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

April 24 news, according to foreign media reports, in the decline in demand for consumer electronic products, the demand for chips has also declined significantly, a large number of manufacturers have been affected, TSMC is also not immune, in dollar terms, their revenue has declined for two consecutive quarters compared with the same period last year, falling again in the first quarter after many years, and is expected to continue to decline in the next quarter compared with the same period last year.

In the chip industry situation is still not optimistic, the first quarter and second quarter revenue is not ideal, TSMC's full-year revenue is also expected to be affected, in the first quarter earnings analyst conference call, TSMC CEO Wei Zhe Jia revealed that they expect full-year revenue will have a low-and medium-digit percentage decline.

Although TSMC has expected its revenue to decline this year, according to reports, some people in the industry still think that TSMC's revenue is expected to grow this year under optimistic conditions.

The relevant media quoted relevant sources in the semiconductor industry as saying that the order of the next-generation iPhone will be the key to determine whether TSMC can have moderate revenue growth this year.

According to naming convention, Apple's next-generation iPhone, the iPhone 15 series, is still expected to carry two chips, two of which are high-end versions with A17 bionic chips and are expected to use TSMC's 3nm process, while the other two are A16 bionic chips with the same version of the iPhone 14 Pro series.

Considering that after the launch of the new iPhone, there will usually be a strong market demand, and the demand for chips will be quite large. As the exclusive contract manufacturer of Apple A chip for many years, TSMC will have considerable revenue.

In addition, Apple has been the largest customer of TSMC for many years, contributing about 20% of its revenue in recent years. Apple's orders are very important to TSMC and have an important impact on their revenue growth.

Welcome to subscribe "Shulou Technology Information " to get latest news, interesting things and hot topics in the IT industry, and controls the hottest and latest Internet news, technology news and IT industry trends.