Apple5nmA14applicationprocessorreportedlydelayedinmassproduction

Thespreadofthenewcrownpneumoniaepidemicgloballyaffectsthemobilephoneproductionchainandalsoslowsdownthe5Gdeployment.TheindustryreportsthatApples5nmA14applicationprocessorwillbedelayedforonetotwoquartersinmassproduction..ThelegalpersonexpectsthatTSMCsthirdquarterrevenueperformancemaynotbestronginthepeakseason,andthequarterlygrowthrateisexpectedtofalltosingledigitpercentages.

AsforTSMCsother5nmcustomer,HuaweiHisilicon,hasnotreducedthenumberofwafers,buttheproductlinehasbeenadjusted.Althoughthe5Gmobilephonechiphasbeendelayed,thenumberof5Gbasestationchipshasincreasedsignificantly.Onthewhole,HuaweiHisiliconsdemandfor5nmfilmsinthethirdquarterhasnotdecreased.

ThelegalpersonestimatesthatifAppleandHuaweiHiSiliconmaintaintheoriginal5nmmassproductionproduction,TSMCsthirdquarterrevenueshouldincreasebyquotdoubledigitpercentagesquotcomparedtothesecondquarter,butApplenowdelaysthe5nmmassproductiontime.OritwillcauseTSMCsthirdquarterrevenuegrowthratetofalltosingledigitpercentages,andthepeakseasonwillnotbebusy.However,thedelayedorderswillstartshippinginthefourthquarter,andthevolumewillbegintoincreaseinthefirstquarterofnextyear,whenoperationswillbeoffseason.AstowhetherTSMCslowsdowntheexpansionofproductionduetodelayeddemandasinmid2018,itwillbeoneofthemostimportanttopicsforlegalpersonsinthelawconferenceheldinmidApril.

TSMChascompletedthefirstandsecondphasesoftheFab18plant,andtheproductionlinehasalsobeencompletedandcertified.Itisexpectedthat5nminthesecondquarterwillenterthemassproductionstageandproducenextgeneration5GrelatedchipsforAppleandHuaweiHisiliconcustomersAndinthethirdquarter,theproductionvolumewillbegreatlyincreased,andtheproductionlinesofthefirstandsecondphasesofthefourthquarterwillbefullyproduced.However,theplancannotkeepupwiththechanges.Thenewcrownpneumoniaepidemichascausedtheproductionchainsscatteredaroundtheworldtobeunabletosmoothlyconnect.TheindustryhasreportedthatApples5nmmassproductionplanmaybepostponedforonetotwoquarters.

Accordingtothesupplychainnews,Applewillbeginmassproductionof5nmA14applicationprocessorsinMay,butduetotheimpactofthenewcrownpneumoniaepidemic,related5Gprogresshasbeendelayed,coupledwiththesecondquarterofthemobilephoneassemblyproductionchaininmainlandChina,employeesandproductioncapacityarestilloutofreach.Thesupplyofsupportingchipsisunstable,themassproductionschedulewillbepostponedbackwards,andtheactualvolumeproductiontimewillbedelayeduntiltheendofthethirdquarter.Asaresult,Apples5nmchipproductionvolumeatTSMCinthethirdquarterwillbelowerthanoriginallyexpected,andtheentirequarterisexpectedtoreducethenumberofwafersbymorethan30,000.However,theorderhasnotbeencancelled,butithasbeendelayedforonetotwoquartersbeforeitstartstoincreasethenumberoffilms.

Os analistas da industria da cadea de subministración sinalaron que a nova epidemia de pneumonía da coroa provocou que países de Europa, América, sueste asiático e outros países bloqueasen e pechen as súas cidades, o tempo de construción da infraestrutura 5G atrasouse e o tempo de lanzamento do 5G foi aprazado para o fin de ano ou ano que vén. A demanda do consumidor para teléfonos móbiles 5G non será demasiado alta Forte. Ademais, porque a cadea de produción de montaxes de telefonía móbil 5G aínda non pode producir plena capacidade no segundo trimestre e as accións doutros países para pechar o país ou pechar a cidade tamén provocaron que a subministración doutros chips de apoio fose inestable. Neste momento, aínda que o procesamento de núcleo 5G é de gran volume, o dispositivo non puido completar o obxectivo orixinal de produción de teléfonos móbiles, e estímase que Apple atrasou o plan de produción masiva de 5 millóns.