In recent years, chip manufacturing technology has developed rapidly, and has now improved from 28nm to 5nm or even 3nm. Many high-end chips use 5nm process, especially high-end smartphone chips.
. In terms of chip manufacturing, TSMC has the most advanced technology and first mass-produces chips with 5nm and other processes.
But in terms of 3nm chips, TSMC seems to be a little behind.
Because Samsung has officially shown non-storage chips produced using GAA process, and plans to launch a 3nm process chip in 2022.
In contrast, TSMC previously stated that it will launch a 3nm process chip in 2022, but it will still use traditional processes to make it, and the GAA process will be used on a 2nm chip.
But unexpectedly, news came from Samsung and TSMC's 3nm chips, and Samsung's GAA process 3nm chips will be postponed to launch in 2023, and TSMC's 3nm chips will also be postponed.
TSMC announced new chip news, Apple Huawei is very different
3nm chip delayed the news, TSMC refuted the rumors, saying that TSMC has now made it clear that 3nm chips are being carried out in accordance with the plan.
This means that TSMC will still conduct trial production of 3nm chips in the fourth quarter of this year and will officially mass-produce 3nm chips in the second half of 2022.
It is understood that the first batch of TSMC's 3nm chips will be allocated to Apple, followed by Intel , but, before the rules are corrected, Huawei and Apple share the production capacity of TSMC's most advanced process.
Now, Apple and Huawei are completely different because the rules are corrected.
TSMC has raised the price of chip foundry with a maximum price increase of 20%, but it has raised the price of Apple chip orders by about 3%, which shows the importance of Apple chip orders and find ways to keep Apple orders.
After all, Apple's orders account for more and more TSMC's revenue, and currently accounts for as high as 25%.
But facing Huawei's orders, TSMC has shown that Huawei's current production capacity still has problems. Even if it has inventory, TSMC's impact is limited.
In the past, Huawei was once TSMC's second largest customer, contributing hundreds of billions of revenue to TSMC every year. Compared with Apple, the two are only a few percentage points apart.
The most important thing is that TSMC is promoting 3nm chips as planned, and Apple will also launch the 3nm process A16 chip in 2022.
However, Huawei's self-developed Kirin chip cannot be manufactured for the time being. In 2022, Qualcomm 4nm chip will be used.
In other words, Apple and Huawei were originally the largest and second largest customers of TSMC, but now they are facing different endings, and the difference is really big.
It can even be said that if the rules are not modified, Kirin 9000 chip has surpassed Apple A14 chip in some aspects, while the prospects of Apple A15 chip are not great. In 3nm chips, Huawei Kirin chip may be able to fully surpass A16.
Huawei Ren Zhengfei has also expressed its view that
is facing chip problems. Huawei Ren Zhengfei has also made clear statements repeatedly that he will not give up Hisi , and will not lay off employees. He must fully support HiSi chips to achieve breakthroughs. Using climbing Mount Everest as an example, Huawei will fully support those who climb the peak.
Not only that, Huawei also established five major legions. At the Legion Establishment Conference, Ren Zhengfei clearly stated that peace is made, and no retreat is the road to success. Work hard and create a peaceful environment for the next 30 years, so that no one dares to bully us anymore.
In addition, on the chip issue, Huawei not only insists on self-development, but also invests extensively in chip-related industrial chains, and accelerates the completion of the comprehensive domestic production of chips.
Huawei has also changed its chip strategy, and has changed from not selling Kirin chip to selling Kirin chips to partners. With the influence of Kirin chips, partners can build 5G mobile phones based on Kirin chips, thereby occupying more markets.
