Apple to beat Samsung with early 2nm TSMC chip adoption

Apple outpaced Samsung in the adoption of a 3nm chipset last year. It looks like Apple will beat Samsung in the 2nm TSMC chip next year. A new report suggests that next year’s iPhone Pro series will boast a 2nm chipset.

Taiwan’s Commercial Times reports that TSMC’s 2nm process is set to begin design work between January and April next year. Apple will be the first 2nm TSMC customer, beating Qualcomm which supplies Snapdragon chips to Samsung.

Currently, the most advanced process is 3nm, which both TSMC and Samsung Electronics are capable of producing. As the width of semiconductor circuit lines narrows, power efficiency improves, and performance increases.

Last heard, TSMC’s 2nm test production yield exceeded 60%, making mass production feasible next year. The current progress of the 2nm process technology suggests that mass production will proceed as planned in 2025.

Being the world’s leading contract chip manufacturing company, TSMC is solidifying its dominance. It continues to expand its global market share, outpacing Samsung Foundry while making steady progress in advanced processes.

The Chairman of Taiwan’s TSMC recently stated that the customer demand for 2nm products is higher than for 3nm. The industry consensus is that TSMC will continue to lead in cutting-edge processes for the time being.

TrendForce recently reported that TSMC generated $23.527 billion in foundry market revenue in the third quarter of this year, marking a 13% increase from the previous quarter.

The company’s market share reached 64.9%, maintaining its first-place position and improving from the previous quarter’s 62.3%, with the gap with Samsung Foundry continuing to widen.