TSMC Samsung's exclusive Apple A10 order

TSMC has reportedly secured an exclusive contract to manufacture Apple’s next-generation A10 processor using its 10nm process technology, beating Samsung in the race. This marks a significant shift in Apple’s supply chain strategy, as it moves away from its long-standing partnership with Samsung and places a major order with TSMC for the iPhone's key component. This development is expected to boost TSMC’s market position and financial performance this year. While TSMC has not officially commented on the matter, industry sources suggest that the South Korean media may have been biased toward Samsung in the past. Reports indicate that Samsung had previously struggled to retain Apple’s processor orders, and if this news is accurate, it would mark the first time TSMC secures such a large-scale contract directly from Apple. This could lead to a notable increase in TSMC’s revenue and strengthen its standing in the semiconductor industry. The change in Apple’s OEM strategy has also impacted Samsung, which was forced to halt the expansion of its logic chip factory and cancel several semiconductor equipment orders. Meanwhile, TSMC has raised its capital expenditure for 2023 to $9 billion, largely due to the anticipated demand from Apple’s new processor. This move highlights the growing competition between TSMC and Samsung, especially in the production of high-performance chips. Although Samsung initially led in manufacturing the A9 processor for Apple, TSMC eventually overtook it, leading to a decline in Samsung’s reputation and influence in the sector. According to Reuters, citing the South Korean publication *Electronic Times*, TSMC has won the exclusive right to produce Apple’s upcoming A10 chip. The 10nm process is expected to bring improved performance and efficiency, further solidifying TSMC’s position as a top-tier foundry. Currently, both TSMC and Samsung are involved in producing the A9 chip for the iPhone 6s and 6s Plus, with Samsung holding a 70% share. However, with the new A10 order, Samsung’s dominance may be challenged, and its stock price dropped by 2.9% following the news. In contrast, TSMC’s American Depositary Receipt (ADR) saw only a minor decline of 0.4%. Industry analysts believe that TSMC’s advanced integrated fan-out (InFO) packaging technology played a crucial role in winning Apple’s trust. This technology allows for more compact and efficient chip designs, making it a competitive advantage over Samsung. As a result, TSMC is now seen as a primary or even exclusive supplier for Apple’s future processors. With this strategic shift, TSMC is set to gain more market share and strengthen its leadership in the global semiconductor industry.

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