At the earliest, there is no indication that the phone market will recover until the second half of the year at the earliest. It is generally believed that major chip manufacturers will bet on 2024 to become a reality. MediaTek and Qualcomm, two of these companies, have announced that they will be launching new products using TSMC’s 4 nanometer process in the second half of this year. There has been no other phone maker to enter the 3nm generation of chip manufacturing, and Apple will be the only manufacturer to do so in the second half of this year when it will be installed in the iPhone 15 series.
TSMC’s 3nm N3E process is expected to be used to mass produce Apple’s new MacBook Air, iPad Air/Pro and other products, as reported by China Taiwan’s “Business Times”, and the terminal products will most likely be announced either in the second half of this year or the first half of next year. Stabilize TSMC’s largest customer.
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In line with the supply chain, it is expected that Qualcomm and MediaTek will continue to use TSMC’s 4-nanometer process for mass production of the new phone chips that they plan to launch in the second half of this year, while the 3-nanometer process might not be adopted until next year.
In addition to being affected by a cold winter in the consumer market, iPhone revenue for the fourth quarter of last year dropped by 8.2% year-on-year, becoming Apple’s first iPhone revenue recession in seven years, despite the fact it was also affected by the cold winter in the consumer market. Even though Apple didn’t halt the process from advancing, it did not stop it from taking place.
It is reported that Apple has contracted almost all the 3nm production capacity at TSMC this year, and it is expected that it will enter trial production by the end of the second quarter, and start production by the end of the third quarter of the year, becoming the only three major chip manufacturers in the world to advance to 3nm. The manufacturer of the process manufactures the process.
