“The semiconductor industry is now more concerned about how Taiwan Semiconductor Manufacture Company (TSMC) is going to distribute its production capacity, and what proportion of revenues and profits it can generate if it receives CPU orders from Apple in 2013,” Cage Chao and Jessie Shen report for DigiTimes.
“It appears more likely that TSMC will start producing chips for Apple’s next iOS devices in 2013, according to industry observers. Samsung Electronics has been the sole supplier of CPUs that power the existing iPhones and iPads,” Chao and Shen report. “Demand from Apple is expected to be huge, said the observers, adding that allocation of TSMC’s available advanced process capacity among its major clients will be a critical decision to be made by the foundry.”
Chao and Shen report, “TSMC chairman and CEO Morris Chang previously hinted that it makes complete sense to dedicate a whole fab, or two whole fabs, to just one customer in order to supply enough chips for their high-volume products… According to IC Insights, Samsung’s IC foundry sales are forecast to rise 54% in 2012 after a 82% jump in 2011. Apple’s orders have been the driving force behind Samsung’s foundry business, said the research firm.”
Read more in the full article here.
MacDailyNews Take: Samsung’s driving force is moving on. You should’ve thought about that before you started up your slavish copiers, Shamelesssdung.