I-Apple chip iqabane i-TSMC iyakufezekisa ukukhula kwayo yonke i-chip Foundry industry ngo-2021. IConterpoint Research ibango ukuba i-TSMC kulindeleke ukuba iqhubeke nokudlula kwi-avareji yomzi mveliso, ngenqanaba lokukhula eliyi-13% ukuya kwi-16%. Abahlalutyi be-Counterpoint baphanda i-semiconductor shishini kwaye baqikelela ukuba yonke imarike iya kufezekisa "ingeniso ephezulu kunokuba bekulindelwe" kwi-2020, kwaye bakholelwa ukuba le meko iya kuqhubeka kude kube yi-2021.
Kuqikelelo lwayo lonyaka olandelayo, inkampani iqinisekile ngakumbi ngesicwangciso se-TSMC kunye neApple.
Nangona ingeniso yemizi-mveliso ngo-2020 iza kukhula ngama-23% unyaka nonyaka ukuya kwi-US $ 82 yezigidigidi, i-Counterpoint ikholelwa ekubeni iyakukhula iye kwi-US $ 92 yezigidigidi ngo-2021, izinga lokukhula ngonyaka le-12%. Kwi-TSMC, ukukhula okuxeliweyo kwentengiso ye-13% ukuya kwi-16% ngo-2021, ukuba kuyazalisekiswa, iyakudlula kumzi mveliso wonke. Ukuya kuthi ga kwinqanaba elithile, oku kuya kuqhutywa kukukhawuleziswa kweTSMC kwemveliso ye-EUV-enikwe amandla (i-ultraviolet lithography) yeendawo, ebandakanya iitshiphusi ezingama-7nm kunye ne-5nm. I-EUV ithathwa njengeyona "nto iphambili ekuqhubekeni komthetho kaMoore", eyonyusa uxinano lwe-chip kwaye ngaloo ndlela iphucula ukusebenza.
Kwinqanaba le-nanometer ye-5, i-TSMC iya kuqala ukuvelisa ngobuninzi kwikota yokuqala ye-2020, kwaye i-Samsung iya kulandela ubuncinci iinyanga ezi-6 kamva. Kuqikelelwa ukuba ukuthunyelwa kwamaqebengwana ama-nanometer ama-5 ngonyaka ka-2021 kuya kuba ne-5% yeefers ezingama-intshi ezingama-12, ezingaphezulu kwe-1% ngo-2020. Zonke iiodolo zidluliswa nge-TSMC, ekulindeleke ukuba iphendule i-53% yokuthumela. Oku kungenxa yokusebenzisa i-Apple kwitekhnoloji ye-nanometer ye-5 kwii-chip zothotho ezisetyenziswe kwi-iPhone nakwi-Apple Silicon.
IQualcomm inokuba yeyesibini ngobukhulu kubathengi be-5nm, ikakhulu ngenxa yokuba iApple kunye nemodem yeQualcomm X60 enokumkelwa kwi "iPhone 13".
Kwimarike ye-7-nanometer, i-Apple kulindeleke ukuba itye kuphela i-6% yeefers zayo kwi-2021, ngokuyinxenye kuba intengiso ilawulwa yi-AMD, iNvidia kunye neQualcomm igcwele kakhulu.
"Logama nje inkxalabo malunga nokuphazamiseka kwenkqubo yokuhanjiswa kweenkonzo kuqhubeka, abavelisi be-chip bazakugcina amanqanaba aphezulu ezinto ukusuka kwikota yesine yowama-2020." Abahlalutyi bongeze ukuba oku kungenza ukuba "ukusebenza kwamaxesha onyaka kubengcono kunesiqhelo" kwisiqingatha sokuqala sowama-2020. Kuba abathengi be-Foundry baya kukhetha ukubeka ii-odolo zerhasi ngaphambili.
Ukulindelwa kwemarike kwe-TSMC's 2021 yengeniso engaphezulu kwe-US $ 20 yezigidigidi, irekhodi eliphezulu, "inengqiqo ngokoluvo lwethu," utshilo uCounterpoint. "Lo iya kuba ngunyaka othengisa umnqamlezo kwi-TSMC phakathi kweentsika ezimbini zokukhula kwee-smartphones kunye ne-HPC."
I-TSMC kulindeleke ukuba yandise amandla ayo emveliso ye-5nm kunye ne-3nm nge-2021, le yokugqibela ithathwa njengegqityiwe yi-Apple. Njengesalathiso sokukhula kwexesha elizayo, "inkcitho eyinkunzi kumyinge wentengiso" kulindeleke ukuba ihlale kuma-40% kwinqanaba leencopho zalo nyaka.