Another big Apple announcement set for Sep 12. Speculation is that is will be the iPhone 5.
There won't be an iPhone 6 for another year. Does anyone believe that Apple will run for another year with Samsung as the "A" chip supplier? If not, who becomes the new supplier? TSMC:)? Global Foundries?
In my mind the Samsung relationship has to be ending and I think it ends completely on Sep 12. Intel and the rumor mill have simply been too quiet for there NOT to be a giant upheaval in the near future.
If Apple and Intel aren't kissing and hugging, Intel will soon be making mobile chips for Samsung.
I think it will be the Apple design with Arm core(S) to begin with. As time moves on and as Otellini says, Intel designed products will have to become "compelling" enough to be used by Apple. If 22nm, going to 14nm next year and the only roadmap in the industry to 450mm wafers isn't "compelling" I don't know what to say.
Good assessment. It would be fun to see Intel pick up and replace the Apple ARM business just to see the analysts, shorts and lucies soil themselves.
But Intel doesn't need it. It can go to Apple or it can go to Apple's competitors. It will go to one or the other.
It's all about the fabrication. Intel with 14nm is moving into the catbird seat...
Those kind of decisions don't turn on a dime - 14nm with 450 mm closer on the horizon could be the tipping point.
I am very patient -
Samsung could build a 450mm fab but it won't be logic - more likely NAND flash and TSMC is risky with EUV, 450mm transition, FinFet...
just like Godfather I Intel will make an offer to Apple that can not be rejected - and even in case Apple won't go with Intel it's everything but the end of the world.
Gotta love the upside in Intel. The only stock I like better is the "no brainer" investment in SIMG Silicon Image.
Silicon Image MHL technology is exploding onto the scene in smartphones, tv, computer monitors.
SIMG are the same folks who bring you HDMI
High Def Interface
and now MHL Mobile High Def Link
A micro cap and likely acquired by Intel or Samsung.
Their Conf Call transcript and guidance is great but "sandbagged."
The MHL trend is HUGE in Asia and emerging stateside in Samsung Galaxy S3, HTC, and others. Yes, below is a link to the Galaxy S3 cracked open revealing the SIMG chip:
Report: Samsung ramping Apple's A6 chip
You crucify me for posting an old article........and then out of the other side of your mouth you post this article from 2011. You sir, are a hypocrite with no spine. Practice what you preach, ya FRAUD.
Mobile phone users have welcomed the iPhone. To build such a product, Apple needs to control all aspects of its form and function down to the design of the Ax SOCs. Delegating this design to Intel is highly unlikely.
The last generation iPhone with a 45nm chip is still selling reasonably well today. What makes you think Apple is desperate for 22nm/14nm. With cost/xsistor going up because of process complexity, it's unclear how much demand there will be for these geometries over 32/28. Lower power and higher clock frequencies don't always win over cost. Higher volume markets like India and China are a lot more cost sensitive.
> Mobile phone users have welcomed the iPhone. To build such a product, Apple needs to control
> all aspects of its form and function down to the design of the Ax SOCs. Delegating this
> design to Intel is highly unlikely.
This is a clear "Make-or-Buy" decision.
(a) If/When Apple finds that Intel has made the progression to build great low-power mobile chips;
(b) that it (Apple) need not invest huge amount of resources/efforts/dollars to keep up with Intel's SoC and Process roadmaps along with associated risks; and
(c) that it is rather onerous and risky to rely on Samsung, TSMC, etc.
Then Apple will make the transition to Intel. We don't know where Intel/Apple are in each of the above.
In terms of design uniqueness, Intel has already shown a willingness to build custom SoCs for large partners.
> The last generation iPhone with a 45nm chip is still selling reasonably well today.
> What makes you think Apple is desperate for 22nm/14nm. With cost/xsistor going up
> because of process complexity, it's unclear how much demand there will be for these
> geometries over 32/28. Lower power and higher clock frequencies don't always win over
> cost. Higher volume markets like India and China are a lot more cost sensitive.
Selling well today - is all fine and dandy. But this is about the future. Apple has to evolve its products to maintain its image as a cutting edge company.
Customers don't care about 32/28/22/14nm - but they have shown that they love smaller devices that can do more and more. Initial adoption for these smaller geometries (with higher costs) will be by consumers in advanced countries - as volumes increase and costs come down, there will be sufficiently big markets in emerging economies as well.
With each smaller process node and increased wafer size, the complexity and capital costs do go up - but cost per unit comes down drastically. Otherwise, no vendor would even have a roadmap to transition to smaller nodes and larger wafer sizes!
Intel and the chip industry have a track record in innovating to smaller geometries (and larger wafers). I would give them credit that they know what they are doing.
I think that you are right. There are a number of suppliers coming online with 28nm fab capacity. I think that Intel provides Apple with more value as a club to beat their suppliers over the head for concessions.
To paraphrase a potential AAPL-vendor conversation: "Oh, you can't do that? I guess I will just take the Intel offer."
Are There Enough Chips For A Robust iPhone 5 Launch?
July 30, 2012