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2021-08-28

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iPhone 13 is destined to not be cheap, and TSMC has taken the blame ahead of time

梦晨发自凹非寺量子位报道 | 公众号 QbitAIiPhone13马上就要发售之际，台积电突然宣布芯片涨价。最新消息，台积电计划将7nm及以下先进制程芯片涨价10%，成熟制程芯片涨价20%。目前，苹果是台积电最大的客户之一，iPhone系列所用的芯片正是由台积电代工生产。不少外媒预测，将在9月发布的iPhone13系列价格可能随之上涨。台积电二季度公布的净销售额为133亿美元，净利润48亿美元，净利润率达36%。但预计第三季度情况进一步恶化，影响恐怕会蔓延至iPhone生产线。

iPhone 13 is destined to not be cheap, and TSMC has taken the blame ahead of time

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":813371783,"tweetId":"813371783","gmtCreate":1630140491742,"gmtModify":1676530233976,"author":{"id":4088785672346910,"idStr":"4088785672346910","authorId":4088785672346910,"authorIdStr":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>hi</p></body></html>","htmlText":"<html><head></head><body><p>hi</p></body></html>","text":"hi","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/813371783","repostId":2162073849,"repostType":2,"repost":{"id":"2162073849","kind":"highlight","weMediaInfo":{"introduction":"վ'ᴗ' ի 追踪AI行业和技术动态，这里更快一步！关注我们，回复“今天”，更多大新闻等你来发现","home_visible":1,"media_name":"量子位","id":"1099700113","head_image":"https://static.tigerbbs.com/85c2c404af2f47a0ba492a15caf7cb80"},"pubTimestamp":1630114454,"share":"https://ttm.financial/m/news/2162073849?lang=en_US&edition=fundamental","pubTime":"2021-08-28 09:34","market":"sh","language":"zh","title":"iPhone 13 is destined to not be cheap, and TSMC has taken the blame ahead of time","url":"https://stock-news.laohu8.com/highlight/detail?id=2162073849","media":"量子位","summary":"梦晨 发自 凹非寺量子位 报道 | 公众号 QbitAIiPhone13马上就要发售之际，台积电突然宣布芯片涨价。最新消息，台积电计划将7nm及以下先进制程芯片涨价10%，成熟制程芯片涨价20%。目前，苹果是台积电最大的客户之一，iPhone系列所用的芯片正是由台积电代工生产。不少外媒预测，将在9月发布的iPhone13系列价格可能随之上涨。台积电二季度公布的净销售额为133亿美元，净利润48亿美元，净利润率达36%。但预计第三季度情况进一步恶化，影响恐怕会蔓延至iPhone生产线。","content":"<p>As the iPhone 13 is about to be released,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Suddenly announce<b>Chip price increase</b>。</p><p>The latest news,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Plan to increase the price of advanced process chips of 7nm and below<b>10%</b>, price increase of mature process chips<b>20%</b>。</p><p>For customers who have been notified, the price increase<b>Effective immediately</b>。</p><p>As soon as the news came out, speculation about the price of the upcoming new iPhone was also rampant.</p><p>At present,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It is one of TSMC's largest customers, and the chips used in the iPhone series are manufactured by TSMC.</p><p>Many foreign media predict that the price of the iPhone 13 series to be released in September may rise accordingly.<img src=\"https://static.tigerbbs.com/e6b0dc4b3c6f4baea547cf0984b8caaf\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Neither a spokesperson for TSMC nor TSMC commented on the matter.</p><p><h2>Why did TSMC raise prices?</h2>In early August, TSMC announced that the price of 80nm process LCD driver chips would increase by 20%. This time, the prices of all product lines increased across the board.</p><p>According to analysis by the Wall Street Journal, the reason for TSMC's price increase has a dual purpose.</p><p><b>In the short term</b>In the context of a global chip shortage, rising prices will depress demand and prevent customers from overbooking.</p><p>Thus reserving supply for customers who really need chips and have no choice.</p><p><b>Long-term</b>, increasing prices and increasing revenue can help TSMC invest in building new production capacity.</p><p>TSMC announced net sales of US $13.3 billion in the second quarter, net profit of US $4.8 billion, and net profit margin of 36%.</p><p>But we have to invest more.</p><p>TSMC will invest US $100 billion in new factories and research and development in the next three years, twice what it has invested in the past three years.