TSMC: Most Important Chip Manufacturer For Smartphones (NYSE:TSM)


Taiwan

Annabelle Chih

Introduction

My thesis is that there is no chip manufacturer more important for the smartphone industry than TSMC (NYSE:TSM). Apple’s (AAPL) iPhone can’t exist without TSMC chips. Other major smartphone industry companies like Qualcomm (QCOM

Year

Apple

Qualcomm

Huawei

AMD

2013

1%

22%

2014

9%

21%

2015

16%

16%

2016

17%

11%

2017

23%

7%

5%

2018

22%

6%

8%

2019

23%

14%

2020

25%

12%

2021

26%

10%

2022

23%



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