Apple historically adheres to a two-year cycle with its course of nodes, with the 7nm and 5nm applied sciences every lasting for 2 years. Nonetheless, it seems that Apple is poised to implement the 3nm course of for a 3rd consecutive yr within the upcoming iPhone 17 collection. There are a number of elements contributing to this development, which we are going to discover additional.
Three-12 months Silicon Cycle
Whereas this isn’t the primary occasion of utilizing the identical course of node for 3 years, the earlier prevalence was not significantly apparent.
Apple launched the A14 chipset in 2020, marking the introduction of Apple Silicon primarily based on TSMC’s 5nm structure, adopted by the A15, which utilized the second era 5nm course of in 2021. Subsequently, the A16 chipset debuted with the iPhone 14 Professional in 2022, which was manufactured utilizing a “4nm” course of.
It’s price noting, nevertheless, that regardless of the general public naming of 4nm, TSMC categorizes the N4 course of used within the A16 Bionic as a part of the broader “5nm expertise household”:
TSMC is frequently increasing its 5nm expertise portfolio to deal with numerous buyer wants, together with N5P, N4, and N4P for improved energy, efficiency, and density; N4X for high-performance computing (HPC) functions; and N5A for automotive functions.
The event of next-generation silicon manufacturing tech has slowed significantly, resulting in what now resembles a three-year launch cycle. In actual fact, the primary 3nm chips in Apple merchandise solely appeared in 2023 as a consequence of Apple choosing an early variant of the 3nm course of (N3B) that many different corporations selected to bypass.
Anticipated Timeline for 2nm: iPhone 17 vs. iPhone 18
Preliminary hypothesis indicated that the iPhone 17 can be constructed utilizing TSMC’s modern 2nm course of. Nonetheless, present insights recommend in any other case, and provide chain analyst Ming-Chi Kuo anticipates that the iPhone 17 lineup will function the third era 3nm course of, N3P:
The processors for the iPhone 17 fashions, set to debut in 2025, will make the most of TSMC’s N3P 3-nanometer expertise. In the meantime, the processors for the iPhone 18 fashions anticipated for 2026 are anticipated to leverage TSMC’s 2-nanometer expertise. Nonetheless, not all new iPhone 18 fashions could incorporate a 2nm processor as a consequence of price constraints.
As Kuo famous, the iPhone 17 collection is not going to be using 2nm, so in the event you’re searching for the most recent developments in silicon expertise, you may wish to look forward to the iPhone 18 Professional fashions.
It’s probably that the usual iPhone 18 variants will proceed to make use of 3nm chips, probably that includes both the identical third era N3P course of because the iPhone 17 or maybe the fourth era N3X course of. Solely time will inform.
2nm Manufacturing Timeline
TSMC is projected to provoke threat manufacturing of its first-generation 2nm course of (N2) someday in 2025, with substantial quantity manufacturing following later within the yr. This timing may theoretically align with the iPhone 17’s launch; nevertheless, Apple seems to be choosing a special technique.
This choice just isn’t unprecedented, because the preliminary 3nm course of additionally started quantity manufacturing in late 2022, but Apple selected to attend a further yr earlier than adoption.
Furthermore, Apple is predicted to bypass 2nm in its M5 chip collection for Macs and iPads, as these can even make the most of the third era 3nm course of, in keeping with The Elec (by way of MacRumors).
Given present stories, it could take till 2026 on the earliest for us to witness 2nm chips in Apple merchandise.
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