Apple will hand over the order of self-developed M1 chip to Samsung, because Samsung will become the second manufacturer in the world that can produce 5nm chip. At present, Samsung also has the conditions to produce self-developed M1 chip for apple. < / P > < p > this may be because Apple’s demand for 5nm chip capacity is surging, while TSMC’s 5nm process with limited capacity cannot meet the supply demand. < / P > < p > what happens when the world’s most ambitious mobile chip designers are constrained by the capacity of their chip manufacturing partners? We may soon find that TSMC, as a leading chip manufacturer, will not be blamed. < p > < p > in 2013, Apple released the world’s first 64 bit mobile CPU A7, making the iPhone closer to the processing power of low-end PCs, which shocked competitors. < p > < p > five years later, the iPad with a12x bionic chip was launched, and its performance was comparable to that of MacBook with Intel Core i7 processor, indicating the end of Apple’s demand for Intel chips. < / P > < p > now M1 has appeared. Based on a breakthrough 5-nanometer manufacturing process, this chip encapsulates enough transistors to support desktop and notebook computers. < / P > < p > in the past, apple accused its chip manufacturing partners of failing to keep up with the industry trends, which meant that Apple could only develop Macs with newer, more power-saving components produced by others. Now, relying on its long-term partner, TSMC, to produce self-developed chips, the fate of MAC is entirely in Apple’s hands, and apple is very unlikely to blame TSMC for any “evolutionary” failure of MAC. There is no doubt that TSMC is a strong partner of apple. TSMC, supported by a huge budget from Cupertino (the city where Apple is headquartered, in San Francisco Bay area, California, USA), has increased its manufacturing capacity countless times, putting apple chips at the forefront of processor technology. Currently, TSMC is responsible for the supply of hundreds of millions of A-Series processors every year. It is recognized as the world’s top chip manufacturer, and even recently helped Intel. < / P > < p > with competitors like Qualcomm turning to 5nm, Apple has locked in all TSMC’s 5nm production facilities for its latest A-Series and M-series processors. If TSMC is short of capacity, Apple will turn to Samsung, another maker of 5-nanometer chips. < / P > < p > if this happens, it could threaten the short-term supply of iPhones, iPads and / or Macs that rely on 5-nanometer chips. At the same time, in the short term, Apple will give priority to iPhone chip orders, and sales of M1 MAC or iPad air will temporarily decline. Alternatively, apple can push the shift in demand by adjusting the price of the iPhone, MAC or iPad. < / P > < p > the annual sales of MACS (about 20 million) are about one tenth of the iPhone’s (about 200 million). As a result, even during the M1 acceleration, TSMC is likely to produce about 100 million 5-nanometer iPad air and iPhone 12 chips, while adding only 10 million MAC chips. < / P > < p > although it seems that the 5-nanometer process is very advanced today, chip manufacturing is constantly developing, and the 5-nanometer process will also continue to improve. Soon, TSMC and Apple will also start to focus on 3-nanometer chips. < / P > < p > in any case, Apple has invested too much in TSMC to have problems with its top chip manufacturing partners at any time. The cooperation between the two sides has promoted the development of iPhone and iPad chips and improved the performance of entry-level Macs, and we have every reason to expect their breakthrough in high-end computers next year. < / P > < p > therefore, the problems plaguing Intel and IBM will not happen to TSMC. After all, from the beginning, TSMC and Apple had a different relationship, and this relationship is likely to continue. Spontaneous combustion at a Guangzhou Motor vehicle intersection and other traffic lights in Shenzhen

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