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Apple uses TSMC to make all of its chipsets, across all of its products. And starting with the iPhone 15 Pro, Apple is moving to 3nm chipsets, which TSMC is now struggling to produce.
This is according to EE Times, which states that the company is having issues with tools and yield. This is impacting the ramp up to volume production of the new chip technology.
TSMC is manufacturing the A17 Bionic chipsets that will be found in the iPhone 15 Pro models. Which are set to be 3nm chipsets. They are also working on the M3 chips for Mac, which are also 3nm. Right now, analysts are estimating that the yield for A17 and M3 processors are around 55%. That sounds about right, for where TSMC is at, in development.
Could this affect iPhone 15 Pro sales?
It could affect sales, or more importantly, stock of the iPhone 15 Pro. Making it tougher to buy one, at launch. While yes, we are many months away from the iPhone 15 Pro even being announced, and TSMC could catch up by then, it could still affect the stock at launch in September.
We’ve seen, in the past, Apple delay certain models of the iPhone for a month or so, due to supply issues. Like the iPhone 12 launch, the iPhone 12 Pro Max and Mini were both delayed for a month. And that was after the iPhone 12 was initially delayed and launched in October. So those phones didn’t come out until November. And we could see that again this year from Apple.
This would also explain why the MacBook Air 15 that is set to be announced at WWDC in June is likely coming with an M2 chipset over the new M3. Though we also haven’t gotten the M2 Max nor the M2 Ultra yet, so M3 is likely still quite a ways away.
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