chip war: TSMC continue to deep plowing high-pass rudder
At this moment, Qualcomm may be thinking about the day by selling wireless patent to eat how long? This is perhaps forcing Qualcomm to buy NXP, and hope for unmanned vehicles to provide the real reason for the chip. Today, artificial intelligence, unmanned vehicles, and machine learning are already seen as the main battlefield for future corporate wrestling. And Qualcomm chips on the market pattern of keen insight and timely rudder to seek a breakthrough move, may not make this wireless chip overlord lose too miserable.
Public data show that the third quarter of this year, global smartphone operating profit of 9.4 billion US dollars. Which Apple exclusive 91%, which is still in the Apple mobile phone sales for three consecutive quarters on the basis of decline. From 2012 onwards, becoming the second largest global smartphone profit Samsung Electronics, only 0.1%. However, as the industry leader in smart phones, around the iPhone parts orders, but out of the "Apple cut" rumors.
According to Taiwan media reports, TSMC 10-nanometer process technology is ready, the main customers of the process are Apple, Haisi (Huawei's) and MediaTek. According to reliable news, Huawei will produce a new generation of mobile phones in the first quarter of next year. And as Apple A series chip's main foundry, TSMC or Apple will be delivered in the first quarter of next year to test some of the chip samples, a new generation of iPhone is usually released in the third quarter of each year.
Previously, Samsung has provided more than 100 million chips for Apple. According to the current situation, it seems that Apple has no longer need to OEM to OEM chip. According to South Korean media reports, suffered the "explosion door" impact of Samsung Electronics is considering the semiconductor subsidiary of the foundry and chip design business spin-off. And in October this year, Samsung Semiconductor has also announced a high-profile 10-nanometer process technology has entered the mass production stage.
So, whether it is facing the spin-off of the Samsung Electronics or monopoly Apple A11 chip production TSMC, why the 10-nanometer process technology have a special day? According to the US technology media reports, the current semiconductor industry, the manufacturers are in the manufacturing process Field of fierce competition. The "10 nm" refers to the chip line width, the narrower the line width, the chip processing capacity is stronger, the lower the energy consumption.
At present, various manufacturers around the chip line width of the battle has entered the white-hot stage. The world's largest semiconductor foundry TSMC announced last week that it plans to invest $ 15.7 billion to build a new chip production line for 5-nanometer and 3-nanometer processes. TSMC spokesman also said that the administrative agency has submitted a land application, saying "the new plant will be able to produce the world's most advanced chip."
It is reported that the new plant or construction in the southern Kaohsiung Science and Technology Park, and will start next year to build 5-nanometer production line, plans to put into mass production in 2020. In addition, 3 nanometer production line will begin construction in 2020, and in 2022 began mass production. Previously, TSMC production of the chip is mainly used 16-nanometer process technology. According to TSMC's internal plan, or in 2022 will be all semiconductor manufacturing transferred to 5 nm and 3-nanometer process technology.
As of the end of December, TSMC has deployed nearly 400 engineers to develop 3-nanometer process technology. For their own does not design the final chip, but the production of chip production TSMC, in the world with nearly 500 customers, of which orders from Apple and Qualcomm TSMC contributed more than 30% of revenue. In addition, TSMC also for the British Weida, Haisi (Huawei's) and MediaTek and other production chips.
Throughout 2010-2015, TSMC's revenue and profits are doubling. Into 2016, the global smart phone growth slowdown trend is obvious. While TSMC's performance is outstanding, November income of 93 billion yuan NT, an increase of up to 46.7%, which also created in the smart phone sales off-season, but still maintain a strong profitability of the amazing performance. TSMC had expected the fourth quarter profit margin will increase to 52.5%.