Citigroup Global Markets reports that Taiwan Semiconductor Manufacturing Co. (TSMC) will be the only supplier of the 20nm process to Apple quad-core processors over the next one to two years, notes CENS.
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.
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Comments (4)
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odedoo1 - October 14, 2012 at 5:57pm
it's not good it's stupid
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Lov3 - October 14, 2012 at 12:24am
Good, drop Samsung away :)
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Copperhead - October 12, 2012 at 4:17pm
Just as I thought in a previous post in another article. Apple is going to drop Samsung for this new chip factory because Apple has been fighting with Samsung way too much and both have been bickering at each other constantly like little babies and it is getting out of hand and suing one another way too much. - I knew this would happen.