Core Insights - Qualcomm and MediaTek are preparing to adopt TSMC's advanced 2nm N2P process node in their next-generation chip designs, aiming to surpass Apple in process technology [1] - Apple plans to launch its A20 and A20 Pro chips on TSMC's initial 2nm N2 process, while Qualcomm's Snapdragon 8 Elite Gen 6 and MediaTek's Dimensity 9600 will leap directly to the improved N2P node [1][2] - TSMC's 2nm process is expected to become a scarce resource, with monthly production capacity projected to be only 15,000 to 20,000 wafers by the end of 2025 [1][3] Industry Competition - The competition in process technology is intensifying, with Apple holding a significant technological advantage [2] - Qualcomm's Snapdragon 8 Elite Gen 6 is expected to support LPDDR6 memory and UFS 5.0 storage standards, while MediaTek plans to release the Dimensity 9600 on the N2P node [2] - Apple's experience in developing custom CPU and GPU cores has led to a notable performance improvement of up to 29% in the efficiency core of the A19 Pro without increasing power consumption [2] Capacity Constraints - Apple has reportedly secured over half of the initial 2nm capacity supply, a strategy aimed at maintaining its competitive edge [3] - In response to capacity limitations, Qualcomm and MediaTek's shift to the N2P process may provide a viable option for securing sufficient wafer supply [3] - Analysts expect TSMC's 2nm process to become a scarce resource next year, making the choice of N2P process potentially beneficial for Android chip manufacturers seeking stable capacity [3]