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.
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.
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.