TSM · Forward model · Digital Consumer Electronics
What has to happen in Digital Consumer Electronics
Model as of
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Digital Consumer Electronics
Basis quarter$402M
Final quarter$515M
Implied CAGR+5%
Final revenue mix1%
$0.4B and 1% of revenue - televisions, set-top boxes and consumer silicon. It is the smallest platform TSMC reports and the one most distorted by rounding: at a whole-percentage disclosure, 1% of a $40.2B quarter could be anything from $200M to $600M. It is carried because TSMC publishes it separately, and the honest thing to say is that its projection cannot be more precise than the disclosure it comes from.
Last four quarters
2025 Q3
$331M
Estimated
2025 Q4
$337M
Estimated
2026 Q1
$359M
Estimated
2026 Q2
$402M
Estimated
Televisions and set-top boxesConsumer silicon
Sequential growth
+2.0%/qtr
decaying toward +1.0%
2% a quarter. At 1% of revenue disclosed as a whole number, no growth rate here can be more precise than the source.
Digital Consumer Electronics
Latest: $515M (2031Q2E)
| Period | Value |
|---|---|
| 2024Q3 | $235M |
| 2024Q4 | $269M |
| 2025Q1 | $255M |
| 2025Q2 | $301M |
| 2025Q3 | $331M |
| 2025Q4 | $337M |
| 2026Q1 | $359M |
| 2026Q2 | $402M |
| 2026Q3E | $410M |
| 2026Q4E | $417M |
| 2027Q1E | $424M |
| 2027Q2E | $431M |
| 2027Q3E | $437M |
| 2027Q4E | $443M |
| 2028Q1E | $448M |
| 2028Q2E | $454M |
| 2028Q3E | $459M |
| 2028Q4E | $464M |
| 2029Q1E | $469M |
| 2029Q2E | $474M |
| 2029Q3E | $479M |
| 2029Q4E | $484M |
| 2030Q1E | $489M |
| 2030Q2E | $495M |
| 2030Q3E | $500M |
| 2030Q4E | $505M |
| 2031Q1E | $510M |
| 2031Q2E | $515M |
Assumptions & reasoning
- One percent of revenue, disclosed as a whole number. The true figure could be anywhere between 0.5% and 1.5%, which is $200M to $600M on a $40.2B quarter - a range wider than the line itself. No projection here can be more precise than that.
- It is carried separately because TSMC reports it separately. Folding it into Others would be tidier and would misstate what the company publishes.