TSMC's yield issues may cause iPhone 15 price increase

On July 15th, according to reliable sources, Apple recently reached an agreement with TSMC to ensure that iPhone 15 series production capacity requirements. According to the agreement, Apple has secured 90% of TSMC’s 3nm process chip production capacity. However, the current situation is not going well. The yield rate of the A17 processor is only 55%, which means that half of the chips are at risk of being scrapped.

TSMC is one of the world's leading semiconductor manufacturing companies, and its production capacity has always attracted much attention. It is understood that in order to satisfy the iPhone The demand for the 15 series, in particular, requires a large amount of production capacity from TSMC. If calculated based on TSMC's previous monthly production scale of 100,000 wafers, currently only 55,000 wafers meet Apple's quality standards, which means that a large part of the wafers will be regarded as scrap.

Currently, iPhone 15 Mass production of the Pro series is scheduled to begin in August. However, TSMC is pressed for time due to low yields. If the situation does not improve, Apple may have to face price increases. It is estimated that iPhone The price of the entire 15 series will increase by at least 2,000 yuan.

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