what I dont understand is how gartner says samsung is # 9, without apple's wafers, but on same day or the day after, ic insights published that samsung is alreayd # 4, and did include apple's wafers......where is the truth? http://semimd.com/blog/2012/01/12/samsung-win-semi-gain-ground-in-foundry-rankings/
Clearly TSMC continues to gain market share and with Apple switching to TSMC it is probably going to gain more. GF and Samsung are not growing fast enough to to really be a threat, and instead of being additional competition for TSMC they are just slowing replacing the competition that UMC and SMIC was bringing to the table. The question is, does that increasing consolodation into a single main foundry scare you?
Samsung could surge ahead only if Apple stuck to their foundries which is highely unlikely because of the issues they ran into with Apple blaming Samsung on their alleged misuse and copyright infrigement. TSMC will increase its lead over its rivals. Interestingly the point to note is Pure-Play foundry types will like TSMC & UMC will always have the unique advantage than their IDM counterparts like Samsung, IBM,TI etc because of 2 things 1) Dedicated Foundries & 2) COT.