TSMC foundry, Apple Silicon processor costs will drop by a quarter.

According to a report from China's Taiwan Economic Daily, it is reported that Apple expects to release a MacBook equipped with a self-developed processor on November 17, which may be exclusively manufactured by TSMC, and the assembly plant Quanta is expected to benefit simultaneously.

Bloomberg reporter Mark Gurman previously predicted that Apple will release the first MacBook equipped with a self-developed processor AppleSilicon in November, and may also launch other products still equipped with Intel processors. Twitter broke the news Jon Prosser pointed out that the Apple Silicon Mac launch will be held on November 17.

Benefiting from the demand for working at home, MacBook shipments in the third quarter of 2020 will increase by about 30%. Due to increased demand for home office and demand for MacBook Air, 2H20 shipments are better than expected. Therefore, we expect MacBook shipments in 2020 to increase by about 15%, reaching 16-16.5 million units year-on-year. Due to better than expected 2H20 shipments, the demand for Magic Keyboard is also expected to increase by 10-20%.

MacBook's Apple Silicon processor will be exclusively manufactured by TSMC's 5nm process, the cost will be reduced to a quarter of the original Intel processor, and the battery life may be as long as 15 to 20 hours. In the fourth fiscal quarter conference call on October 30, Apple CEO Tim Cook hinted that the first batch of Macs using Apple's self-developed chips and other expected new products will be released before the end of the year.

This Apple Silicon processor will also be the first time Apple adopts the ARM architecture on a notebook computer platform. It uses a 5nm process and has a monthly production capacity of 5000 to 6000 wafers. However, it has been revealed that the first notebook computer with Apple Silicon processor is the MacBook series, and Ming-Chi Kuo previously stated that the first MacBook with ARM architecture may be a 13-inch MacBook Pro.