Apple's A12 chip maker gears for stellar iPhone 2018 sales, 5nm A14 on the horizon

Apple's A12 chip maker gears for stellar iPhone 2018 sales, 5nm A14 on the horizon
Apple is gearing up to release not one or two but three new iPhones this year, and they will all likely be powered by the first commercial 7nm chipset, the A12, produced in the TSMC foundry factories. Said TSMC, however, just lowered its revenue forecast for the third quarter, citing "lethargic" sales of mobile and cryptocurrency mining chips.

Looking further ahead, however, TSMC execs are optimistic for a big recovery in Q4, or right about the time that all new iPhone sales will be in full swing. As per the CEO: "recently the development in smartphone units actually recovered. So it’s better than we forecast three months ago, but it’s not a big variation from what we forecast." A Bernstein analyst added after the earnings press conference that "there is upside to Apple orders but they will mainly contribute to sales in the fourth quarter," and that the "weakness mainly comes from crypto."

Adding two and two together, we can reasonably expect that Apple's forecast for the new iPhone 2018 sales is very optimistic if TSMC thinks its orders will be able to offset the chip demand doldrums it is currently in. Analysts are predicting a super-cycle of upgrades (for real this time, not like with the iPhone X) from people with iPhones two years and older, and TSMC better speed up the conveyor belts. 

As for the 5nm process that made pilot runs at TSMC not long ago, sorry, that one's mass production has been postponed for the first half of 2020, and, potentially, for the groundbreaking iPhones that will come two years from now with an A14 silicon, bummer.

source: Bloomberg

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23 Comments

1. vincelongman

Posts: 5730; Member since: Feb 10, 2013

Hopefully 7FF helps fix Apple's power consumption/batttery shutdown issues

2. Trex95

Posts: 2383; Member since: Mar 03, 2013

iPhone doesn’t has battrey shutdown issue even when battrey reach 9% or less try it on iPhone X.

3. baldilocks

Posts: 1540; Member since: Dec 14, 2008

My work iPhone (an iPhone 6S), will shut down right after it reaches 10%.

8. Trex95

Posts: 2383; Member since: Mar 03, 2013

I think I think yeah iPhone 6s has this issue, but didn’t faced this with my pervious iPhone X or with iPad mini 4 at all.

20. vincelongman

Posts: 5730; Member since: Feb 10, 2013

iPhone X isn't even a year old yet The shutdown/throttling issues is more severe in iPhones with smaller battery Will be interesting to see if the iPhone 8 & X get throttled next year like what happened with the iPhone 7 and earlier

22. Trex95

Posts: 2383; Member since: Mar 03, 2013

Not sure, but I don’t think Apple going to do the same mistake twice.

23. vincelongman

Posts: 5730; Member since: Feb 10, 2013

Its already in the iPhone 6, 6S and 7 So if its in the iPhone 8 that would be the 4th time

16. Vokilam

Posts: 1286; Member since: Mar 15, 2018

Hey, is FinFet process a samsung invention?

19. vincelongman

Posts: 5730; Member since: Feb 10, 2013

Nope, people at UC Berkeley invented FinFet Intel's 22nm was the first with FinFet in 2012 Samsung and TSMC didn't release their FinFet 14LPE/16FF until 2015

21. Vokilam

Posts: 1286; Member since: Mar 15, 2018

Thanks

4. umaru-chan

Posts: 371; Member since: Apr 27, 2017

It's going to be the best phone off the year. Just like previous year iPhone X. Since S9 is the biggest flop since S2 all Samsuck will do is make some salty ads too mitigate their brain dead fanboys anger. LOL.

11. drunkenjay

Posts: 1697; Member since: Feb 11, 2013

who knows. iphone 8 and 8 plus outsold the x combined.

13. kiko007

Posts: 7518; Member since: Feb 17, 2016

Because there are two variations of those compared to one iPX?

5. Hollowmost

Posts: 424; Member since: Oct 10, 2017

Will get that 5000 in single core score but can't even multitask properly.

9. Trex95

Posts: 2383; Member since: Mar 03, 2013

It does multitask well after iOS 12 even with beta.

14. darkkjedii

Posts: 31337; Member since: Feb 05, 2011

That’s true. No split window, no picture in picture, no floating windows, and no multitasking dock. It does fast app switching really good though.

18. Vokilam

Posts: 1286; Member since: Mar 15, 2018

I had a samsung Note 5 and 7, and i have an iphone x... this multitasking argument is pure non-sence.. I cant find a situation where I needed two apps at once except for calculator and notes (which was nice with split window on Samsung since forever). my iPX plays music, navigates directions, during a call as I'm playing a game at the same time... if that's not multitasking then i dont know what is...

24. path45th

Posts: 407; Member since: Sep 11, 2016

with 5000, however, it will render a video in a few minutes. I love adding background music and trim videos on my iPhone 8 plus and fast CPU is very important for such a job. At the moment there's no an Android fast enough to do video editing. Try to add background music in an one minute 4K video on a Samsung S9. You need half an hour to finish.

6. Jrod99

Posts: 765; Member since: Jan 15, 2016

Get it release Apple. My gift cards and money is ready. X plus for me.

10. Trex95

Posts: 2383; Member since: Mar 03, 2013

Hope LG OLED doesn’t comes with issues like pixel 2 xl and Apple fix all pervious issues with there panel .

12. drunkenjay

Posts: 1697; Member since: Feb 11, 2013

i will skip for the next iteration.

15. AfterShock

Posts: 4147; Member since: Nov 02, 2012

I do admire their pushing soc tech further. That is extremely costly, kudos to them and fans that support them. +1 We all win from the drive forward from both camps IMO.

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