“Samsung Electronics is ahead of Taiwan Semiconductor Manufacturing Corp., or TSMC, in the FinFET technology race, according to Bernstein Research,” Shuli Ren reports for Barron’s. “As a result, Apple will most likely choose Samsung to manufacturer the chips for its next-generation iPhone, and give the iPad and low-end iPhone businesses to TSMC.”
“Interesting tidbits about Apple’s product line,” Ren reports. “Bernstein believes Apple will likely introduce a larger iPad, which could overlap with some of the current MacBook Air market. The research firm also believes that Apple may introduce a low-end iPhone in the second half in 2016. And TSMC will get both businesses.”
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