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AKeleon
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re: Qualcomm, Samsung pass AMD in microprocessor sales
AKeleon   5/21/2013 9:23:17 AM
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Wow my lovely TI, they are growing. GoGo!!!..TI. Thanks.

Chipguy1
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CEO
re: Qualcomm, Samsung pass AMD in microprocessor sales
Chipguy1   5/21/2013 12:25:28 PM
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Based on mobile desing wins I see, Intel's numbers will continue to decline in 2H-2013. zero silvermount availability in Q3 .... Limited in even Q4. Why is Intel so late with 22nm in mobile? All intel atoms still on 32 nm now and will remain so for most if not all of 2013. While Qualcomm has beem shipping 28 nm in mobile space for over a year already

Mr. FA
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re: Qualcomm, Samsung pass AMD in microprocessor sales
Mr. FA   5/21/2013 1:00:00 PM
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I'm not sure why Apple's A"x" series chips count in Samsung's basket while the rest of the fabless/fablight guys show under the their company and not the foundry(ie qualcomm)? Shouldn't Apple be added to the list and a correction be made?

m00nshine
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Manager
re: Qualcomm, Samsung pass AMD in microprocessor sales
m00nshine   5/21/2013 1:20:14 PM
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Because fabless and fab light still sell their chips to end user. Apple is end user who buys chips from samsung. So samsung sells the chips and is therefore the supplier as the title suggests.

m00nshine
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Manager
re: Qualcomm, Samsung pass AMD in microprocessor sales
m00nshine   5/21/2013 1:59:45 PM
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Althought I could argue for same reason, AMD should not be listed on this one, but also complicated since AMD doesn't manufacture (ie GF, TSMC), but also acts as reseller to customer other than themself.

bmccleanicinsights
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Rookie
re: Qualcomm, Samsung pass AMD in microprocessor sales
bmccleanicinsights   5/21/2013 4:02:07 PM
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After toying with the idea of listing Apple separately, the bottom line is that Apple is not an MPU supplier, they are an end user. As you mention, all of the fabless suppliers re-sell their MPUs and are correctly included as suppliers. The Samsung/Apple case is an example of why not all foundry sales should be excluded when attempting to create marketshare data. With most of Samsung's sales sold to Apple, since Apple does not re-sell these devices, counting these foundry sales as Samsung MPU sales does not introduce double counting. It should be noted that of the $32 billion in 2012 pure-play foundry sales from TSMC, GF, UMC, etc., only $200 million was to system houses like Apple.

dj85
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Rookie
re: Qualcomm, Samsung pass AMD in microprocessor sales
dj85   5/21/2013 4:24:05 PM
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and MPU market gets more interesting My friend at Intel just passed on info that new CEO did a major re-organization this week Problem is 22nm Silver mount is very late and uncompetitive and has no meaningful Smartphone design wins. 14 technology is also very late and design will not ship on time and could be 1 year late

m00nshine
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Manager
re: Qualcomm, Samsung pass AMD in microprocessor sales
m00nshine   5/21/2013 7:00:54 PM
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When TSMC and Samsung catch intel in terms of process technology, due in part to intel slowing, then it becomes a capacity and yield game (read: unit price). Intel is building factories at amazing pace all of a sudden, and I can guess this is why. But I bet Samsung and TSMC can build bigger/ faster...and not upset their shareholders in the process.

CACHE
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Rookie
re: Qualcomm, Samsung pass AMD in microprocessor sales
CACHE   5/21/2013 11:33:56 PM
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Hi Bill, Apple is designing their own MPU now for some time, how will you handle when they start using tsmc instead of samsung? Similarly other folks like Nvidia who are starting to directly sell products (shield w/ tegra4), will these parts be calculated back to TSMC?

bmccleanicinsights
User Rank
Rookie
re: Qualcomm, Samsung pass AMD in microprocessor sales
bmccleanicinsights   5/22/2013 12:06:00 AM
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That's a good question! When TSMC ramps up production of Apple processors we will need to look at what makes the most sense. Do you call Apple a "supplier" of MPUs (supplying to itself?) or do you put those sales under a pure-play foundry such as TSMC and list TSMC as an MPU supplier? One thing for certain, these Apple MPU sales will need to go to TSMC or Apple or they won't be counted at all, and that really isn't an option.

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