Apple is interested in expanding the cooperative scope with TSMC, 28-nanometer process technology was also added to the bilateral cooperation, which is probably for the Samsung is a big blow. Middle of last month have reported that Apple has A4 processor and future Cortex-A9 multicore architecture based on the A5 processor outsourced to Taiwan Semiconductor Manufacturing. The source disclosed that TSMC will use its 40-nanometer process technology for apple production A5 processor. The other news is that Apple will work with TSMC 28 nm process products to cooperate.
If the above is true, then he is for the Samsung is a big blow. South Korean LTN156AT05 electronics giant is now the first generation of the Apple iPad and iPhONe production A4 processor, it is unclear whether Samsung A5 processor for apple production.
It is reported that Apple chose for the production of processors TSMC There are three main reasons: 1. Samsung products and Apple iPad, iPhone competition; 2. TSMC in the foundry industry with the highest yield of 40 nm; 3. TSMC Power maximum capacity of 40 nanometer chips.
According to market research firm VLSI Research’s latest report, Samsung, Motorola, RIM and other companies are selling flat-panel machine CLAA133WA01A products, current inventory levels Tablet PC fairly healthy, but there is excess supply of hidden components.
Blessing to the U.S. investment bank Goldman FBR said in a report, iPad 2 production capacity than previously expected. They expect the first quarter of this year iPad total capacity of 550 million units, higher than the previous 510 million. With some of the bottleneck component products screen (touch panel, etc.) to solve, iPad 2’s production target is 30 million units from the previous increase to 200 million units.
For the second quarter of next year, FBR iPad’s production capacity is expected to reach 7.2 million units, higher than the previous estimate of 700 million units. More importantly, the capacity of almost all iPad 2. The iPad full annual capacity of 45 million units in the first half of 13 million, the second half of 32 million. It would appear that Apple’s shipments in order to complete full year target, iPad 2 in the second half of the sales will be very crazy, or even reduce the price of the annual sales target.