Wednesday, March 9, 2011

Apple A5 CPU manufactured by TSMC

A5 found in the iPad 2 would be engraved by TSMC instead of Samsung, which manufactures the A4, due to the use of a finer manufacturing process (40 nm for the new processor against 45 nm for the former). A5 found in the iPad 2 would be engraved by TSMC instead of Samsung, which manufactures the A4, due to the use of a finer manufacturing process (40 nm for the new processor against 45 nm for the former).

In addition to the fine print, Apple's decision to switch sides would be driven by stronger performances in the Taiwanese and the fact that Samsung is a direct competitor of Apple products who embark on ARM processors of the firm , ie phones and tablets. It is important to develop this last point.

It is common for competitors together to enjoy each other. We see in many consortia developing standards and technologies in the agreements or outsourcing. The fact that Samsung will produce the chips Apple is not a problem per se, nor something exceptional. The trouble begins when the plants begin to run at full throttle and there is a conflict of interest between the commands that we take its competitor and production of chips that is required to meet the demand of its own consumers.

However, Apple already commands the NAND memory at high levels in the Korean and exit of new products Galaxy can create an awkward situation. It is unclear if Apple has taken the lead or if Samsung was unable to produce a satisfactory number of chips, but we imagine that in all cases, the position of Samsung in the mobile market has accentuated the benefits performance and greater fine engraving.

If the agreement between Apple and TSMC, as reported by EETimes, is confirmed, it would have a double impact. Not only this would translate into lower revenues for Samsung lose a big contract, but it would also mean that Apple and TSMC could start the beginning of a long partnership. Indeed, our colleagues say that several sources speak of a partnership between the two companies to develop 28 nm chips.

The question is whether TSMC can keep pace with Apple, which is used to move very large orders at once to take advantage of low prices. We may also ask if the orders of Cupertino will have an impact on the production by the depth of competing chips for the iPhone and iPad.

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