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Intel vying for Apple foundry business

5/2/2011 05:36 PM EDT
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chipmonk0
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re: Intel vying for Apple foundry business
chipmonk0   5/3/2011 5:29:33 PM
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Apples challenge is to prevent its i-whatevers from turning into over-priced boutique products for its cultists, the same fate as the Macintosh after the Wintel juggernaut replicated the GUI of the Mac. The ARM - Foundry ( TSMC / Samsung / Global F ) - Android OS combo is generic like WinTel, lower cost and already has a larger market share than iPhone. Many new / second tier companies in growth markets are using this platform.

goafrit
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re: Intel vying for Apple foundry business
goafrit   5/3/2011 6:27:14 PM
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It could be the turn of the events that will hit Samsung to oblivion. Yet, we have to ask if Intel should be everywhere. This is very scary to have Intel hold the hottest Apple in their hands. It consolidates that power - badly.

_hm
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re: Intel vying for Apple foundry business
_hm   5/3/2011 9:59:57 PM
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Soon Apple's need will be MCM in 3D packaging and it will involve help from fab house. Can Intel help Apple to achieve this new technology?

cheonoh.lee
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re: Intel vying for Apple foundry business
cheonoh.lee   5/4/2011 9:51:27 AM
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Exactly right opinion. I agree with you.

ChemicalVapor
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re: Intel vying for Apple foundry business
ChemicalVapor   5/5/2011 11:39:27 PM
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If Apple thinks Intel can deliver better ARM products than Samsung, and give Apple an edge over the crowded market then it will do it. Apple needs something like this. Either Samsung or Intel. I don't think Intel would ever make low margin SoC/CPUs on the state of art process node if they didn't have a choice. I however, did hear CEO Otelleni say in 2006, that Intel's future is high volume, and process tech, and lower margins, not what they have been doing with HVM, but expensive CPUs. They could hope to make up the profits with more traditional Server/HPC CPUs for businesses and governments. Not really surprising, this idea is floated. Intel would have to deliver a stunning x86 low voltage, higher performance SoC device to even be looked at as an ARM replacement. That seems unlikely with ATOM, even at 22nm.

Don Scansen
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re: Intel vying for Apple foundry business
Don Scansen   5/6/2011 7:00:38 PM
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Once again, EE Times readers have offered a lot of valuable opinion and reasonable speculation. Let me just add a couple points briefly even if they have been alluded to previously. Moving to Intel as a foundry does not mean moving from ARM to X86. It could be further down the road and be something proprietary developed (or acquired) by Apple. Also, Intel has lots of motivation to take on Apple business, not least of which might be staving off a surging Samsung who have long set their sights on being the world #1 semiconductor company.

KB3001
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re: Intel vying for Apple foundry business
KB3001   5/7/2011 7:32:18 AM
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This gives too much to Intel, in return for what exactly? I am not sure Apple should go down this road. They should stick with the well-known and trusted pure foundries. Granted the tie-up with Samsung is problematic but a tie-up with Intel would open up more and bigger problems in the future.

rfab
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re: Intel vying for Apple foundry business
rfab   5/7/2011 11:08:43 AM
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Samsung in the field of non-memory still has a long way to go, their business is still no outcome SOC

rfab
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re: Intel vying for Apple foundry business
rfab   5/7/2011 11:16:27 AM
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Regarding Samsung’s future as a foundry partner within TI, Ritchie said TI will rely on Samsung to a ''lesser extent’’ at 45-nm. Samsung is ''off our radar at 28-nm,’’ he said.

ak007
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re: Intel vying for Apple foundry business
ak007   5/9/2011 10:48:22 AM
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Apple is moving in the direction of rivalary with an old friend. I think it's the inner fear of Android and also the fact that Smamsung keeps it's profit margins lower and thus can outperform Apple any time!!!

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