Apple’s new MacBook Professional and iPad Professional units will enter mass manufacturing within the fourth quarter of 2022, in response to TF Worldwide Securities analyst Ming-Chi Kuo.
Based mostly on the timing of TSMC’s 3nm chip manufacturing, it is doubtless Apple will proceed to make use of the 5nm course of for its new M2 Professional/Max processors.
EMS should purchase parts from Oct on the newest for merchandise that may enter mass manufacturing in 4Q22, however 3nm chips will not be accessible till Jan 2023. So I feel new MacBook Professional & iPad Professional, which can enter mass manufacturing in 4Q22, will undertake new however unlikely 3nm processors.
TSMC’s 3nm chip manufacturing cycle is about 4 months, so although TSMC stated it will begin mass manufacturing of 3nm from Sep, it will take till Jan 2023 to ship on the earliest. It is why TSMC supplied the steerage that 3nm will contribute income from 1H23.
We’re anticipating Apple to announce these new units at particular occasion in October. The corporate’s upcoming Far Out particular occasion will doubtless be restricted to iPhone, Apple Watch, and associated equipment.
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