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TSMC Set to Benefit from Estimated 22 Million Apple iPhone 16e Unit Sales

On Wednesday (February 19), Apple announced the upcoming launch of its "budget-friendly" iPhone 16e smartphone model. The Cupertino, California-based company has refreshed its entry level product tier—starting at $599—with modernized internals. Apple's new design houses an A18 chipset, as well as their much-discussed debut modem design. The C1 is a custom 5G part; fully developed in-house. Previously, modern iPhone product ranges have been fitted with Qualcomm 5G modems. As expected, Apple contracted with TSMC for the production of A18 and C1 silicon—the A-type SoC is based on a 3 nm process node (TSMC N3E). Their proprietary modem baseband design utilizes 4 mm, while the receiver uses a 7 nm process—according to insiders.

Taiwan's Commercial Times reckons that TSMC will be the "biggest beneficiary" from the aforementioned agreement with Apple. Ctee TW's latest report cites industry analysis; soothsayers estimate annual shipments reaching roughly 22 million units annually. Additional whispers suggest that the C1 modem will turn up in non-iPhone devices—namely next-gen Watches and iPads, by next year. The report also mentions that upcoming Mac products are slated for C1 upgrades. Further leaks have linked project "Ganymede" to a "C2" custom 5G modem design—inside sources believe that a 3 nm TSMC process is on the cards. Another codename—"Prometheus"—was leaked by insiders; possibly referencing a future "C3" model.

Apple Likely to Team Up with Alibaba to Bring Apple Intelligence to China

According to a recent report, Apple has apparently finalized on a partner to bring Apple Intelligence features to its second-largest market, China. Of course, China has strict regulations in place, which have clearly turned out to be rather difficult to navigate for Apple. Previous leaks have revealed that a Deepseek partnership was on the cards for the Cupertino giant, although that did not lead to fruition, with Apple settling for Alibaba as its primary partner. As MacRumors notes, Alibaba will function as a censorship layer of sorts, thereby complying with government-directed filtering and information control. Basically, if the Chinese government deems a certain kind of information inappropriate in any way, it can simply direct Alibaba to have it removed and not served again.

Baidu, Safari's default search engine in China, will function as a secondary partner, aiding Apple Intelligence's 'Visual Intelligence' features. If things go to plan, the AI features should roll out in China sometime towards the middle of this year. Apple Intelligence has faced quite a contentious launch, having struggled with multiple delays and widespread criticism regarding not only the real-world efficacy and usefulness of its features, but also the multiple times that its AI-generated notifications have wildly misrepresented real-life events. The report further states that iPhones sold outside of China will not have access to the China-specific AI system, which is to be expected. It is yet to be seen how the Apple Intelligence launch plays out in China, although we should be able to find out soon enough.

Snapdragon 8 Gen 3 GPU Could be 50% More Powerful Than Current Gen Adreno 740

An online tipster, posting on the Chinese blog site Weibo, has let slip that Qualcomm's upcoming Snapdragon 8 Gen 3 mobile chipset is touted to pack some hefty graphical capabilities. The suggested Adreno "750" smartphone and tablet GPU is touted to offer a 50% increase over the present generation Adreno 740 - as featured on the recently released and cutting-edge Snapdragon 8 Gen 2 chipset. The current generation top-of-the-range Snapdragon is no slouch when it comes to graphics benchmarks, where it outperforms Apple's prime contender - the Bionic A16 SoC.

The Snapdragon 8 Gen 3 SoC is expected to launch in the last quarter of 2023, but details of the flagship devices that it will power are non-existent at the time of writing. The tipster suggests that Qualcomm has decided to remain on TSMC's 4 nm process for its next generation mobile chipset - perhaps an all too safe decision when you consider that Apple has upped the stakes with the approach of its Bionic A17 SoC. It has been reported that the Cupertino, California-based company has chosen to fabricate via TSMC's 3 nm process, although the Taiwanese foundry is said to be struggling with its N3 production line. The engineers at Qualcomm's San Diego headquarters are alleged to be experimenting with increased clock speeds running on the next gen Adreno GPU - as high as 1.0 GHz - in order to eke out as much performance as possible, in anticipation of besting the Bionic A17 in graphics benchmarks. The tipster theorizes that Qualcomm will still have a hard time matching Apple in terms of pure CPU throughput, so the consolation prize will lie with a superior GPU getting rigged onto the Snapdragon 8 Gen 3.

Apple CEO Approved Fast Track of Mixed Reality Headset, Ignored Design Team's Preferred Schedule

Apple CEO Tim Cook has reportedly set an ambitious end of the year launch window for the company's mixed reality headset. Operations Chief Jeff Williams has also pushed in favor of a late 2023 debut of the much delayed VR/AR hybrid product. According to anonymous insider sources who have divulged juicy details to the Financial Times, the decision to launch in 2023 has caused an internal clash with the Apple Design team at its Cupertino, California headquarters.

The Apple Park design team has called for additional development time, this would push the headset's launch back by several years. Insiders claim that the design team would prefer to have more time to refine the product's aesthetics and functionality, with emphasis on creating a sleek and more lightweight visor. Doubts about the efficacy of the headset's proposed internal technology were also expressed, the designers would prefer to delay until Augmented Reality development reaches a satisfying level of maturity.
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