Intel chip orders delayed, rumors suggest Apple will monopolize all TSMC's 3nm production capacity this year

According to news from this site on August 29, according to the latest report from DigiTimes, TSMC is unlikely to see a significant increase in 3nm chip orders before 2024

According to sources, due to Intel’s delivery Postponed, Apple will fully take over all TSMC’s 3nm production capacity this year to supply upcoming iPhone, Mac and iPad products

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On the iPhone 6S, Apple tried to divide the manufacturing of A-series chips between TSMC and Samsung. Later, TSMC won all orders for the A10 Fusion in Apple’s iPhone 7 through more advanced technology, and has since become the only manufacturer of A-series chips. OEM side.

TSMC is currently responsible for manufacturing all of Apple’s chips, including the Apple Silicon used in Macs and iPads

In May of this year, it was reported that Apple had booked nearly 90% of TSMC’s production capacity for its next Generation device. However, since Intel later revised its CPU production plan, this means that Apple will take over 100% of TSMC's production capacity in 2023. The industry believes that the delay in Intel orders means that TSMC's 3nm chip sales this year will will drop significantly, and this industry source said that TSMC is still expected to achieve significant growth in the fourth quarter as it has begun mass production of 3nm chips to meet Apple's demand.

According to data, TSMC may reduce the production of 3nm chips in the fourth quarter from the previously expected 80,000-100,000 pieces per month to 50,000-60,000 pieces. A source revealed that the current monthly output of TSMC's 3nm process is only about 65,000 pieces

According to the previously exposed running scores of the A17 Bionic processor (iPhone 15 Pro), the A17 will continue to use a 6-core CPU similar to the A16 . Additionally, Geekbench 6 results show that both performance cores have the same clock speed of 3.70GHz

According to the results, the A17 achieved a single-core score of 3269 points in the benchmark, which is 31% higher than the A16. In the multi-core test, the gap isn't huge, with the A17 scoring 24% higher than the A16, but still very good.

##The Geekbench 6 image also shows the Metal score of the GPU of the upcoming SoC, which is 30,669 points For the upcoming iPhone 15 series, these benchmark results are very exciting. However, we need to point out that these benchmark results may be modified or falsified. Therefore, before Apple officially releases the iPhone 15 series, we still need to maintain a certain degree of skepticism

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