December 16th news, Taiwanese media Digitimes recently announced the revenue contribution of TSMC's top 10 customers, citing Bloomberg data. Among them, , Apple ranked first without any suspense, and TSMC's total revenue accounted for as high as 25.93%.
The other nine customers and revenue contributions behind Apple are: MediaTek (5.8%), AMD (4.39%), Qualcomm (3.90%), Botong (3.77%), Nvidia (2.83%), Marvell (1.39%), STM (1.38%), ADI (1.06%), Intel (0.84%).
From the above data, TSMC has a high degree of dependence on Apple, and the proportion of revenue contributed by Apple is also continuing to grow.
According to data in 2019, at that time, Huawei was TSMC's second largest customer, with revenue contribution of about 14%, while Apple's revenue contribution at that time was about 23%. As Huawei is being sanctioned by the United States, TSMC is unable to continue to manufacture chips for Huawei, which has also caused TSMC to lose Huawei, a major customer. However, as major customers such as Apple, MediaTek and AMD continue to increase their investments at TSMC, the production capacity originally vacant by Huawei was quickly filled.
Especially with the success of Apple's self-developed Mac processors, it continues to replace Intel X86 processors, and the hot sales of the new iPhone 13 this year, has also driven Apple's rapid growth in demand for self-developed A-series processors and M-series processors. It is worth noting that Apple is currently developing its own mobile phone baseband chip. If it is successfully commercialized in the future, it may further increase its contribution to TSMC's revenue.
In addition, the success of several generations of MediaTek Dimensity series 5G mobile phone chips based on TSMC's most advanced process has also driven a sharp increase in the shipment of MediaTek mobile phone chip , and has become TSMC's second largest customer. AMD also benefits from TSMC's process advantages. Its PC and server chips perform well in competition with Intel processors, and its market share is also continuing to expand.
It is worth noting that Intel is currently increasing its cooperation with TSMC, and its GPU chip is currently handed over to TSMC for foundry. In addition, it is reported that Intel will also become a major customer of TSMC's 3nm process that will be mass-produced next year. Pre-html period 1. In 2023, Intel has the opportunity to become one of TSMC's top three customers and become one of the main profit-making forces of TSMC.
Editor: Xinzhixun-Longkejian
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