Apple May Shift CPU Manufacturing From Samsung to TSMC

[farensabri]

isn't TMSC in full hands already?

 

[rdc85]

[citation][nom]ikyung[/nom]..... Apple's marketing team : Okay we just been dumped by Samsung and there is no company that can reach the numbers we need in the quality we need them at..

what should our headlines be?

"Apple dumps Samsung." ........[/citation]

One thing i must admit, they had good marketing teams......... (give them a bonus please 😀)

 

[knowom]

It'll be a good day if Apple just dies off like Steve Jobs they're a cancer anyway. I sincerely hope TMSC turns them away like the scavenger scum they are. Let the toxic Apple rot in bed with Globalfoundries or dance with the devil Intel.

 

[Guest]

Apple is becoming a niche player in the smartphone market. They will not require as many components as the rest of the combined Android vendors. And the trend of market share, as it is, is that the gap will widen even more. Therefore, the suppliers of smartphone SoC already has a growing market to sell their products to. Intel, as a competitor to ARM, might be less included to help Apple to expand the dominance of ARM design, that's why it is not approached as a first choice. Many suppliers in SoC is in Asia and Apple is currently targeting several companies from Asia in their lawsuit. I will see this as a messy situation for Apple at the moment. Still thinking lawsuit is such a great idea? It is best that Apple just focus on creating new category of gadgets and this time patent them in more meaningful way instead of trivial idea such as rounded corner rectangle, which Palm Treo has that long before Apple anyway.

 

[alidan]

[citation][nom]Vorador2[/nom]To be honest, even tough i really hope Samsung gives the middle finger to Apple and doesn't renew the contract, leaving Apple hanged to dry with not enough chip production to satisfy the iPhone demand, i doubt they would do so.Why? Because of hard, cold numbers. Samsung earns a ton of money off the semiconductor business, and the iPhone sales are an important part of those numbers. Samsung probably stands to lose more than they would gain if they dumped Apple.[/citation]

you know, some things are worth more than money. even in business.

 

[Zingam]

I hope TSMC fucks them with delays!

 

[Zingam]

[citation][nom]egilbe[/nom]TSMC didn't even have enough capacity to make nVidia's chips for the GTX 680. Who does Apple think they are, any way? Hope that 1 billion dollar settlement was worth it[/citation]

NVIDIA's chips are not made by the same process that Apple would use.

 

[Zingam]

[citation][nom]dalethepcman[/nom]This is media spin on trying to make it look like something Apple chose to do. When in fact, the contract Apple had with Samsung is about to expire, and Samsung has given Apple the middle finger.In related news : TSMC denied Apple a contact that would allow them exclusive use of the full production capacity of their fab's. Because of this Apple is now stuck between a rock and a hard place as they pissed off Samsung, and TSMC cannot meet their demands without turning away other customers, which they are unwilling to do at this time.http://www.bloomberg.com/news/2012 [...] upply.html[/citation]

That's easy to explain: because the media are bunch of retarded fanboys. Isn't the press the one that makes Apple seem cool, when it actually produces crap (like iPhone 4) and at the same time shitting over companies like RIM?

 

[monsta]

Hurry up MS Surface, we need another player to shake the market up abit. Apple repulses me...

 

[tomfreak]

Isnt Apple being the most valued stock in the world? Just exchange the stock shares and Just buy a fab be done with it?

 

[billgatez]

Have fun Apple.
If i were Samsung i would renew the contract but increase the price per chip. Stateing that we have to recoup our losses after a lanthey legal battle.

 

[egilbe]

Isnt Apple being the most valued stock in the world? Just exchange the stock shares and Just buy a fab be done with it?

I think the fab price is up to $4 billion dollars or more, now. Then, you have to hire engineers and staff to run it, plus design the chips and there is a steep learning curve involved. If it was so easy, AMD would still be making their own chips rather than farming off their fabs to GlobalFoundries

 

[nieur]

[citation][nom]A Bad Day[/nom]Apple! You should open your own plants if you're so happy with angering your supplier and not being able to find a replacement![/citation]

don't you remember Jerry Sanders words
"only real men have fabs"

 

[ojas]

Following the conclusion of a legal battle that had Apple walk away with more than $1 billion in damages paid by Samsung

Samsung still doesnt have to pay. They'll appeal the decision in december.

 

[sundragon]

Wow, reading all the Android fanboi anger, you'd think they had bought stock in Samsung.

The reality is that emotion does not come into business decisions.

Samsung makes $$$$$$ - $1B in payment vs having a customer that pays you for every chip/memory/subsystem?

Samsung doesn't want to pay $1B and lose that customer.

Whatever is decided, no one business can afford to lose a large customer in today's economy.

You guys need to change your diapers and get on with it.

From my Nexus 7

 

[Guest]

sundragon: That is where you are so wrong, my friend.

Apple is patent trolling to destroy Samsung's own smartphone business as well as the broader Android ecosystem, and they'll do that to any new competitors that come after Android. I know that retarded-ass investors can't see past the current fiscal quarter, but in the long run Samsung would make more money by destroying Apple, and by extension, the iOS ecosystem.

...and if Apple is going to continue patent trolling, maybe Samsung should do just that, even if there's a short term loss of income. No iPhones being sold == more opportunities to sell Galaxy phones.

 

[sundragon]

[citation][nom]moonunicorn[/nom]sundragon: That is where you are so wrong, my friend.Apple is patent trolling to destroy Samsung's own smartphone business as well as the broader Android ecosystem, and they'll do that to any new competitors that come after Android. I know that retarded-ass investors can't see past the current fiscal quarter, but in the long run Samsung would make more money by destroying Apple, and by extension, the iOS ecosystem....and if Apple is going to continue patent trolling, maybe Samsung should do just that, even if there's a short term loss of income. No iPhones being sold == more opportunities to sell Galaxy phones.[/citation]

You make a good point. Samsung should do the same, if the can. In business as in war, you do your best, there is no other option, until you either make a truce, win, or lose.

The point is that Samsung is making money from it's phones as well as from Apple's business. They won't throw a constant cash inflow into the trash - It's not good business - unless they have another plan.

I don't agree with you on the patent trolling by Apple, but that is another discussion.

Cheers!

 

[omnimodis78]

I've learned to not really get riled up by Tom's headlines (which are generally incorrect for the sake of sensationalism) but this headline bothers me a lot - as the very first commenter pointed out, this is not a "shift" that Apple had ANY say in or control over, and no doubt wasn't even seeking. Their supplier (Samsung) in fact will not renew the contract once fulfilled, thus leaving Apple to seek a new supplier. Samsung > Apple.

 

[einheriar]

[citation][nom]spectrewind[/nom]Apple definitely should open their own plants. Open them in the USA. Create some American jobs.Will they? I doubt it.... ;o)[/citation]

Why would they.. That way they could not extort people into getting those huge profits they get now
- They would actually earn just the normal profit other comapnies make on their products. now how can you be hip, if you earn a fair profit margin

 

[GreaseMonkey_62]

Finally I think the day is coming when manufacturers no longer put up with Apple and tell them to screw themselves. There will be much wailing from the sheep as Apple no longer produces new average products. The rest of the world rejoices.

 

[eddieroolz]

Whatever the reason may be to move to TSMC, less reliance on Samsung is good.