TSMC back pan? Apple may only get 74 million A14 chips this year | Aigaoji - 上海419贵族宝贝-上海后花园1314-上海品茶网-阿拉爱上海

On September 27, it was reported by foreign media that TSMC might not be able to complete Apple's task this year, and could only produce 74 million A14 chips in 2020. According to the previous statement that Apple requires 80 million A14 to be outsourced, the amount will be about 7.5% less. This is a very obvious shortage warning for fruit powder.

Also on September 27, Komiya said on Twitter that the A14X, which is expected to be used on the new iPad Pro, had been mass produced half a month ago.

With the new AMD processor with the 7nm process of TSMC, we have successfully completed the turnaround task this year, and both the reputation and sales have increased significantly. TSMC, as a contract factory, will contract new 5nm flagship chips (Kirin 9000? And Apple A14 chips) for Huawei and Apple despite the once-in-a-century epidemic this year.

Because of the irreplaceability of the chip field (mainly because Samsung's wafer factory has been abandoned by TSMC), since the A9 of the iPhone 6s series in 2015 (there was also a "lottery" between Samsung and TSMC in that year), Apple's A series chips have always been OEM in TSMC. This year, the capacity of 5nm advanced manufacturing process, which is already in short supply, may become the bottleneck of Apple's shipment.

In addition, the debut of A14 this year has been taken away by the new iPad Air 4 (the fourth generation). Although the CPU portion of A14 is only 16.7% stronger than that of A13, and the increase of GPU is only about 8%, the power consumption control should be greatly improved due to the 5nm process. Because the increase is too small, the A14 on the iPad Air is jokingly called the "B14" of the reduced frequency version, which is responsible for the "reuse of defective products".

But even so, the new iPad still eats up part of the A14 production capacity, which means that the early shipment of the new iPhone must be lower than 74 million. In addition, it is rumored that the ARM version of MacBook and the new iPad Pro will appear at the end of the year, with a high probability of using A14X. Apple fans can only pray that A14X and B14 are not included in the 74 million yuan.