TSMC is the world's largest chipmaker and is closely related to Apple, its biggest consumer.
During 2022, TSMC is expected to ship over $17 billion worth of chips to Apple. This figure is up 23% compared to 2021, where the Taiwanese company will ship chips worth USD 13.84 billion.
Shipments of chips for Apple's new devices are expected to begin in mid-June. One of the chips that will be shipped is the A16 Bionic, which will be used in the iPhone 14 series, specifically for the Pro variant.
Yes, as is known, the leaks circulating so far say that only the iPhone 14 Pro and iPhone 14 Pro Max will use the latest chip. While the iPhone 14 will still use the A15 Bionic, the same as used in the iPhone 13 line and also the iPhone SE 2022.
TSMC itself recently announced that it will only ship 3nm chips to consumers in 2023, while 2nm chips will only ship in 2026.
The increase in the number of shipments of TSMC chips to Apple is partly because Apple has switched to using M series chips for the Mac line. Unlike the Intel chips made by Intel, these M series chips use the same architecture as the A series processors, designed by Apple and manufactured by TSMC.
So far there have been several variants of the M chip, such as the M1 chip which has 16 billion transistors. Then the M1 Pro which has 33.7 billion transistors, and the M1 Max which has 57 billion transistors.
As is known, companies like TSMC are only in charge of producing chips, they don't design these chips. In contrast, companies such as Apple, Qualcomm, Nvidia, AMD, and MediaTek, do not manufacture chips but only design the chips.
During Q1 2022, TSMC posted revenue of USD 491 billion, with a net income of USD 202.73 billion. The profit margin is 41.3%, with earnings per share of USD 7.82.
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