TSMC revenue will grow due to increased sales of iPhone 15 series

According to news on June 27, Apple is expected to hold an autumn new product launch conference in early September, when it will launch an iPhone with a stock count of up to 89 million units. The 15 series of smartphones increased by 14% compared with the iPhone 14 series in the same period last year.

It is reported that Apple has notified suppliers to start stocking up in July, which will benefit supply chain manufacturers such as TSMC and boost their revenue. According to the latest reports, the iPhone The high sales volume of the 15 series will bring benefits to TSMC. Revenue in the second quarter is expected to reach US$17 billion, and revenue in the third quarter is expected to increase by 11% year-on-year.

According to previous reports by foreign media, the iPhone 15 series of smartphones will use the same two chips as last year’s iPhone 14 series. Among them, iPhone 15 Pro and iPhone 15 Pro Max will be equipped with Apple's first A17 bionic chip manufactured using the 3nm process technology, which greatly improves the performance of the chip. The other two iPhones will be equipped with the A16 Bionic chip, which is similar to the iPhone 14 Same for the Pro series.

According to the editor’s understanding, the foundry price of this A17 bionic chip is higher than that of the A16, but the resulting performance improvement will bring more revenue to TSMC. Apple iPhone The increase in 15 series stock will further promote the performance growth of supply chain manufacturers such as TSMC.

Although it is still some time before the autumn new product launch, for Apple and its supply chain manufacturers, the increase in stocking and the upcoming iPhone The 15 series of smartphones herald a future full of expectations. People expect Apple's new products to achieve another breakthrough in performance and user experience, injecting new vitality into the smartphone market.

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