Apple reserves TSMC's 3nm chip production capacity, Intel order delay brings uncertainty

According to the latest reports, TSMC may not see a significant increase in 3nm chip orders until 2024

According to sources, because of Intel’s delivery delays, Apple will completely occupy all of TSMC’s 3nm chips this year Capacity for the upcoming iPhone, Mac and iPad in production. However, TSMC later won all orders for the A10 Fusion chips in Apple’s iPhone 7 with its more advanced technology, and has since become the sole OEM of A-series chips. Similarly, the Apple Silicon chips used in Macs and iPads are also manufactured by TSMC. In May of this year, it was reported that Apple had booked nearly 90% of TSMC's production capacity for next-generation devices. However, because Intel later revised its CPU production plan, Apple occupied 100% of TSMC's production capacity in 2023

The industry generally believes that the delay in Intel orders means that TSMC will have 3nm this year Chip sales will be significantly reduced. However, one source said that TSMC is still expected to achieve significant growth in the fourth quarter as they have begun mass production of 3nm chips to meet Apple's demand. According to data, TSMC's 3nm chip production in the fourth quarter may be reduced from the previously expected 80,000 to 100,000 wafers per month to 50,000 to 60,000 wafers per month. Currently, TSMC’s 3nm process has a monthly output of only about 65,000 pieces

In addition, according to the latest benchmark data, Apple’s A17 Bionic processor (iPhone 15 Pro) will continue to use a 6-core CPU similar to the A16, and both performance cores will have the same clock speed of 3.70GHz. Benchmark test results show that the A17's single-core score is 31% higher than the A16's, while in the multi-core test, the A17's score is 24% higher than the A16's, which is excellent. Geekbench 6 also shows the upcoming SoC’s GPU with a me

tal score of 30,669 points.

For the upcoming iPhone 15 series, these benchmark results are full of expectations. However, we need to note that these results may be modified or falsified. Therefore, we still need to maintain a certain degree of skepticism before Apple officially releases the iPhone 15 series

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