I-Apple izokwethula ama-smartphones amane we-iPhone 12 ochungechungeni lwesibili lwango-2020. Ngokungezwe ku-A14 Bionic processor enamandla amakhulu wekhompyutha, izophinde ifakwe imodemu ye-Qualcomm Snapdragon X55 futhi isekele kuphela i-Sub-6GHz ngokuya nge-5G network wezwe ngalinye, noma i-Synchronous ukwesekwa kwe-Sub-6GHz ne-mmWave (wave millimeter). Umkhakha wezinto zokuhlinzekwa kwempahla uveze ukuthi i-Apple A14 isebenzisa inqubo eyi-5-nanometer, kanti iQualcomm X55 isebenzisa inqubo eyi-7-nanometer. Ama-oda okutholwa okufudwayo athathwa yi-TSMC. Phakathi kwazo, i-Apple A14 izoqala ukukhiqizwa ngobuningi ekugcineni kwekota yesibili bese ikhava ingxenye eyodwa kwezintathu ye-TSMC. Umthamo wokukhiqiza we-5nm.
Izindleko ezinkulu zezimali ze-TSMC ngonyaka ka-2019 kanye no-2020 zizokwenyuka ziye kuma-US $ 14-15 billion, ezisetshenziselwa ukukhulisa umthamo wokukhiqiza we-7-nanometer futhi kusheshiswe umthamo wokukhiqiza we-5-nanometer. Uchungechunge lwe-Apple 11 lwe-Apple olwethulwe ngo-2019 lube nokuthengisa okungcono kakhulu kunokuba kulindelwe. Ngaphezu kwalokho, engxenyeni yokuqala ka-2020, kuzosungulwa i-iPhone SE 2 ebiza kakhulu nge-processor efanayo ye-A13. Ukufunwa kwe-Apple kokutholwa kwe-7nm waft kwe-TSMC kuhlala kuphakeme.
Njengoba amazwe ezovula amanethiwekhi we-5G kwezokuxhumana ngo-2020, i-Apple 12 ka-Apple eyethulwe ngo-2020 izokweseka i-5G. Izindaba ze-Supply chain zibonisa ukuthi i-Apple kulindeleke ukuthi yethule ama-iPhone amane ama-12, kufaka phakathi i-iPhone 12 enamaphaneli angama-5.4-inch kanye nama-6.1-intshi OLED, i-iPhone 12 Pro enepaneli le-6.1-intshi OLED, ne-iPhone Pro Max enepaneli engu-6.7-intshi OLED. Phakathi kwazo, i-iPhone 12 Pro / Pro Max izobe ifakwe ngamalensi ama-3 nesikhathi sokuxhaswa sefoni (i-ToF).
Lonke uchungechunge lwe-Apple iPhone 12 lufakelwe ama-processor application we-A14 futhi luzokhiqizwa ngobukhulu kusetshenziswa inqubo ye-5nm ye-TSMC. I-TSMC 5nm isingene esigabeni sokukhiqizwa kwecala futhi izongena ekukhiqizeni ngobuningi engxenyeni yokuqala ka-2020. I-Apple noHuawei Hisilicon bangamakhasimende amabili amakhulu. I-Apple inethemba lokuthi i-iPhone 12 exhasa i-5G izoshayela ngokufunwa okuqinile kokubuyiselwa kwe-iPhone 7/8 nabanye abasebenzisi bemishini yakudala. Imakethe inethemba lokuthi ukuthunyelwa kuzobona amayunithi angaphezu kwezigidi eziyi-100. Abenzi bemishini balinganisela ukuthi i-Apple isivele inenkontileka yezingxenye ezimbili kwezintathu ze-TSMC. Umthamo wokukhiqiza we-5nm, ukukhiqizwa kwesisindo kuzoqala ukuphela kwekota yesibili ka-2020.
I-Apple ifinyelele ekuxazululekeni nge-Qualcomm futhi yathenga ibhizinisi le-Intel smartphone 5G chip, kodwa uchungechunge lwe-iPhone 12 luzohlinzekwa ngokuphelele nge-Qualcomm 5G modem X55. I-Qualcomm X55 njengamanje iyodwa kuphela i-5G modem chip esekela i-Sub-6GHz ne-mmWave ngasikhathi sinye. I-Apple izosekela kuphela i-Sub-6GHz band eyodwa noma ibhendi eyimbili ngasikhathi sinye ngokulungiswa kwe-firmware. Ngoba i-Qualcomm X55 isebenzisa ukukhiqizwa kwenqwaba ye-TSnC eyi-7nm, iqhutshwa yisidingo esinamandla se-Apple, iQualcomm iye yabhuka ngolaka i-7nm ukukhiqizwa ngo-2020, okungenye yezizathu ezibalulekile zokusetshenziswa kwamandla kwe-TSMC i-7nm ukuze ihlale ilayishwe ngokugcwele engxenyeni yokuqala yonyaka.
Imali ehlanganisiwe ye-TSMC ngoNovemba ikhuphuke ngo-1.7% ngenyanga-on-month to RMB 10,88,84 billion, obekuyirekhodi lemali engenayo yanyanga zonke, okuwukukhuphuka konyaka ngonyaka ngo-9.7%, nemali ehlanganisiwe ezinyangeni eziyi-11 ezedlule ifinyelele ku-966.6672 ama-yuan ayizigidigidi, ukukhuphuka konyaka ngonyaka kwama-2.7%. Umuntu osemthethweni ulinganisela ukuthi imali ye-TSMC yekota yesine neyonyaka ophelele izofinyelela amarekhodi. Kwikota yokuqala ka-2020, imali etholwayo izokwehla kancane ngama-5% ngenxa yokwehla kwezinsuku zokusebenza. Ngemuva kwekota yesibili, izoshaya ikota-to-quarter ephezulu. Engxenyeni yokuqala yonyaka, u-2020, imali engenayo kanye nenzuzo zizoqhubeka nokufinyelela kumarekhodi.