As already posted 20nm litho cost is going to increase by 1.7 compared to 28nm.
Good chance Apple could end up with a 20nm lemon -
ASML made a new all time high - LRCX (one of the leader in double patterning up 7%) -
"ARM chip analysts" are completely clueless when it comes to economics - Hans Mosemann is aprime example
Many of the so-called fast-followers, such as Broadcom, Freescale, Marvell and LSI, are still on the fence. At a recent event, for example, a Marvell representative questioned the feasibility of the 20nm planar node, saying the technology has a “negative ROI.”
Previously, foundries offered several different process derivatives at a given leading-edge node. But at 20nm, GlobalFoundries, Samsung and TSMC will offer only one leading-edge process, thereby providing customers with fewer choices.
The 20nm planar node also brings some new and challenging technologies to the mix, such as double patterning and the introduction of a third layer of local interconnects called the middle-of-the-line. At 20nm planar, there is a performance boost over 28nm, but the transistor speeds slow down as operating voltage is reduced.
IC makers that moved from 40nm to 28nm have experienced a 35% average increase in speed and a 40% power reduction, said Jack Sun, vice president of R&D and chief technology officer at TSMC. In comparison, IC vendors that will move from 28nm to 20nm planar are expected to see a 15% increase in speed and 20% less power, Sun said.
If Apple chooses obsolete ARM fabrication technology, then you can be sure that Apple's competitors or those who want to be Apple's competitors will choose Intel's large and still growing fabrication superiority and lead. Intel wins either way...