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

Thanks to CTOnews.com netizen Brother Black fly's left hand and the delivery of clues from the birds on the road! CTOnews.com, February 17, a series of previous revelations have shown that Apple will be the only major customer of TSMC's 3nm process this year, but now it seems that TSMC's orders have decreased a bit.

Digital blogger @ Mobile Wafer, who is based in Taiwan and has access to first-line information about the semiconductor industry, revealed that Apple has once again reduced the number of wafers put into production, and this time the adjustment is relatively large. A total of 120000 N7, N5, N4 plus some N3 production lines.

According to previous revelations and leaks, Apple's A17 for iPhone 15 Pro / Pro Max this year will use TSMC N3 process, while M2 Ultra / M3 may also be used, as previously reported by CTOnews.com.

As for the products that have been released so far, the Apple A14 and 15 are based on TSMC N5 and N5P (belonging to the 5nm family), while the A16 is based on N4 (belonging to the 5nm family), the M1 series is based on N5 and N5P process, and the M2 series chips also seem to use N4 process (second generation 5nm).

Of course, as for the N7 he mentioned, it is clear that the Studio Display display and the A13 chip used in iPad 9 should not be in great demand at present.

Extended reading: "Apple internal documents leak: only iPhone 15 Pro / Pro Max models support Wi-Fi 6e, equipped with 3nm A17 chip"

"it is reported that TSMC's 3nm contract price is as high as US $20,000, and new products such as Apple's iPhone Pro series will be adopted."

Foreign media: TSMC will supply 150000 wafer A14 processors to Apple in only one quarter.

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