Shulou(Shulou.com)11/24 Report--

CTOnews.com, October 26 (Xinhua) according to the latest data from market research firm Strategy Analytics, TSMC's market share in smartphone AP contract manufacturing will reach an all-time high of about 85% in 2022.

▲ source: Strategy AnalyticsCTOnews.com learned that Strategy Analytics said that TSMC lost market share to Samsung from 2015 to 2018 as Qualcomm turned to Samsung. The AP of smartphones with 7nm and below will break the 50% barrier for the first time in 2022. TSMC will account for more than 80 per cent of the AP of 7nm and below manufacturing nodes.

In the third quarter of this year, TSMC had revenues of $20.23 billion (about 145.049 billion yuan), a gross profit margin of 60.4% and a net operating margin of 50.6%, according to the financial report. During the reporting period, TSMC shipments of 5 nm accounted for 28% of total wafer revenue, 26% of total wafer revenue, and 26% of total wafer revenue, and more advanced processes accounted for 54% of total wafer revenue.

According to a report released by Counterpoint this week, TSMC attributed the weak demand for 7nm and 6nm chips to cyclical inventory adjustments and delays in shipments from smartphone and PC manufacturers. The current inventory cycle is likely to last until 2023, mainly involving AP / SoC of mainstream 5G smartphones.

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