Apple is usually very tight-lipped when it comes to the improvements it prepares for its upcoming products. In contrast, TSMC, the company that makes the chips for the iPhone, is more talkative.
As reported by the South China Morning Post, TSMC has just presented its latest quarterly results. And on this occasion, during a conference call with analysts, the company’s boss, CC Wei, spoke about the next generation of chips, those which will be engraved in 3 nm.
Regularly, the chips that equip our smartphones evolve. For example, the A13 Bionic chip, which fitted the iPhone 11, is engraved in 7 nm. As for the A14 and A15 chips, they are engraved in 5 nm. And with each generation, there is a performance gain (at the CPU and GPU level) and energy efficiency.
According to the CEO of TSMC, the first chips engraved in 3 nm will enter production in the second half of 2022. In addition to having mentioned this timetable, it also gave an idea of the performance gains that would be possible thanks to the transition to chips engraved in 3 nm.
According to Wei, TSMC’s 3nm chips could be 15% more efficient, while consuming 30% less power. “We are on track for volume production of [N3] in the second half of 2022 with good returns, and we continue to see high levels of customer engagement for N3., would have explained the boss of TSMC, according to the SCMP. For the moment, it is not known when Apple will begin to equip its products with chips engraved in 3 nm.
As a reminder, it is currently possible to produce chips engraved in 4 nm. But while the Snapdragon 8 Gen 1, which equips most smartphones High-end Androidalready benefits from this 4 nm engraving, the latest iphone still uses a chip engraved in 5 nm (although it is still difficult for manufacturers of Android smartphones to match the performance of the latest iPhones).
There will be less demand for smartphones
Regarding the results of TSMC, it saw its revenues increase by 36% to reach $ 17.57 billion. This rise is said to be attributed to strong demand in the smartphone and automotive markets. As for net profit, it increased by 45.1%, reaching $7 billion. In the second half, the Taiwanese company’s revenue is expected to be between $17.6 billion and $18.2 billion.
Nevertheless, the company points to signs of slowing demand for segments such as computers, tablets, as well as smartphones. But TSMC would count on a demand which will remain important for other markets, such as the automobile.