Institution: TSMC's 2nm mass production will be delayed until the end of 2026
The current situation of TSMC's advanced processes has attracted attention from all sectors. The latest report from Counterpoint Research Institute shows that TSMC's flagship 3nm mobile application processor (AP) is expected to grow in the second half of 2024, but the production of the 2nm process will be delayed until the end of 2026.
Brady Wang, Deputy Director of Semiconductor Research at Counterpoint Research, stated that TSMC's main growth comes from advanced process technology. With the sharp increase in demand for AI chips, TSMC's performance in the short term will be even more impressive.
The organization stated that it is expected that the mass production of TSMC's 2nm technology will be delayed until 2026, when it will debut with the launch of Apple's iPhone 19 series.
As smartphone manufacturers shift towards adopting entry-level 5G chips, especially driven by the growth of emerging markets, the rebound in consumer purchases, and the expansion of 5G network coverage, 4-5nm technology will become another important source of growth for mobile SoC chips.
The institution analyzed that after two years of significant decline, the smartphone SoC chip market is expected to experience a recovery in 2024. It is predicted that the shipment volume of SoC chips for smartphones will increase by 9% in 2024. This is mainly due to the shift of flagship SoC chips from 4-5nm to 3nm processes, as well as the continuous expansion of the high-end smartphone market. As a leader in the wafer foundry industry, TSMC will continue to benefit.
Analysts say that for fabless companies, MediaTek and Qualcomm will be the big winners in the process of upgrading from 4G to 5G. MediaTek has the opportunity to leverage its leading technology, while Qualcomm is expected to hold nearly 50% of the 4-5nm market share by 2025.
The organization stated that it is expected that the mass production of TSMC's 2nm technology will be delayed until 2026, when it will debut with the launch of Apple's iPhone 19 series.
As smartphone manufacturers shift towards adopting entry-level 5G chips, especially driven by the growth of emerging markets, the rebound in consumer purchases, and the expansion of 5G network coverage, 4-5nm technology will become another important source of growth for mobile SoC chips.
The institution analyzed that after two years of significant decline, the smartphone SoC chip market is expected to experience a recovery in 2024. It is predicted that the shipment volume of SoC chips for smartphones will increase by 9% in 2024. This is mainly due to the shift of flagship SoC chips from 4-5nm to 3nm processes, as well as the continuous expansion of the high-end smartphone market. As a leader in the wafer foundry industry, TSMC will continue to benefit.
Analysts say that for fabless companies, MediaTek and Qualcomm will be the big winners in the process of upgrading from 4G to 5G. MediaTek has the opportunity to leverage its leading technology, while Qualcomm is expected to hold nearly 50% of the 4-5nm market share by 2025.