</p><p>It has been confirmed that Nanjing 28nm wafer fab will expand production, investment of 12 billion to build a factory in Arizona, USA, and opening Japan's first chip factory in Kumamoto Prefecture, Japan.</p><p>In addition to mature production lines, TSMC's 3nm process will also enter mass production in the second half of next year, and the 2nm process will be mass-produced after 2024. The investment amount and research and development difficulty of this advanced process will increase exponentially.</p><p><h2>What does Apple say?</h2>At the end of July, Apple CEO Cook said that the seriousness of the previous chip shortage was lower than expected, which mainly affected the production of Macs and iPads, resulting in a decrease in revenue of US $3 billion to US $4 billion last quarter.</p><p>However, it is expected that the situation will deteriorate further in the third quarter, and the impact may spread to the iPhone production line.</p><p>Anyway, according to Apple's tradition, it will hold a press conference in September.<img src=\"https://static.tigerbbs.com/6d30e6a35a9d40799d177fb3c4255e3a\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\">The latest rumor is that a press conference will be held on September 14, reservations will be accepted on September 17, and shipments will be made on September 24.</p><p>The time is also very close, and whether the price will increase or not will be announced soon.</p><p>Reference link: [1] https://www.wsj.com/articles/worlds-largest-chip-maker-to-raise-prices-threatening-costlier-electronics-11629978308? mod = djemalertNEWS [2] https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-hikes-chip-prices-up-to-20-amid-supply-shortage [3] https://www.tomsguide.com/news/iphone-13-release-date-tipped-for-september-17-according-to-new-report</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>iPhone 13 is destined to not be cheap, and TSMC has taken the blame ahead of time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\niPhone 13 is destined to not be cheap, and TSMC has taken the blame ahead of time\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700113\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/85c2c404af2f47a0ba492a15caf7cb80);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">量子位 </p>\n<p class=\"h-time smaller\">2021-08-28 09:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>As the iPhone 13 is about to be released,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Suddenly announce<b>Chip price increase</b>。</p><p>The latest news,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Plan to increase the price of advanced process chips of 7nm and below<b>10%</b>, price increase of mature process chips<b>20%</b>。</p><p>For customers who have been notified, the price increase<b>Effective immediately</b>。</p><p>As soon as the news came out, speculation about the price of the upcoming new iPhone was also rampant.</p><p>At present,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It is one of TSMC's largest customers, and the chips used in the iPhone series are manufactured by TSMC.</p><p>Many foreign media predict that the price of the iPhone 13 series to be released in September may rise accordingly.<img src=\"https://static.tigerbbs.com/e6b0dc4b3c6f4baea547cf0984b8caaf\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Neither a spokesperson for TSMC nor TSMC commented on the matter.</p><p><h2>Why did TSMC raise prices?</h2>In early August, TSMC announced that the price of 80nm process LCD driver chips would increase by 20%. This time, the prices of all product lines increased across the board.</p><p>According to analysis by the Wall Street Journal, the reason for TSMC's price increase has a dual purpose.</p><p><b>In the short term</b>In the context of a global chip shortage, rising prices will depress demand and prevent customers from overbooking.