Apple’s wafer demand for M-series adds by 15~20% YoY led by mid-to-high tier M2 processors.

February 03, 2023

Key Takeaways:

Apple announces M2 Pro and M2 Max processors on N5P for Mac-minis and 14"/16" MacBook Pros.
Apple's wafer demand for M-series processors is expected to increase by 15-20%, translating to a 10-13% increase in unit die output.
Lower demand for A-series processors may make room for a higher supply of M2-series processors, and M-series' overall wafer demand is expected to increase by 15-20%.

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Authors

Lucy Chen

Lucy Chen, Vice President at Isaiah Research, has been working 25+ years in semiconductor industry. Focus on semiconductor engineering and supply chain research. Master in Application Chemistry, NCTU, Taiwan Currently as the Vice President at Isaiah Research and lead semiconductor research team to work on the supply chain analysis from IC design and IDM(Qualcomm, MediaTek, Intel, etc) to foundries(TSMC, Samsung, UMC, GlobalFoundries, SMIC) and OSATs(ASE,SPIL). Business development and customer management including raw materials and equipment suppliers, top tier foundries and smartphone brands. Used to work as the Engineering Director at Lam Research for 15+ years and Director of Technology & Marketing at SEZ Group. Focus on process engineering, product strategies planning, supply chain and customer management including foundries and memory.

Apple’s wafer demand for M-series adds by 15~20% YoY led by mid-to-high tier M2 processors.

Authors

Lucy Chen

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