According to the latest report, TSMC’s full production capacity is full, and the 5-nanometer process is in short supply. TSMC recently increased its monthly shipments, gradually from about 120,000 units currently, to 150,000 units in the third quarter.
It is understood that the 4-nanometer process, which also belongs to the 5-nanometer family, will be mass-produced in advance in the third quarter of 2021, and will be fully ramped up in 2022, with many manufacturers competing with Apple for production capacity.
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It is expected that TSMC’s enhanced version of N4P mass-produced in the second half of the year can also obtain multiple orders. Before 3nm is fully released, it will shoulder the responsibility of increasing revenue by 20% in 2022 with 7nm and 28nm.
Moreover, TSMC’s 5nm process has seen a big explosion. Customers such as Apple, Qualcomm, MediaTek, NVIDIA, and Bitmain continue to expand their orders in the 5nm family. TSMC has decided to put the original 3nm production line.
The seventh plant of the second phase of the Nanke 18 plant first moved to support strong 5nm orders, allowing TSMC to dominate the world’s 5nm process, becoming the biggest growth driver for TSMC’s revenue this year.
Furthermore, TSMC’s previously launched price increase mechanism will begin to fully respond after the fourth quarter of 2021. Many customers have actively pre-booked production capacity last year, but some customers have adopted new prices this year to sign long-term contracts due to strategic considerations.
According to the report, as TSMC’s advanced manufacturing process leads in mass-production scale and yield, customers have expanded their adoption and locked in the 7nm family (including 6nm) and the 5nm family (including 4nm). According to a survey by research institute Statista, TSMC’s top three customers last year were Apple (25.4%), Super Micro (9.2%), and MediaTek (8.2%).
In addition, as for TSMC’s fourth to seventh-largest customers, the industry estimates that the proportion will be in the middle, and the ranking is estimated to be Broadcom, Nvidia, Qualcomm, and Intel, which will account for about 7% to 8% of TSMC’s revenue this year. Among them, NVIDIA has grown significantly and is expected to increase significantly from about 5.8% last year.
