Citigroup Global Markets' market research fellow, J.T. Hsu, pointed out that Apple began verifying TSMC's 20nm process in August this year and may begin risk production in November with the process. Volume production is expected to start in the fourth quarter of 2013, raising the possibility that TSMC will hike capital expenditure to US$11-12 billion in 2013 and 2014.
Hsu estimated Apple to design quad-core processors into iPad, iTV and even Macbook. iPhones will be still powered by duo-core processors to highlight its low power consumption merit.
Hsu puts the cost of Apple's quad-core chip at $15 but thinks this could be made for 10% less when produced by Taiwan's supply chain including TSMC, ASE and Kinsus. Samsung's higher cost of production is said to be caused by inefficiency.
Read More [via MacRumors]