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TSMC 3nm Production Capacity of 100,000 Pieces / Month by the End of the Year, 90% to Apple

Update time : 2023-06-14 10:11:23

While Apple's M3 SoC for future iPad and Mac models has been delayed until next year, the A17 Bionic dedicated to the iPhone 15 Pro and iPhone 15 Pro Max is already in volume production using TSMC's 3nm process.
Compared to 4nm, 3nm technology is said to offer a 35 percent power efficiency improvement and 15 percent performance boost, with 4nm used to make the A16 Bionic chip for the iPhone 14 Pro and Pro Max.
All iPhone 15s will come with a Lingering Island and will also transition from Lightning to USB-C ports, but the iPhone 15 Pro line will include an upgraded USB-C port with USB 3.2 or Thunderbolt 3 transfer speeds.
A recent report says demand for the new iPhone is so high that TSMC plans to increase its 3nm production to 100,000 wafers per month by the end of the year. Earlier it was reported that Apple has received 90% of TSMC's 3nm chip shipments, so if monthly wafer production reaches 100,000 wafers, 90,000 of them will be supplied to Apple.
The company's competitors are avoiding utilizing the cutting-edge 3nm process due to the high cost of wafers, and Apple will likely have to bear those costs as well.
In addition, the industry also believes there appears to be a cost-cutting solution, which is TSMC's move from the N3B process to N3E -- a process that companies like Qualcomm and MediaTek are said to be using. Unfortunately, however, volume production of TSMC's N3E wafers is not expected to begin until 2024. Compared to the N5 process, N3 consumes 30 percent less power, while N3E consumes 32 percent less power. In addition, compared with N5, N3E performance improvement of up to 18%, while N3 can only improve up to 15%
Foxconn will reportedly begin mass production of the iPhone 15 Pro and iPhone 15 Pro Max later this month, with initial shipments targeted at 85-90 million units. Depending on demand, both TSMC and Foxconn are expected to ramp up production.

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