I know it would seem like I would come down on Apple like a ton of bricks, but what can they do? With gossip bloggers spending months posting article after article about "leaked photos" of the newest iPhone Apple has no privacy. It's a victim of it's own success.
When Google released the first Nexus they more or less gave it to their employees and let them photograph it , use it and write about it. I suggest Apple do the same thing. There are no more secrets, the photos are leaked before it even gets off the factory floor.
I got to talk to a gal today in my neighborhood. I know of her growing up, she was brilliant beyond belief. Breezed through the IB program in her high school, college was fairly easy for her and now she works at Intel. She's used to dealing with complex abstract thoughts day in and day out
I don't want to mention what she does because Intel doesn't look too kindly on people who discuss their work outside the office. All I can say is that it has to do with servers. When you hear someone as smart as she is talking about the struggles of dealing with large scale servers it makes me think that Intel is so deep and so far beyond the competition in this market that there is little chance that the competition can catch up in any meaningful way.
I am not saying that it is impossible for the competition to take on an Intel. IBM could bring back the PowerPC and spend billions of dollars to catch up with marketshare. They have the power do do this, just not the will. Apple could do it as well though it would take them years to even catch up. A Samsung? Anybody else wouldn't have the resources to go up against Intel. They are diving the gap between them and the competition even further.
Looks like Intel has figured it out.
"ntel Corp is close to announcing an investment in Chinese-government affiliated mobile chipmakers Spreadtrum Communications and RDA Microelectronics, its latest move to catch up in a smartphone chip industry led by Qualcomm Inc, according to two sources with knowledge of the plan.
It was unclear how much Intel is paying or what portion of the companies the U.S. chipmaker is buying. The acquisition could be made through Tsinghua Unigroup, a government-affiliated private equity firm controlled by Tsinghua University in Beijing, one of the sources said. Tsinghua Unigroup owns Spreadtrum and RDA.
Intel, which has struggled to gain traction in the smartphone and tablet market, recently has sought to partner with mobile chipmakers in the hope they can help it gain the market dominance it has enjoyed with personal computers."
How soon before anybody else but Apple will get the TSMC 20nm? A year? Maybe more. This was good move on Apple's part, to cut off a good source of supply at 20nm by taking up production at the largest FAB.
I don't hear anybody in the real world raving about the performance of the iPhone 6 and how they need to dump all other iPhones. The benchmark results are mixed, from their own internal findings that are echoed by Nenni that they got better performance out of the die shrink than anticipated To other benchmarks that rate it at a whopping 5% better.
But I do love that you have an article touting that TSMC is gong to get Finfet. Not only a week ago Daniel Nenni was online promoting the fact that the bubblegum numbers that were thrown out in the industry of superior performance on 20nm planar proves that Finfet doesn't bring anything to the party. And this week you're celebrating Finfet. So, what is it? Is Finfet worthwhile or not?
I am not seeing dramatic improvements in performance and consumers are #$%$ about battery life. Could it be that the A8 isn't scaling?
at twice the price of 28nm to get to 16nm, who is buying it? TSMC 16nm finfet next year, or 20nm for that matter, not buying it!
I am not cheering for the bad news for Apple. I want them to sell as many phones as possible because their revenue helps pay for California's taxes. What I will say is that I find the entire thing funny for those folks who live and die by Apple's products have given them anywhere from $500 to $750 for a flimsy phone.
Yes, I get you, you're different, you have an Apple symbol on your phone, computer and car. But when you point out the competition as junk can't they point back and say the same thing? How do you like them Apples?
Not the end of Apple, and they are big enough to weather the storm. However, the larger issue is that they are selling a poorly thought out high end phone with too many issues. The smarthphone market it going to turn into a commodity market where price and features move phones. Intel will be there in the mix. The white box phones may not be the ideal fit for Intel but it will move volume and lets face it, it's probably a better built phone than the iPhone.
"However, when you look at the benchmarks the results don't scale with the core numbers"
"However, in the case of mobile devices it's not the graphics benchmark score that matters, it's the performance per watt."
Even that is somehow a bit of an open concept. There are many performance based benchmarks that show the SoC under a full load and what you would expect. A teenage boy who wants to spend his bus ride home play a first person shooter game has a different need than someone who looks at her phone for the first time in 8 hours after a charge and expects that she can surf the internet on it for a few hours.
The thing that they haven't confirmed is what is insideho the TSMC processor. My question has been is this a true 20nm planar processor made by TSMC? The last report we got was that TSMC was having huge problems with the yeilds of 20nm planar. So, how did they fix this so quickly? How did they fix it to the point that they aren't throwing away huge portions of the batch? They would have to be getting very high yields by now to keep up with the consumer demand for the iPhone. What is the probability that this is a pseudo 20nm? That means its really more like a 28nm than a 20nm but there are some 20nm aspects and for marketing purposes it's called a 20nm? The die shrink suggests a 20nm, but the benchmarkss aren't all that impressive. What I am asking is if corners have been cut?
Yes, exactly, this is a premium phone, but in the real world it doesn't lead the pack. Yet it's still going to set sales records because of the new, larger sizes will bring back some former Apple enthusiasts. Those up in the air between Apple and Android will probably conclude that there are better phones in the market than the iPhone.
