Apple’s A17 in iPhone 15 Pro series may utilize N3B due to scheduling issues
April 21, 2023
Key Takeaways:
- It has been suggested that Apple's upcoming A17 processor might utilize TSMC's N3B technology instead of N3E due to potential production scheduling concerns.
- TSMC may potentially increase its 3nm capacity to meet the expected demand for all four models of the upcoming iPhone 15 series. Projections suggest that the capacity may grow to 90~100K/m in Y2024, representing a YoY increase of over 50%.
- It is worth noting that TSMC's ongoing expansion of its 3nm technology may not only benefit Apple, but also other prominent clients such as Qualcomm, MediaTek, and AMD, among others.
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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.
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