Editorial: Apple's Ax SoC move from Samsung to TSMC can't happen fast enough

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Comments

  • Reply 21 of 111
    charlitunacharlituna Posts: 7,217member
    cnocbui wrote: »
    Dilger, stay away from the funny mushrooms - there's a good lad.

    While I agree that much of this is interpretive BS with Dilger putting his views and opinions into the mouth of Apple one thing did stand out
    To meet the incredible demand for tens of millions of iPads and additional tens of millions of iPhones, iPod touches and Apple TVs, Apple has needed to line up its supply chain years in advance.

    This suggests very strongly that Apple has to design ahead by a good 4-5 years if not longer and that notion that the iPhone 5 was the last 'Steve Jobs Product' might not be so true after all. There could be more. Much more.
  • Reply 22 of 111
    tallest skiltallest skil Posts: 43,388member


    Originally Posted by cnocbui View Post

    No, it was Samsung.


     


    They sure don't seem to care about 'em, though. Samsung's dead set on OLED being the next however many years. These guys, however, are already on the next thing.


     




    QD Vision is the only company that has publicly committed to using quantum dots as the light-emitting element in a commercial display. LG has partnered with QD Vision to help the company develop its QLED displays.







    That's might Applecentric of you to say a technology isn't worth considering unless Apple deigns to use it



     


    Interesting in that I didn't say that.


     



    Originally Posted by cnocbui View Post

    Apple.


     


    Because every single Apple patent is turned into a product¡

  • Reply 23 of 111
    tallest skiltallest skil Posts: 43,388member


    Originally Posted by cnocbui View Post

    Apple.


     


    Because every single Apple patent is turned into a product¡

  • Reply 24 of 111
    mac_128mac_128 Posts: 3,454member
    Why can't Apple simply work with intel ?

    NIH
  • Reply 25 of 111
    This is the best move for both companies. It'll free up Samsung to produce their 14NM Chips for the note series :)
  • Reply 26 of 111
    ksecksec Posts: 1,569member


    This is the second pieces I read from Daniel that he has absolutely no idea what he is talking about. Apart from referencing semiwiki


    Quote:

    Originally Posted by crazy_mac_lover View Post



    Why can't Apple simply work with intel ?


    Because Intel just hasn't make up its mind. And even if they do, it would be at least 2 - 3 years at best before they could starting producing SoC for Apple.


     


    And again, TSMC has the best Fabs and Tools for Mobile SoC currently.  And given the newly released Roadmap from TSMC, I now fully expect Apple will enter a long term relationship with TSMC for producing all its chips.


     


    Quote:

    Originally Posted by RichL View Post


     


    Samsung Mobile and Samsung Semiconductor are effectively separate companies. How a long time Samsung Mobile didn't even use Samsung chips in the majority of its phones and it's been reported that Samsung Mobile don't get a discount on the chips. 


     


    Maybe Apple was smart enough to realize that it wasn't Samsung Semiconductor copying Apple's designs or ridiculing the company.



     


    They are ultimately owned by the same person. And it doesn't matter if they get any discount, the money will still ends in the same hand. 


    The Business Practice and culture in Asia is vastly difference to UK or US. And that is all i can say.

  • Reply 27 of 111
    taniwhataniwha Posts: 347member

    Quote:

    Originally Posted by Tallest Skil View Post





    Originally Posted by Loptimist View Post

    i don't know about QD being used for flexible display at any near future. 


     


    Who says it has to be flexible? Gotta stop the glass from breaking first.





    Originally Posted by cnocbui View Post

    You do know which company was the first in the world to demonstrate a full colour QD display?


     


    LG.





    I find it odd that you declare OLED's a dead end just as several manufacturers seem poised to introduce large panel OLED TV's.  I understand Panasonic is closing it's LCD manufacturing plants as it switches to OLED.  What do you know that the tech giants don't?



     


    I know that the only company in the industry doing any innovation isn't using them. That's usually enough to black spot a technology in some way.



    TS: King of Kool-Aid. WTF are you guys smoking that makes you so batshit crazy that you believe that crap. ?

  • Reply 28 of 111
    gazoobeegazoobee Posts: 3,754member
    Quote:
    Originally Posted by Loptimist View Post

     

    i don't know about QD being used for flexible display at any near future. 

