In the past year, the global semiconductor production capacity is tight, chip prices have risen, which makes chip manufacturing companies more important, the big TSMC in the global wafer foundry market has become a fragrant feast, Apple's iPhone / iPad, iMac computer processors have to rely on TSMC FOUNDRY, even Intel, which has always been self-produced and self-sold, also hopes to preemptively use TSMC 3nm.
The world's major fabless semiconductor companies almost all rely on TSMC's foundry, so what are TSMC's big customers? Some media have counted the relevant data and summarized TSMC's TOP10 customers as follows:
There is no doubt that Apple is now the largest customer of TSMC, and the 25.93% share is far ahead of all other TSMC customers, which can be said to be a monopoly, and it is no wonder that before the rumors of TSMC's high-end chip price increase, Apple has obtained VVIP treatment, and the price increase is much less than others.
The second largest customer is MediaTek, whose order revenue accounts for 5.8%, which is exactly a fraction of Apple's.
AMD has also increased its cooperation with TSMC in recent years, 7nm chips and next year's 5nm chip orders are TSMC FOUNDRies, after news that they are already TSMC's largest 7nm customers, but AMD's order share is only 4.39%, ranking third.
After that, Qualcomm ranked fourth, with a share of 3.9%, which is mainly due to Qualcomm's recent years of the Snapdragon 8 series high-end chip FOUNDC handed over to Samsung, otherwise Qualcomm ranked second is no problem.
Behind it are Broadcom, NVIDIA, Sony, STM, ADI and even Intel - although Intel's share is only 0.84%, it is also the tenth largest customer, and the main OEM is some chips that Intel does not produce itself, including some low-end chipsets and so on.
If intel CEO's negotiations with TSMC go well in the past few days, TSMC's 3nm process may be used starting next year, and the proportion will increase a lot.
In this list, Huawei can not go in now, but in 2019, Huawei has become TSMC's second largest customer, the share reached 14%, when Apple's share was about 23%, if not restricted, Huawei in recent years in mobile, desktop and server chips growth is faster, the share of more than 20% and even catch up with Apple is not surprising.
