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Kuo: TSMC's 2021 public roadmap suggests that 2022's iPhone “A16” chip will continue to use a 5nm process and new Macs later in 2022 will also have a 5nm CPU

9to5Mac Benjamin Mayo

Context & Ripple Effects

Apple’s move to its own Mac processors began with designs based on the 5nm A14 chip, according to earlier coverage. The reported 2022 roadmap therefore extends a shared manufacturing-node foundation across iPhone and Mac rather than marking an immediate process transition.

The next reported Mac-node step was 3nm production for Macs as soon as 2023. That sequencing makes the 2022 5nm overlap consequential as a bridge between Apple’s initial in-house Mac chips and its planned next-generation designs.

First-order effects

  • Apple’s 2022 iPhone A16 and later Mac CPU plans would remain on TSMC’s 5nm process, keeping both product lines on an established node for that cycle.
  • TSMC would continue supplying 5nm capacity for Apple’s mobile and Mac processors while the reported 3nm Mac plans remained a later step.

Second-order effects

  • A 2022 5nm Mac CPU narrows the near-term differentiation available from a node shrink, placing greater weight on Apple’s chip design choices until the reported 3nm transition.
  • The reported schedule concentrates Apple’s next process-node change into the subsequent Mac roadmap, tying its timing more closely to TSMC’s readiness for 3nm production.

Third-order effects

  • The coverage points to Apple coordinating iPhone and Mac silicon roadmaps around TSMC node availability: 5nm underpins the early Mac transition, while 3nm is positioned as the next reported Mac advance.
  • If that cadence persists, foundry process transitions become a central constraint on when Apple can deliver major silicon-generation changes across both device families.

The trend: Apple’s in-house silicon strategy is increasingly organized around synchronizing iPhone and Mac CPU generations with TSMC’s manufacturing-node roadmap.

Discussion

  • @mingchikuo @mingchikuo on x
    (1/4) According to TSMC's public announcements & the roadmap (source: https://fuse.wikichip.org/...): 1. Significantly better N3 & N4P won't start mass production until 2023. 2. N5P & N4 are the latest technologies Apple can use for 2H22 products. 3. N4 has no advantages vs. N5P.…
  • @vnchocotaco @vnchocotaco on x
    Apple was not happy about the Apple Silicon leaks... https://twitter.com/...
  • @theapplehub @theapplehub on x
    Guys hear me out: M1 iPhone 14
  • @mingchikuo @mingchikuo on x
    (2/4) A15 is made by TSMC N5P. Because N4 has no advantages vs. N5P, it's reasonable for A16 to stick with the N5P, implying that improvements in performance and power-saving from A16 should be limited. Naming iPhone 14 Pro's chip as A16 is more of a marketing purpose.
  • @cesarberardini @cesarberardini on x
    If @mingchikuo says it...He's indirectly confirming what I told you months ago on the true reason why Apple's mixed reality visor 🥽 is launching in 2023 because it needs N3. https://twitter.com/...
  • @mingchikuo @mingchikuo on x
    (4/4) There is nothing bad with naming a minor-upgrade CPU of all-new design MBA as M2, which can also help new MBA sales. But if M2 series aims to bring great upgrades vs. M1 series and further enhance Apple Silicon's brand image, using 2023 N3/N4P wafer for M2 is better.
  • @mingchikuo @mingchikuo on x
    (3/4) All-new design MacBook Air's CPU encounters the same technical limitations as A16. But I think it's another case. All-new design is already a big selling point for new MBA. Leaving much-anticipated M2 series debut to next 14"/16" MBP may contribute more to Apple.