Apple plans to introduce 2 nm chips for the iPhone 17 lineup, with production challenges at TSMC limiting output to the Pro models due to low yields.
Despite reserving all of TSMC's 2nm capacity, production issues mean that only the iPhone 17 Pro and Pro Max will feature the new SoC owing to a lack of sufficient yields.
TSMC's trial production is set to commence in Q3 2024, three months ahead of schedule, aiming to help Apple maintain its market lead over Samsung and Intel.
To support the production of the new chips, TSMC is enlisting additional suppliers for necessary materials and equipment, indicating a competitive 'group fight' scenario ahead.
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