Core Viewpoint - TSMC's 2nm process technology (N2) is set to enter mass production in Q4 2025, marking a significant advancement in semiconductor manufacturing technology [1][4] Group 1: Technology Advancements - The N2 process offers a performance improvement of 10% to 15% while maintaining the same power consumption levels compared to the previous N3E process [1][4] - Power consumption can be reduced by 25% to 30% at the same frequency, showcasing significant energy efficiency improvements [1][4] Group 2: Market Impact - Qualcomm's next-generation flagship mobile platform, Snapdragon 8 Elite Gen6, and MediaTek's Dimensity 9600 series will utilize TSMC's 2nm process [3][4] - The manufacturing cost for 2nm wafers is expected to exceed $30,000, nearly doubling the cost of 4nm products, which will directly affect the cost of end hardware [3][4][5] Group 3: Product Strategy - The rise in wafer prices will lead to structural adjustments in flagship smartphone product lines set to launch in the second half of 2026 [5] - Manufacturers are likely to implement differentiated strategies, with standard versions using existing 3nm platforms to control costs, while higher-end Pro and Ultra versions will adopt 2nm chips to create a performance gap [3][5] - This strategy will result in clearer tier distinctions for consumers, with standard versions offering mainstream performance at controlled prices, while high-end versions will leverage the latest technology for superior performance [4][5]