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Interestingly, Apple could also cause problems to TSMC. Because of Apple-first policy, at least two major chip manufacturers* are moving away from TSMC. One is
by drno123 5y ago
Interestingly, Apple could also cause problems to TSMC. Because of Apple-first policy, at least two major chip manufacturers* are moving away from TSMC. One is even completely obsoleting a line of products that was previously being manufactured at TSMC. At the same time, while Apple can get processors from TSMC, their iPhone production is lagging behind due to shortage of power supply ICs.
* - not sure if this info is already public, I am NDA bound to disclose more.
- mdasen 5y agoWe've seen articles about Qualcomm and AMD shifting to Samsung and away from TSMC. Some of Qualcomm's new processors are already moved over to Samsung. The 780G and 888 are already on Samsung's 5nm process. I don't think AMD has moved things, but we've seen articles about it noting how Apple is getting first-access to TSMC's latest processes. > One is even completely obsoleting a line of products that was previously being manufactured at TSMC That sounds a bit odd. AMD/Qualcomm products basically obsolete themselves very quickly. People generally aren't looking to buy a Snapdragon 855 from 2019. They'll either be buying the 888 or one of Qualcomm's cheaper lines (like the 700 or 600 series). It seems weird to prematurely obsolete something given that it's likely on a process that you already have enough TSMC capacity for. I mean, clearly I could be wrong. Maybe Samsung offered them something to do that and move things over faster.
- stevehawk 5y agoand if TSMC ends up doing nothing but supplying Apple.. then it likely means they'll end up being a wholly owned Apple subsidiary
- sangnoir 5y agoWhy would Apple by the cow, when they can squeeze more concessions and profits from a captive "partner" who can't easily transition away?