Besides the premium chipsets, orders for 5G modems are keeping TSMC's 7nm fabs running at full capacity. This has lead the company to conclude that the demand for 5G smartphones next year will reach 300 million units. The info comes from a leaked internal report and is much more optimistic than what others are predicting - they say 200 million units or less. Either way, it will be a major increase in demand compared to this year. Strategy Analytics estimates that 5G smartphones will make up only 1% of total sales this year. Next year, the number will be 10 times bigger. Five years from...
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TSMC has optimistic predictions of 300 million 5G phones being sold next year
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October 16, 2019
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