</p><p>Thus reserving supply for customers who really need chips and have no choice.</p><p><b>Long-term</b>, increasing prices and increasing revenue can help TSMC invest in building new production capacity.</p><p>TSMC announced net sales of US $13.3 billion in the second quarter, net profit of US $4.8 billion, and net profit margin of 36%.</p><p>But we have to invest more.</p><p>TSMC will invest US $100 billion in new factories and research and development in the next three years, twice what it has invested in the past three years.</p><p>It has been confirmed that Nanjing 28nm wafer fab will expand production, investment of 12 billion to build a factory in Arizona, USA, and opening Japan's first chip factory in Kumamoto Prefecture, Japan.</p><p>In addition to mature production lines, TSMC's 3nm process will also enter mass production in the second half of next year, and the 2nm process will be mass-produced after 2024. The investment amount and research and development difficulty of this advanced process will increase exponentially.</p><p><h2>What does Apple say?</h2>At the end of July, Apple CEO Cook said that the seriousness of the previous chip shortage was lower than expected, which mainly affected the production of Macs and iPads, resulting in a decrease in revenue of US $3 billion to US $4 billion last quarter.</p><p>However, it is expected that the situation will deteriorate further in the third quarter, and the impact may spread to the iPhone production line.</p><p>Anyway, according to Apple's tradition, it will hold a press conference in September.<img src=\"https://static.tigerbbs.com/6d30e6a35a9d40799d177fb3c4255e3a\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\">The latest rumor is that a press conference will be held on September 14, reservations will be accepted on September 17, and shipments will be made on September 24.</p><p>The time is also very close, and whether the price will increase or not will be announced soon.</p><p>Reference link: [1] https://www.wsj.com/articles/worlds-largest-chip-maker-to-raise-prices-threatening-costlier-electronics-11629978308? mod = djemalertNEWS [2] https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-hikes-chip-prices-up-to-20-amid-supply-shortage [3] https://www.tomsguide.com/news/iphone-13-release-date-tipped-for-september-17-according-to-new-report</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6d30e6a35a9d40799d177fb3c4255e3a","relate_stocks":{"AAPL":"苹果","EWT":"台湾ETF-iShares MSCI","TSM":"台积电","03145":"华夏亚洲高息股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162073849","content_text":"iPhone13马上就要发售之际，台积电突然宣布芯片涨价。\n最新消息，台积电计划将7nm及以下先进制程芯片涨价10%，成熟制程芯片涨价20%。\n对于已经接到通知的客户，涨价立即生效。\n消息一出，关于即将要到来的新款iPhone价格猜测也甚嚣尘上。\n目前，苹果是台积电最大的客户之一，iPhone系列所用的芯片正是由台积电代工生产。\n不少外媒预测，将在9月发布的iPhone13系列价格可能随之上涨。苹果和台积电发言人都没有就此事发表评论。\n台积电为什么涨价？\n在8月初，台积电就宣布80nm制程的LCD驱动芯片将涨价20%，这一次更是各产品线价格全面上涨。\n据华尔街日报分析，台积电涨价的原因有双重目的。\n短期来看，全球芯片短缺的背景下，价格上涨会压低需求，防止有客户超额预定。\n从而为真正需要芯片、别无选择的客户保留供应量。\n长期来看，涨价提高收入可以帮助台积电投建新的产能。\n台积电二季度公布的净销售额为133亿美元，净利润48亿美元，净利润率达36%。\n但要投入的更多。\n台积电将在未来3年投入1000亿美元用于新建工厂和研发，是过去3年投入的两倍之多。\n已经确定的有南京28nm晶圆厂扩产，在美国亚利桑那州投资120亿建厂，以及在日本熊本县开设日本首家芯片工厂。\n除了成熟的产线，台积电3nm制程也将于明年下半年进入量产，2nm制程会在2024年后量产，这种先进制程的投资金额和研发难度都会呈指数级上升。\n苹果怎么说？\n7月底时苹果CEO库克称，此前芯片短缺问题严重性低于预期，主要影响到了Mac与iPad的生产，导致上季营收减少了30亿-40亿美元。\n但预计第三季度情况进一步恶化，影响恐怕会蔓延至iPhone生产线。\n不管怎么说，按苹果的传统会在9月份召开发布会。最新传言是9月14日开发布会，9月17日开始接受预定，9月24日发货。\n时间也很近了，到底涨不涨价马上就会揭晓。\n参考链接：[1]https://www.wsj.com/articles/worlds-largest-chip-maker-to-raise-prices-threatening-costlier-electronics-11629978308?mod=djemalertNEWS[2]https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-hikes-chip-prices-up-to-20-amid-supply-shortage[3]https://www.tomsguide.com/news/iphone-13-release-date-tipped-for-september-17-according-to-new-report","news_type":1,"symbols_score_info":{"EWT":0.9,"03145":0.9,"AAPL":0.9,"TWmain":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":1891,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}