Citing Internet news, Bloomberg and DigTimes jointly compiled a data showing 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is undoubtedly the first place, followed by MediaTek, AMD, Qualcomm, etc., Intel ranks at the bottom, and Huawei has withdrawn from the top ten list.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.
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.
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