Ngokwengxelo ye-Apple mihla le, imithombo yokuhambisa inikezela ukuba i-chip ye-Apple yexesha elizayo isiya kwinkqubo ye-5nm, i-AMD iya kuba ngumthengi omkhulu wenkqubo ye-7nm ye-TSMC kwisiqingatha sesibini se-2020.
Kuxelwe ukuba kwisiqingatha sokuqala sonyaka wama-2020, amandla emveliso yenyanga ye-TSMC efikelela kwi-7nm wafers ingaphezulu kwe-110,000. Abathengi abahlanu abaphambili yi-Apple, Huawei Hisilicon (esele iqalile ukuthengisa), Qualcomm, AMD kunye neMediaTek.
Iyaqondwa into yokuba i-AMD okwangoku isebenzisa iimveliso zenkqubo ye-7nm ye-TSMC kubandakanya iiprosesa ze-Zen 2, i-Navi 10 kunye neNavi 14 GPU chips. Ukongeza, i-CPU ye-Zen 3 yoyilo kunye ne-RDNA 2 GPU yokukhutshwa ngo-2020 iya kusebenzisa inkqubo ye-N7 + ye-TSMC.
Njengoko i-TSMC isanda umgca wayo wemveliso we-7nm, amandla ayo emveliso yanyanga zonke kulindeleke ukuba andise ukuya kuthi ga kwi-140,000 iziqingatha ngesiqingatha sesibini sowama-2020. Iindaba ezixhasayo zibonisa ukuba ii-oda ze-AMD ze-7nm ziya kuphinda ziphindwe kwisiqingatha sesibini. Ngokwaziswa kweprosesa ka-Apple ye-A14 kwinkqubo ye-5nm, i-AMD idlula kwi-Hisilicon kunye neQualcomm ukuze ibe ngumthengi omkhulu we-TSMC nge-7nm.
Ngokukodwa, i-AMD iya kufumana iifasile ezingama-30,000 ngenyanga, zibala iipesenti ezingama-21 ze-TSMC iyonke ye-7nm. I-Hisense kunye neQualcomm ziya kubalelwa kwi-17-18%, iMediaTek iya kuba ne-14%, kunye ne-29% eseleyo yahlulwe abanye abathengi.
Ngokwengxelo edlulileyo yeJiwei.com, Umphathi we-MediaTek uLixing Xing ngokobuqu wayefuna ngenkuthalo imveliso ye-7nm ye-TSMC. Unyango lwabangaphakathi luveze ukuba kunyaka olandelayo I-TSMC ye7nm yemveliso yeMediaTek ye-5G SoC iya kunyuka ngekota ngekota. Yayingama-10 ezigidi kwikota yesibini, kwizigidi ezingama-21 kwikota yesithathu, nakwizigidi ezingama-27 kwikota yesine.
Amaziko ophando kunye nophando akhombise ukuba kulindeleke ukuba inkqubo ye-7nm ngo-2019 ibale iipesenti ezingama-25% yengeniso ye-TSMC. Ngowama-2020, inkqubo ye-7nm kwaye ngaphantsi iya kuba negalelo elingaphezulu kwe-35% yengeniso.
Ngokwahlukileyo, i-TSMC eyayikhuphisana nayo i-Samsung yaxela ukuba i-Samsung okwangoku inamandla emveliso yanyanga ye-150,000 iziqwenga kwi-7nm. Imithombo yokuthengisela ebonelela ithi ukuhlelwa kweSamsung kuya kunyusa amandla emveliso ngo-2020 ngenxa yokuba iimveliso ezizayo ze-Qualcomm neNvidia ziya kubeka iiodolo. Inkqubo ye-7LPP ye-Samsung.