One market analyst said Apple’s demand for its new generation of 3nm chips, expected to be launched in 2024, will be lower than market expectations. The Cupertino company launched its first smartphone powered by a 3nm chip earlier this month, but TF Securities analyst Ming-Chi Kuo said declining iPad and MacBook shipments in 2023 could lead to the company lowering prices next. Years of demand for new chips. At the same time, analysts said that Qualcomm is also expected to reduce demand for 3nm chips next year.
Kuo said in a Medium article that shipments of iPad models fell 22% this year to 48 million units, while MacBook shipments fell about 30% to 17 million units. The analyst claimed that the decline in shipments was due to the end of work-from-home (WFH)-related demand and the reduced appeal of high-end specifications.
As a result, the company’s demand for next-generation 3nm chips in 2024 will be lower than expected, According to Guo. The analyst also predicts that ASML (formerly Advanced Semiconductor Materials Lithography) will cut its EUV equipment shipment forecast by up to 30% next year due to reduced demand from Apple, Qualcomm and Samsung.
Kuo said that in addition to Apple, Qualcomm and Samsung are expected to reduce demand for 3nm chips in 2024. The Snapdragon chip maker is said to be affected as two smartphone makers choose to use their own chips – Huawei (Kirin) and Samsung (Exynos). According to recent reports, the latter’s 2024 flagship phone is expected to be powered by the Exynos 2400 chipset in markets outside the United States.
Ming-Chi Kuo recently claimed in a blog post that complaints about overheating issues affecting Apple’s iPhone 15 Pro models have nothing to do with TSMC’s advanced 3nm chip manufacturing technology. Instead, citing a market survey, the analyst said the overheating issue is likely due to Apple’s changes to the thermal design of the iPhone 15 Pro and iPhone 15 Pro Max, which unlike their predecessors use titanium frames.
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