Apple, the big brother in the industry, obviously couldn’t accept TSMC’s price increase. After all, iPhone sales have declined. According to the blogger’s revelation, Apple rejected TSMC’s price increase due to poor iPhone sales. In Apple’s view, the cost of the new process and new technology is paid by itself, and the iPhone sales are not as good as expected, so it is too unreasonable to increase the price.
According to the blogger, Apple has officially rejected TSMC’s request for a price increase in 2023.
Of course, in addition to raising prices, TSMC also made Apple angry with its own new technology. According to the supply chain, TSMC has struggled with its 3nm chip production, forcing Apple to abandon its performance targets for its upcoming high-end iPhone SoC.
As the only 3nm customer of TSMC, Apple is still waiting for them to give a solution. After all, letting the A17 sacrifice performance is not the best choice, and it will also affect the cooperative relationship between the two companies.
If improvements can’t be made, the M3 SoC designed for future Macs could suffer the same setback, sacrificing performance.
In the eyes of industry insiders, Apple may sacrifice performance for the A17 Bionic and M3, and pay more attention to energy efficiency. Although they are still struggling, judging from the current efficiency of TSMC, it should be unlikely to change.