Report: Apple looks to replace Samsung as chip vendor
Piper Jaffray's Richard says that Apple's possible dependence on TSMC could have a negative impact on other customers of the Taiwan based chip maker. Considering that the Cupertino based firm is the largest buyer of chips in the world for a consumer products company, TSMC will have to delay or cancel the shipment of chips for some of its smaller accounts as it attends to Apple..
32nm Apple A5 chip instead of the 45nm Apple A5 providing them with better battery life. He also expects Apple to send its design to TSMC early next year to see if they can make it, with production starting late in 2013. This is confirmed by Citigroup's market research fellow, J.T. Hsu, who said that Apple began checking out TSMC’s 20nm process in August this year and risk production will start in November with production in volume expected to start in Q4 of 2013. And for the 14nm process? Richard says that he hears that for those advanced chips, Apple is talking with Intel although he stressed that there is no deal done between the two.
The current A6 chip used in the Apple iPhone 5 is a 32nm process product manufactured by Samsung. A 20nm chip would be 30% faster and use 25% less power than a 28nm process chip. Meanwhile, while a similar rumor about Apple leaving Samsung for TSMC spread in March of 2011, the current speculation seems to be corroborated by too many sources not to have some truth to it.
source: CENS, MacRumors via CNET