On December 15, a data jointly compiled by Bloomberg and DigTimes showed the proportion of revenue contribution of TSMC's top ten customers. Among them, Apple is undoubtedly the first place, followed by MediaTek, AMD, Qualcomm, etc., Intel ranks at the bottom, and Huawei has withdrawn from the top ten list.
The data shows that Apple's revenue contribution to TSMC accounts for 25.93%, and Apple's family has almost fed 1/4 of TSMC. MediaTek accounted for 5.8%, AMD accounted for 4.39%, Qualcomm accounted for 3.9%, Broadcom accounted for 3.77%, and NVIDIA accounted for 2.83%. The sum of the next 5 companies added together has not been able to catch up with Apple, no wonder TSMC will give Apple so many preferential privileges.
According to the news, Huawei has become TSMC's second largest customer in 2019, accounting for 14% of the contribution, while Apple's share at that time was only about 23%. If there is no restriction, according to Huawei's development in mobile phones, PCs, 5G, smart homes and smart cars in recent years, the demand for chips will certainly become stronger and stronger, and it is possible for the share to reach 20% or even exceed Apple. After Huawei withdrew, Apple's share gradually expanded, and the voice on TSMC's side was higher.
Previously, it was reported that Apple had pointed out the location of TSMC's factory, worried that geographical environmental factors would lead to unstable factories and affect Apple's product supply. In the middle of the year, TSMC raised the chip foundry quotation for all customers, an increase of between 10% and 20%, but Apple did not increase the price or slightly increase the price, causing dissatisfaction among other customers.
TSMC's latest 3nm process is scheduled to be mass-produced in the fourth quarter of next year, and most of its production capacity will be prioritized for Apple. AMD and Qualcomm are dissatisfied with the special treatment given by TSMC to Apple, and plan to transfer some chip foundry orders to Samsung's 3nm process process to reduce dependence on TSMC.
Although Intel has the lowest contribution, it is the largest customer of TSMC's 3nm process. Today, Intel CEO Kissinger personally went to Taiwan to meet with TSMC executives, hoping to finalize 3nm foundry capacity and reduce the impact of Apple's orders on it. The results of the talks have not yet been officially announced, and the possibility of reaching cooperation should be quite high.
Over the years, many companies are proud to be Apple's supply chain manufacturers, on the one hand, it can bring huge revenue growth, on the other hand, it can stimulate stock prices to rise. Apple's influence in the semiconductor industry is too strong, and I hope that in the field of smart cars in the future, Huawei can suppress Apple's limelight.