IT Home October 26th news, the latest data from market research firm Strategy Analytics shows that TSMC's market share in smartphone AP OEM will reach a record high in 2022, about 85% .
IT Home learned that Strategy Analytics said that from 2015 to 2018, TSMC's market share was taken away by Samsung because of the shift from Qualcomm to Samsung . Smartphone APs with 7nm and below will break through the 50% mark in 2022 for the first time. In APs with manufacturing nodes of 7nm and below, TSMC will account for more than 80% of the share of .
financial report shows that in the third quarter of this year, TSMC's revenue was US$20.23 billion (about RMB 145.049 billion), with a gross profit margin of 60.4%, and a net operating profit margin of 50.6%. During the reporting period, TSMC's 5-nanometer shipments accounted for 28% of the total wafer revenue; 7-nanometer shipments accounted for 26%; 7-nanometer and more advanced processes accounted for 54% of the total wafer revenue.
According to the report released by Counterpoint this week, TSMC believes that the reason for the weak demand for 7nm and 6nm chips is due to periodic inventory adjustments and delays in shipment of smartphone and PC manufacturers. This inventory cycle may continue until 2023, mainly involving AP/SoC for mainstream 5G smartphones.
