TSMC's 2nm process trial production wins, iPhone 18 Pro series will be launched for the first time

According to supply chain sources, TSMC has successfully launched a trial production of 2nm advanced technology at its Baoshan factory in Hsinchu County, and has achieved remarkable results. It is reported that the yield rate of this trial production is as high as 60%, which is not only exciting but also significantly exceeds the company's internal expectations.

According to data released by TSMC, compared to the 3nm process, the new 2nm process is expected to improve performance by 10% to 15%, achieving a 30% reduction in power consumption while maintaining the same performance. Although the 2nm process is still in the early stages of trial production, everything is steadily progressing according to plan, and it is expected to take some time to transition to mass production.

At the same time, the market predicts that Apple will become the main partner in the early stages of TSMC's 2nm process. Given that the cost of 2nm chips has doubled compared to 4nm chips, and the expensive price of up to $30000 per wafer, only high-end market giants like Apple can afford such cost pressures.

According to TSMC's development blueprint, it is expected to launch large-scale production of the 2nm process in the second half of 2025. According to this production schedule, the iPhone 17 series will not be able to be equipped with a 2nm chip, while the iPhone 18 Pro series is expected to become the first flagship model to be equipped with TSMC's 2nm chip.

Regarding TSMC's future prospects, Chairman Wei Zhe Jia expressed confidence that TSMC is expected to maintain a continuous and healthy growth trend in the next five years. The number of inquiries from customers regarding the 2nm process has exceeded that of the 3nm process, indicating that the 2nm process is more popular in the market and is expected to not only continue the success of the 3nm process, but even achieve greater surpassing.