Samsung releases crisis signal, TSMC accelerates 2nm R & D, but apple is overjoyed

From the development of the current chip market, it is generally one to three years to upgrade one generation, with mass production of 16nm / 14nm in 2015, 10nm in 2016, 7Nm in 2018 and 5nm in 2020. Among the mass production enterprises of these chips, TSMC’s wafer foundry market accounts for more than half of the total, accounting for 53.9%, while Samsung’s market share is 17.4%. They have been competing with each other in technology. However, Samsung recently released a crisis signal, because TSMC is one step ahead in the 2nm process, which also makes Apple overjoyed. < / P > < p > let’s take a look at the 5nm chips that you will be able to experience this year. Huawei’s new 5nm process chips and Apple’s A14 are both relying on TSMC in mass production. These two mobile phone manufacturers can be said to be the largest chip orders in the world, which has brought considerable profits to TSMC. In addition, some data show that TSMC’s 5nm process reduces power consumption by 30% and improves performance by 15% compared with 7Nm process, while Samsung’s 5nm process reduces power consumption by 20% and improves performance by 10%. By contrast, Samsung’s technology is still slightly behind that of TSMC. In short, TSMC is ahead of Samsung in terms of technology and order volume. < / P > < p > in addition, when they mass produce 5nm chips, they are also speeding up the research and development of more advanced 3nm and 2nm processes. At present, new news has revealed that Apple’s 3nm chips have not yet come out, but the first wave of production capacity of 2nm chips has been advanced to TSMC, which is undoubtedly a big order for TSMC. < / P > < p > according to the schedule of mass production of 3nm in 2022 and 2nm in 2025, Samsung will not be able to share Apple’s big cake in at least five years. In addition, the cost of wafer foundry is an industry with large investment and slow effect. If the long-term continuous high investment fails to get timely and effective high return on orders, Samsung will be releasing crisis signals in the long run. < / P > < p > now, the leading advantage of TSMC is obvious, so it is reasonable for apple to choose to cooperate with it. To say the least, it is Party A that Apple provides orders. Whoever has good technology will choose, and the most important thing is to cooperate with whom to maximize the interests. Whether it’s TSMC or Samsung, it’s easy for them to monopolize, which is not conducive to market balance. Just like now, after TSMC cut off its supply to Huawei, they can’t find other suitable factories for a while. So why is apple overjoyed when TSMC takes the lead? First of all, TSMC is actually a joint venture, which uses a lot of relevant technologies from the United States. So this time, the United States restricts TSMC to manufacture chips for Huawei, and TSMC has to give in, although Huawei’s big order can also bring it huge profits. Secondly, the United States has invited TSMC to build a factory in the United States. If it is implemented, it will be easier for apple to use chips in the future, and it will further strengthen its dominant position. From this point of view, TSMC and apple can be said to be mutually beneficial. < / P > < p > although many Fabs and mobile phone manufacturers do not want to see this situation, to be honest, the technology industry is often the most influential one. It is expected that Samsung and SMIC will speed up their development and balance market demand. What do you think of this? Huawei has finally made a choice! Xiaomi and ov have also followed up. Have you ever thought about today?