Apple will have the ability to introduce 3nm based iPhones in 2022 & Pegatron to see a huge boost in Q2 due to iPhone SE
TSMC has disclosed that its 3nm technology development remains on track, with risk production scheduled for 2021 followed by volume production in the second half of 2022. Apple chose to to take advantage of TSMC's cutting edge 7nm for iPhone 11 and this year's iPhone 12 will be using processors using TSMC'S 5nm process. If that trend continues, then Apple will be able to introduce iPhones with 3nm processors in late 2022 iPhones.
For TSMC's N3 (namely 3nm process) technology, the foundry decided to continue using FinFET transistor structure, said company CEO Dr. Che-Chia Wei at an April 16 investors meeting. It was confirmed at that time that the N3 technology will be another "full node stride" from the foundry's N5 (5nm process).
Wei also disclosed that TSMC's N5 is already in volume production with satisfactory yield rates. The foundry expects "a very fast and smooth ramp" of N5 in the second half of 2020, thanks to robust chip demand for mobile and HPC device applications, Wei indicated.
In other news we learn that Apple supplier Pegatron was the supplier Apple tapped into to ensure that the second generation iPhone SE was produced and delivered on time. Digitimes reports that Pegatron will see a second quarter boost from sales to Apple as noted in the headline-clip below. A Digitimes subscription is needed to read the full story.
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