Counterpoint Research says that 90% of the smartphone industry has been impacted by the chip shortage.
Apple is being negatively impacted by TSMC’s announcement weeks ago stating that the 3nm process node, which was to be used to produce the A16 Bionic for next year, is too complex and will be delayed until the A17 Bionic for the iPhone 15 series. This could mean billions of fewer transistors will be packed inside the A16 Bionic resulting in a smaller improvement in performance and energy efficiency for the iPhone 14 line.
So to reiterate, the 2022 A16 Bionic will be made using the 4nm process node and if the issues related to the complexity of the 3nm process node are ironed out in time, the A17 Bionic will possibly be the first 3nm chipset to power a smartphone.
The chip shortage did reduce revenue for the iPad and the Mac during fiscal Q3
Apple fans are hoping that the company works on the A16 Bionic’s CPU. The CPU on the A15 Bionic showed very little improvement compared to the A14 Bionic as Apple faced an exodus of engineers from its unit that designs semiconductors.
The transistor count on the A15 Bionic rose 27% to 15 billion compared to the 11.8 billion on the A14 Bionic, and the 8.5 billion transistors carried by the A13 Bionic. More telling was the transistor density on the A15 Bionic, which measures the number of transistors that fit inside a square mm. That metric rose to 135.14 million from 134.09 million the previous year.