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Hauwei ships 12 million phones per quarter [1]. If even a small percent of them included these chips, it should be pretty damn obvious no?

[1] https://huaweicentral.com/huaweis-global-smartphone-shipment...

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12 million, say its 1% thats 120k phones.

https://www.tsmc.com/english/dedicatedFoundry/manufacturing/....

TSMC produced in 2023 16 million wafers, apples die size is about 105mm2 which fits around 230 chips per wafer... say its 200 good chips... thats 3.2 billion chips.

3.2B to 120k is a rounding error.

TIL thanks

Aren't the chips in question used for AI accelerators rather than phones? Moreover for phones SIMC is probably competitive at the mid end range, which makes up most of their sales.

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