TSMC will reportedly experience a revenue growth as a result of the high iPhone 15 demand later this year. According to the latest estimates, the Taiwanese semiconductor manufacturer will see its revenue increase by 11 percent in the third quarter of this year.
TSMC to exclusively mass produce Apple’s A17 Bionic for the iPhone 15 Pro and iPhone 15 Pro Max on its cutting-edge 3nm process
The estimates state that the revenue growth is being compared to the second quarter, where TSMC reportedly generated $17 billion. With the iPhone 15 launch expected to be held in September, Apple may ask TSMC to ramp up 3nm chip orders, helping the manufacturer witness that growth. Though the exact figure as to how much business TSMC will generate from its lucrative client has not been stated, it was previously reported that Apple secured 90 percent of 3nm chip shipments, and it will be one of the first 2nm customers.
The company’s first 3nm chip, the A17 Bionic, is said to be exclusively found in the iPhone 15 Pro and iPhone 15 Pro Max, and since both these models are rumored to feature more upgrades than the non-Pro models, these are expected to be in higher demand. TSMC’s 3nm wafer output could also reach up to 100,000 monthly units by the end of the year as a result of this demand, so even if it were to give Apple a ‘special’ discount, it still stands to gain significantly more by delivering those shipments.
It is possible that TSMC has already started mass production work on the A17 Bionic, as Apple was previously rumored to have informed its supply chain to start stocking up iPhone 15 shipments in July as it prepares for the imminent launch. The upcoming inventory is estimated to be 14 percent higher than it was for the iPhone 14 series, reaching up to 89 million units for the year. According to new statistics, Apple is still TSMC’s biggest customer, accounting for 23 percent of the overall yearly revenue.
source https://wccftech.com/iphone-15-demand-helps-tsmc-revenue-climb-11-percent/