Apple's A15 Bionic processors already being produced at TSMC
DigiTimes informs that the production for Apple’s A15 Bionic chips is already under way at TSMC. The upcoming processors will be produced on the improved N5P nodes and will see demand surpassing that of the A14 chips. Industry sources also mention that TSMC’s 5 nm technology is receiving another intermediate upgrade with the introduction of the N4 nodes in addition to the N5P already in use. These 4 nm nodes will be used to produce new Mac processors.
TSMC is expecting its revenue to rise significantly in May and June, allowing it to boost the 5 nm production output throughout the remainder of the year. Instead of the initial targets set to 100,000 monthly wafers for the first half of 2021 and 120,000 monthly wafers for the second half, TSMC is now on track to scale the output to 140,000 - 150,000 monthly wafers for 2H 2021. By the end of this year, the 5 nm nodes should be accounting for 20% of TSMC’s total wafer revenue. The exact 5 nm process output target has yet to be set, as the Taiwanese foundries need to calculate the profit flow in June.
Projected revenues for the second quarter of 2021 might turn out flat, but TSMC should see impressive revenue increases over the next two quarters, with the main driver being Apple’s orders for as many A15 Bionic chips as possible in order to ensure a smooth iPhone 13 launch in early October.