Since TSMC launched the 10nm chip process, the industry has been paying close attention to this. Under this attention, Qualcomm and Apple have recently received news that both companies have said that they will turn to designing their own chips.
Foreign media pointed out that TSMC may no longer be able to control these chip giants.
According to foreign media reports, Qualcomm recently announced a program called the Qualcomm Snapdragon Insider Program, which aims to establish closer contact with developers and better help them understand Qualcomm's chip technology. It is reported that this plan is not only part of Qualcomm's chip ecosystem, but also an important signal for its future self-designed chips.
Subsequently, after Qualcomm announced this plan, Apple also reported similar news. According to market analysts, Apple has begun recruiting semiconductor engineers in Japan. These engineers will work on Apple's own chips, which already have a semiconductor research and development team of more than 1,000 people, and they are working hard to build Apple's own chips.
These news have sounded the alarm for TSMC. In the past few years, TSMC has been an important partner of mobile phone chip giants such as Qualcomm and Apple. Companies such as Qualcomm and Apple have handed over chip orders to TSMC to achieve better production efficiency and cost control. However, as these top-tier companies gradually shift to designing their own chips, TSMC's position could be threatened.
In fact, companies such as Qualcomm and Apple have begun to design their own chips not only to reduce costs, but more importantly, to master the core of chip technology. Chip technology is the foundation of the entire semiconductor industry chain, and enterprises that master the core technology in this field will be able to better control the market and obtain greater profit margins. Therefore, Qualcomm, Apple and other companies choose to design their own chips in order to maintain a certain gap with other competitors.
For this situation, foreign media pointed out that TSMC cannot control the decisions of these manufacturers. Especially when companies such as Qualcomm and Apple have strong financial and technical support behind them, it has become extremely difficult for TSMC to save this situation.
Qualcomm and Apple have successively received news that they will turn to designing their own chips. This news has aroused widespread attention and discussion in the industry. Many media pointed out that TSMC may no longer be able to control these chip giants, and said that this is a very challenging situation for TSMC.
In the past few years, TSMC has been an important partner of mobile phone chip giants such as Qualcomm and Apple. Companies such as Qualcomm and Apple have handed over chip orders to TSMC to achieve better production efficiency and cost control. However, as these top-tier companies gradually shift to designing their own chips, TSMC's position could be threatened.
But at the same time, we cannot ignore TSMC's advantages in semiconductor manufacturing. In the past few years, TSMC has been committed to improving the level of technology and production efficiency, which makes them still leading the way in chip manufacturing technology. Although Qualcomm, Apple and other companies have chosen to turn to the road of designing their own chips, TSMC can still rely on its own technical strength and advantages to maintain market competitive advantage by strengthening its own product innovation. Finally, we can see that as competition in the global semiconductor field intensifies, the cooperation between manufacturers may gradually change. Although companies such as Qualcomm and Apple have gradually turned to designing their own chips, TSMC still has its own technical advantages and market advantages, and has the ability to obtain more opportunities in the future competition.