TSMC is the largest chip maker in the world, and its most important customer is Apple. DigiTimes reports that TSMC will supply more than $17.07 billion worth of chips to Apple in 2022. That’s a 23% increase over 2021, when TSMC shipped $13.84 billion worth of products to Apple.
Apple’s shipments of the new chips are due to begin in the first half of June. One of them will be the Apple A16 Bionic, which will be used with some of the iPhone 14 lineup models. Earlier, analysts Ming-Chi Kuo said that only the iPhone 14 Pro and iPhone 14 Pro Max will be built on the new 4nm A16 Bionic chipset. The unprofessional variants could end up staying on the A15 Bionic platform. Another option: these platforms will be renamed Apple A16 Pro and Apple A16, respectively.
TSMC recently announced that it will start shipping 3nm chips next year, with 2nm chips going on sale in 2026. Theoretically, the lower this technology node, the more transistors fit inside the chip, making it more productive and/or power-efficient.
For the first quarter of 2022, TSMC reported revenue of $491.08 billion with net income of $202.73 billion. The profit margin was 41.3%.