The phone market is not expected to recover until the second half of the year at the earliest. Major chip manufacturers are generally betting on 2024. Among them, MediaTek and Qualcomm are planning to launch new products made of TSMC’s 4 nanometers in the second half of this year. Only Apple has entered the 3nm generation, and it will be installed in the iPhone 15 series in the second half of this year, leading other phone chip factories.
According to China Taiwan’s “Business Times”, Apple’s new MacBook Air, iPad Air/Pro and other product lines are expected to be mass-produced using TSMC’s 3nm N3E process, and the terminal products are expected to be unveiled in the second half of this year or the first half of next year. Stabilize TSMC’s largest customer.
▲ Apple M2 MacBook Air
According to the supply chain, the new phone chips that Qualcomm and MediaTek plan to launch in the second half of this year will continue to use TSMC’s 4-nanometer process for mass production, while the 3-nanometer process may not be adopted until next year.
Although Apple was also simultaneously affected by the cold winter in the consumer market, iPhone revenue in the fourth quarter of last year fell by 8.2% year-on-year, becoming Apple’s first iPhone revenue recession in seven years. But Apple did not stop the process from advancing.
According to previous reports, Apple has contracted almost all 3nm production capacity of TSMC this year, and is expected to enter trial production at the end of the second quarter of this year, and start production in the third quarter, becoming the only three major phone chip manufacturers in the world to advance to 3nm The manufacturer of the process.