According to foreign media reports, since 2014, TSMC has signed a contract with Apple to produce processors for Apple. In 2015, it worked with Samsung to produce processors for Apple. However, since 2016, TSMC has been Apple. Exclusive chip supplier. TSMC is said to have invested 80% of its 7nm processor line in the production of Apple's new A12 chip. Now, some analysts say that TSMC's exclusive production of chips for Apple may last until 2020.
The reason behind this is very simple. In the production of 7-nanometer processors, TSMC is far ahead of competitors. Although in theory, Samsung may steal some of TSMC's Apple business, but at this stage, the possibility is very small. After all, Apple has relied heavily on Samsung to provide NAND and DRAM memory chips, mobile camera sensors and OLED displays for the iPhone X. Too much reliance on Samsung or other companies may give them enough bargaining power to increase prices and weaken Apple. The profit margin. Therefore, it is in Apple's interest to diversify the supply chain.
Speaking of diversifying the supply chain, Apple is said to be preparing to give LG a large OLED screen order, thereby reducing its reliance on Samsung. However, because LG has some problems in producing OLED screens, it can only give big screen iPhone X. Plus offers a small number of OLED screens. However, LG will be responsible for supplying a large number of LCD screens for Apple's cheap iPhone.