Samsung is a smartphone manufacturer, but is also present in many areas, whether in electronic devices or the elements that make up them. We are talking about semiconductors, the inside of the processors, the Korean firm is a very large supplier and only TSMC, its Taiwanese competitor, could worry it.
It is precisely on this subject that analyst Mark Li mentions the change of the contract with Apple for his next iPhone.
Samsung or TSMC? Apple, you have to choose!
A clarification that will serve until the end of this article, everything that will be recounted here are words of an analyst,we can neither confirm nor deny his statements, there can be both true and false. This famous analyst talks about a subject that was thought closed, which will provide the processors of the next iPhone. So far it had to be Samsung, surely for its ability to produce them with a 14 nm engraving, but that may change.
In this story of the chips A9 (next iPhone) and A9X (next iPad), it’s been several months that we have everything, at one time it was TSMC that had to provide the chips and then it was samsung’s turn, again with its enemy brother Apple. Today, according to Mark Li, Apple has changed its mind and preferred to secure its back by splitting the order between the two suppliers.
For more details, the figures put forward by Mark Li are that Apple has finally decided to have 40% of the processors supplied by TSMC and the rest by Samsung. Although the Korean manufacturer remains the main supplier for the next iPhone, TSMC will then provide 70% of Apple’s total production (including iPad). This is pretty bad news for Samsung to whom this order would have done the greatest good.
- Related: Samsung expected to produce the next processors of Qualcomm and Nvidia
Will Samsung become Qualcomm’s leading supplier?
But the latter could well catch up elsewhere,always with an American. Qualcomm feels that the wheel is spinning this year with the arrival of the new Samsung Exynos 7420 with a fine engraving of 14 nm, the American smelter is far away with 20 nm. Moreover, the latter would like to close the gap, according to Mark Li, and would therefore seek to quickly supply processors in 14 nm and 16 nm by the end of 2015 or early 2016.
The South Korean firm would then be the logical supplier since it is the most technologically advanced in this field. As Qualcomm is a customer of TSMC for 50% of the production of its 20 nm chips, this could come as a shock to the Taiwanese. Only the 16 nm engraved processor control could help the latter. Who do you think Samsung or TSMC will provide Apple and Qualcomm? What would be the best choice?
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