Trouble In Taiwan: TSMC Reportedly Loses Apple And Qualcomm Chip Orders - HotHardware
Trouble In Taiwan: TSMC Reportedly Loses Apple And Qualcomm Chip Orders

Trouble In Taiwan: TSMC Reportedly Loses Apple And Qualcomm Chip Orders

Perhaps the breakup between Apple and Samsung on the manufacturing side won't last all that long, after all. It was recently reported that Apple was reducing its reliance on Samsung by giving coveted chip orders to TSMC for its upcoming iPhone 6 and other mobile devices, but now there are mumblings in the media that TSMC is losing orders.

In a note to clients, KGI Securities analyst Michael Liu said it's likely that both Apple and Qualcomm will buy a bigger portion of 14nm smartphone chips from Samsung than TSMC beginning in the second half of 2015, Reuters reports. Liu didn't say where he was getting his information from, or even why both companies would turn their back on TSMC next year.

TSMC Wafer

It's especially perplexing to figure out what's going on with Apple. The Cupertino company is apparently confident enough in TSMC to give it a bulk order for chips that will be used in the iPhone 6, but if Liu's information is accurate, then Apple's already made the decision to switch back the majority of manufacturing chores to rival Samsung.

Of course, this is all just speculation at this point. Should TSMC do a stellar job manufacturing custom chips for the iPhone 6, it'd be difficult to imagine Apple pulling a 180 and tossing business at Samsung when it would prefer to sever ties altogether.
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i take it you missed this then paul !

http://www.design-reuse.com/news/exit/?id=35008&url=http%3A%2F%2Felectronics360.globalspec.com%2Farticle%2F4380%2Ftsmc-to-fall-behind-rivals-in-finfet-market-share

"TSMC to Fall Behind Rivals in FinFET Market Share

Peter Clarke

16 July 2014

Morris Chang, chairman of foundry Taiwan Semiconductor Manufacturing Co. Ltd. (Hsinchu, Taiwan), has told analysts that his company would likely fall behind a "major competitor" in foundry market share for 16nm/14nm FinFET node in 2015, but would then go on to be market leader at 16nm/14nm in 2016 and subsequent years.

This is despite the fact that TSMC has reportedly just started shipping application processors for Apple and reported record revenue and profits for the second quarter of 2014.

That major competitor is taken to be Samsung by observers although Chang did not specifically mention the South Korean company. Samsung is working in partnership with Globalfoundries Inc. to supply the Samsung-developed 14LPE and 14LPP processes to customers as a matter of urgency. Both companies expect to be in volume production before the end of 2014 ...."

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then peter again reports with his http://electronics360.globalspec.com/article/4382/intel-reduces-stake-in-imagination hat on , the shifting sands that are intel/imagination

"....On June 27, Imagination made a London Stock Exchange regulatory disclosure that Intel had sold 25 million shares reducing its holding in the company from 14.3 percent to 5 percent. Intel Capital sold the shares at 205 pence each and raised £51.3 million (about $88 million)...."

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Interesting, but I don't expect it to change much. Samsung isn't exactly ready to go into 14nm production either.

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