On January 19th, news emerged that the semiconductor's cutting-edge manufacturing process has stepped into the 2nm era. Consequently, the prices and production costs of end-user devices featuring this technology have become a major concern within the industry. Jeff Pu, an analyst from GF Securities in Hong Kong, revealed in his most recent investor report that Apple is set to launch its inaugural foldable smartphone, the iPhone Fold, in September of this year. Alongside it, the iPhone 18 Pro and iPhone 18 Pro Max will also hit the market. All three of these models will be outfitted with TSMC's 2nm process A20 Pro chips.
However, owing to the exorbitant cost of the 2nm A20 chips, a substantial price hike is anticipated for these new models. They are poised to become Apple's most expensive chip-equipped models thus far. Previous reports from the supply chain suggest that TSMC's pricing for 2nm wafers is projected to surpass $30,000 per wafer. This marks a doubling of the price compared to 4nm wafers. Moreover, the cost of a single A20 chip could potentially reach $280, representing an approximate 80% increase over the A19 chip.
