January 14th 2023

EssayServiceProf.com

Apple would be responsible for 25% of TSMC’s revenue. The company is the world’s largest chip foundry with Samsung Foundry trailing far behind in terms of market share. TSMC recently released its December quarter results and also released its guidance for the March quarter and full year 2023.

Based on the numbers that TSMC predicts for its Smartphone Segment (which typically tracks Iphone sales), and considering that iPhone accounts for half of Apple’s business, Gene Munster, analyst at Loup Ventures said we should expect Apple to report earnings slightly below consensus forecasts for the March and June quarters.

As for TSMC, the report says it will have a worse first half than Apple because it has already sold its customers the chips they will be using over the next few months. But demand will increase when it starts shipping 3nm chips in the second half of 2023. Apple’s A17 Bionic SoC is said to be produced using TSMC’s 3nm process node and should be found inside of the iPhone 15 Pro and iPhone 15 Ultra. These two phones could be the only handsets from a major manufacturer to sport a 3nm chip this year.

TSMC Smartphone Segment Results Predict Better Second Half for iPhone

The growth of TSMC’s smartphone segment is trending down. For the September quarter, growth was 27% on an annual basis and fell to 9% growth for the three months ended December. TSMC forecasts show that its smartphone segment could see a 3% drop in revenue year-over-year for the March quarter.

Wall Street expects Apple to report a 0.3% drop in iPhone revenue for the March quarter and the analyst says TSMC’s smartphone segment forecast suggests a slight drop in revenue from the iPhone for the same quarter. Wall Street’s consensus forecast for the June quarter calls for iPhone revenue to decline 1.2% year-on-year, compared to a 13% drop expected for TSMC’s smartphone segment due to tax levies. aforementioned inventory by TSMC customers.

Things are expected to reverse for the iPhone in the quarter ending September, with Wall Street analysts expecting iPhone revenue to grow 3.4% year over year. . But Munster calls that forecast conservative in light of TSMC’s expected rebound in the same quarter.

For Apple’s fiscal year 2023, Munster expects iPhone revenue to do better than consensus forecast of a 0.3% annual decline. In fiscal 2022, Apple’s iPhone revenue topped $200 billion for the first time, with the handset grossing $205.5 billion. This is a 7% increase from fiscal year 2021.

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