According to the Apple Daily report, supply chain sources point out that as Apple's next-generation mobile phone chip shifts to the 5nm process, AMD will become the largest customer of TSMC's 7nm process in the second half of 2020.
It is reported that in the first half of 2020, TSMC's monthly production capacity of 7nm wafers exceeded 110,000. The top five customers are Apple, Huawei Hisilicon (which has begun to sell), Qualcomm, AMD and MediaTek.
It is understood that AMD currently uses TSMC's 7nm process products including Zen 2 processors, Navi 10 and Navi 14 GPU chips. In addition, the Zen 3 architecture CPU and RDNA 2 GPU to be released in 2020 will also use TSMC's N7 + process.
As TSMC is expanding its 7nm production line, its monthly production capacity is expected to expand to 140,000 pieces by the second half of 2020. Supply chain news also pointed out that AMD's 7nm orders will double in the second half. With the introduction of Apple's A14 processor in the 5nm process, AMD surpassed Hisilicon and Qualcomm to become TSMC's largest customer at 7nm.
Specifically, AMD will obtain 30,000 wafers per month, accounting for 21% of TSMC's total 7nm capacity. Hisense and Qualcomm will account for 17-18%, MediaTek will have 14%, and the remaining 29% Divided by other customers.
According to Jiwei.com's previous report, MediaTek CEO Lixing Xing personally actively sought 7nm production capacity of TSMC. Industry insiders pointed out that next year TSMC's 7nm production capacity for MediaTek's 5G SoC will increase quarter by quarter. It was 10 million in the second quarter, 21 million in the third quarter, and 27 million in the fourth quarter.
Research and research institutions pointed out that it is expected that the 7nm process in 2019 will account for 25% of TSMC's total revenue. By 2020, the 7nm process and below will contribute more than 35% of revenue.
In contrast, TSMC's competitor Samsung reported that Samsung currently has a monthly production capacity of about 150,000 pieces at 7nm. Supply chain sources point out that Samsung's formalization will further increase production capacity in 2020 because Qualcomm and Nvidia's next-generation products are likely to place orders. 7LPP process for Samsung.