TSMC 5nm is about to mass produce: Apple A14 monopolizes 70% of the production capacity, and Huawei Kirin 1020 takes 30%

In recent days, , According to Taiwan media , TSMC orders are full , Some orders are delayed , And the delay time is as long as 100 It's been a long time . Even spread , TSMC may outsource some , To strive for orders with higher profit margins .

And according to @ Master of mobile chip fact , TSMC next year 5nm Process capacity , It is basically occupied by apple and Huawei Hisilicon , Among them, apple is the best A14 Chips will probably dominate 70% Even more .

According to the data of TSMC , Its 5nm Process comparison 7nm, Can provide 1.8 Times the logical density , Performance can be improved 15%, At the same time, power consumption is reduced 30%.

According to foreign sources , The next generation of Huawei's flagship processor is Kirin 1020, Will be based on TSMC 5nm Craftsmanship , At the same time Cortex A77 Big nucleus , Thanks to the new architecture 、 New technology blessing , It's better than Kirin 990 5G Can be improved to approach 50%, And only 5G Integrated baseband SoC edition , Huawei, which will be released in the second half of next year Mate40 The series starts . in addition , Huawei's next generation mid tier processor will be named kylin 820, Will adopt 7nm process , Same integration 5G baseband , The first equipment may be Huawei nova 7 Or glory 10X.

According to a source , TSMC 5nm The yield has climbed to 50%, Mass production as soon as the first quarter of next year . At the recent Supply Chain Conference , TSMC is releasing signals , Its 3nm More smoothly than expected , Will arrive in advance 2022 In mass production .

edit ： Smart core - Woods