Huawei needs more chips than Apple, and are moving to produce all of their own chips. As a TSMC fab customer it's at least of the same scale as Apple.

Is it true or not that Huawei sells more devices than Apple? : https://www.forbes.com/sites/bensin/2020/12/30/huawei-still-...

Is it true or not that Huawei wanted to use HiSilicon for all of their phones? That is obviously true.

The consequence is that Huawei needs more chips than Apple, that would have been sourced from TSMC. Therefore, they had the intention to be a customer of at least equal size as Apple to TSMC.

How is any of this a lie? I fail to see how much money Huawei makes from this or that changes that Huawei needs more processors than Apple.

> Is it true or not that Huawei wanted to use HiSilicon for all of their phones? That is obviously true.

"Wanted to" is not the same as "does". If TSMC wanted to preserve a potential growth market for their fab, they'd prioritize Huawei/HiSilicon. But they don't, because they're at capacity making chips for western designers already. So they can kill off the Huawei business without worry, because it's not costing them anything. Free PR.

They may need more chips but they don't necessarily need the same mix of chips, Huawei devices don't require A13's.

I mean the z80 was still manufactured until recently and used all over in devices, tsmc isn't going to make those on a 7nm prpcess.

And they will have to buy chips from Qualcomm or Mediatek at their low end. Which is still business from TSMC.

So in the context of TSMC, it is irrelevant.

The same goes for their 5G RAN equipment.

So what you are saying is that A who buys less from them is a bigger customer than B who buys more? Huawei buys more SoCs than apple hence they are a bigger customer. So that would make Apple small fry in your world. Not very likely.

Except as just stated in the above comment, Huawei does not actually buy more SoCs than Apple.