The benchmark geeks have something to cheer for with the iPhone 6. It is an improvement over the iPhone 5S. But how much of one is up in the air? Those who can care less about benchmark stats and live in the real world of needed to use a phone day in and day out may be less excited, People are on Twitter mentioning issues with battery life already.
The larger issue is the span from the high end to the low of the average ARM based smartphone you can buy today at most retail outlets has gotten more shallow. The band from worst to best isn't that great. This can lead to consumer indifference. This makes letting competition like Intel into the market that much easier. By next summer Intel will have specs that are on par if not better than ARM's average phone. I think it will be in among ARM's best offerings. With Intel offering to pay for half the advertising and offering rebates the door in seems to be getting wider.
The iPhone 6 and 6 Plus are out today, the teardowns confirm TSMC (at least in the units investigated) . The phones for what has been shared thus far are fine. In the innovation realm there isn't a lot to make Android loyalist drool. Still Apple will sooner or later sell 60 million of these phones and that's all that really matters, isn't it?
As far as performance specs are concerned it doesn't beat the Galaxy S5, and the S6 is coming out soon. The 25% performance increase over the iPhone 5S hasn't been substantiated universally. A Phonearena benchmark claims it's more like a 5 performance increase "almost commensurate with the CPU clock increase from 1.3 GHz to 1.4 GHz."
This is the bar that Apple has set for Intel. They raised the bar, slightly this year. If Samsung doesn't have a brilliant performance with the Galaxy S6 will this show that ARM is having a problem keeping up with Moore's Law? Performance leads aren't important? How long can this statement remain true?
28nm planar is a node that TSMC has pushed. Have they significantly improved the yield, or are they losing money by the millions just to secure a spot at the Apple Christmas party? 28nm planar is state of he art for TSMC, it cost more to move to this node, not less. It may be worth the extra money if the performance specs blew us away. They didn't. With Intel pulling up fast in the rear view mirror this was Apple/ARM's chance to shift into a higher gear and put some space between it and Intel. Though Intel is still behind it just seems to be moving a lot faster than Apple.
iPhone 6, a polite clap but no standing ovations.
2 days ago Toms Hardware
Intel announced the commercial availability of its discrete LTE-Advanced modem, the XMM 7260, which it previewed earlier this year at MWC as one of the first global LTE-Advanced modems. The modem will soon ship inside the new Samsung Galaxy Alpha smartphone. Intel has also managed to have its five-mode XMM 7262 LTE FDD/TDD chipset certified on China Mobile, China’s largest carrier, which gives the company access to the largest mobile market in the world.
Intel got into the 3G/LTE game when it acquired the wireless division of Infineon back in 2011. In 2013 it also bought Fujitsu Wireless, so Intel’s intentions about the LTE market are rather clear – the company wants to become a strong player in what it believes will be a high-growth market. Intel is now making LTE modems for its own x86 Atom chips, but also for other ARM processors, which are currently in the vast majority of mobile devices.
Qualcomm, the leader in mobile processors and LTE modems, has grown its business by combining the two type of chips to improve cost, cut down on time to market for OEMs (easier to launch in products) and also improve costs for OEMs by bundling them together.
This has been a strong and successful strategy for Qualcomm, but at the same time it has left a significant void in the market for discrete 3G/LTE modems for those OEMs that don’t want to use Qualcomm’s chips. This is the type of customer Intel hopes to win in the near future, with the goal of eventually becoming a close second to Qualcomm in LTE modem market share.
Seems that our good friend Mr. Nenni is at it again. Every year when the new iPhone comes out he writes a scathing article aboiut Intel and how much more superior the latest A series SoC is to whatever Intel has. Then he gets his flunky Whacky Ed to write very far fetched articles about how the business world is going to switch to Apple and all of Apple will be powered by an A series processor. It's the same show year after year, until the tear downs happen and the real world stats come out, and then they going into hiding for the rest of the year.
This time Daniel got a "Semi Conductor Adviser" by the name of Robert Maire to buy into his nonsense. Maire is with "Semiconductor Advisers." You never heard of this outfit? Me either, maybe it's Daniel's brother of his ever so sexy wife. Sexy is relative, just like his credibility.
But, things got a bit more interesting. Barron's Tech Trader bought into the analysis coming out of Maire and wrote about it. Tiernan Ray, the unfortunate victim of Nenni's hyperbole got something between his teeth kicked in and his butt handed to him in the comment section. After about an hour of trying to defend his article in the comment section he simply gave up.
I think the entire thing is hilarious. Tieman is learning that it's not wise to quote the village idiot while Daniel is taking his article (minus the comments) and having it framed for his office. His car, his wife, and this article are his three big claims to fame.
There you have it, feed the 24 hour news cycle just enough information when there is an information void and you too can briefly find credibility. Great going Daniel, you suckered somebody.
Why Wallis, last time I breathed down your neck you put a restraining order against me! You are thin skinned, but if you would like to see what I can do than I'll bring it on.
Wallis Weaver, why do you think I can't see behind your 100 ID's? If you like to make this personal I will make certain that you feel me.
Looks like the same old same old. They are no closer to this happening today than they were yesterday.