TSMC's 2-nanometer chip prices surge, potentially driving up the prices of the iPhone 18 series.
With the official entry of the semiconductor advanced process into the 2-nanometer era, the prices and costs of terminal devices equipped with it have attracted much attention in the industry. In a recent investor report, Hong Kong GF Securities analyst Jeff Pu revealed that Apple will release its first foldable screen phone, the iPhone Fold, in September this year. Also to be released are the iPhone 18 Pro and iPhone 18 Pro Max, all three models will be equipped with the A20 Pro chip using TSMC's 2-nanometer process. However, for the long-awaited consumer market, the high cost of the A20 at 2 nanometers may lead to a significant price increase, making it the most expensive chip ever used by Apple. Previously, according to information from the supply chain, the price of TSMC's 2-nanometer wafers is estimated to exceed $30,000 per piece, double the price of their 4-nanometer wafers, and the cost of a single A20 chip may reach $280, an increase of about 80% compared to the A19 chip.
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