According to foreign media reports, TSMCSMC Revenue disclosed in its latest annual report that its number one customer (supposedly Apple) contributed 23% of their revenue last year, which accounted for a decrease but brought a significant increase in revenue year-over-year.
From TSMC’s annual report, there is only one customer that accounted for more than 10% of their revenue last year, contributing NT$529.649 billion in revenue, or about $17.266 billion, or 119.701 billion RMB.
As far as the information disclosed in the annual report, TSMC’s number one customer, in 2021 is contributing 405.403 billion NTD in revenue and 529.649 billion in 2022, an increase of 124.246 billion, or 30% year-over-year.
However, as TSMC’s revenue increased significantly last year from NT$158.715 billion to NT$226.3891 billion, a 42% increase year-over-year, this means that the proportion of revenue accounted for by the number one customer will decrease year-over-year, from 26% in the previous year to 23%, according to the annual report.
