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Is Apple switching foundry partners?

2/15/2011 06:24 PM EST
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GeneOne
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re: Is Apple switching foundry partners?
GeneOne   2/16/2011 9:46:05 PM
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Perhaps is a long way from spending in excess of three billion for a jelly bean factory

GeneOne
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re: Is Apple switching foundry partners?
GeneOne   2/16/2011 9:11:37 PM
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Agreed.... this is a love hate relationship. One cannot make long term plans without a second source. This is especially true for something as IP, knowhow and capital intensive as a state of the art semiconductor logic manufacturing facility with 80,000 WPM capacity. To those that feel Apple needs its own fab I point to the history of Commodore, Digital Equipment, Data General, Sperry Univac etc. and let history speak for itself

SiliconAsia
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re: Is Apple switching foundry partners?
SiliconAsia   2/16/2011 8:59:02 PM
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Samsung is a friend and foe to Apple. Thus Apple has to win consumers over innovations not semiconductor components. Japanese were good at components but fail to promote beyond that. TSMC is a natural second source to Samsung on A4/5. Sadly there is no one else out there for Apple except Samsung and TSMC. Apple knows about this.

Rchandta1
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re: Is Apple switching foundry partners?
Rchandta1   2/16/2011 7:58:38 PM
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Perhaps Apple is different. They already have substantial vertical integration, from architecture, apps to chip design. Probably fab is next in line. Perhaps Steve Jobs sees threat emanating from Samsung which draws its strength from vertical integration.

GeneOne
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re: Is Apple switching foundry partners?
GeneOne   2/16/2011 7:16:38 PM
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I’m having difficulty with this entire thread. The sky is not falling and “Apple jumping ship and moving to TSMC,” is insane. When the volume of business is in the billions of dollars and the capital needed to supply the parts is in the billions of dollars, nothing moves without protection of IP and investment needed to deliver. It’s just that simple. At the same time we do live in a competitive world and single sourcing is extremely dangerous. To that end I say Apple must explore alternatives to Samsung. Samsung was has been and will continue to be in the phone and computer business for over a decade. Apple knew this going in as did Samsung. Hurray for TSMC, for making the pitch and generating press that it is expanding and hinting it’s on the hunt for Apple business. Competition is what this business is all about. Anyone that thinks Apple can leave Samsung high and dry also believes in the tooth fairy. At the same time a dual supplier strategy is a must for everyone. As for Apple buying and operating a fab, that’s outrageous. One would only have to look at what they have done with most of the other manufacturing, it’s outsourced. Sure they do invest in some of their suppliers. Its common practice when you want it special and guaranteed access to capacity. “Jump Ship,” now way…..

yalanand
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re: Is Apple switching foundry partners?
yalanand   2/16/2011 5:34:11 PM
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In the end its Samsungs's loss and TSMC's gain. Not sure if APPLE is serious about building its own fab, but they can certainly buy one.

TingLu
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re: Is Apple switching foundry partners?
TingLu   2/16/2011 2:55:32 PM
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I will agree Apple should focus on its innovation, not those commodity SoC or flash. If they could come up unique requirements, I believe every major SoC vendors will do everything for them to gain their business. And Apple could cherry pick the best. Why bothering even to design its own SoC? I think it is silly decision for Apple to start with.

KB3001
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re: Is Apple switching foundry partners?
KB3001   2/16/2011 10:42:27 AM
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I concur with the above comments. Apple need to concentrate on their own competitive advantage (design) and leave the fabrication to others. Parting ways with Samsung is logical as the two are increasingly competing in the mobile arena.

eewiz
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re: Is Apple switching foundry partners?
eewiz   2/16/2011 4:18:00 AM
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Since Samsung is competing with Apple with their own Hummingbird/Orion/Exynos CPU, this is a logical decision. Apple wouldnt want samsung to know what is its next step. BTW samsung hummingbird was originally based on Intrinsity ARM core, which Apple acquired. Since then Apple/samsung would have diverged their paths in CPU development.

GREAT-Terry
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re: Is Apple switching foundry partners?
GREAT-Terry   2/16/2011 1:28:11 AM
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I don't agree Apple to have its own fab. Apple only need to focus on product design and probably some chip designs if they are valued to the company. There are plenty of large fab for Apple to choose from so I don't see any good reason for Apple to build its own fab.

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