Apple Set to Shift From Samsung to TSMC for 'A6' Chip Production Next Year?

Discussion in 'MacRumors.com News Discussion' started by MacRumors, Jun 27, 2011.

  1. macrumors bot

    MacRumors

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    Back in March, a report suggested that Apple was preparing to shift production of its A5 system-on-a-chip for the iPad 2 from Samsung to Taiwan Semiconductor Manufacturing Company (TSMC), a deal that was claimed to span multiple generations of chips and would reduce Apple's reliance on competitor and legal foe Samsung for iOS device components. Early examinations of iPad 2 chips did, however, reveal that Samsung continued to be Apple's supplier for the brains of the popular tablet device.

    Talk of TSMC striking a deal with Apple revived late last week, with Merrill Lynch analyst Dan Heyler claiming that the chip manufacturer stands a good chance of winning orders for Apple's next-generation "A6" chip next year. And today Ars Technica weighs in, sharing word from a "plugged-in source" that chatter about an Apple-TSMC deal is "growing deafening".
    Apple has surpassed Sony to become Samsung's biggest customer, making for an uneasy relationship that has seen Apple and Samsung have a strong reliance on each other even as Apple has been pursuing legal action against Samsung, claiming that Samsung has copied Apple's designs with its own products.

    Article Link: Apple Set to Shift From Samsung to TSMC for 'A6' Chip Production Next Year?
     
  2. macrumors 68000

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    #2
    Double blow. Fair enough.
     
  3. macrumors 604

    wordoflife

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    #3
    We're already talking about A6?
     
  4. macrumors 6502a

    ranReloaded

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    #4
    I can see it already...

     
  5. macrumors 603

    ArtOfWarfare

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    #5
    How's Samsung's stock doing on those news, or is the company not public? (Am I even using the right terms? IDK, I don't invest in stocks at all.)
     
  6. macrumors regular

    FriarNurgle

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    #6
    That's a huge shift in stock allocation. Amazing these companies can handle these fluctuation.
     
  7. macrumors 68000

    NebulaClash

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    #7
    Nothing uneasy about it. I think one of the biggest misconceptions people have about the law is that it is personal. It's not. We get upset when we hear about these lawsuits and we assume the companies involved are as upset as we are. They're not. This is just how business is done in today's world. It's a shame, but it's the way it is.

    So while it would be nice to not have to deal with the legal expenses that come with this way of doing business, I have little doubt that Samsung and Apple get along just fine. Their legal teams are busy arguing against each other in court, but even they probably share a beer afterward. Meanwhile the executives are quite busy making deals with each other.
     
  8. macrumors 601

    macduke

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    #8
    Samsung was in a win-win situation. But now with losing Apple as a customer, along with the fact that Android sales are starting to level off due to Apple expanding onto new carriers like Verizon and staying competitive with innovations such as free iCloud services, they are soon going to start feeling the hurt. Especially if they end up having to actually make their own phone designs following the court ruling, lol.

    But they will still have their TV market, am I right?
     
  9. ucantgetridofme, Jun 27, 2011
    Last edited: Jun 27, 2011

    macrumors 6502

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    #9
    Quote:



    Suck it

    Steve
    Sent from my A6-powered iPad 3

    Reply


    Don't let the door hit ya in the ass

    CEO & Vice chairman of Samsung yoon woo lee
    Sent from my Exynos powered SG3

     
  10. macrumors G4

    *LTD*

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    #10
    I'd love to witness the "exchange of words" between the management of the semiconductor division and the mobile phone division behind closed doors.

    Losing your biggest customer is not cool at all.
     
  11. igazza, Jun 27, 2011
    Last edited: Jun 27, 2011

    macrumors 6502a

    igazza

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    #11
    more importantly, what will the A6 bring to the table...
     
  12. macrumors newbie

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    #12
    Striking a deal with Intel, who is supposedly willing, would've been better. TSMC is great (they manufacture AMD Radeon graphics cards) but not much different from Samsung.
     
  13. macrumors G4

    *LTD*

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    #13
    You'll see a significant jump in capability. Apple will be altering their relationship with Intel at some point. It's going to happen.
     
  14. macrumors G3

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    #14
    Intel's processed is optimized for higher speed parts. Using them would be a mistake. From experience, I can tell you that a
    company that sells its own parts and allows others to use its fab is going to optimize things for its own use, and is going to prioritize its own parts.
     
  15. macrumors G3

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    #15
    If you are implying ARM macs, nope.
     
  16. macrumors G3

    AppleScruff1

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    #16
    When did Android phone sales level off?
     
  17. macrumors 6502

    justinfreid

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    #17
    I have a counterpoint regarding ARM-based Macs: yup.
     
  18. macrumors 68000

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    #18
    New to forums? Please use the quote tag properly and then misguide people with false facts.

    Regards

    deth
     
  19. macrumors member

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    #19
    One thing that isn't often mentioned is that Apple's chips A4/A5 aren't that much different than other ARM based chips in the same generation. They just have a cooler name. We have to remember than when the A6 is released, there will be multiple other ARM chips with roughly the same capabilities being produced by Nvidia, TI, Samsung, and Qualcomm.

    Sitting back on the sidelines, this whole saga is pretty entertaining. Huge corps with huge cash reserves are battling it out, while we get excited and impassioned. Little do we understand is fact that is what is going on is most likely par for the course. No wonder these businesses have so many lawyers. This just gives them something to do all day.
     
  20. macrumors 6502

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    #20
    An embarrasment? Android lost market share in the US for the first time in 2 years in part because of the iPhone on Verizon......with a year-old phone.

    And Android is not actually the fastest growing OS in general...they are still the fastest growing mobile PHONE OS....but iOS goes on more than just smartphones.

    Pretty sure iOS devices are still quite a bit higher in number than Android devices....last I saw to the tune of about 2:1.
     
  21. macrumors G4

    *LTD*

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    #21
  22. macrumors 68030

    Joined:
    Feb 17, 2009
    #22
    "that Samsung was attempting to copy at least some of the secret sauce that made its iPhone and iPad so successful"

    Watch out Apple, you and Samsung may be sued by McDonalds for using that "Secret Sauce"!
     
  23. macrumors 6502a

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    #23
    Retina

    A6 will bring retina in the iPad for 2012.
     
  24. macrumors Pentium

    KnightWRX

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    #24
    These lawsuits are actually part of negotiation tactics for contract renewals usually.

    What does a processor have to do with a pixel density at a given viewing distance ?
     
  25. macrumors newbie

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    #25
    They're chosing TSMC because that company's logo is clearly superior to Samsung's, right?
     

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