After abandoning Huawei's TSMC, after all, was Apple's "granting"?

In the business field, there are competition and cooperation. They are fighting with their products, serving services, and supply chains, and cooperation with downstream companies. However, there is such an enterprise, for special reasons and the interests of the moment, chose to disconnect downstream companies. This company is TSMC.

One more friend and one more way out. The same is the same in turn, one less friend, there is a choice less. Some of TSMC happened today to verify such a truth.

Apple "gives to ask for", TSMC lost the bargaining power

In the early days, the industry reported that TSMC will increase prices on foundry costs next year. The increase is about 6%to 9%depending on the process process. Later, new news came out that after negotiation, the increase was adjusted to about 3% to 6%.

However, the latest news came out: TSMC's largest customer, Apple, faced the price increase strategy of TSMC, chose to say "no", which surprised the industry and felt that TSMC had lost its bargaining power.

In terms of market conditions, the demand for price increases is reasonable. In the past two years, the chip market has been hot, and the chip is in a state of inappropriate supply most of the time, resulting in the price of wafers rising, and the manufacturer has also begun to raise the cost of foundry. Industry insiders said that although TSMC is a foundry leader, the price increase is very slow, which is quite "kind" compared to peers.

On the other hand, TSMC is the only foundry company of Apple. The reason why Apple's products can sell well are a large part of the credit belong to the A -series chip of TSMC. Samsung also invested in TSMC.

Thinking from another angle, TSMC, as one of the most important companies in Apple's supply chain. If it loses its assists, the consequences are very serious and important. Go to Samsung to cooperate.

TSMC's importance to Apple is self -evident. According to the reason, in the face of reasonable market changes, Apple should accept it, but it is contrary to their wishes. This is why people are very surprised by this.

As a leading enterprise, it is a strange thing to face customers without bargaining power, and similar things are not the first time.

What is the bottom of Apple

Not long ago, TSMC launched the latest 3nm N3 process. Apple felt that the cost was too high, and it also said "no". TSMC can only be forced to switch to the 3nm N3 E process, and the original production plan is also forced to delay.

From the process to the price increase, Apple said no, it seemed to have completely grasped the initiative. The essence of its essence is that TSMC is important for Apple, but Apple is equally important for TSMC, and Apple can say no, TSMC has long lost its ability to refuse.

From the perspective of business relations, Apple's revenue contributed to TSMC each year exceeds 25%. Once you say goodbye, TSMC's pillars will be one less.

On the other hand, TSMC high -end chips are almost only orders for US companies, and Apple is just one of the big heads inside. If you make Apple, it is difficult to say that it will not cause a chain reaction and it will be difficult to end. Don't forget, Samsung and Intel are waiting to be the second TSMC.

Lost an important friend

This has to remind us of the important friend of TSMC -Huawei. At that time, Huawei was also a large customer of TSMC, contributing to 14%of revenue (Apple contributed 23%at the same time).

There are Huawei's orders. TSMC has at least more confidence and Apple negotiation, so as not to appear the results of the negotiations. Moreover, Huawei is a powerful competitor of Apple. If Huawei uses the latest foundry and Apple is useless, it can be imagined.

Unfortunately, after losing the "friend", TSMC has fewer ways. Although it does not threaten the leading position of the industry, facing Apple, it has lost a lot of saying and becomes "given to begging."

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