TSMC ▪ January 15, 2015

TSMC ▪ January 14, 2015

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 …

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TSMC ▪ January 5, 2015

TSMC ▪ December 12, 2014

Production by Samsung of the A9 chip destined for next year’s iPhones and iPads is underway, according to a report in Korea’s Electronic Times.

According to industry insiders on December 11, Samsung Electronics began production of Apple’s A9 in the Austin plant in the US using the 14nm FinFET technology. Samsung has production lines capable of FinFET process production in Austin, US and Giheung, Korea, but began to produce A9 only in Austin as it is in the initial stage.

It had been reported back in July that Samsung had received some orders for the chips, which the company effectively confirmed in October when the president of the company’s chip-making division said that profits would improve once it began supplying its latest-generation chips to Apple …

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TSMC ▪ November 17, 2014

Korea Times is claiming that a deal has been struck with Apple for Samsung to supply 80% of the chips for next year’s iPhones and iPads, with TSMC picking up the balance of orders.

Samsung Electronics agreed with Apple to produce application processors (APs) from next year for iPhones and iPads, sources said Monday.

The agreement means Samsung will become a primary supplier of APs to Apple, pushing its chief Taiwanese rival TSMC back to second place. From 2016, the company will supply 80 percent of APs used in Apple devices, and TSMC the remainder.

The paper suggests that Samsung will split production of the A9 chip across its Korean and Texas plants, partnering with New York-based GlobalFoundries for additional capacity …
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TSMC ▪ September 23, 2014

A8

A product teardown of both the new 4.7-inch iPhone 6 and 5.5-inch iPhone 6 Plus devices last week confirmed earlier reports that Apple is indeed opting for TSMC (Taiwan Semiconductor Manufacturing Company) to produce the 20nm, second generation 64-bit A8 chip that drives the new iPhones. Research firm IHS, however, has shared a teardown analysis report with Re/code that claims Samsung is still responsible for a fraction of Apple’s A8 chips produced.

Rassweiler said the processor he saw during the teardown was manufactured by Taiwan Semiconductor Manufacturing Co., the massive chip-factory-for-hire based in Taipei. […] Rassweiler says TSMC is manufacturing about 60 percent of the chips for Apple, while Samsung is still turning about about 40 percent.

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