The last we heard about Apple and securing 5nm chips from TSMC in 2021 were previous rumors that it had 80% of the 5nm capacity from TSMC in 2021 -- but new reports suggest Apple has over 50% of the 5nm supply from TSMC this year.
New information from Counterpoint Research says that TSMC started mass production of its 5nm process in Q1 2021, with competitor Samsung following through but they were 6-9 months behind. Counterpoint Research says: "Apple is the top customer (with all orders to TSMC) in 5nm this year (see Exhibit 1), including both for iPhones (A14/A15) and the newly released Apple Silicon".
Counterpoint Research continued: "Qualcomm will be the second-largest 5nm customer as the iPhone 13 may adopt its X60 modem. TSMC is expected to book $10-billion revenue from 5nm in 2021".
- Read more: TSMC's new 2nm chip yields are so good, it's making it hard for Samsung to win clients
- Read more: TSMC's first customer for next-gen A16 process is NVIDIA, Apple skips A16 directly to A14 node
- Read more: TSMC's major customers to use 2nm process in 2026, Apple and Bitmain primary sources of demand
You can read the entire report on Counterpoint Research's official website.
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