It is estimated that the revenue of TSMC in Q2 will reach US $18.1 billion in 2022, with a month on month growth of 43% From Wall Street analysts

The following is the It is estimated that the revenue of TSMC in Q2 will reach US $18.1 billion in 2022, with a month on month growth of 43% From Wall Street analysts recommended by recordtrend.com. And this article belongs to the classification: Hardware equipment industry.

Taiwan’s contract manufacturing giant TSMC’s quarterly revenue forecast will surpass Intel for the first time in the near future. Wall Street analysts estimated that TSMC’s revenue in the second quarter reached $18.1 billion, up 43% month on month. On the other hand, according to the estimates collected by Yahoo Finance, Intel’s estimated sales in the same period were US $17.98 billion, a continuous decline of 2%.

TSMC’s quarterly revenue is likely to exceed that of Intel, which indicates that the demand for contract chip manufacturing has increased. Qualcomm, NVIDIA, AMD, apple and other companies are promoting it. They design their own chips and outsource the manufacturing work to TSMC and other foundries.

This trend has brought difficulties to Intel. The semiconductor giant has traditionally manufactured its designed chips as part of its integrated equipment manufacturing model, but the company is now increasingly dependent on certain components from TSMC and other foundries.

Most importantly, Intel plans to use these increased capacity to produce more of its own chips, while also supporting its revitalized OEM business. It hopes to snatch business from TSMC and Samsung (another leading chip manufacturer in the industry) in the future.

Intel’s new strategy is called IDM 2.0, which means that the chipmaker will have to balance two conflicting goals

● win OEM market share from TSMC and Samsung by persuading various chip designers without factories to use their factories.

● use the cutting-edge nodes of TSMC and Samsung for some components to compete with non factory companies such as AMD and NVIDIA.

One effect of this strategy is that Intel may help TSMC develop in the future. For example, Intel’s upcoming Ponte Vecchio data center GPU will use five different process nodes of itself and TSMC. In terms of PC, Intel’s next-generation meteor Lake client processor will be unveiled in 2023. It will also use the hybrid nodes of Intel and TSMC.

Meanwhile, Intel’s new contract manufacturing business, Intel foundry services, is still at a very early stage. In the first quarter, Intel OEM services only brought in $283million [pdf], which is about 1.6% of TSMC’s $16.7 billion sales in the same period.

From cnbeta Com read more: IC insights: the global semiconductor scale reached $614.6 billion in 2021, and the top ten semiconductor companies accounted for 57% of the total. Trendforce: the revenue of NVIDIA and AMD exceeded $25billion in 2020. Strategy Analytics: the global tablet application processor market reached $3billion in 2021, and apple accounted for 62% of the total. Passmark: the top ten in the single thread performance list in 2022 were dominated by Intel. Strategy Analytics: Q3 tablet application processor in 2021 Gartner: iSuppli, the world’s top 25 supply chain manufacturers in 2013: Q3 2010: Intel and AMD shared the same share in the third quarter AnandTech: in Q2 2016, amd accounted for 70% of the global graphics card market, a year-on-year decline of 11.9% strategy Analytics: in 2021, Q3 global cellular baseband market revenue reached US $8.15 billion, an increase of 23.3% Gartner: by 2023, the scale of Wi Fi 6 enterprises and small and medium-sized business users will increase from US $250million to US $5.22 billion, and the CAGR will reach 11 4%ic insight: it is estimated that the total sales of chip design in 2010 will be US $41.4 billion strategy Analytics: in Q1 2014, the global cellular baseband chip market will reach US $4.7 billion Puget: from 2019 to 2021, Intel’s products will be generally more reliable than AMD passmark:2022 data show that Intel is reversing the decline and recapturing the x86 processor market counter point research: in Q1 2022, Samsung’s revenue share in the global smart phone chipset market will be only 7%

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