Last week, there was evidence that the production of top single crystal platforms Snapdragon 875 will take Samsung, not TSMC, as originally intended. According to rumors, Qualcomm has even paid Samsung the entire production volume of Snapdragon 875. But how is it that the industry leader has missed such a large order of the American company at a price of a billion dollars?
As a Chinese source writes with reference to the famous Taiwanese resource DigiTimes, the whole thing … in Apple: 5-nanometer capacity TSMC tightly busy manufacturing single crystal systems Apple A14 – the same ones that are used in the new iPad and will be used in the iPhone 12. And in the future, to the production (maybe already in October) will be added another 5-nanometer SoC Apple A14X – for Mac computers.
In general, even though Huawei fell out of the customer pool of 5-nanometer single crystal systems, TSMC has no capacity to produce other SoC on the same process in large quantities. That’s why Samsung got the Qualcomm order. But for the U.S. company, it may even be for the best, because Snapdragon 875 will be produced on a more advanced technical process of 5 nm EUV.