by product application, mobile phone market operating income accounts for 44% , high-performance computing accounts for 37%, Internet of Things accounts for 8%, automobiles accounts for 4%, and digital consumer electronics accounts for 4%. Among them, automotive electronics saw the highest year-on-year growth, reaching 51.2%.
is divided according to the process process, 5-nanometer operating income accounts for 19%, 7-nanometer operating income accounts for 31%, 16-nanometer operating income accounts for 14%, and 28-nanometer operating income accounts for 11%. Among them, the 5 nanoprocess process increased by 188% year-on-year.
Market observers believe that Apple has always been TSMC's largest customer , and TSMC has received orders for almost all Apple custom chips equipped with iPhone, iPad, Apple Watch and other devices.
As Apple shifts its Mac computer processor from Intel to self-developed, the person pointed out that TSMC is the biggest beneficiary. According to reports, TSMC signed a contract with Apple to manufacture M-series Mac chips.
observers also said that Apple's just released iPhone SE, iPad Air, Mac Studio and Studio Display series all use self-developed chips manufactured by TSMC. For example, the M1 Ultra processor equipped with Apple's new Mac Studio desktop is made using TSMC's 5nm process.
