According to the latest data from a market research firm Strategy Analytics shows that TSMC’s market share in smartphone AP foundry will reach a record high of about 85% in 2022.
Strategy Analytics said that from 2015 to 2018, due to Qualcomm’s turn to Samsung, TSMC’s market share was taken away by Samsung. Smartphone APs of 7nm and below will break the 50% mark for the first time in 2022. In APs at 7nm and below manufacturing nodes, TSMC will have more than 80% share.
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The financial report shows that in the third quarter of this year, TSMC’s revenue was US$20.23 billion, with a gross profit margin of 60.4% and an operating net profit margin of 50.6%.
During the reporting period, TSMC’s 5nm shipments accounted for 28% of total wafer revenue; 7nm shipments accounted for 26%; 7nm and more advanced processes accounted for 54% of total wafer revenue.
According to a report released by Counterpoint this week, TSMC believes that weak demand for 7nm and 6nm chips is due to cyclical inventory adjustments and delays in shipments from smartphone and PC manufacturers. This round of inventory cycles is likely to last until 2023, mainly involving APs/SoCs for mainstream 5G smartphones.
