J.P. Morgan analyst sees TSMC winning 100% of Apple A10 orders

Every year it is the same thing. We hear that Samsung or TSMC will be building a majority of Apple's next-generation Ax SoC. Then, rumors come out saying that the other firm is building the lion's share of the chipset. This back and forth has more importance to it this year because of the perceived variations between TSMC built A9 chips, and those produced by Samsung...
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82 Comments

47. TechieXP1969

Posts: 14967; Member since: Sep 25, 2013

I'm not saying Tom is any better than anyone else. What I am showing is a non-biased site did their own tests and got a different result. Question...how is always non-biased sites get different results that always conflict with sites we know are biased. Example.. How is it when it cames to the 6S Plus vs Note 5 benchmarks, bias sites gave the note a 1300 single core 4700 multicore and non-biased sites got a 1600 single and a 5000 multicore. Then when I install those same apps and do a benchmark...I always get something in between both score, but its always closer to the non-biased site?

49. AlikMalix unregistered

How do you know they're not biased? Because they rate android devices higher than others? Seems like a biased characteristic.

72. mrochester

Posts: 978; Member since: Aug 17, 2014

I'm interested to know what measure you use to determine whether a site is biased or unbiased? Surely what you think is biased and unbiased is itself an incarnation of your own bias? Unfortunately this is the nature of scientific studies, they are only repeatable within a certain set of characteristics. What you're claiming are biased results might actually not be biased results at all, just a different set of results run in a slightly different way with a slightly different range of variables at play. Unless you can account for all of the variables involved across all different websites, you have no way to prove any level of bias beyond the natural level of bias you always get due to those variables. In short, comparing across the board like that is essentially pointless.

87. j2001m

Posts: 3061; Member since: Apr 28, 2014

A good one is when things are over looked in reviews of iPhones and are mad a big deal of when it comes to android phones I.e. The verge is a good start

80. Shocky unregistered

No they don't, latest benchmarks show otherwise. Like I've said from the start it makes no difference which A9 you have, this all started because fools like you jumped to conclusions based on small number of samples.

20. CreeDiddy

Posts: 2148; Member since: Nov 04, 2011

Samsung will be losing the battle going into 2016 with mobile and SOC business.

24. darkkjedii

Posts: 30972; Member since: Feb 05, 2011

I think so too.

69. kryme

Posts: 468; Member since: Oct 24, 2013

Why everybody think it's Sammy fault... U think Apple would accept the chips if they were anything less than wat they wanted???? Obviously if the two company got the same exact design but both company use different tech to bring the design to life they are going bring forth different results... Why Apple didn't give Sammy a different design one that will go well with the 14nm process

81. mrblah

Posts: 577; Member since: Jan 22, 2013

But the lab tests can't predict real world use with ten's of millions of users and uncontrolled environments, try as they might.

25. bubbadoes

Posts: 1225; Member since: May 03, 2012

yeah Sammy would just screw them again with sub par chips

44. roscuthiii

Posts: 2383; Member since: Jul 18, 2010

#1: As long as chips are within acceptable variance, Apple will work with whomever can provide the lowest cost to manufacture. Doesn't matter if it's Samsung or TSMC. Because... #2: Apple didn't get a $200B surplus out of nowhere. They know how to manage their piggy bank. They will do what makes the most fiscal sense.

51. techman82

Posts: 41; Member since: Oct 08, 2015

If you notice on every launch of iphone,ipad,ipad mini,touch apple says 10 hours wifi, this is going on 3-4 years now they have made no strides in battery life in fairness even though it's the 1 then people want most every year, but apple ignore it, there is no point making top notch a9 chip if the phone only lasts a couple of hours like, so the geekbench 3 battery test does matter there was nearly an hour of a difference in that, it's time apple listened to customers and not do what they want, it's the people that are paying big for these gadgets which are going up and up in price every year now. I have the 6

53. jalebi2000

Posts: 181; Member since: Mar 01, 2015

Why not just Samsung do all the chips?

82. mrblah

Posts: 577; Member since: Jan 22, 2013

Really??

56. darkkjedii

Posts: 30972; Member since: Feb 05, 2011

57. AlikMalix unregistered

Wait, what happened to that $800K+ that the news were reported?

62. roscuthiii

Posts: 2383; Member since: Jul 18, 2010

The original story here said it could be as much as $862M... so, only one quarter of that amount awarded doesn't seem too shabby. Even though $234M seems kind of exorbitant too. Of course, there's also the appeals process too should Apple choose to challenge it.

65. darkkjedii

Posts: 30972; Member since: Feb 05, 2011

I knew it wouldn't be that amount.

76. elitewolverine

Posts: 5192; Member since: Oct 28, 2013

Same thing that happened to Samsung original billion + payout for infringement. These always get cut down. Most likely since this has been in play, they probably looked at what they are licensing the tech for to others, and applied that to sales. Even then though its abit high. That is a dollar per device, most patents only get pennies on the dollar. MS gets like 15 for over 300 on android. So this will probably get cut to about 100-150

59. vuyonc

Posts: 1089; Member since: Feb 24, 2014

Both TSMC and Samsung had begun 10nm risk production a while. I doubt Apple will go with just TSMC this time.

75. Iodine

Posts: 1478; Member since: Jun 19, 2014

That's expectable... TSMC can't keep up with the insane demand Apple is selling trough so they went with samsung to help out. But next year TSMC should be more than ready to suply enough chips even for such a blowavay launch as the tenth generation of iPhone. They will probably upgrade their manufacteuring capacity to 16nm FinFet plus/turbo process to truly leverage the adventages of FinFet. Then would like to see if the A9X isn't TSMC exclusive. As a relativelly low volume "few millions" yet expansive part it shouldn't be a problem to manufacture with enough yeld.

78. mrblah

Posts: 577; Member since: Jan 22, 2013

A10 is gonna be heater, we need some solid iP7 leaks!
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