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Apple and TSMC(Taiwan Semiconductor Manufacturing) are mutually

How powerful is the bite of Apple, which can make TSMC’s stock price, which is a foundry for
Apple’s chip to win a lot.
The company has become the benchmark of the technology industry. So far, TSMC’s stock price
has exceeded 300, letting its stock price reverse.
In 2014, when we received orders for iPhone 6 from Apple, let’s understand the relationship
between Apple and TSMC!
Before 2014, the application processors of Apple mobile phones were all manufactured by
Samsung. However, in 2013, Samsung, which also sold smartphones, appeared the fastest selling
Galaxy S4 series in Samsung history. At the same time, let Apple begin to be prepared for
Samsung and adjust the choice of foundries.
In order to actively fight for processor orders, TSMC has stationed nearly a hundred people since
the end of 2011 to form a research and development team, stationed at Apple headquarters in the
United States, in order to mass produce the 20-nanometer process required by Apple, and invest
more than 10,000 “people” around the clock, costing hundreds of millions. Yuan has developed
two versions, one of which was approved by Apple. Even if Apple splits the orders into two in
order to spread orders and bargain prices, Samsung still lags behind TSMC in the efficiency of
manufacturing application processors. Since then, TSMC has successfully secured its position as
Apple’s foundry.
In recent years, the market estimate of TSMC in the global foundry market has risen from 48.1%
to 52.7%, while Samsung has dropped from 19.1% to 17.8%. The difference between the two is not
only in technology. In addition to foundry wafers, Samsung also has branded products in the
consumer market, including mobile phones, home appliances, and computers. If wafer technology
improves, it will also increase the sales of Apple as a customer; while TSMC mainly focuses on
wafer manufacturing. Producing its own mobile phone products, so through the enhancement of
foundry technology, it can enhance its own value and create customer adhesion.
In addition to the strong demand for Apple’s iPhone11 and iPhone11Pro, a new generation of
lower-cost affordable iPhoneSE will also be produced in March 2020, and TSMC will expand its
production of A-series processors. In the future, mobile phones incorporating 5G functions will
provide faster processors and back-end 3D lens functions, providing TSMC with more sources of
While Apple is selling products, TSMC’s R&D technology has also been upgraded. TSMC will
increase its investment in advanced manufacturing processes in the future to ensure technological
leadership. It also drives the development of Taiwan’s science and technology. TSMC is due to its
stable performance and technological breakthrough
Breakability makes Apple deepen its dependence on TSMC. TSMC has been deeply rooted in
Taiwan for 33 years, affecting the lifeblood of Taiwan’s related supply chain, and also allowing
Taiwan’s technology industry to write a glorious page.

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