TSMC's market share has grown dramatically

Samsung is currently the exclusive supplier of A4 and A5 processors for Apple's iPhone and iPad, but with Samsung's advantage of using its own memory technology to provide Apple's integrated multi-chip package (MCP), Apple's TSMC as a second-generation source is very reasonable. This is because TSMC has a leading technological advantage.

What's more, Samsung and Apple are pursuing lawsuits over patents on smart phones, accelerating the timeline for Apple's cooperation with TSMC. Lv Dongfeng pointed out that TSMC will become the second generation source of the Apple A6 processor and is expected to eat 20% of the market share and start volume production in the second half of 2012. The total shipments of the iPhone and iPad in 2011 and 2012 will be shipped separately. Calculating the 110 million and 146 million units, the Apple A6 processor is expected to account for 2.5% of TSMC’s revenue for the next year.

Lv Dongfeng believes that the second potential potential theme for TSMC is that the average chip contribution of smart phones will reach US$7.4, which is much higher than US$2 for functional mobile phones, which is equivalent to US$5.4 more, even after smart phones cut into emerging markets. Intensified price competition, resulting in new contributions fell to 4.9 and 4.4 US dollars in 2011 and 2012, respectively, assuming 2011 and 2012 non-iPhone smart phones will be shipped 3.79 and 521 million respectively, 2012 estimates will be TSMC Bring 1.9% of new revenue.

As for the third subject matter of TSMC, Lu Dongfeng said that with the rise of the tablet computer trend, it will stimulate the demand for ARM CPUs and tablet computers, and the main OEM factory for ARM CPUs will still benefit TSMC. It is estimated that non-iPad tablet computers will account for 2012. 0.3% of annual revenue

Lu Dongfeng pointed out that after TSMC added Xilinx to the 28-nanometer customer list in 2010, the 28-nanometer market share in 2011 and 2012 will be close to 100%. In the past, TSMC had a 90% share in 40-nanometer market, accounting for 2009 and In 2010, revenue was 4% and 17%. This 28-nanometer projected revenue will account for 4.4% and 18.9% of revenue in 2011 and 2012, respectively, with considerable growth.