qcmadness

http://www.dailytech.com/Apple+t ... MC/article29530.htm

引用:

Apple looks to eliminate reliance on its bitter smartphone rival

Embroiled in an international patent dispute, Apple, Inc. (AAPL) is looking to drop the "friend" bit from its "frienemy" relationship with Samsung Electronics Comp., Ltd. (KSC:005930).  The world's top two smartphone makers, the American and South Korean electronics firms have seen an increasingly belligerent relationship in the smartphone industry; and yet they still are bound by a close tie. Apple pays Samsung to manufacture the semiconductor chip "brains" of its mobile devices.

But Apple is working hard to dump Samsung.  Reports came on Wednesday that Apple was shifting contracts for its fourth generation iPad's A6X system-on-a-chip (SoC) to Taiwan Semiconductor Manufacturing Comp., Ltd. (TPE:2330).  The news was first reported in the Commercial Times.  The report was later picked up by the AFP and other international outlets.

In 2012 Apple and Samsung are estimated to have done $12B USD in business together.  However, as Apple shifts contracts to other chipmakers like TSMC that number is expected to dwindle.

2013 should still see large payments from Apple to Samsung.  The TSMC production of iPad SoCs won't even hit the trial phase until sometime this quarter, and likely won't reach volume until the middle of the year if all goes well.  And there's no guarantee all will go well; Apple previously looked to shift away from Samsung only to see those efforts reportedly stymied by poor results from TSMC.

Samsung should also be able to soften the blow of any lost business from Apple with its increasing relationship with Qualcomm Inc. (QCOM), maker of the Snapdragon SoC line which sees frequent use in Android and Windows smart phones/tablets.  While Apple is fleeing Samsung due to external factors, Qualcomm appears to be moving away from TSMC directly due to its yield performance.  Of late Samsung has begun to produce Snapdragon S4 chips for Qualcomm, a contract which TSMC was originally expected to exclusively supply.

Some reports have indicated that Samsung may look to punish Apple for its $1.05B USD patent infringement victory against it by raising prices on i-device SoCs.  However, other reports dispute these claims.

kevinyuri

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Aware

連Qualcomm都頂唔L順TSMC，我等睇2013年iDevice全球冇貨賣

Aware

引用:

原帖由 kevinyuri 於 2013-1-4 21:30 發表
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三星係Apple賺既相對好少，反而A4/5/6/X冇三星就幾乎同冇得賣冇分別。

kevinyuri

引用:

原帖由 Aware 於 2013-1-4 09:48 PM 發表

三星係Apple賺既相對好少，反而A4/5/6/X冇三星就幾乎同冇得賣冇分別。

我意思係反哂面

tat0801

引用:

原帖由 Aware 於 2013-1-4 21:47 發表
連Qualcomm都頂唔L順TSMC，我等睇2013年iDevice全球冇貨賣

未必
有錢可以做咩都得

Aware

引用:

原帖由 tat0801 於 2013-1-4 22:29 發表

未必
有錢可以做咩都得

TSMC=有錢都冇貨比你。
你睇下NV以前Fermi幾慘？

Aware

引用:

原帖由 kevinyuri 於 2013-1-4 21:50 發表

我意思係反哂面

晨早反哂啦，係Apple成日比人恥笑，又要X又要買，唔gur就叫Intel同佢整，最多比Intel焗佢食一大堆i3同冇得講價

kevinyuri

引用:

原帖由 Aware 於 2013-1-4 11:01 PM 發表

晨早反哂啦，係Apple成日比人恥笑，又要X又要買，唔gur就叫Intel同佢整，最多比Intel焗佢食一大堆i3同冇得講價 :3 ...

如果話TSMC係美國起個廠呢

Aware

引用:

原帖由 kevinyuri 於 2013-1-4 23:05 發表

如果話TSMC係美國起個廠呢

未又係TSMC啲人，你荒佢會挖到Intel啲人黎幫拖咩
唔好唔記得TSMC良率係數一數二差，而唔係產量低

XT

引用:

原帖由 Aware 於 2013-1-4 21:47 發表
連Qualcomm都頂唔L順TSMC，我等睇2013年iDevice全球冇貨賣

利好消息

siuba

引用:

原帖由 Aware 於 2013-1-4 23:09 發表

未又係TSMC啲人，你荒佢會挖到Intel啲人黎幫拖咩
唔好唔記得TSMC良率係數一數二差，而唔係產量低 ...

最先進果d至會差...普通40nm佢仍然ok的..

Aware

引用:

原帖由 siuba 於 2013-1-5 04:18 發表


最先進果d至會差...普通40nm佢仍然ok的..

40同28nm晨早俾AMD, NV同其他廠霸哂產能，Apple分到唔多，除非TSMC毀約

qcmadness

引用:

原帖由 siuba 於 2013-1-5 04:18 發表


最先進果d至會差...普通40nm佢仍然ok的..

40nm唔駛台積電啦

tamalemon

引用:

原帖由 kevinyuri 於 2013-1-4 23:05 發表

如果話TSMC係美國起個廠呢

美國起大廠果個係三星