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Posts by Blastdoor

The iPhone is not the only device that will have an A8. Samsung could be producing A8s for the iPad. In fact, it would make a lot more sense to split the work in that way, since TSMC and Samsung are unlikely to produce chips with exactly the same power and thermal characteristics -- Apple wouldn't want that kind of heterogeneity across units of the same type.  I actually think this story has a lot of credibility. Apple is operating at a scale where it can afford to have...
You may be correct regarding the mobile devices division of Samsung. Its moment in the sun may be drawing to a close. The Chinese are killing them at the low-end and they can't compete with Apple at the high end. It's a very painful squeeze.  But I think for Samsung as a whole (that is, looking beyond the mobile phone division alone), I'd characterize this more as "returning to normal" rather than "jumping the shark." The profits from the mobile phone division have been a...
So Samsung lost a big share of Apple's fab business, thinking that was ok because they'd make more profits selling high-margin smartphones.    Oops. 
I think you're way off. Nvidia has been totally dependent on TSMC. AMD is totally dependent on TSMC for GPUs and totally dependent on GloFo for CPUs. Qualcomm has only recently started using Samsung, and that's mostly because they were forced to do so by Apple when Apple bought up a lot of TSMC's capacity.Simultaneously launching a new CPU design at scale with two different foundries that use different processes is extremely rare. I'd love to hear of a specific example of...
Fascinating… I wonder if any other chip designer uses two foundries at the same time for the same chip. I kind of doubt it given the large investment of time and money to tailor a design to a particular foundry's process. This means that Apple has the foundries competing for its business in a way that no other chip designer does. Everyone else has to deal with a certain amount of lock in with their foundry partner.
The new Core M is way faster, both CPU and GPU.But I'm not sure it matters. Core M is also much more expensive than what apple is likely paying for the A8, and most iphone and iPad users are not cpu constrained.If you're thinking about MacBooks, the A8 is not competitive with Core M.But apple is gaining fast on Intel. It could be that in another two to three years apple might be making SOCs that really could go in a MacBook air
Indeed. It's hard to see why Apple would want to put a Thunderbolt port on a MBA instead of this.  Maybe Thunderbolt 2 will be included on Mac Pros and *maybe* MBPs, since it could still provide some very high end niche functionality that people who buy those computers would appreciate. But it does sound like thunderbolt as a mainstream technology is all but dead. 
maybe they should fire Scott Forestal again. 
I guess that explains why I still haven't been able to download iOS 8 for my iPad. I've been trying since yesterday. Finally got it on the iPhone, though.
I think that for consumers it is going to be a learning process that takes time. But once that process is complete, I think that more people will value the greater privacy and security provided by Apple ecosystem. And by then it will be too late for google -- their reputation will be set.In a sense, Apple is making a long-term investment here. They are giving up some marketshare in the short run as they wait for consumers to go through this learning process. It is just...
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