TSMC August 12

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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…

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TSMC May 26

A trio of new rumors from a handful of Asian sources have popped up over the holiday and today, each predicting a different facet of the upcoming ‘iPhone 6S‘. While these are still just very unverified whispers at the moment, odds are that at least one of these will end up coming at least partially true.

Here’s a roundup of the latest iPhone rumors, in no particular order:

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TSMC April 15

In a new report from KGI’s Ming-Chi Kuo, the usually accurate analyst estimates that global pre-orders for the Apple Watch will top 2.3 million units through May. A report earlier this week claimed that Apple Watch first day pre-orders were at almost 1 million units…

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TSMC April 2

Bloomberg reports that Samsung has signed on to provide A9 chips to Apple for the next-generation iPhone. Apple moved to Taiwan Semiconductor Manufacturing Company (TSMC) in 2013 for its processors, looking to reduce its reliance on Samsung, who is a major competitor in the smartphone space and a legal foe. With that said, it was reported last September that Samsung was still supplying 40 percent of the A8 chips found in the iPhone 6 despite Apple’s attempt to part ways.

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TSMC February 4

TSMC January 26

Korean news site MK Business News (via Reuters) is reporting that Samsung will make 75% of the A9 chip for the next iPhone. This matches an earlier detailed prediction by KGI Research, which stated that the balance of the chips would be made by Global Foundry, and is in line with a statement by Samsung which last year confirmed it as a major supplier of the new chip.

The Samsung-fabbed chips will, says the report, be made in the USA …  expand full story


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