As many of you know, TSMC is the largest independent foundry in the world, and the company’s largest customer is — unsurprisingly — Apple. Today, DigiTimes reports that TSMC to ship $17.07 billion worth of chips to Apple in 2022. This represents a gain of 23% compared to 2021the year in which TSMC delivered chips worth $13.84 billion to Apple.
Shipments to Apple for its new devices are expected to begin in the first half of June. One of the chips shipping could be the A16 Bionic, which will be used with some of the upcoming 14-series iPhones, specifically the Pro models.
You may recall that reliable Apple analyst Ming-Chi Kuo said last month that only the iPhone 14 Pro and iPhone 14 Pro Max could feature the new A16 Bionic chip in 4 nm; other non-Pro variants might come with the A15 Bionic chip used for the iPhone 13 series and iPhone SE 3.
TSMC recently announced that it will begin shipping 3nm chips to consumers next year, with 2nm chips arriving in 2026. In theory, the lower the process node, the more transistors that go into a chip is high, which makes it more powerful and/or more energy efficient.
Last year, Apple began shipping devices with its own M chips. The M1 has 16 billion transistors (compared to the A15 Bionic’s 15 billion) and is used for the iPad Pro and iPad Air. The M1 Pro is equipped with 33.7 billion transistors and there are 57 billion transistors in the M1 Max.
TSMC reported revenue of $491.08 billion
The dual die M1 Ultra has the highest number of transistors found in a commercially available chipset at 114 billion. This chip is the combination of two M1 Max chips.
Foundries like TSMC don’t design chips. They take models produced by other companies like Apple and build the chips. The other day, Morris Chang, founder of TSMC, said that the United States has the best chip designers in the world. Besides Apple, other top tech companies are TSMC customers, including Qualcomm, Intel, NVIDIA, and AMD.
For the first quarter of 2022, TSMC recorded revenue of $491.08 billion and a net profit of $202.73 billion. Profit margin was 41.3% and diluted earnings per share were $7.82.