Apple's new iPhone X sales dazzling, the market came, Apple has 5% of the order to the TSMC.It is from Apple's orders, in October to contribute about NT 10 billion TSMC revenue, order trends have a significant impact.
In the fourth quarter of this year, TSMC's operation of the off-season is not short. Originally, the market came out. After the peak of the pull-out of Apple, TSMC will enter the traditional off-season in the first quarter of next year and the revenue season will be reduced by over 10%.
However, the recent market, although the Apple iPhone 8 poor buy, but out of stock iPhone X is still queuing orders, so Apple has applied processor A11 foundry TSMC additional orders, tracking the amount of about 5%, although The additional rate is not high, but still beneficial to the overall TSMC shipments.
However, there have also been reports of bad news to TSMC in the near future. According to industry sources, Samsung Electronics is negotiating orders for 7-nanometer wafer foundries with two major semiconductor manufacturers, one from the U.S. and one from China. The US manufacturer agreed to have Samsung try out its products and started preparations for it. The Chinese manufacturer is a system-on-a-chip (SoC) developer of mobile devices, considering changing Samsung's foundry 7-nanometer process.
Earlier, set micro-grid has been reported Hass 7-nanometer process in the second choice of supplier, came Samsung, Georgia core, Intel have all their own efforts, and now it seems Samsung is more dominant.