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TSMC (TSM +2.5%) is still expected to eventually replace Samsung (SSNLF.PK) as Apple's (AAPL)...

TSMC (TSM +2.5%) is still expected to eventually replace Samsung (SSNLF.PK) as Apple's (AAPL) mobile processor foundry partner, but no one is sure when. TSMC was once expected to make the A6 processor going into the iPhone 5, but it looks as if Apple stuck with Samsung - TSMC's 28nm issues may have been a factor. Nonetheless, the company will benefit from iPhone 5 demand thanks to its foundry deals with suppliers such as Qualcomm, Broadcom, OmniVision, and Cirrus Logic. (Apple NAND orders)
Comments (5)
  • Qualcomm, Broadcom, and Cirrus Logic are fabless; they sell their own OEM desgned parts to Apple.

     

    http://bit.ly/O3WxxN-
    14 Sep 2012, 02:27 PM Reply Like
  • They're fabless because of TSMC, which manufactures the chips they design.
    14 Sep 2012, 02:30 PM Reply Like
  • Correct, but the news item gives the reader the impression that Qualcomm, Broadcom, and Cirrus Logic manufacture Apple designed parts, like Samsung. Apple does not design the Qualcomm baseband or Cirrus Logic audio chips. Apple can't have "foundry" deals with companies that don't have a foundry.
    14 Sep 2012, 02:36 PM Reply Like
  • I was suggesting TSMC had foundry deals with those companies, not Apple. Sorry that you got a different impression.
    14 Sep 2012, 02:40 PM Reply Like
  • Got it. I had assumed "the company" was Apple. Thanks for the clarification.
    14 Sep 2012, 02:42 PM Reply Like
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