Important customers of TSMC's 7nm chip, includingHuaweiHiSilicon and AMD.
According to sources, TSMC's 7nm capacity utilization rate was the lowest in the first quarter of 2019, but due to the orders of new Android device chips, the company's 7nm capacity utilization rate will be eye-catching in the second quarter.
DigiTimes quoted industry sources as saying that two other chip makers, Qualcomm in the US and MediaTek in Taiwan, are closely watching the utilization of TSMC's 7-nanometer capacity, and may be entrusted from the end of the second quarter. Chip foundry production to TSMC. As most of TSMC's production capacity is expected to be used in the 2019 edition in the third quarter.iPhoneChip orders, which may mean that 7 nanometer capacity will reach full capacity, and even supply is in short supply.
Apple is the most important customer of TSMC and the first one in intelligenceMobile phoneCustomers using 7 nanometer technology. The more advanced the chip manufacturing process technology, the better internal space and power efficiency of the iPhone, and the reduction in the thickness of the phone. These are the priorities of the Apple iPhone XR, iPhone XS Max and iPhone XS.
The market knows little about the design of Apple's 2019 iPhone, but there are rumors that the company's 2019 version of the iPhone will have two reconfigurations.OLEDThe display panel, one with an LCD display panel and three rear cameras with new zoom or depth sensing capabilities. The 2019 version of the iPhone may have reverse wireless charging capabilities, such as charging the AirPods Wireless Charging Case.
The next-generation A-series processors may be named A13, and their general-purpose and graphics performance will be improved.
In short, the 7-nanometer chip order will be the key to TSMC's revenue growth this year.