Apple was "bitten" by TSMC.
Apple accepts TSMC's price increase
htmlOn January 17, according to Taiwanese media reports, Apple has accepted TSMC's (TSMC) chip price increase and ordered up to 150,000 4nm chips for its new processor.reported that Apple has finalized the design of its next-generation A16 processor, which will use TSMC's 4nm chip and is expected to start mass production in the second half of this year.
reported that in the face of chip shortage, in order to ensure production capacity, Apple had to accept the rise in TSMC chip prices and had signed a contract with TSMC to produce 120,000 to 150,000 pieces.
According to Taiwan media reports, TSMC will comprehensively increase OEM prices in 2022. Despite this, as TSMC's largest customer, TSMC's increase to Apple will be lower than other customers.
The latest news about Apple's A16, the report quoted supply chain sources as saying that Apple's self-developed new generation A16 application processor has completed the design and finalization. The number of CPU and GPU cores is similar to that of A15, and will adopt TSMC's N4P process. The A16 application processor will be equipped with the new generation of iPhone 14 and iPad and other products. The
N4P process was launched in October 2021. Although it is called 4nm, it actually belongs to the 5nm process version. It is the fourth 5nm process after TSMC, which is an upgraded version of the N5 process.
TSMC stated in its performance briefing that the N4P process has proven to be the most competitive technology in the industry, with 11% efficiency improvement, 22% power consumption reduction and 6% density improvement compared to N5.
reported that as Apple enters the peak season for chip stocking in the second half of the year, the A16 application processor will enter mass production at the TSMC Fab 18 factory in the second half of the year. By then, Apple will swallow TSMC's 120,000-150,000 4nm production capacity.
wafer foundry output value has hit a record high for 9 consecutive quarters
Since the second half of 2020, the semiconductor industry has begun to show out of stock. In 2021, chip shortage has gradually spread from chip shortages in individual enterprises, individual types, and individual uses to a comprehensive shortage of stocks in hundreds of industries around the world. Against the backdrop of supply and demand in the global semiconductor industry chain, major wafer foundries have continuously expanded their production capacity and frequently set new highs in performance, and the leading players have made a lot of money by taking advantage of this "east wind".
On December 2, 2021, according to the latest survey by TrendForce, as the new capacity of wafer foundries gradually increased and the average selling price continued to rise, the wafer foundry output value reached US$27.28 billion in the third quarter of last year, a quarterly increase of 11.8%, setting a record high for nine consecutive quarters.
As the world's largest wafer foundry, TSMC's performance is leading the global wafer market. On January 10, TSMC released its 2021 financial data, showing that its annual revenue was approximately NT$1.58 trillion NT$5 (approximately RMB 364.09 billion), an increase of 18.5% year-on-year, with monthly revenue, quarterly sales and annual total revenue all hit record highs.
January 13, TSMC President Wei Zhejia said at the performance press conference that the global wafer foundry output value is expected to grow by 20% this year. The compound growth rate reaches 15%-20%. "Confidence comes from the development trend of the 5G and high-performance computing industries, as well as the continuous increase in the proportion of semiconductor consumption in terminal products."
The figure below shows the latest revenue rankings of the world's 10 largest wafer foundries. The largest chip foundry in China, , SMIC, continues to rank fifth, and its growth is less than the top four manufacturers, resulting in a shrinking market share. The top four revenue rankings are TSMC, Samsung , UMC and GC , all of which achieved quarterly rapid growth of more than 11%, while SMIC only achieved 5.3%.
Samsung Electronics expects to achieve revenue of 76 trillion won (approximately RMB 404.32 billion) in the fourth quarter of 2021, a year-on-year increase of 23.48% and a month-on-month increase of 2.73%, which is expected to set a record high in revenue in a single quarter.
UMC's annual revenue in 2021 reached NT$213.011 billion, an annual increase of NT$20.47%, and its December revenue reached NT$20.28 billion, a monthly increase of 3.14% and an annual increase of 32.65%, setting a new record high for the full year's revenue.
GC predicts that it will achieve revenue of US$1.8 billion to US$1.83 billion in the fourth quarter of last year, a month-on-month increase of 5.9% to 7.6%, and a year-on-year increase of 69.5% to 72.3%. The revenue in the single quarter is expected to set a new historical record.
Industry insiders analyzed that at present, the wafer foundry industry has maintained a fierce rise for five consecutive quarters, and will also maintain a rise in the first quarter of this year. Judging from the current situation, the wafer foundry production capacity is still full and orders are still full. Many manufacturers such as TSMC and UMC have proposed early prices to increase prices in the first quarter of 2022.
Reference link:
https://www.thestandard.com.hk/section-news/section/2/238082/Apple-bitten-as-TSMC-hikes-prices
https://min.news/en/tech/946eaaa5e51c84e36e4bd4ce7f55464e.html
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