Apple’s demand for next-generation 3nm chips — for its gadgets anticipated to arrive in 2024 — shall be decrease than market expectations, in accordance to a market analyst. Earlier this month, the Cupertino firm unveiled its first smartphone with a 3nm chip, however TF Securities analyst Ming-Chi Kuo states {that a} decline in shipments for the iPad and MacBook in 2023 may lead to the corporate decreasing its demand for the brand new chips subsequent yr. Meanwhile, Qualcomm can also be anticipated to decrease its demand for 3nm chips subsequent yr, in accordance to the analyst.
This yr, shipments for iPad fashions declined by 22 % to 48 million items, whereas the decline for the MacBook was round 30 %, to 17 million items, Kuo states in a Medium publish. The analyst claims that this drop in shipments was as a result of demand associated to do business from home (WFH) ended, amid lowering attraction for high-end specs.
As a consequence, the corporate’s demand for next-generation 3nm chips for 2024 shall be under expectations, in accordance to Kuo. The analyst additionally predicts that ASML (previously Advanced Semiconductor Materials Lithography) will reduce its EUV tools cargo prediction for subsequent yr by up to 30 % due to the diminished demand from Apple, Qualcomm, and Samsung.
In addition to Apple, Qualcomm and Samsung are each anticipated to scale back demand for 3nm chips in 2024, in accordance to Kuo. The Snapdragon chipmaker is alleged to be impacted due to two smartphone producers opting to use their very own chips — Huawei (Kirin) and Samsung (Exynos). The latter’s flagship telephones for 2024 are tipped to characteristic an Exynos 2400 chipset in markets outdoors the US, in accordance to latest experiences.
Kuo not too long ago claimed in a weblog publish that complaints of overheating points affecting Apple’s iPhone 15 Pro fashions weren’t associated to TSMC’s superior 3nm chip manufacturing know-how. Instead, the analyst cited a market survey to state that the overheating points are doubtless to be brought on by Apple’s modifications to the thermal design of the iPhone 15 Pro and iPhone 15 Pro Max, which characteristic a titanium body not like their predecessors.
