Lost more than 30 billion TSMC will not earn a cent from Huawei this year

Through years of cultivation of Huawei team, combined with the advanced production process of TSMC, the latest public version architecture of arm and the advanced baseband technology of our own, Qilin chip has killed a "blood road" in recent years, with remarkable achievements. However, due to sanctions from the US, TSMC has to interrupt the cooperation with Huawei in advanced manufacturing process.

According to the statistics of the organization, in 2019, apple contributed about 24% of revenue to TSMC, followed by Huawei, ranking the second in 15. Last year, Huawei still contributed 12.8% of revenue to TSMC despite many adverse factors, still second only to apple.

Lost more than 30 billion TSMC will not earn a cent from Huawei this year

However, in 2021, the situation will change significantly. Tin expects TSMC to not get a penny from Huawei. In terms of the proportion of customer contribution, AMD will be second only to apple and then to the United Development Department.

Lost more than 30 billion TSMC will not earn a cent from Huawei this year

According to public data, TSMC’s sales revenue from Huawei in 2019 is about 36billion yuan, and it will reach 38.9 billion yuan in 2020.

Although in the current semiconductor core shortage, TSMC released from Huawei’s capacity is divided by other companies. But obviously, without the international trade accident, TSMC should have a stronger growth momentum, so it is still a heavy loss.