According to Business Korea, Credit Suisse predicts in its latest report that TSMC’s sales will increase by 6% from 2020 and reach USD 37.711 billion by 2021, and this prediction is based on Huawei’s total sales of the company. The share dropped from 8.9% in 2020 to 0% in 2021.
The report pointed out that MediaTek is expected to add an additional 1.4 billion U.S. orders to TSMC in 2021. Apple also expects to increase orders for $2.1 billion. Therefore, the share of MediaTek and Apple in TSMC's sales will rise from 4.9% to 8.2% and 22.7% to 26.4%, respectively. In addition, TSMC will account for 6.8% of TSMC's sales in 2021, Broadcom 8.6%, AMD 9.3%, and NVIDIA 4.9%.
In this regard, the Korean media pointed out that because the United States has increased the "blockade" Huawei has limited impact on TSMC, Samsung is expected to take more time to surpass TSMC. On the one hand, TSMC is superior to Samsung Electronics in terms of transistor density per unit area in the 5nm process; on the other hand, Samsung is facing competition with major OEM customers such as Qualcomm and Apple in the field of application processors, and it is difficult to obtain a large number of orders.
Earlier, market research agency TrendForce predicted that by the second quarter of 2020, Samsung’s share in the global foundry market would reach 18.8%, while TSMC’s share would be 51.5%.