No Longer 3nm! iPhone 18 to Debut with TSMC's 2nm Process Technology
On March 21, investment company GF Securities reported that the A20 chip in the iPhone 18 series will be manufactured using TSMC's third-generation 3nm process, N3P.Analyst Jeff Pu refuted this, stating that the A20 chip is built on TSMC's 2nm process, and the news about Apple using 3nm can be ignored.
It is reported that TSMC has started the trial production of 2nm process, which is carried out at the Baoshan factory in Hsinchu. The initial yield rate is 60%, and it is expected to enter the mass production phase in the second half of 2025.
Previously, Morgan Stanley released a report stating that TSMC's 2nm monthly production capacity will increase from this year's pilot production scale of 10,000 wafers to a mass production scale of around 50,000 wafers by 2025. Due to the time required for capacity ramp-up and yield improvement, the A19 series processors for Apple's iPhone 17 series in 2025 may not adopt the 2nm process, but rather be upgraded to the N3P process within the 3nm family.
According to the data disclosed by TSMC, the 2nm process can reduce power consumption by 24%-35% at the same voltage, or increase performance by 15%, with a transistor density 1.15 times higher than the previous generation's 3nm process. These improvements in metrics are mainly due to TSMC's new gate-all-around (GAA) nanosheet transistors and N2 NanoFlex design technology co-optimization, along with some other enhancement features.
In terms of price, it is reported that the price of TSMC's 2nm wafers exceeds 30,000 US dollars. Currently, the price of 3nm wafers is approximately between 18,500 to 20,000 US dollars, with a significant difference in price. Semiconductor industry insiders expect,Due to the high prices of advanced processes, manufacturers will inevitably pass on the cost pressures to downstream customers or end consumers.
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