Apple (AAPL-US) It is rumored that 7 new Mac series will be launched this year, more than half of which will use the latest M2 chips, and it is reported that iPhone modems and RF chips will also use their own design chips. As Apple expands the use of self-developed chips, TSMC (2330-TW)(TSM-US), relying on the advantages of advanced manufacturing process, will continue to take advantage of Apple’s large orders, which will benefit the operation.
Apple’s M1 Pro and M1 Max are mass-produced using TSMC’s 5nm process, making them the most powerful and capable Mac processors ever built; the next-generation M2 chip is expected to be mass-produced using TSMC’s 4nm process.
According to foreign media reports, Apple plans to launch at least seven new Mac products this year with self-developed chips, of which the 13-inch MacBook Pro, redesigned MacBook Air, 24-inch iMac and Mac mini will all use the latest M2 chip.
In recent years, Apple has successively promoted its self-developed processors to product lines such as iPhone, iPad, Mac and MacBook. Currently, the modem chips still use Qualcomm (QCOM-US) chips; however, according to the market, Apple’s self-developed chips will gradually expand to data machine chips, RF chips and other fields, and it is rumored that the next generation of data machine chips may use TSMC’s 5nm process, and RF chips may use 6nm process. .
In addition to Apple expanding the use of self-developed chips, it has also recently been reported that due to the yield rate of Samsung’s 4nm process, major customer Qualcomm has approached TSMC to produce a new generation and enhanced version of the flagship mobile phone chip Snapdragon 8 Gen 1 Plus , and is negotiating with TSMC, hoping to deliver as soon as possible to replace the existing Snapdragon 8 Gen 1.
