From Intel’s 2013, 2014 and 2015 10-k file, Apple in the past few years accounted for less than 10% of Intel revenue. Intel’s revenue in recent years, about 60 billion US dollars, fully proved that Apple can not chip to Intel 300 dollars per chip.

In addition, if TSMC OEM Apple Mac processor, then the resulting revenue will be greater than their foundry A series of processors to get more revenue. In fact, this assumption is not established. ms27110

Last year, Apple shipped about 212 million Apple iPhone, iPad shipments in 45.59 million, while the Mac shipments at the same time only 18.484 million.

As for the chip area, in fact, Mac use of the Intel processor area and no more than the iPhone or iPad to play a lot. The A10 Fusion processor uses TSMC’s 16-nanometer process, which has an area of ​​125 square millimeters and an A9X of 147 square millimeters. For TSMC, such a chip really is not small, even if the Mac using the chip size is twice the iPad, TSMC won these orders is actually equivalent to about 36 million iPad processor can bring the camp Received.

TSMC’s 2015 10-F document shows that they currently have two very large customers, one of which is naturally Apple. In 2015 the two major customers accounted for TSMC total revenue of 16% share, that in 2015 Apple TSMC (foundry A8, A8X and part of the A9 chip) to create revenue of approximately $ 4.12 billion.

And about 18 million Mac processors to create revenue is unlikely to be close to foundry other chips to TSM C brings revenue. In fact, even if TSMC each Mac chip to add $ 50 (this hypothesis is still a bit high), that its annual revenue to be less than $ 1 billion. 20t201da2

TSMC’s annual revenue of about 300 billion US dollars, 1 billion US dollars for them is 3.33% growth rate, although earn some money, but for them is not an important turning point. In fact, for TSMC, from the previous can only achieve a little A9 orders to this year won the A10 Fusion chip compared to its attractiveness should be bigger than to get Mac orders.