TSMC's Chip Revenue From Apple Predicted to Grow Nearly 25% in 2022 as Apple Silicon Transition Nears Completion
Chip supplier TSMC's Apple business is predicted to grow almost 25 percent this year as the transition to Apple silicon nears completion and the two companies grow closer ties, DigiTimes reports.
Apple is said to be expecting shipments of chips for new iPhones and other devices from TSMC in the first half of June, according to sources speaking to DigiTimes. In addition to year-on-year growth of chips for iPhones in 2022, TSMC is also expected to "substantially" grow its shipments of M-series chips as Apple completes the transition to its own custom silicon chips and "will this year totally wean itself off Intel CPUs for its Mac series."
The report added that TSMC is expected to remain Apple's sole chip supplier for the foreseeable future, with Samsung experiencing problems with advanced process yield performance and Intel unlikely to receive orders from Apple.
In total, TSMC is estimated to make $17 billion in revenue singularly from fulfilling Apple orders in 2022, up from $13.8 billion in 2021. Although Apple's semiconductor manufacturing supply chain "remains little affected" by ongoing lockdowns in China, other parts of Apple's supply chain may be severely impacted depending on how long lockdowns persist, which the report speculates could lead to Apple being forced to delay the launch of new iPhone models this year.
Moreover, Apple is said to have already placed orders for 2nm chips to be fulfilled by TSMC in 2025. The report also claims that Apple and TSMC are jointly developing 1nm chips for use in augmented-reality head-mounted devices and Apple's vehicle project.
Popular Stories
Apple plans to cut production of the iPhone Air amid underwhelming sales performance, Japan's Mizuho Securities believes (via The Elec).
The Japanese investment banking and securities firm claims that the iPhone 17 Pro and iPhone 17 Pro Max are seeing higher sales than their predecessors during the same period last year, while the standard iPhone 17 is a major success, performing...
iOS 26 was released last month, but the software train never stops, and iOS 26.1 beta testing is already underway. So far, iOS 26.1 makes both Apple Intelligence and Live Translation on compatible AirPods available in additional languages, and it includes some other minor changes across the Apple Music, Calendar, Photos, Clock, and Safari apps.
More features and changes will follow in future ...
Apple's software engineers continue to internally test iOS 26.0.2, according to MacRumors logs, which have been a reliable indicator of upcoming iOS versions.
iOS 26.0.2 will be a minor update that addresses bugs and/or security vulnerabilities, but we do not know any specific details yet.
The update will likely be released by the end of next week.
Last month, Apple released iOS 26.0.1,...
Apple on Wednesday updated the 14-inch MacBook Pro, iPad Pro, and Vision Pro with its next-generation M5 chip, but previous rumors have indicated that the company still plans to announce at least a few additional products before the end of the year.
The following Apple products have at one point been rumored to be updated in 2025, although it is unclear if the timeframe for any of them has...
iOS 26.4 is expected to introduce a revamped version of Siri powered by Apple Intelligence, but not everyone is satisfied with how well it works.
In his Power On newsletter today, Bloomberg's Mark Gurman said some of Apple's software engineers have "concerns" about the overhauled Siri's performance. However, he did not provide any specific details about the shortcomings.
iOS 26.4 will...
Apple on Wednesday updated the 14-inch MacBook Pro base model with an M5 chip, and there are two key storage-related upgrades beyond that chip bump.
First, Apple says the new 14-inch MacBook Pro offers up to 2× faster SSD performance than the equivalent previous-generation model, so read and write speeds should get a significant boost. Apple says it is using "the latest storage technology," ...
While the new iPad Pro's headline feature is the M5 chip, the device has some other changes, including N1 and C1X chips, faster storage speeds, and more.
With the M5 chip, the new iPad Pro has up to a 20% faster CPU and up to a 40% faster GPU compared to the previous model with the M4 chip, according to Geekbench 6 results. Keep in mind that 256GB and 512GB configurations have a 9-core CPU,...
Apple plans to launch MacBook Air models equipped with the new M5 chip in spring 2026, according to Bloomberg's Mark Gurman. Apple is also working on M5 Pro and M5 Max MacBook Pro models that will come early in the year.
Neither the MacBook Pro models nor the MacBook Air models are expected to get design changes, with Apple focusing on simple chip upgrades. In the case of the MacBook Pro, a m...
The first alleged benchmark result for the M5 chip in the new 14-inch MacBook Pro has surfaced, allowing for some performance comparisons.
Based on a single unconfirmed result uploaded to the Geekbench 6 database today, the M5 chip has pulled off an impressive feat. Specifically, the chip achieved a score of 4,263 for single-core CPU performance, which is the highest single-core score that...
