Apple will eventually gravitate to the 2nm manufacturing process for its new cutting-edge silicon that will power a wide range of products, utilizing TSMC’s fabrication plants to their capacity. However, with the 3nm A17 Pro just recently materializing with several iterations of this node still to come, a new report states that moving to 2nm will not happen before 2026.
A18 Pro and A19 Pro to continue using various versions of TSMC’s 3nm process; A20 Pro to be Apple’s first 2nm SoC, assuming it sticks with the ‘Pro’ moniker
On his Medium blog, TF International Securities analyst Ming-Chi Kuo talked about how Apple and NVIDIA will switch to TSMC’s 2nm technology for different products. With NVIDIA focusing on its next-generation B100 AI chips, Apple is said to introduce the first chipset mass produced on this process.
However, Kuo did not specify which product or products this unnamed silicon be powering. Still, given that the technology giant focuses on launching cutting-edge SoCs for the iPhones first since this division is Apple’s primary revenue generator, we can assume the A20 Bionic will be the world’s first 2nm chip.
“Apple and Nvidia will likely use 2nm technology to produce iPhone processors and B100’s next-generation AI chips, respectively, as early as 2026. As these two potential 2nm clients also invest in ARM, TSMC’s investment in ARM will be beneficial to strengthening cooperation with Apple and Nvidia and securing 2nm orders.”
We have previously reported that Apple will be TSMC’s first 2nm customer, but each wafer price is said to touch $25,000, suggesting that the first chipset may be expensive to the extent that Apple introduces another price hike to the iPhones. Before the company’s transition to the 2nm process, it will move over to the N3E, then the N3P process, then make a stop at N3X before finally jumping into 2nm territory.
While it is exciting to see Apple launch a groundbreaking chipset in 2026, several things can go wrong in the coming years, forcing the company to delay using TSMC’s 2nm process. For now, treat this information with a pinch of salt, and we will be back with more updates.
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