TSMC has seen a list of all the products that it will manufacture under its manufacturing process of 5nm (N5) and its improved 5nm, baptized N5 + which is exclusive to AMD, leaked. All production is concentrated in very few companies.
In 2020, without surprises, all the production @ 5nm will go to the Apple A14 and Apple A14X SoCs, which will give life to the iPhone 12, future iPads of the bitten apple, and even laptops and desktops that will experiment with the Using an ARM processor, on the other hand, Huawei’s new top-of-the-range SoC, the HiSilicon Kirin 1000.
In 2021 and 2022, AMD will appear with its CPUs based on the Zen4 architecture and its RDNA3 graphics architecture. On the other hand, we will have the Qualcomm Snapdragon 875 SoC with the 5G Snapdragon X60 modem. Nvidia would appear in mid-2021 to bring its Hopper graphic architecture to life. Just behind MediaTek will receive its top-of-the-range SoCs, the Dimensional 2000.
Shortly thereafter, the Intel itself will look to TSMC to bring its Intel Xe FPGAs to life, and by the end of 2020, Apple will have it’s new top-of-the-range SoC ready, the Apple A15, and Huawei the HiSilicon 1100 and server processors. This leak fits in with the latest China Times rumors:
“TSMC’s 5nm manufacturing process will enter the mass production phase during the third quarter. Although orders in the second half are primarily from Apple and HiSilicon, other major clients such as Qualcomm, Mediatek, Xilinx, Broadcom, AMD, and Nvidia have already begun designing the 5nm chips, which are expected to go into mass production over the next 2 years. Also, there are rumors that Intel may outsource some of its 5nm chips to TSMC. Analysts expect TSMC to reach its 10% revenue target for 5nm this year, and to set a new record of 25-30% for next year.
According to equipment industry sources, TSMC’s 5nm orders will “explode” next year. In addition to Apple and HiSilicon processors, the new Snapdragon 875 5G SoC and Qualcomm’s X60 modem will be added, the next generation of Nvidia GPUs with Hopper architecture, AMD CPUs with Zen4 microarchitecture, and RDNA3 graphics architecture. Recent industry rumors also suggest that Intel will become one of TSMC’s main customers with 5nm. “