I believe that ST-Erikson are willing to pay extra for their wafers in order to reap the 40 percent savings in battery power, which mitigates the risk. The other guys are just validating that they can get the higher performance, and by the time they get to volume production, the price may have gone down due to high demand. Of course, bulk silicon will always be cheaper for the raw wafers.
As I wrote in May, ST-E reckons that w/FD-SOI's power savings, they can add a full extra day for smartphone users (see http://www.advancedsubstratenews.com/2012/05/novathor-smartphone-chip-on-28nm-fd-soi-st-ericsson-blogger-tells-all-pc-mag-sees-light/), which is huge.
And IBS says that even counting the cost of the wafer, per-die FD-SOI comes in at about *half* the cost of bulk (planar and/or FinFET) at 20nm (which ST has in very-fast-follow), because it saves process steps -- see http://www.advancedsubstratenews.com/2012/11/ibs-study-concludes-fd-soi-most-cost-effective-technology-choice-at-28nm-and-20nm/
Blog That A-Ha Moment Larry Desjardin 11 comments Have you ever had an a-ha moment? Sure, you have. The Merriam-Webster dictionary defines it as "a moment of sudden realization, inspiration, insight, recognition, or ...