TSMC's 2-nanometer chips are too expensive! Rumor has it that Apple's iPhone 17 Pro will continue to use 3nm chips. Will Nvidia and Qualcomm switch orders?

Korean media quoted semiconductor industry sources on Tuesday as pointing out that due to TSMC's limited production capacity in 2nm and high production costs, Apple has planned to delay mass production for 1 year, and only officially use the 2nm process processor on the iPhone 18 Pro in 2026. (Summary: The National Science Council promises: TSMC 2nm will not move out before 2028!) "AI Basic Law" is expected to be submitted to the Legislative Yuan for review next session) (Background supplement: crazy! Trump nominates ultra-hawkish undersecretary of defense: If the CCP commits a crime against Taiwan, "the United States should bomb TSMC first") According to the Korean media "North Korea Biz", it was previously reported that Apple may be the first to use TSMC's 2nm process in the A19 chip of the iPhone 17 Pro series, but it seems that due to TSMC's limited production capacity and high production costs, Apple has planned to delay mass production for 1 year, and the 2nm chip will not be officially adopted until the iPhone 18 Pro in 2026. Korean media quoted industry sources as revealing that because TSMC's 2nm process began trial production in the second half of this year, the current production capacity has not been fully expanded, and the demand for testing is increasing, which means that customers may need to pay high costs to achieve mass production. Taiwan media reported last month that TSMC's 2nm yield is stable at more than 60%, but the asking price per chip may be as high as $30,000, which is twice that of 4 or 5 nanometer chips, and the price is too high. Therefore, the industry generally expects that the iPhone 17 Pro in 2025 will continue to use the third-generation 3nm process (N3P) chip, allowing TSMC to continue to increase 2nm production capacity and improve pricing. TSMC's 2nm chips will exceed 50,000 pieces by the end of 2025 In addition, MoneyDJ cited supply chain sources that TSMC began to build a 2nm (N2) small-scale trial production line at Hsinchu Baoshan Plant (Fab20) this season, with a planned monthly production capacity of about 3000~3500 pieces. If the Kaohsiung plant (Fab22) part is added, the total monthly production capacity of 2nm will exceed 50,000 pieces by the end of 2025, and it is expected to reach 12~130,000 pieces by the end of 2026, and the demand for 2nm from major customers such as Apple, Huida, and AMD is quite strong. The news that TSMC's total monthly production capacity of 2nm is expected to exceed 50,000 pieces by the end of 2025 also confirms that it is difficult for Apple to use 2nm chips in 2025. Well-known analyst Guo Mingxi predicted earlier in X that based on cost considerations, only the Pro series of iPhone 18 in 2026 will be equipped with TSMC's 2nm process processor. That is to say, the iPhone 19 launched in 2027 may only fully adopt the 2nm process chip. TSMC 2nm is too expensive, Huida, Qualcomm may transfer to Samsung? It is worth noting that Korean media also said that in addition to TSMC, South Korea's Samsung Electronics and Japan's Rapidus and other major foundries are also trying to mass-produce 2nm chips, at this stage due to TSMC's 2nm process production capacity is limited, Huida and Qualcomm and other major customers have the possibility of transferring orders, because these companies are seeking to diversify the supply chain, and Samsung Electronics is also testing the 2nm process with these companies. However, some experts complain that Samsung has faced a great bottleneck in advanced processes in recent years, and has lost several trillion won, and the gap with TSMC has widened significantly. Chai Huanxin, senior industry analyst and vice president of Yunbao, told MinTV: TSMC's 2nm process is currently in trial operation, and the yield rate is at least from 60%. By the fourth quarter of 2025, it should reach 70% or even higher. However, Samsung's current 3-nanometer process, whether the yield has reached 20 percent, there are still doubts. The words of the Korean media, we think that it is only purely for Samsung to win Apple's orders, the wind released, this part does not need to be taken too seriously. Related reports Apple is moving towards "de-Qualcommization": next year's new iPhone SE is equipped with Apple's self-developed communication chip, and TSMC OEM is heavy! The United States has completely blocked China's AI, and TSMC's "chips below 7 nanometers" have all been included in sanctions since next week Intel has found Samsung to form a "wafer foundry alliance", which can shake TSMC's dominance? TSMC US factory spread a big breakthrough: chip yield surpasses Taiwan, next year's quotation below 5nm or soar again 〈TSMC 2nm chip is too expensive! It is rumored that Apple iPhone 17 Pro continues to use 3nm, Huida, Qualcomm fear to transfer orders? This article was first published in BlockTempo "Dynamic Trend - The Most Influential Block Chain News Media".