Apple Leads the Shift to 3nm Smartphone Chips

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3 days ago
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According to a report by Counterpoint Research, the adoption of 3nm and 2nm technology is expected to account for about one-third of smartphone System on Chip (SoC) shipments by 2026. Apple (AAPL, Financial) was the first smartphone OEM to utilize Taiwan Semiconductor Manufacturing Company's (TSMC) 3nm process. This technology was incorporated into the A17 Pro SoC used in the iPhone 15 Pro series released in 2023.

Leading chipmakers Qualcomm and MediaTek have also introduced flagship SoCs based on the 3nm process. By 2025, it is anticipated that 3nm will become the dominant node for all new flagship SoCs, signifying a major technological shift in the smartphone industry.

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I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.