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It is understood that Bloomberg and DigTimes recently jointly sorted out a data to record the proportion of revenue contribution of TSMC's top ten customers. The list includes apple, Qualcomm, Intel, AMD, MediaTek and other technology giants.
Among them, Apple's revenue contribution to TSMC accounted for 25.93%, far exceeding other technology companies. It has to be said that it is normal for Apple to receive some preferential treatment as the number one customer of TSMC, after all, Apple alone almost feeds a quarter of TSMC.
In second place, MediaTek accounted for 5.8%, followed by AMD accounting for 4.39%, Qualcomm accounting for 3.9%, Broadcom accounting for 3.77%, NVIDIA accounting for 2.83%, and Intel only accounting for 0.84% in tenth place. In general, the proportion of the 2nd to 10th technology companies adds up to just one Apple.
In contrast, Apple will also pay more attention to the development of TSMC, including factory location. Previously, it was reported that Apple had pointed out the location of TSMC's factory, and even put forward some requirements for TSMC to correct it in time to avoid unstable factories due to geographical environmental factors and affect product supply.
For Apple's approach, TSMC not only did not feel disgusted, but even somewhat grateful to Apple. In the middle of this year, TSMC raised the chip foundry quotation for all customers, an increase of between 10% and 20%, but Apple did not increase the price. Although the move has already caused dissatisfaction among other customers, TSMC still has no intention of raising Apple's chip foundry offer.
According to previous reports, TSMC plans to start mass production of chips for the 3nm process in the fourth quarter of next year, and most of its production capacity will be prioritized to Apple. For such a practice, AMD and Qualcomm have begun to plan to transfer some chip foundry orders to Samsung's 3nm process process to reduce their dependence on TSMC.
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