Overview
- MacRumors cites a Naver post claiming TSMC has informed major customers to expect 8–10% price hikes next year on processes below 5nm.
- Earlier China Times reporting relayed by NDTV and others said 2nm pricing could be at least 50% higher than 3nm, with suppliers estimating flagship 2nm mobile chips around $280 per unit.
- The A20 processor for the iPhone 18 lineup is widely reported to move to 2nm, promising performance and efficiency gains but potentially pressuring Apple’s margins unless costs are passed to buyers.
- Component-cost context from prior estimates places the A18 at about $45 within a $416 bill of materials, suggesting a sharp jump for a 2nm A20 could materially change the cost structure.
- Industry leaks suggest a staggered rollout with iPhone 18 Pro models targeted for September 2026 and the regular model possibly following in 2027, alongside rumored design updates such as more under‑display Face ID, a redesigned Camera Action button, and potential RAM increases.