TSMC's previous financial report for 2019 showed that revenue totaled NT $ 1.699 trillion and net profit was NT $ 345.26 billion. Although it has declined, it is still the second highest in years.
TSMC usually doesn't release a list of customers directly, but there are only two super large customers with more than 10% of revenue in the financial report.
Among them, customer A contributed NT $ 247.2 billion in revenue, accounting for 23%, which was an increase from the previous year's CNY 224.6 billion, and its share was 1 percentage point higher.
Client B contributed NT $ 152.87 billion last year, a 42% increase from the previous year's 83.885 billion, and its proportion of revenue jumped from 8% to 14%, an amazing increase.
Obviously, customer A is Apple and customer B is Huawei.
Apple has been TSMC's number one VIP customer for several years. There is no suspense. TSMC's exclusive foundry A-series processor makes a lot of money.
In contrast, Huawei's importance to TSMC has increased dramatically. In the past few years, Huawei was not among the TOP5 customers. Qualcomm, NVIDIA, AMD, and MediaTek were all ahead of Huawei.
However, in recent years, Huawei's Kirin series of mobile phone processors have developed rapidly, as well as Ascend AI chips, Kunpeng desktop/server chips, Lingxiao network chips, etc., almost all major product lines have their own developed processors.
It is foreseeable that even with the suppression of the United States, Huawei will continue to develop in the semiconductor field, and will increasingly rely on its own developed chips.
In China, Hisilicon, a subsidiary of Huawei, has also become the largest IC design company with revenue of 84.7 billion yuan, a significant increase of 70% compared to 50.1 billion yuan in 2018.
It is no wonder that SMIC's co-CEO commented on Huawei, "After the return of a leading Chinese ecological company like Huawei, it will stimulate the Chinese semiconductor industry."
