Water cooler rumor: Samsung expects to lose chip orders from Apple; plans to build new plant canceled?
posted by Alan F. / Nov 07, 2012, 1:39 PM
Sources for Digitimes say that Samsung will no longer be the lone supplier of chips that power the Apple iPhone and Apple iPad and the drop in orders has the Korean based manufacturer thinking twice about expanding production of its Logic-Integrated Circuits. As early as June 2011, there was talk about Apple leaving Samsung for TSMC and now with the latter ready to churn out chips using the 20nm process, Apple is said to be ready to give the company its first order. Last month, Piper Jaffray analyst Gus Richard stated that Apple was talking to TSMC about its 20nm technology, and it would appear that both sides are now past the talking stage.
Meanwhile, Hwaseong isn't totally out of luck. Samsung this past June announced it would build its third LSI fabrication line there, with the factory expected to be completed in 2013. The line will turn out highly advanced mobile application chips using both 20nm and 14nm processes. In August, TSMC turned down $1 billion bids from both Apple and Qualcomm for all of the 20nm production the company could produce, on an exclusive basis. The reason for the rejection was that the Taiwan based semiconductor giant wanted to stay involved in the broader smartphone market.
source: Digitimes, AppleInsider
Posts: 1236; Member since: Sep 26, 2012
Really we are going to discuss water cooler rumors now on a tech news site! PA just got a lot jucier in gossip :) Sammy shouldn't worry though since there are a lot of other buyers who sammy can sell to at a higher profit margin
posted on Nov 07, 2012, 1:51 PM 13
Forest economics, other customers will fill Apple's demands over time, just like new trees grow when one dies.
posted on Nov 07, 2012, 2:01 PM 11
Posts: 2227; Member since: Feb 14, 2011
Not really. Apple was Samsung's largest customer when it came to chipsets. Perhaps if Samsung started selling it's Exynos chipsets to other Android manufacturers like Sony and Motorola, it could make up for some of the loss.
posted on Nov 07, 2012, 2:07 PM 1
Posts: 6023; Member since: Dec 30, 2010
Thats basically what the post said.....lol. I cant see other manufactures not buying from Samsung. Apple just happened to be the biggest buyer. It might take 2 or more companies to fill Apples absence....but it can happen.
posted on Nov 07, 2012, 6:25 PM 0
Posts: 321; Member since: Sep 11, 2012
If they made a quad core A6, samsungs exynos 4 quad would have been destroyed. A6X is a beast of a SOC but I think apple could set new records. I am sure the A7 will be amazing.
posted on Nov 07, 2012, 2:08 PM 1
Posts: 4275; Member since: Jun 26, 2011
Eh, maybe. All that's special about Apple's processors is the outstanding GPU performance. CPU wise there's nothing too special about Swift; not bad certainly, but nothing too amazing. The better performance is due to iOS being heavily optimized. If the A6 were on an Android device it would be noticeably less amazing than it is on iOS just due to how much more resources Android uses.
posted on Nov 07, 2012, 3:14 PM 1
Posts: 411; Member since: Jul 31, 2012
nope not realy! cuz ios cant handel real multitasking only fake pseudo multitasking lol! let any ios do multitasking and we will see the "real" ios - a laggy slow ios!! or disable the multitasking and the customisation on android and u will see how android will f**k out the s**t of ios 4 sure!!
posted on Nov 07, 2012, 2:59 PM 1
Posts: 2828; Member since: Aug 11, 2012
oooh Samsung is worried now as Water cooler rumours have it that Apple is thinking of making washing machines, microwave, dishwashers, refrigerators ... c'mon Apple has seen a 20% drop already in it's journey of "Most Valuable" crap and it would come down further. Good if this happens ... at least that will take the possibility of "complacency" creeping in becomes less and delayed as far as samsung goes and keeps Apple in "Catching Up" mode forever :D :D
posted on Nov 07, 2012, 7:22 PM 1
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