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Apple's Chip Supplier TSMC expects ARM-Based Silicon for Macs to Contribute Substantially to sales by H2 2021 and more

1 COVER TSMC

 

A new report this morning claims that "TSMC is expected to see orders for Apple's Macs based on its Arm-based silicon ramp up and contribute substantially to the foundry's wafer sales starting the second half of 2021." The rest of the report is behind a paywall.

 

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Apple Silicon in Q3 2020 to Boost Sales

 

In news relating to Q3 2020, it's being reported today that Taiwan's supply chain will kick off shipments in third-quarter 2020 of related parts and components such as backlit units (BLUs) for next-generation MacBook and iPad products slated for launch in the latter half of the year, driving the suppliers' revenue growth, according to industry sources.

 

As Apple is set to release 13-inch MacBook Pro and MacBook Air, powered by Apple Silicon, by the end of this year, total shipments of MacBook lineup are expected to reach 16-17 million units in 2020 compared to 14.5-15.5 million units shipped a year earlier, the sources estimated.

 

Sales prospects for the new 10.8-inch iPad devices are also bright as the new lineup, which feature high performance CPUs, will be available at more affordable prices, the sources indicated.

 

Taiwan's BLU supplier Radiant Opto-Electronics is ready to ship BLUs for both the new MacBook and iPad devices, while panel makers including LG Display, BOE Technology and Sharp will supply panels for the iPad, the sources said.

 

Radian's revenue gained 3.39% on month and 15.28% on year to an 11-month high of NT$5.148 billion (US$174.68 million) in June, reportedly bolstered by orders for iPad, MacBook, iMac and iPhone devices.  It shipped 10.59 million BLUs in June, including 5.885 million units for mobile devices (tablets and smartphones), 4.552 million units for IT products (notebooks and monitors), and 7,000 units for TVs. For more on this, read the full Digitimes report.

 

And lastly, it's being reported that TSMC expects to post revenues of between US$11.2 billion and US$11.5 billion in the third quarter of 2020, which is a 9.3% sequential increase at the midpoint. Gross margin and operating margin for the third quarter are estimated at 50-52% and 39-41%, respectively.

 

Of TSMC's total wafer revenue in the second quarter, 7nm process manufacturing accounted for 36% followed by the 16nm process segment with 18%. Advanced technologies, defined as 16nm and below, accounted for 54% of the foundry's total wafer revenue during the quarter.

 

North America remains the largest market of TSMC accounting for 58% of the foundry's total wafer revenue in the second quarter. China, as a proportion of TSMC's total wafer revenue, climbed 4% from a year earlier to 21% in the second quarter. For more on this read the full Digitimes report.

 

TSMC's challenger in China, SMIC, went public today in Shanghai surging 202%. SMIC is seen as a key player in China’s ambition to boost its domestic semiconductor industry.

 

While SMIC is a direct rival to Taiwan’s TSMC and South Korea’s Samsung Electronics, it’s technology is far behind its rivals.

 

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