TSMC has cooperated with Apple for many years. TSMC has always been quite good for big customers like Apple. "Favourite". During the chip boom, TSMC raised customer prices, but only gave Apple a green light.
台积电与苹果合作多年。对于苹果这样的大客户来说,台积电一直是相当不错的。“宠”。在芯片热潮期间,台积电提高了客户价格,但只给苹果开了绿灯。
Recently, it was revealed by the technology blogger "Mobile Chip Master" that Apple officially rejected TSMC's request for price increase in 2023, which gives a feeling that Apple will be more powerful than TSMC.
最近有科技博主“手机晶片大咖”据透露,苹果在2023年正式拒绝了台积电的涨价要求,这给人一种苹果将比台积电更强大的感觉。
Objectively speaking, Apple is really a big customer of TSMC. At present, it is using 4nmA16Cpu from Phone14Pro and 14ProMax, and 5nmA15.M1.M2, which are all products of Apple in TSMC.
客观地说,苹果确实是台积电的大客户,目前正在使用Phone14Pro和14ProMax的4nmA16Cpu,以及5nmA15.M1.M2等,这些都是苹果在台积电投片上的产品。
So, in the face of such strong commodity demand as Apple, does TSMC really have no negotiation capital? In fact, that is not the case. Samsung's technical performance is obvious to all, and it is almost impossible for Apple to transfer money. On the other hand, it has a large list of advanced processes from AMD.NVIDIA Qualcomm, and TSMC does not need to worry about its capacity dissatisfaction.
那么,面对苹果这样强大的商品需求,台积电真的没有谈判资本吗?事实上,情况并非如此。三星在技术方面的表现有目共睹,苹果几乎不可能转账。另一方面,它来自AMD.NVIDIA高通的先进工艺清单也相当多,台积电根本不用担心产能不满。