Taiwanese media: TSMC will receive $17.024 billion in orders from Apple in 2022-EEWORLD

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According to semiconductor industry sources, TSMC expects to receive NT$500 billion (US$17.024 billion) in orders from Apple in 2022, up from NT$405.4 billion in 2021.

According to digitimes, sources said that Apple's component manufacturers and device assemblers have seen their manufacturing operations in China severely hit by the ongoing blockades in Shanghai, Kunshan and Suzhou and the resulting logistics bottlenecks. If the blockades continue, Apple may be forced to postpone the release of the new iPhone.

But the source went on to say that Apple's upstream semiconductor manufacturing has hardly been affected, and TSMC is expected to process new iPhone AP shipments to Apple as planned, which will significantly boost TSMC's revenue.

"Apple's overall shipments in 2022 are expected to remain the same or slightly increase from 2021, with sales of iPad, Mac and iPhone series more stable than competitors," the source said.

The report pointed out that as TSMC's largest customer, Apple's revenue contribution rate in 2021 reached a high of 26%, far higher than the 10% of the second largest customer, and this figure is expected to rise further in 2022.

Keywords：TSMC Reference address：Taiwanese media: TSMC will receive $17.024 billion in orders from Apple in 2022

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