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Company news about Taiwan media: TSMC will receive $17.024 billion in orders from Apple in 2022

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Taiwan media: TSMC will receive $17.024 billion in orders from Apple in 2022

2022-04-26

Core Tip: According to semiconductor industry sources, TSMC is expected to receive orders of NT$500 billion ($17.024 billion) from Apple in 2022, up from NT$405.4 billion in 2021.
According to semiconductor industry sources, TSMC is expected to receive T$500 billion ($17.024 billion) in orders from Apple in 2022, up from T$405.4 billion in 2021.

Apple's component makers and device assemblers have seen their manufacturing operations in China hit hard by the ongoing lockdowns in Shanghai, Kunshan and Suzhou and the resulting logistical bottlenecks, sources said, according to digitimes. Going down, Apple may be forced to delay the release of the new iPhone.

But the source went on to say that Apple's upstream semiconductor manufacturing is barely affected, and TSMC is expected to handle new iPhone AP shipments to Apple as planned, which will significantly boost TSMC's revenue.

"Apple's overall shipments in 2022 are expected to remain flat or slightly up from 2021, with sales of iPad, Mac and iPhone series more stable than competitors," the source said.

The report pointed out that as TSMC's largest customer, Apple's revenue contribution rate in 2021 will reach a high of 26%, much higher than the 10% of the second largest customer, and this number is expected to rise further in 2022.

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Company news about-Taiwan media: TSMC will receive $17.024 billion in orders from Apple in 2022

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Taiwan media: TSMC will receive $17.024 billion in orders from Apple in 2022

2022-04-26

Core Tip: According to semiconductor industry sources, TSMC is expected to receive orders of NT$500 billion ($17.024 billion) from Apple in 2022, up from NT$405.4 billion in 2021.
According to semiconductor industry sources, TSMC is expected to receive T$500 billion ($17.024 billion) in orders from Apple in 2022, up from T$405.4 billion in 2021.

Apple's component makers and device assemblers have seen their manufacturing operations in China hit hard by the ongoing lockdowns in Shanghai, Kunshan and Suzhou and the resulting logistical bottlenecks, sources said, according to digitimes. Going down, Apple may be forced to delay the release of the new iPhone.

But the source went on to say that Apple's upstream semiconductor manufacturing is barely affected, and TSMC is expected to handle new iPhone AP shipments to Apple as planned, which will significantly boost TSMC's revenue.

"Apple's overall shipments in 2022 are expected to remain flat or slightly up from 2021, with sales of iPad, Mac and iPhone series more stable than competitors," the source said.

The report pointed out that as TSMC's largest customer, Apple's revenue contribution rate in 2021 will reach a high of 26%, much higher than the 10% of the second largest customer, and this number is expected to rise further in 2022.

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