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Apple's next-generation A16 chip is expected to use TSMC's 3nm chip.
(Photo/Associated Press)
The A16 chip of Apple's next-generation iPhone 15 is expected to use TSMC's 3nm process. According to Apple's differentiation strategy, it should only be equipped with the iPhone 15 Pro series.
TSMC's 3nm is said to have a yield close to 5nm, and compared to 5nm, it has better performance and power consumption.
However, because TSMC’s 3nm quotation has reached 20,000 US dollars, and Apple’s A16 is the first to adopt it, it seems that whether Qualcomm and MediaTek will follow Apple to join TSMC’s 3nm camp this year still needs some consideration, and there is no clear answer yet.
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The outside world generally believes that MediaTek will not adopt TSMC's 3nm this year, because its market share in flagship mobile phones is not high yet.
Qualcomm is relatively in a dilemma. If it does not follow up, it may lose a lot in the market topic, making it more difficult for Android phones to face Apple's competition. Although Qualcomm has not yet released a specific plan, it is speculated that it will bite the bullet and launch it to meet the needs of mobile phone manufacturers.
Qualcomm released the Snapdragon 8 Gen 2 at the end of last year. According to this estimate, even if the next-generation Snapdragon 8 Gen 3 uses TSMC's 3nm, the release time should be in the fourth quarter of this year. From this point of view, Apple still won at the starting point.
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