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

CTOnews.com April 10 news, the mobile phone market is not expected to begin to recover until the second half of this year at the earliest. Major chip manufacturers are generally betting on 2024, in which MediaTek and Qualcomm are preparing to launch new products made of TSMC 4nm in the second half of this year. Only Apple has stepped into the 3nm generation and carried it in the iPhone 15 series in the second half of this year, leading other mobile chip manufacturers.

According to Taiwan's "Industrial and Commercial Times", Apple's new MacBook Air, iPad Air/Pro and other product lines are expected to use TSMC's 3nm N3E process for mass production, and terminal products are expected to be unveiled in the second half of this year or the first half of next year, respectively, so that Apple will continue to be the largest customer of TSMC.

▲ Apple M2 MacBook Air supply chain reports that Qualcomm and MediaTek plan to launch new mobile phone chips in the second half of this year will continue to use TSMC 4nm process for mass production, while 3nm process may not be used until next year.

Although Apple was also affected by the cold winter in the consumer market, iPhone revenue fell 8.2% in the fourth quarter of last year, making Apple's first iPhone revenue decline in seven years. But Apple did not stop the process.

According to previous reports by CTOnews.com, Apple has contracted almost all 3nm production capacity of TSMC this year, and is expected to enter trial production by the end of the second quarter of this year and launch in the third quarter, becoming the only manufacturer in the world's three largest mobile phone chip manufacturers to advance to the 3nm process.

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