In the field of 5G chip design, Huawei's strength is definitely at the forefront of the world, because Huawei has leading technology, holds the world's first 5G patent, and also took the lead in launching the world's first 5G dual-mode processor, and the 5nm 5G chip is also the first launched by Huawei.
Based on the advantages of self-developed chips, Huawei's 5G mobile phones are very popular in the global market, but it is a pity that Huawei only masters the leading 5G chip design scheme, but does not have a crucial wafer process link, and cannot produce chips by itself.
In other words, Huawei can only design the structural scheme of a house, but it does not have the ability to construct and construct, which is the main reason why Huawei's Kirin chip is now very passive.
After the United States revised the chip rules, TSMC, which gave Huawei foundry Kirin chips, can no longer supply to Huawei, and TSMC exclusively accounts for more than half of the world's chip foundry share, while TSMC's share of high-end wafer processes of 7nm and above is even higher.
Without TSMC for its OEM, Huawei Kirin chips naturally can not be produced, originally thought that TSMC in the absence of Huawei, a giant partner, will seriously affect the turnover of TSMC, but what people did not expect is that the result is surprising.
Recently, TSMC released its revenue report for December 2021, and its monthly revenue exceeded $5.7 billion, setting a new high, and its annual revenue in 2021 was as high as $56.8 billion, or about 361 billion yuan.
TSMC's revenue can reach a new high, mainly because this company has the world's leading technology and can ensure production capacity, so many manufacturers have booked the capacity in 2022 in advance and paid a huge advance payment.
According to sources, TSMC's production capacity in 2022 is very sought-after, and dozens of customers, including AMD, Apple, NVIDIA, Qualcomm, etc., have paid funds in advance to ensure that subsequent production can proceed smoothly, and it is expected to make an advance payment of NT$150 billion.
NT$150 billion is equivalent to 34.6 billion yuan, just the scheduled production capacity in 2022, and it has not yet produced and manufactured chips to obtain so much revenue, and I am afraid that only TSMC can do it.
So what is the concept of 34.6 billion yuan, here to Huawei's previous cooperation with TSMC data as an example, in 2019, Huawei HiSilicon chip contributed 31.9 billion yuan of revenue to TSMC, accounting for 12%; in 2020, it contributed 38.9 billion yuan of revenue, accounting for more than 13%.
This 34.6 billion yuan advance payment is equivalent to the order amount of Huawei HiSilicon chip for a whole year, and it is no wonder that after the absence of Huawei, a large customer, TSMC's revenue has not had any impact.
But despite this, TSMC still needs Orders from Huawei, after all, Huawei has previously become TSMC's second largest customer, second only to Apple, if it is not for the United States to modify the chip rules, Huawei's share will be further improved.
For TSMC, the benefits of having Huawei as a big customer are also obvious, and Huawei has contributed many orders, which can make TSMC reduce its dependence on Apple, and it is not a good thing to rely too much on Apple.
In addition, Huawei's orders can further promote TSMC's technological progress, especially in the advanced process, because Huawei's advantage is to develop and design advanced chips, and Huawei's existence can help TSMC improve yield rates and reduce costs.
All along, TSMC has been trying to get rid of Apple's constraints and reduce its dependence on Apple as much as possible, which is the direction that the global Apple supply chain is trying to change.
Now TSMC has found a new breakthrough, expanding new factories around the world, such as announcing new factories in Nanjing, Japan and Germany, and starting to receive orders from Intel, which can prove that TSMC is deliberately reducing its dependence on Apple.
In short, as the world's largest wafer foundry, TSMC's strong strength is fully capable of changing the status quo, and TSMC's revenue and share will further grow in the future. What do you think about this, welcome to comment, like, share, talk about your views.