TSMC suspense Apple is declining, the 3nm plan is stranded, and Huawei's status is highlighted again
Apple released its results for the first quarter of fiscal year 2023, with both revenue and profit**, indicating that even if Apple is strong, it will be difficult to withstand the global downturn, which is undoubtedly a heavy blow to TSMC, the world's largest chip producer.
Apple released its results for the first quarter of fiscal year 2023, with revenue and net profit of **55% and 13%, a closer look will see that iPhone sales ** are the largest, iPhone sales **8%, and iPhone** has a huge impact on TSMC.
As TSMC's largest customer, TSMC's revenue is as high as 26%, but because TSMC's 3 nm chip technology has just entered the market, the iPhone 14 has entered a period of recession, and the iPhone 14 Pro uses the A16 chip, which means that TSMC's 3 nm chip will decline, which means that the shipment of the A17 chip will decline.
Second, since Apple's earnings decline is greater than its revenue decline, it is likely to request a reduction. Apple has brought greater benefits to TSMC and is the only customer of the 3 nm chip, so TSMC is afraid that it will not be able to withstand the huge pressure from Apple to cut prices to win this consumer.
From this point of view, how important Huawei's order is to TSMC, if TSMC can still get Huawei's order, TSMC will not have to face the current predicament, which is also a proof of the positive effect that Huawei has brought to the industry.
At present, Huawei has occupied the position of high-end machines, forming an iron triangle with Apple and Samsung. Huawei has assisted TSMC in the development of the latest manufacturing process, and prioritizes TSMC's cutting-edge process to ensure its leading position in core technologies.
Because of the impact of factors such as Huawei, Apple and Qualcomm, they can only use the most cutting-edge process technology, so even if Huawei gets a new 3 nm process, Apple will still choose 3 nm process technology instead of the previous iPhone 14, the two low-cost models still use the original A15, and only two of the high-end models will be equipped. A16 handler.
Huawei, as TSMC's core technology supplier, is very familiar with TSMC's production process, and has not let TSMC reduce ** like American products, as long as Huawei is still there, American semiconductor manufacturers will no longer let TSMC reduce **.
As TSMC's No. 2 customer, Huawei HiSilicon is able to hedge the impact of U.S. chips on TSMCNow, in cooperation with Huawei, the proportion of Chinese chips in TSMC's revenue has dropped to less than 10%, and American chips account for 70% of TSMC's revenue, while American chips are TSMC's main income**, which also makes TSMC, under pressure from the United States, have to build factories in the United States!This increases the cost of producing chips by 50 percent.
It can be said that Huawei has played a positive role in the development of smart phones, which can bring users more innovative technologies, but today's Apple does not have any competitiveness, and does not have much interest in TSMC's advanced process, and in the end, TSMC's demand for advanced processes will decrease, and revenue and profitability will both decline.