On December 15, according to the data jointly compiled by Bloomberg and DigTimes, it clearly shows 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is undoubtedly the first place, followed by MediaTek, AMD, Qualcomm, etc., Intel ranks at the bottom, and Huawei has withdrawn from the top ten list.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%.
As early as 2019, Huawei has become TSMC's second largest customer, contributing 14%, 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.
It is expected that in many fields in the future, Huawei can achieve better results.
