MediaTek and Qualcomm use 3nm processes, and Apple's leading position may no longer exist!
It is reported that MediaTek and Qualcomm will both launch TSMC 3 nm process this year, at that time, the mobile ** chip industry will officially enter the 3nm era, at that time, if it does not accelerate technological innovation, it may become its only leading position.
Due to the adoption of a higher level of technology and an independently developed core structure, Apple has been at the forefront of the world in terms of A-series chips. In terms of semiconductor manufacturing process, TSMC has always been the world's first and most important link, because they have received a lot of orders, accounting for 26% of TSMC's total revenue, MediaTek and Qualcomm together are not even 1% of TSMC, so it seems that TSMC will definitely focus on Apple.
Another thing that Apple is strong about is that it has a central structure that it has developed. For many years, as the only manufacturer in the world that has always adhered to its core architecture, its M series is currently the only processor in the ARM system that can compete with Intel, demonstrating its great advantage in core architecture development.
However, in the past two years, due to the departure of a large number of engineers, Apple's self-developed kernel system has not been able to achieve an average annual growth of 20%-30%, from A15 to A17, an increase of about 10%.
TSMC has delayed the 3 nm process for a year, and began to manufacture A17 last year, but the 3 nm process did not meet as well as expected, although A17 improved efficiency by 10%, but it is still facing huge energy consumption pressure, and is caught up by Qualcomm and MediaTek.
Qualcomm is really bloody this time, Snapdragon 835 processors below have been replaced with public version of ARM core, to further narrow the distance between Qualcomm and MediaTek, it has become very difficult, and MediaTek is gradually occupying the dominant position of high-end chips, it is reported that Qualcomm will take the lead in using the self-developed core structure on Snapdragon 8G4.
Qualcomm's own core is called "Phoenix", which means "regeneration", since Qualcomm acquired Nuvia, the three founders of Nuvia are all composed of members of Apple's A-series R&D team, and then they filed a lawsuit against Arm, claiming that Nuvia's core technology is unauthorized, whether it is not allowed to transfer Nuvia's core technology to Qualcomm, and it is not clear whether Qualcomm's own development of Nuvia's core is related to this.
MediaTek still uses the universal ARM core chip. Both Qualcomm and MediaTek use TSMC's 3nm process, which means that there will be no significant differences between the two companies in terms of process, while Qualcomm Snapdragon 8G4 is expected to achieve better performance due to its self-developed core structure.
In comparison, Qualcomm and MediaTek have seen steady growth of more than 20 percent, while Apple's processors have only increased by about 10 percent over the three generations. If this year's A18 processor is only about 10% better, then Qualcomm and MediaTek will surpass Apple in performance, and their leading position in chip performance will be lost.
Huaxia people can't wait to buy it, because now most people in Huaxia are buying Android, and Apple's people account for 20%, if Qualcomm's processor surpasses Apple, there will definitely be a group of people to buy it, and then China's sales will plummet, and when the time comes, Apple will have the opportunity to fall from the peak to the bottom.