不过，有产业链方面的人士日前表示，苹果是台积电的大客户，来自iPhone、iPad和AppleWatch所需芯片的代工订单，在台积电晶圆代工营收中所占的比例，超过了20%。Source: TechWeb
According to foreign media reports, it is well known that Apple IncTaiwan Semiconductor Manufacturing Co Ltd has been a chip contract manufacturer for many years in a row.The big customer, Taiwan Semiconductor Manufacturing Co Ltd, each generation of advanced chip manufacturing process technology, after the launch of the first large-scale OEM chips for Apple Inc, since 2016 iPhone 7 series A10 processors, Apple Inc's A series processors have been exclusive OEM by Taiwan Semiconductor Manufacturing Co Ltd, Apple Inc launched last year self-developed Mac chip M1, is also OEM by Taiwan Semiconductor Manufacturing Co Ltd.
Although the industry will not have any doubt that Apple Inc is a big customer of TSMC, how much revenue Apple Inc brought to Taiwan Semiconductor Manufacturing Co Ltd is still a secret, at least the outside world does not know.
However, people in the industry chain said a few days ago that Apple Inc was a big customer of Taiwan Semiconductor Manufacturing Co Ltd, and orders for chips needed by iPhone, iPad and AppleWatch accounted for more than 20 per cent of TSMC wafer foundry revenue.
In the second quarter of this year, Taiwan Semiconductor Manufacturing Co Ltd's revenue was 13.29 billion US dollars. Calculated according to the proportion of more than 20 per cent disclosed by people in the industry chain, Taiwan Semiconductor Manufacturing Co Ltd's revenue from Apple Inc in the second quarter exceeded 2.6 billion US dollars.
Although Taiwan Semiconductor Manufacturing Co Ltd did not disclose revenue from Apple Inc and other major customers, Taiwan Semiconductor Manufacturing Co Ltd disclosed revenue from 5nm, 7nm and other processes, smartphones and other major areas, as well as revenue from North America and other major regions in every quarter, from which we can roughly estimate the proportion of Apple Inc's revenue, especially in process technology. Apple Inc is the main adopter of Taiwan Semiconductor Manufacturing Co Ltd's most advanced process technology.
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