As part of the two-year transition plan, Apple is gradually migrating the entire Mac product line from the Intel x86 platform to its own Apple Silicon custom chips. For example, on the 14/16-inch MacBook Pro this fall, the M1 Pro/M1 Max chipset, which has an amazing power consumption and energy efficiency ratio, left us quite impressed. On the other hand, the A16 Bionic chip that is said to be used in the next-generation iPhone 14 may be dragged down by the unsuccessful progress of TSMC’s 3nm process.
A detailed report by The Information stated that TSMC is preparing for next year’s iPhone manufacturing 3nm process chips 14 lineups. At this time, TSMC is in the middle of its transition to 3nm technology. It is reported that the iPhone 13 series uses Apple based on the 5nm process A15 Bionic chip. The A16 Bionic chip based on TSMC’s 3nm process is expected to further reduce the energy consumption of the iPhone 14 device (extend battery life without increasing device size).
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But if TSMC loses the chain this time, the new generation of iPhone’s plan to switch from 5nm to 3nm chips may not happen in time for the iPhone 14. In this case, the iPhone processor will be stuck in the same level of 5nm process for three consecutive years (including next year). As a long-term leading high-tech company, this will also be the first time for Apple.
In the absence of new marketing factors, some customers may also make preparations to postpone the equipment update for another year. On the other hand, Apple’s competitors may also be able to take advantage of this once-in-a-lifetime opportunity to have more time to catch up.