According to the latest DigiTimes report: TSMC is unlikely to see a significant increase in 3nm chip orders before 2024.
According to sources, due to the delay of Intel’s purchase, Apple will contract all 3nm production capacity of TSMC this year for the upcoming iPhone, Mac and iPad.
On the iPhone 6S, Apple tried to distribute the manufacturing of A-series chips to TSMC and Samsung for production. Later, TSMC won all the orders for A10 Fusion in Apple’s iPhone 7 through more advanced technology and has since become the only foundry for A-series chips. square.
Of course, the same goes for Apple Silicon, which is used in Macs and iPads, and TSMC currently controls all of Apple’s chipmaking operations.
In fact, as early as May this year, it was reported that Apple had reserved nearly 90% of TSMC’s production capacity for its next-generation devices. However, since Intel later revised its CPU production plan, this also means that Apple won TSMC’s 100% production capacity in 2023. % of production capacity.
The industry believes that the delay in Intel’s orders means that TSMC’s sales of 3nm chips will drop sharply this year, and the industry source said that TSMC is still expected to achieve significant growth in the fourth quarter because it has begun mass production of 3nm chips to meet Apple’s demand.
Data show that TSMC’s 3nm chip production in the fourth quarter may be reduced to 50,000-60,000 pieces per month from the previously expected 80,000-100,000 pieces (wafers). According to the source, TSMC’s current monthly output of the 3nm process is only about 65,000 pieces.
According to the previously exposed running scores of the A17 Bionic processor (iPhone 15 Pro), the A17 will continue to use a 6-core CPU similar to the A16, and Geekbench 6 results show that the two performance cores have the same clock speed of 3.70GHz.
The results show that the single-core score of the A17 in the benchmark test is 3269 points, which is 31% higher than that of the A16. In the multi-core test, the gap isn’t that big, with the A17 outperforming the A16 by 24%, but still very good.
The Geekbench 6 image also shows the Metal score, which tests the GPU of the upcoming SoC, scoring 30,669 points.
These running score results make people look forward to the upcoming iPhone 15 series, but it needs to be pointed out that these running score results may be modified or forged, so before Apple officially releases the iPhone 15 series, we still have to check and be sceptical.