TSMC will reduce Apple's 3nm process OEM price by 1/4 next year: improving competitiveness

According to news on July 10, Apple, TSMC’s number one customer in recent years, has not only contributed the largest revenue to TSMC, but also played a key role in the development of new processes. In order to adopt the new process, Apple not only has to bear the problems of yield and cost, but also will become TSMC's first customer to use the 3nm process. Expected Apple iPhone The 15 series will be equipped with the 3nm process A17 processor for the first time, and future new MacBook series may also use the 3nm process M3 processor. This means that within 2023, Apple will become TSMC’s only 3nm process customer.

#According to reliable information, TSMC’s 3nm process OEM price was quite high before, reportedly as high as 20,000 US dollars, compared with 17,000 US dollars for the 5nm process The U.S. dollar gained significantly. However, the good news is that in 2024, these foundry prices will be reduced and return to normal levels. They are expected to be about US$16,000-17,000, which is about 25% cheaper than the current price.

According to the editor’s understanding, TSMC’s 3nm process foundry quotation is not fixed. The price for each customer may be different, depending on a variety of factors, including the quality of the process. rate etc. In order to ensure process stability and good yield rates, close cooperation between Apple and TSMC is crucial.

TSMC expects that the cost of the 3nm process will decrease after resuming normal quotations in 2024. This will give other customers, such as technology giants such as Intel, AMD, NVIDIA and Qualcomm, the opportunity to launch new product lines based on the 3nm process in 2024. As the technology matures and scale expands, TSMC is expected to be able to further optimize the 3nm process and provide more competitive prices to meet customer needs.

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