半导体芯闻·2025-05-12 10:08Core Viewpoint - Analysts believe that Apple could order up to $60 billion in chips from TSMC, potentially leading to TSMC generating up to NT$1 trillion in revenue by 2025, driven by Apple's increasing share in TSMC's production and the significance of TSMC's Arizona manufacturing facility [1][2]. Group 1: Revenue Projections - TSMC's revenue for 2024 is projected to be $90 billion, with significant growth expected from Apple's increasing share in TSMC's overall revenue [2]. - If Apple's orders materialize, its contribution to TSMC's revenue could rise dramatically, with analysts estimating Apple will purchase NT$624 billion worth of chips from TSMC in 2024 [2]. - By 2025, if Apple's orders reach NT$1 trillion, it could account for 60% of TSMC's revenue, with a projected range of NT$800 billion to NT$1 trillion, representing a year-over-year growth rate of 28% to 44% [2]. Group 2: Technological Advancements - The growth in Apple's orders is primarily attributed to the adoption of TSMC's latest chip manufacturing technologies, particularly the 3nm process, which saw a significant revenue increase from 9% to 22% year-over-year [1]. - TSMC's 2nm process, which is the most advanced globally, is expected to play a crucial role in increasing Apple's order value, as it utilizes updated nanosheet transistors, replacing the previous FinFET design [6]. - TSMC is competing with Samsung and Intel for dominance in 2nm technology, with Intel planning to start production of its 18A process in 2025 [6].