Apple could potentially put Intel processors inside iPhones as early as 2018, according to industry experts. Nikkei Asian Review published a new report today that highlights comments made by semiconductor analysts who believe Intel’s recent embrace of ARM could mean new competition to TSMC and Samsung sooner than previously expected.
Apple chipmaker TSMC said that the earthquake that hit southern Taiwan earlier this month caused damage that will impact production, but has not yet given a clear indication of the scale of the problem. The company is one of two chip fabricators for the iPhone 6s, and is expected to be the sole manufacturer of the A10 chip for the iPhone 7.
The 6.4-magnitude earthquake on February 6 killed 116 people and injured many more, with significant damage also caused to manufacturing facilities …
According to a report from South Korean news outlet The Electronic Times, the Taiwan Semiconductor Manufacturing Company, better known as TSMC, has reached a deal with Apple to be the sole provider of the processor used in the next-generation iPhone. TSMC and Samsung shared the task of building the processors for the iPhone 6s and iPhone 6s Plus.
While we’ve heard tales of gloom and despair from other Apple suppliers, leading analysts and media alike to suggest that the iPhone market might be contracting for the first time ever, it’s rather a different story with key Apple chipmaker TSMC. Focus Taiwan reports that its 2015 earnings were the highest in its 29-year history.
The company posted NT$306.57 billion (US$9.15 billion) in net profit for 2015, a 16.2 percent annual increase. TSMC’s 2015 earnings per share was NT$11.82, compared with NT$10.18 the previous year, and its consolidated sales rose 10.6 percent to NT$843.497 billion, it said.
Profits and earnings per share were also record-breaking …
November 17, 2015
Respected analyst Ming Chi-Kuo from KGI Securities has this evening issued an investor note in which he predicts sales for Apple’s latest tablet, iPad Pro. Kuo predicts in his note that Apple will sell between 2.4 million and 2.6 million iPad Pro units in the fourth quarter of 2015. As we head into 2016, Kuo expects those numbers to slide slightly to between 2.1 million units and 2.3 million units.
October 12, 2015
With the recent revelation that Apple had (not unexpectedly) sourced the A9 processor in the iPhone 6s from two different suppliers came the discovery that the model manufactured by Samsung is 10% smaller than the one built by TSMC.
Along with the size difference comes a difference in the power efficiency of each model, with many reports indicating—and Apple eventually confirming—that phones with the Samsung chip will likely see 2-3% lower battery life.
Today Ars Technica has published its own findings based on the results of a set of battery tests on each processor, showing that the TSMC hardware outpaces Samsung’s in most test categories, but not all.
October 8, 2015
After some debate over whether the difference between iPhone 6s and iPhone 6s Plus models made with Samsung or TSMC chips may impact battery life, Apple has offered its own take on the matter:
Our testing and customer data show the actual battery life of the iPhone 6s and iPhone 6s Plus, even taking into account variable component differences, vary within just 2-3% of each other.”
That 2-3% difference may be greater than some suspected, myself included, considering how tight battery life on iPhones can be with moderate to heavy usage. Apple’s full statement (via Ars Technica) actually addresses the type of battery tests many testers reference when measuring performance as being unrealistic: expand full story
We’ve heard and read a lot about Apple going with two different manufacturers for the A9 chip in its iPhone 6s. Some models ship with a processor made by TSMC while others come with a Samsung-made component. While you’d expect that Apple would ensure both are built to offer comparable performance, it appears that may not be the case. It’s already been revealed by Chipworks that the Sammy model is 10% smaller, but if a couple of videos recently published are anything to go by, you might be better off with a TSMC model…
August 26, 2015
August 12, 2015
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…
January 15, 2015
September 23, 2014
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.
September 19, 2014
As the iPhone 6 and iPhone 6 Plus hits retail and reaches customers today, the teardown process to find out exactly what’s inside of the new iPhones this year has already begun with iFixit kicking off their live stream of the process this morning and comparing the new battery sizes for the new devices. In addition to the usual list of internals you would expect to find in the iPhone 6 and iPhone 6 Plus, though, and a more nuanced detail iFixit notes as discovered Chipworks.
The second-generation 64-bit chip powering the iPhone 6 and iPhone 6 Plus that Apple calls the A8 is confirmed by Chipworks to have been fabricated by TSMC (Taiwan Semiconductor Manufacturing Company) as we told you The Wall Street Journal reported in July. expand full story
August 25, 2014
We’re still just over two weeks away from the anticipated iPhone 6 event reportedly scheduled for September 9th where Apple is expected to debut the next generation of iPhone hardware including a more powerful, efficient A8 system-on-a-chip.
Worry not, though, about the next, next generation iPhone rumors, Apple watchers, as a report from Chinese publication Economic Daily News (via Digitimes) shares that TSMC, or Taiwan Semiconductor Manufacturing Company, plans to “advance volume production on its 16nm process” during the beginning of 2015 “with monthly output of 50,000 wafers” to deliver Apple’s A9 system-on-a-chip. expand full story
August 5, 2014
Samsung has been having some issues lately, reporting falling profits in the most recent quarter. Although most of this is due to shrinking growth in phone sales, where Apple continues to dominate in terms of profit share, Apple has also affected Samsung’s income from its microprocessor production business. With TSMC having exclusivity over Apple’s A8 production, to be used in the upcoming iPhone 6, Samsung’s outlook for ‘logic chips’ is also gloomy, as The Wall Street Journal highlights in a new report.
Samsung executives admitted on a recent conference call that the outlook isn’t so bright for this business.
“Sales and profitability from System LSI (logic chip business) worsened as demand from main customers continued to decline,” Robert Yi, Samsung’s head of investor relations said last week. His comments confirmed, albeit indirectly, how Apple’s gradual shift away from Samsung as a customer of microprocessors was eating into its profits.
July 10, 2014
The Wall Street Journal is reporting that Apple has finally escaped Samsung’s grasp of iOS device CPU production. Although Samsung lost exclusivity last year, there was still doubts that TSMC would be able to follow through with their contract. According to this report, the manufacturer has succeeded and started shipping next-generation microprocessors for Apple’s devices (likely adorned with the ‘A8’ nomenclature) in the second quarter.
This marks a significant point in the production of the iPhone, finally allowing Apple to distance itself from Samsung in such a key area of its devices. The A8 chips use 20-nanometer production processes, according to the report. This compares favorably to the 28-nanometer process used for the A7, which should give better power efficiency and performance per watt. 9to5Mac previously reported that the A8 would focus on significant efficiency enhancements, rather than raw compute performance.
May 7, 2014