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Years ago, the iPhone price cuts caused many of Apple's suppliers to cut their expectations. In Apple's global supply chain, chip-based ICBC is a relatively small company affected by Apple's iPhone order reduction. TSMC is Apple's chip foundry. Since 2016, it has been the exclusive OEM of Apple's A-series chips. The A12 processor used in the latest three iPhones this year is produced using TSMC's 7nm process.
Previously, due to the war between Apple and Qualcomm, the output of Apple's iPhone was reduced, so the demand for all components of the production products was also reduced. Of course, the demand for the A12 processor will also be reduced. However, because TSMC's customers are not limited to Apple, it has little impact.
Recently, it is reported that TSMC will still be the exclusive supplier of custom chip A13 used by Apple's 2019 iPhone series mobile phones. And TSMC will use the 7nm process technology to mass produce the A13 chip in the second quarter of this year, and will use the enhanced 7nm process of extreme ultraviolet (EUV) technology.
At present, TSMC also announced its company performance and its outlook for the overall chip industry. The company's CEO said, "The sales generated by the 7-nanometer process is expected to exceed 25% of the company's share. And as more applications such as high-performance computing and automobiles mature, the demand for 7-nanometer chips will gradually increase. "
