TSMC will manufacture 70% of all A9/A9X chipset orders for Apple this year, analysts claim

TSMC will manufacture 70% of all A9/A9X chipset orders for Apple this year, analysts claim
Earlier this year, we told you that TSMC (Taiwan Semiconductor Manufacturing Company) could be manufacturing of Apple's chipset lineup for 2015, which will most probably consist of the Apple A9 and A9X chipsets. The rest of the chips were said to be manufactured by Samsung.

According to Olivia and Rick Hsu, analysts with Daiwa Security, this might not be entirely true. They claim that TSMC will be the predominant chip supplier for Apple's 2015 chipset needs, tipped to be meeting roughly 70% of the expected demand. 

The reason for this might be TSMC's product yield which is said to be superior than Samsung's, despite the latter's seemingly better 14nm manufacturing technology.  

In particular, TSMC is tipped to be the exclusive supplier for the A9X chip, which is expected to power the next Apple iPad generation.

Recently, we told you that Apple and its contractors are prepping for a huge demand for the next iPhone generation and might begin mass-producing hardware components sometime in Q2 2015. If all of the aforementioned rumors are indeed true, TSMC better prepare itself.

source: Barrons via GForGames

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19 Comments

1. AlikMalix unregistered

Didn't TSMC messed up on some hardware it made for Apple in the past? I think Samsung manufactures better quality...

3. vincelongman

Posts: 5585; Member since: Feb 10, 2013

Currently there's basically no doubt Samsung's 14nm LPE process is better than TSMC's 16nm process Samsung's 14nm LPE process is 14nm FEOL and 20nm BEOL TSMC's 16nm process is still both 20nm FEOL and 20nm BEOL There could be truth behind this claim, but I doubt it The S6 is coming next month with theie 7420 built with 14nm LPE By the time the iPhone 6S/6S+ come Samsung's 14nm LPE yield will be even better than now By then they say they will have a newer 14nm LPP process, with even better performance than their 14nm LPE Also Samsung have a partnership with GlobalFoundries for more production And Samsung's has been making ePoP since the Alpha, while I believe TSMC hasn't start made any ePoP yet (ePoP also combines the ROM into the SoC, saving space)

12. CamaroSS

Posts: 173; Member since: Jul 24, 2012

That's not entirely correct. Only Intel has a true 14nm process with second gen FinFET. TSMC & Samsung are running marketing BS about their processes. Both 14/16 nm processes are essentially 20nm process with first gen FinFET. https://www.semiwiki.com/forum/content/3884-who-will-lead-10nm.html

14. hung2900

Posts: 966; Member since: Mar 02, 2012

You're non sense. He said neither something like "true 14nm process" nor anything with Intel. Marketing BS? So 22nm of Intel isn't? It's based on 26nm (or 27nm, something like that) similar to what Samsung and TSMC doing. First-gen or second-gen is just the word of Intel. It doesn't mean the first FinFET tech of Samsung is just similar to the first-gen of Intel. You are just an Intel fanboy.

17. CamaroSS

Posts: 173; Member since: Jul 24, 2012

Whatever you said doesn't change the fact that Intel's 14nm is years ahead of TSMC & Samsung's 14nm. TSMC & Samsung scaled up (not down !!!!!!) in some cases and decided to throw in the 14nm term to cover up. Wouldn't you be the fanboy if your eyes don't see that? Second gen doesn't matter? Wait for few more revisions from TSMC & Samsung.

19. vincelongman

Posts: 5585; Member since: Feb 10, 2013

I never said Samsung's has a true 14nm process In fact clear said "Samsung's 14nm LPE process is 14nm FEOL and 20nm BEOL" I was clearly comparing Samsung and TSMC And you're partly wrong TSMC's 16nm process is 20nm FinFET (like I said "TSMC's 16nm process is still both 20nm FEOL and 20nm BEOL") Samsung's 14nm LPE process does have 16nm FinFET transistors (like I said "Samsung's 14nm LPE process is 14nm FEOL and 20nm BEOL") But yea Intel is still leading them all But there's no chance Intel will make the A9/A9X Hence why I never mentioned them

20. vincelongman

Posts: 5585; Member since: Feb 10, 2013

Oops, I meant 14nm, not 16nm *Samsung's 14nm LPE process does have 14nm FinFET transistors (like I said "Samsung's 14nm LPE process is 14nm FEOL and 20nm BEOL")

13. j2001m

Posts: 3060; Member since: Apr 28, 2014

Good it will mean that Apple new cpu will not out do the s6 edge and 100% the note 5 and no 1 core does not win it for them in bechmarks as there cpu's only have limited core so the score listed is not very good

2. darkkjedii

Posts: 30678; Member since: Feb 05, 2011

It'll be Samsung as usual. They're frenimies.

4. drunkenjay

Posts: 1624; Member since: Feb 11, 2013

welp i guess 14nm will be unique to samsung for a while then

5. seven7dust unregistered

well intel 14 nm is far more advanced but no one wants intel chips in their phones, which is sad.

7. TyrionLannister unregistered

I agree that Intel one is a better die shrink than Samsung but there are no atom chips built on 14 nm.

8. seven7dust unregistered

really ? what about core M ? don't they have bay-trail for phones ? I'm sorry haven't kept up with intel stuff in a while.

9. TyrionLannister unregistered

Core M is not for phones. It's a tablet chip. The TDP is too high. I think bay trail is 22 nm.

10. UglyFrank

Posts: 2188; Member since: Jan 23, 2014

A few x86 compatibility issues though

6. seven7dust unregistered

its obviously a rumor at this point , but I wouldn't be surprised if they went with TSMC , 16nm isn't too bad. Which ever way they go it's gonna be a wonderful chip.... their cyclone arhitecture has already proven it's might since the iPhone 5s A7. , plus PowerVR graphics are wonderful. best in the industry after Nvidia.

11. TechieXP1969

Posts: 14967; Member since: Sep 25, 2013

Well Apple better not make to many chips because the 6S and 6S+ aren't going to sell 75M in a single quarter. That was the one time rush for the people who wanted the larger phone. Especially since the device is going to be 100% identical to the ones out now. But I am betting Apple will sure improve the camera after Samsung showed how crappy the cameras are on the iPhone 6 yet they had the nerve to raise the cost $100 and added nothing. I am also betting Apple will drop the 16GB model and bring back the 32GB model, but I expect they will wait until the iPhone 7 for this change, because at that point most OEM's flagships will be shipping with 32GB. Plus with iOS taking almost 50% of the storage, 16GB isn't enough and for what Apple charges for the phone anyways 32GB should be standard.

15. Salazzi

Posts: 537; Member since: Feb 17, 2014

Quite some wishful thinking on your part. Selling that many phones is now the norm for Apple. People don't just go out and randomly buy a phone whenever it suits them. The overwhelming amount of customers are still locked into a 2 year system, either through contracts or paying for their phone in 24 month payments.. and it's not like everyone signed their contracts at the same year. How crappy the cameras are on the iPhone 6? Again, you're smoking some ridiculous stuff. iPhones has some of the top, if not the top cameras on the market. And iOS does NOT take 50% of storage.. lol. Just stick a label on you and save everyone the trouble.. "Apple hater".

16. darkkjedii

Posts: 30678; Member since: Feb 05, 2011

Who cares what you're bettting. Your constant bashing of Apple does nothing dude, no one cares. Apple is in the best position they've ever been in. They know how to run business, keep bashing, while they keep banking. Everything you're saying about the iPhone camera is blahhh.

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