Qualcomm

same numbers!

We’re not sure if this has already happened, but EETimes reports on the rumors that Apple has shifted its A5 production from Samsung to TSMC (Taiwan Semiconductor Manufacturing Company).  Since no one has seen a real A5 processor yet, we don’t know if Apple has already switched.

Perhaps most damning, the art that Apple has put out on its A5 Chips is actually just an A4 Chip with ‘A5’ superimposed over top(!) See same part numbers around the edges above.  Does this mean that Apple has something to hide? (They always do)

The move would make logistical sense as Apple’s current (former?) partner in processor manufacturing, Samsung, is increasingly becoming a competitor in both iOS devices and in PCs.  Apple was supposed to take $7.8Billion in parts from Samsung this year.  Might be time to adjust that estimate.

With little or no fanfare, Apple and TSMC have recently entered into a foundry relationship, sources said. As reported, TSMC will make the A5 dual-core processor on a foundry basis for Apple’s iPad 2. That can be read here and here.

We reported on Apple’s move to Qualcomm (from Infineon) who use TSMC’s process for GOBI chips in October.
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Bloomberg today reports what would have seemed unthinkable a year ago.  Microsoft is building a version of its Windows OS (not Phone 7) for the ARM processor design, the very same that powers Apple’s lineup of iOS devices.

The operating system would give Microsoft another way to attack the market for tablets and phones, where it’s lost ground to Apple Inc. and Google Inc. ARM chips — made by Qualcomm Inc., Texas Instruments Inc. and Samsung Electronics Co. — are used in most smartphones, as well as Apple’s best-selling iPad. A full-featured version of Windows for ARM chips is the best way for Microsoft to make a dent in the iPad’s lead, said Robert Breza, a Minneapolis-based analyst for RBC Capital Markets. While Windows is dominant in the personal-computer market, it hasn’t parlayed that into tablet success yet. “They’ve got to come back with a product that’s better than ‘me too’ and is equal if not better in features,” Breza said. He has an “outperform” rating on Microsoft’s stock, which he doesn’t own. “A lot of tablets today are inferior to PCs.”

Microsoft became a licensee of the ARM architecture earlier this year but at the time it seemed to be for embedded devices such as the Zune.  Apple is also an ARM licensee and builds its A4 lineup of chips using ARM designs.

Is this really a good move for Microsoft?  The problem with Windows 7 on tablets hasn’t really been an Intel problem necessarily.  Whatever the case, this has to be bad news for Intel/AMD who now may see competition from ARM processors like the Nvidia Tegra 2 in netbooks running Windows.

Another Question: Will Apple port Mac OS to ARM?
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