
Guo Mingqi predicts: iPhone 18 series may introduce chip tiering, with all models adopting Taiwan Semiconductor's 2-nanometer technology

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TF International Securities analyst Guo Mingqi predicts that the iPhone 18 series will adopt Taiwan Semiconductor's 2-nanometer technology, but not all models will be equipped with this processor, mainly due to cost considerations. He pointed out that the iPhone 17 series will use 2-nanometer technology, and with the advancement of chip manufacturing processes, the importance of yield in product decisions will increase. It is expected that the performance gap between the iPhone 18 Pro and the standard version will further widen
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