Sources have previously disclosed that TSMC, the chip manufacturer, plans to deliver 80 million A14 processors to apple this year for the iPhone 12 series that the latter will launch.However, apple didn't launch the long-awaited iPhone 12 at the press conference starting at 1:00 a.m. today. Before the launch, analyst Guo Mingzhen had predicted that the iPhone 12 would not be launched at this conference, and mass production would be carried out in batches in October.
The delay in the release of the iPhone 12 means that its sales time this year will be significantly shortened. If the iPhone 12 is mass produced in batches in October as expected by Guo Mingji, it means that the sales time of this year will be only more than two months.
If the iPhone 12 is delayed and the sales time is shortened, the sales volume of this year may be affected. Relevant parts suppliers, including TSMC, an important component supplier, may adjust accordinglyAppleA14 processor shipment this year.
Of course, the iPhone 12 series, which supports 5g, is the first time Apple has launched 5g If the performance of other aspects of the iPhone has been greatly improved, consumers' purchase desire may not be reduced due to the delay in the release. After the launch, there will be very strong demand. If Apple also increases the shipment to meet the market demand, the demand for processor and other parts may not decrease, and TSMC may not adjust the A14 processing This year's shipment.
In addition, TSMC's 5nm process was only put into production in the first quarter of this year. At present, the production capacity is still relatively tight, and many customers are still waiting in line. TSMC may not adjust its production plan to meet the needs of apple, a major customer for many years.