TSMC's laughing: 16nm process order choice was to throw off the Samsung-TSMC, Samsung, semiconductor-IT information

TSMC advanced business drive fire full, this quarter divided by 16 Nano business drive aggressively voted tablets Apple A10 processor outside, also for mediatek and Qualcomm, phone chip expand in the low order customer, provides more with cost effectiveness of 16 Nano FFC business drive, and import TSMC preparatory has long of integration type fan out type package (InFO) foreign received single, show from design, and manufacturing to Hou paragraph package super strong of integration capacity.

TSMC to comment without a single customer. Foreign estimates, TSMC A10 processor for Apple this year shipped 200,000 tablets on the 12-inch wafer revenue contribution was five times last year, 3rd quarter consolidated sales forecast TSMC Ji Zeng is up to 15%, momentum strong .

But, due to 2016 South Taiwan earthquake Hou raised of Crystal round capacity card bit war has end, market outgoing, Apple fear Xia repair 2nd quarter related zero component orders, keygen securities slightly early that issued report, estimates this year Apple iPhone sales about 190 million to 210 million support, below estimates of 210 million to 230 million support, industry concern whether will impact TSMC capacity scheduling, is corporate observation TSMC April 14 method said will of important index.

In addition, the appreciation of the NT dollar still on, does impact TSMC's gross margin trends, and market focus.

TSMC from this season onwards, began to provide a cost advantage of 16 NM FFC processing, catering to high-throughput, Hass and mediatek storm low-level mobile phone market. 16 of this year, TSMC process, called the roll, sweep the high, medium and low phone orders, as the semiconductor factory's biggest winners.

TSMC forecast benefit 16 nanometer production capacity rapidly elevating this year, in the 16/14 process of the global market shares, compared with 50% last year, and then pushed up to as high as 70%, opened the gap with nemesis Samsung .

台积电偷笑：16nm工艺订单通吃，就是要甩开三星 - 台积电,三星,半导体 - IT资讯

台积电先进制程火力全开，本季除以16纳米制程大举投片苹果A10处理器外，也针对联发科和高通等手机晶片拓展中低阶客户，提供更具成本效能的16纳米FFC制程，并导入台积电筹备已久的整合型扇出型封装（InFO）对外接单，展现从设计、制造到后段封装超强的整合能力。

台积电不对单一客户置评。外资估算，台积电今年为苹果A10处理器出货的12寸晶圆上看20万片，营收贡献是去年的五倍，预估台积电第3季合并营收季增率可达15%，成长动能相当强劲。

不过，由于2016年南台强震后引发的晶圆产能卡位战已告一段落，市场传出，苹果恐下修第2季相关零组件订单，凯基证券稍早即出具报告，预估今年苹果iPhone销售量约1.9亿至2.1亿支，低于预估的2.1亿到2.3亿支，业界关注是否会冲击台积电产能调度，也是法人观察台积电4月14日法说会的重要指标。

此外，新台币升值压力仍在，是否冲击台积电毛利率走势，也是市场关注焦点。

台积电自本季起，开始提供更具成本优势的16纳米FFC制程，迎合高通、海思及联发科强攻中低阶手机市场。台积电今年的16纳米制程，堪称势如破竹，通吃高、中、低手机订单，成为半导体厂最大赢家。

台积电预估，今年受惠16纳米产能急速拉升，在16/14纳米制程全球市占率，将比去年的50%，再推升至高达70%，拉开与强敌三星的差距。