Qualcomm, TSMC and Intel Roadmap; Mobile 5G Market
Qualcomm CEO Cristiano Amon has said that the global chip shortage was easing and the situation is expected to improve in 2022. Supply has improved this year over 2020 and the situation is expected to improve even more in 2022, especially compared to 2020. Multiple smartphone makers could not procure enough processors from Qualcomm which affected their smartphone production. ( CN Beta, The Elec)
Taiwan Semiconductor Manufacturing Company (TSMC) has commenced pilot production of its next-generation 3nm semiconductor manufacturing node.
Intel is allegedly eager to make sure that it is the first in line when it comes to procuring TSMC’s 3nm products. Samsung expects that its 3nm process will be ready during 1H22, TSMC has outlined that it will enter mass production during 2H22. Intel will also reportedly discuss cooperating with TSMC for the 2nm process, since Intel also has plans for its own 2nm node. Dubbed as 20A (angstrom), this technology might make its way to the production line in 2024. ( CN Beta, Digitimes, WCCFTech)
According to Counterpoint Research, the global smartphone market grew 6% QoQ but declined 6% YoY in 3Q21, clocking shipments of 342M units, down from 365.6M in 3Q20. Samsung retained the number one spot in 3Q21 with its smartphone shipments increasing 20% QoQ to 69.3M units. Apple’s global shipments increased by about 15% YoY to 48M units in 3Q21 driven by persistent demand for the iPhone 12 series and the launch of iPhone 13 series. (Laoyaoba, Counterpoint Research)