Tianfeng Global analyst Ming-Chi Kuo reiterated on Friday (26) that the next-era MacBook Pro and iPad Pro will use TSMC’s 5-nanometer chips and will not be upgraded to 3-nanometer chips until eventually 2023.
Ming-Chi Kuo tweeted: “EMS (Electronic Foundries) must start acquiring factors for mass creation solutions in the fourth quarter of this year at the most up-to-date by Oct, but the 3nm chips should be in January 2023, so I believe in The new MacBook Professionals and iPad Execs in volume manufacturing in the fourth quarter of this yr will feature new processors, but possibly not 3nm. “
He explained: “The output time for TSMC’s 3nm chips is close to 4 months, so even nevertheless TSMC has declared that it will get started mass output of 3nm in September, it will have to hold out until finally January 2023 at the most up-to-date. This is why 3nm TSMC goods really should start off contributing to income in the 1st fifty percent of 2023 ”.
In accordance to industry reports, the new iPad Professional geared up with M2 chip is envisioned to debut at Apple’s 2nd autumn convention in October, but the launch time of the new MacBook Pro equipped with M2 Pro and M2 Max chips is continue to unclear. constant interruption of the provide chain, a delay to 2023 can’t be excluded.
Future Macs and iPads, as perfectly as the A17 Bionic chip in next year’s Apple iphone 15 Pro, are also expected to be equipped with a 3nm chip.
apple (AAPL-United states) shut 3.77% decrease on Friday at $ 163.62 for every share, with TSMC ADR (TSM-United states of america) fell 3.23 p.c to $ 84.74 per share.
–
