TSMC has already declined, and the sales of domestic 5G mobile phones have reached 60 million, which has dealt a heavy blow again.
The industry estimates that 60 million 5G mobile phones will be sold in Taiwan this year, causing mobile chip manufacturers such as Apple, Qualcomm, and MediaTek to lose 60 million chips, and TSMC will suffer heavy losses.
As the second largest user of TSMC, TSMC's annual revenue reached billions of US dollars, ranking third, only behind Apple. This shows how high this technology has earned TSMC.
The influence of technology companies on TSMC is not limited to these, it also plays a role in controlling and balancing chips in the United States, because technology companies usually use TSMC's most advanced process technology, so Apple, Qualcomm, etc. have Xi learned from TSMC, so that TSMC has a greater say in improving profits.
However, because TSMC terminated the supply to the company, the American chips have the right to negotiate, and in the past two years, the American chips have continued to put pressure on TSMC, making TSMC quite passive. Recently, TSMC has been forced to change the battery capacity of its chips from ordinary chips to rechargeable chips, and TSMC has suffered more damage as a result.
In response, TSMC has been emphasizing that the loss of chip orders in Chinese mainland will not affect it, but TSMC's revenue in the second quarter has been significantly **, and its revenue reached 156 in the second quarter$600 million, compared to $18.15 billion a year ago,**137%。Now, China Mobile is going to launch another 5 G mobile phone of its own, which is undoubtedly a heavy shock for TSMC.
According to the figures, TSMC's largest user is Apple, accounting for 26% of its revenue, and this will also have the biggest impact on it. China is already the largest market for iPhones, but when mobile devices begin to recover, it is likely to lose millions of dollars in sales in China, and TSMC will lose money as a result.
Qualcomm, MediaTek and other companies will also suffer heavy blows, among which Qualcomm is the first to bear the brunt, the domestic flagship models used Qualcomm's high-end processors, and the previous models were Qualcomm, resulting in the loss of Qualcomm's chip orders by tens of millions. MediaTek is also suffering from a big injury, and this time I am afraid that there are tens of millions of chip orders.
Qualcomm and MediaTek are both key customers of TSMC, and if its chip shipments decrease, TSMC's orders are bound to decrease, so Apple, Qualcomm and MediaTek have joined forces to deal a big blow to TSMC, and this situation may not even be expected by TSMC itself.
The 5G mobile ** made in China not only supports domestic 5G, but also supports China's wireless network and many other domestic ones, and their orders are purchased by China's chip ** chain;In addition, the decline in shipments of many mobile** manufacturers using foreign chips will also drive orders for TSMC's wireless network and other chips, bringing an unpredictable impact to TSMC.
It can be said that TSMC's scenery has ended, and it was thought that China would no longer supply to it, which would not have much impact on it, but the actual situation is not the case, if the revenue declines, TSMC's revenue decline will be accelerated by its own 5G machine, and TSMC's future days will be more difficult.