Apple manufacturing partner TSMC, which reportedly began shipping A-series chips for the "iPhone 6" last week, will be replaced by Samsung when fabrication of next-generation SoCs starts in the second half of 2015, reports Reuters.
The report cites a research note from KGI Securities analyst Michael Liu, who attended a TSMC investor conference on Wednesday. Liu said Samsung foundries will in effect replace TSMC as the main manufacturer of advanced 14-nanometer APs ordered by Apple and Qualcomm. According to Taiwanese publications, Qualcomm has already placed orders with Samsung for the next-gen silicon. Evidence of Apple's orders has not yet been reported.
After years of rumors and speculation, Apple inked a deal with TSMC to produce its mobile chips last June, the first of which are expected to see iOS device lineup this fall.
Today's report lines up with a rumor from early July that claimed Samsung landed orders for a trial run of Apple's "A9" chip, which is said to be built on a 14-nanometer process.
In addition to the alleged swing back to Samsung, TSMC Chairman Morris Chang said during the conference that his company's marketshare of 16-nanometer chips will be smaller than "a major competitor" in 2015. Going into 2016, however, Chang forecasts TSMC to regain its lead.