A9x ▪ August 26

AAPL: 109.69

5.95
Stock Chart

A9x ▪ August 12

AAPL: 115.24

1.75
Stock Chart

A new report suggests that Apple is playing A9 chip makers Samsung and TSMC against one another in the lead up to the launch of new iPhones, attempting to extract last-minute price reductions for its next-generation processors. According to the report from Digitimes, which has a mixed track record regarding upcoming Apple products, Apple is requesting lower prices from both companies. Though TSMC is “inclined to refuse,” Samsung has agreed to discount the chips, offering Apple “almost-free backend services” in an effort to “grab the majority of A9 chip orders.”

The report suggests that Apple is leveraging the novelty of the FinFET chip manufacturing process to extract concessions from TSMC, which has relatively few FinFET chip orders from other customers. A claimed reduction in Apple’s demand from 30,000 wafers per month to under 20,000 wafers would leave TSMC to make up a significant difference between Apple’s original order and the Taiwanese company’s FinFET production capacity. The impact on Apple’s upcoming A9X, which was believed to be handled by TSMC, is unclear…

expand full story

A9x ▪ February 26

a9

The WSJ is suggesting that Apple’s growing presence in Israel is focused on expanding the company’s chip design capabilities, reporting that it has hired most of the local employees of a chip design company shut down by Texas Instruments and is advertising new positions in silicon and semiconductor design.

“Apple’s Israeli acquisitions and its expanding local workforce show that the company is becoming more and more independent on the chip level, where it once had to rely on external suppliers,” said Shlomo Gradman, chairman of the Israeli Semiconductor Club.

While the report contains more speculation than hard fact, we noted yesterday that Tim Cook–who is currently visiting the country–is accompanied by Johny Srouji, whose bio on the Apple website says that he “leads all custom silicon architecture and development” …

expand full story

A9x ▪ January 16

Apple Intel

As we reported earlier this week, often reliable KGI is predicting that Apple will bring its in-house designed A-series processor to an entry-level Mac sometime in 2016 with TSMC and Samsung expected to fab the potential A9X and A10X chips, respectively. As the move to put non-Intel chips in the Mac lineup would be a departure for the company, CNBC asked Intel CEO Brian Krzanich about the chip-maker’s business plans with Apple… expand full story

A9x ▪ January 14

keyboardsilver-copy

Is an A-series chip destined for a future model of the 12-inch MacBook Air?

A KGI report predicts that Apple will begin using its own processors for Macs “in the next 1-2 years,” with a specific prediction of a Samsung-fabbed A10X chip powering at least one Mac made in 2016. The wording appears to suggest an entry-level machine–possibly a future model of the 12-inch MacBook Air.

Apple may launch Mac products that use own AP [Application Processor] in next 1-2 years. This prediction is based on the assumption that Apple’s self-developed AP performs at a level between Intel’s Atom and Core i3 and is good enough for Mac. Using self developed AP can help Apple better control the timing of Mac launches and Mac product features.

With performance between an Atom and Core i3, the chip would not be suitable for mid- to high-end Macs.

An accompanying table (below) shows an A10X chip made with a 10-nanometer process to be made by Samsung at some point during 2016 …

expand full story

A9x ▪ June 24, 2013

tsmc-560x369-560x300A report out of DigiTimes this morning claims that TSMC has reached a deal with Apple to supply 20nm, 16nm and 10nm chips for future Apple devices. However, as is often the case with DigiTimes, there are a few causes for concern surrounding the report. Leaving the site’s track record on other rumors aside, we must point out that rumors of TSMC supplying chips for Apple’s device are nothing new. In fact, DigiTimes itself reported back in 2011 that Apple would tap the Taiwan Semiconductor Manufacturing Company in a move away from its long-time supplier and biggest rival Samsung. Needless to say, it hasn’t happened yet, and there’s no proof as of yet to back up follow up reports from last year claiming Apple entered an agreement with the company. DigiTimes isn’t even the first to report it this year: expand full story

Submit a Tip

cancel

Submitting a tip constitutes permission to publish and syndicate. Please view our tips policy or see all contact options.

Powered by WordPress.com VIP