On the eve of the TSMC, the market rumors that the third quarter of the operation may not be as expected, not only the cryptocurrency and Apple A12 deferred to the fourth quarter, the corporate circle also reported that MediaTek also adjusted the film volume in the third quarter, TSMC operates only this quarter Maintain a single-digit quarterly growth.
However, Huawei will hold a product launch conference in Shenzhen on the 18th, including the key products nova 3 and nova 3i smartphones. The two mobile phone processor chips use their own Hess Kirin 710 and 970 chips, and will use TSMC 12, 10 Nano advanced process.
In the original market rumors, Samsung was tempted to cut prices because of its 10 nanometer capacity. However, Samsung’s yield and product performance were not as good as those of TSMC. Huawei finally decided to place orders for TSMC with higher OEM costs. Attempts, Kirin 710 and 970 chips are produced in TSMC. According to Huawei's official test results, the Kirin 710 chip uses TSMC's 12-nm advanced process, CPU performance is doubled, and GPU performance is increased by 2.26 times.
Not only will the two new chips in the third quarter be determined to settle in TSMC, Huawei's smart phone Mate 20 will also use its own Kirin 980 chip in the second half of the year. It has also entered the pre-production verification work, and the design work has been completed. The chip will be equipped. The latest artificial intelligence function will also use the Cambrian processor IP. The 1M series chip recently introduced by Cambrian is the AI chip using TSMC's 7nm process technology. TSMC has eaten Huawei's three chips this year, plus Apple's attention. The fourth quarter of operations is expected to climb the peak of the year.