In 2020, in addition to the 7Nm graphics card,AMD's four product lines of desktop sharp dragon, hedt fever processor, server Xiao Long and notebook sharp dragon APU will continue to be upgraded7nmEUV process and Zen3 architecture at 3 meeting. The 7nm process of AMD will make them the first to exceed Apple, Hayes and Qualcomm for the first time in the proportion of 7nm capacity.
According to reports, tsmc's 7nm capacity in the first half of 2020 will rise to 110,000 wafers per month, of which apple,Huawei hayes, qualcomm, amd and mediatek are 1-5 customers, the top four are around 20%, and mediatek accounts for about 13%.
In the second half of the year, TSMC will continue to increase its 7Nm production capacity to 140000 wafers per month, but apple and Hisilicon will turn to 5nm technology, which will increase the 7 nm order proportion of AMD,It is estimated that it can cover 30000 Wafers / month, accounting for 21%, surpassing apple to become TSMC's largest 7Nm customer, while Hisilicon and Qualcomm's share is only 17-18%, and MediaTek's share is increased to 14%。
Although AMD has overtaken Apple and Heath as TSMC's first 7nm customer, mainly because the two companies'A14 and Kirin 1020 processors will shift to the 5nm process this year, AMD's share of TSMC's capacity is the first, highlighting the importance of co-operation.