According to the supply chain, Apple recently confirmed that the production order for the A13 chip in 2019 was handed over to TSMC. Prior to this, TSMC also received orders for chips from Huawei, Qualcomm, MediaTek, AMD, NVIDIA and other companies.
Samsung was the exclusive manufacturer of the A-series processors for Apple's iPhone and iPad products. However, as competition and legal disputes between the two companies continued to intensify, Apple began to turn to TSMC.
The partnership between Apple and TSMC began in 2014, when Apple's iPhone and iPad chips were handed over to TSMC. With the advantage of technology and yield, TSMC later won orders for Apple's A10, A11 and A12 chips.
According to report, there is a reason why Apple chose to send all the A13 chip orders to TSMC. In 2017, Apple Chief Executive Jeff Willams said in the 30th anniversary of TSMC that TSMC must invest $9 billion to produce 500 million chips for Apple if wants Apple to place 100% of its orders in TSMC. In fact, few semiconductor companies will invest $9 billion in a single customer, but TSMC has done it.
In the first half of 2018, TSMC's global market share reached 56%. With the expansion of customer base and order size, TSMC's global market share may exceed 60% in 2019.
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