In addition, this is one of the main reasons why Qualcomm ranks second in the market at the same price.
Although, the chip manufacturer only accounts for a quarter of the total shipments of 5nm chips. The report also added that for chip manufacturers, 2020 is a bumper year, and 2021 may be the same.
At the same time, South Korean technology giant Samsung, is said to be 6 to 9 months behind Apple’s main chip supplier TSMC.
According to the report, the demand for 7nm and 5nm chips has surged, especially with the growth of the 5G-enabled smartphone market, the release of new game consoles, and the growth of AI/GPU in cloud servers.
The annual growth rate of the foundry industry also reached 23%, reaching approximately US$82 billion. Similarly, even in 2021, growth is expected, although it is not that big compared to 2020, with a year-on-year increase of 12%, reaching a total of 92 billion US dollars.
The report also estimates that Apple will become the largest customer of the 5nm process.
These processes will be used for chips based on the 5nm + process that the Cupertino-based giant will launch in 2021, because its current A14 generation chips are already built on the existing 5nm process.
Qualcomm is expected to be in second place. One of the reasons for beating Samsung is because it will provide modem chips to Apple. However, this may not bring benefits to chip manufacturers, because the company is also expected to launch its own modem soon.