Notes From All Over -- The Apple Page -- December 25, 2020

On December 9, 2020, this was posted:

• Link here.  TSMC. There are three chip companies / SoC companies that intrigue me -- TSMC, AWS, and Apple. Apparently Apple is continuing to work on a self-driving car. 
• Link here. Tim Cook teases the future of Apple Watch: "Think about the amount of sensors in your car." 
• Link here. AirPods Max development took four years. 

Then this: record number of transistors on a chip, posted November 23, 2020:

• Apple, Amazon, TSMC competing for bragging rights on number of transistors on a chip.

This is a huge story.

Apple was the first to get the chip down to 5 nm. When announced, Intel admitted they were still working on a 7-mn chip. 

Now, look at this story, from December 22, 2020:

Industry sources claim that TSMC's initial production of chips built on the new 3-nanometer process have been ordered by Apple for use in both its iOS and Apple Silicon devices. 

Following previous reports that TSMC was close to finalizing its new 3-nanometer process, a new report says that Apple has placed an order for its M-series and A-series processors using it. 

According to Money.UDN, supply chain sources say that trials are progressing smoothly. The sources estimate that TSMC's 3nm line is on course to produce 600,000 processors annually, or 50,000 per month, with mass production starting in 2022. 

Those numbers are presumably expected to increase, as the publication also reports an estimate that TSMC must sell at least 300 million processors to return a profit. 

It's not reported how many units Apple has ordered, or over what precise timescale. However, the sources say that the order is chiefly for producing the M-series processors for the Mac.

So, we have Apple, Amazon, and TSMC competing for bragging rights with regard to chips and SoC, and here we have a story of Apple buying the entire market supply of the 3-nm chips being made by TSMC.

For investors, Apple is tracked here.   

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