Intel chip orders are delayed, and it is reported that Apple will cover all TSMC’s 3nm production capacity during the year

News 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 delays in Intel's shipments, Apple will contract all TSMC's 3nm production capacity this year for the upcoming iPhone, Mac and iPad.

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 sole OEM of A-series chips. square.

Of course, the same is true for Apple Silicon used in Macs and iPads. TSMC currently controls all of Apple's chip manufacturing operations.

In fact, as early as May this year, there was news that Apple had booked nearly 90% of TSMC's production capacity for its next-generation equipment. However, because Intel later revised its CPU production plan, this also meant that Apple won the TSMC 100 in 2023. % of production capacity.

The industry believes that Intel's order delay means that TSMC's 3nm chip sales will drop significantly this year, and this industry source said that TSMC is still expected to achieve significant growth in the fourth quarter because it has begun mass production of 3nm chips to meet Apple's needs.

Data shows that TSMC's fourth-quarter 3nm chip production may be reduced from the previously expected 80,000-100,000 wafers (wafers) per month to 50,000-60,000 wafers. The source said 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, and Geekbench 6 results show that the clock speed of the two performance cores is the same, 3.70GHz.

The results show that the A17's single-core score in the benchmark test is 3269 points, which is 31% higher than the A16. In the multi-core test, the gap isn't quite as big, with the A17 doing 24% better than the A16, but it's still very good.

The Geekbench 6 image also shows the Metal score, which tests the GPU of the upcoming SoC, scoring 30,669 points.

These running score results make people look forward to the upcoming iPhone 15 series. However, IT House needs to point out that these running score results may be modified or forged. Therefore, before Apple officially releases the iPhone 15 series, we still have to Maintain a healthy dose of skepticism.