     

    IGZO screens can be flexible and Apple is just on the verge of putting IGZO screens in all their products if rumours are to be believed. Also, they have given huge amounts of money to Sharp (as has FoxConn), in a very similar investment situation to that described for chips from TSMC in the article.

    If Apple's volume of device sales continues and especially if it continues to accelerate, it's possible that TSMC and Sharp will become almost Apple subsidiaries similar to FoxConn and produce all of their chips and screens respectively.
  • Reply 29 of 111
    mikeb85mikeb85 Posts: 506member

    Quote:

    Originally Posted by crazy_mac_lover View Post



    Why can't Apple simply work with intel ?


     


    Because Intel is more demanding than other manufacturers.  They charge more for chips and want to keep more profit for themselves.  

  • Reply 30 of 111
    cnocbuicnocbui Posts: 3,613member

    Quote:

    Originally Posted by charlituna View Post





    While I agree that much of this is interpretive BS with Dilger putting his views and opinions into the mouth of Apple one thing did stand out

    This suggests very strongly that Apple has to design ahead by a good 4-5 years if not longer and that notion that the iPhone 5 was the last 'Steve Jobs Product' might not be so true after all. There could be more. Much more.


     


    Speaking of thinking ahead - while Dilger waxes lyrical about TMSC and how they are planning on working on 20nm and 16nm next, Samsung has been busy actually building a fab for 20nm and 14nm  which is due to come on-stream later this year, so Samsung could be producing 20nm Exynos dies early next year.  They are already producing SOCs with ARM A15 cores.  No doubt Apple will get around to A15 cores at some point and we will be told how bold and groundbreaking their innovation is. /s


     


    I agree with K. Darling - It does appear Apple are biting off their nose to spite their face with their current attitude to Samsung.

  • Reply 31 of 111
    gazoobeegazoobee Posts: 3,754member

    Quote:

    Originally Posted by AppleInsider View Post



    ...





    TSMC Logo




    ...



     


    You can tell TSMC is a geeky company by the logo, which is possibly one of the worst logos in existence.  Ugly colours, Times Fucking Roman (!) font, along with the graphic that reminds people of the high flaw-rate within it's own product. WTF?  


     


    The fact that no one at the company saw how horrible this logo is and that the company has operated for many years with it and no one has seen fit to change it, proves that absolutely no one at the company has any creative, right-brain thinking at all.  


     


    I imagine that every single employee has Asberger's or something?  


    The company president got his six year old son to design it?  


    The founder designed it in the 80's when he was dreaming of owning a company and couldn't let it go?  

  • Reply 32 of 111
    anonymouseanonymouse Posts: 6,860member

    Quote:

    Originally Posted by SolipsismX View Post





    Nothing you've said is remotely accurate.


     


    Do we have to note that every time he posts? Well, probably. Maybe he's getting paid by the word.

  • Reply 33 of 111
    mikeb85mikeb85 Posts: 506member

    Quote:

    Originally Posted by cnocbui View Post


     


    Speaking of thinking ahead - while Dilger waxes lyrical about TMSC and how they are planning on working on 20nm and 16nm next, Samsung has been busy actually building a fab for 20nm and 14nm  which is due to come on-stream later this year, so Samsung could be producing 20nm Exynos dies early next year.  They are already producing SOCs with ARM A15 cores.  No doubt Apple will get around to A15 cores at some point and we will be told how bold and groundbreaking their innovation is. /s


     


    I agree with K. Darling - It does appear Apple are biting off their nose to spite their face with their current attitude to Samsung.



     


    Yup.  While Samsung may be a tad unoriginal in producing complete consumer products, they definitely are ahead of most of the industry when it comes to research.  Many of the 'new' technologies, especially in displays, originated at Samsung.  


     


    Meanwhile, Samsung is already shipping an 8-core processor, which apparently beats Qualcomm's best by a fairly wide margin...  http://www.techradar.com/news/phone-and-communications/mobile-phones/samsung-galaxy-s4-adds-insult-to-injury-as-eight-core-smashes-quad-core-in-tests-1143900

  • Reply 34 of 111
    gazoobeegazoobee Posts: 3,754member

    Quote:

    Originally Posted by cnocbui View Post


     


    Speaking of thinking ahead - while Dilger waxes lyrical about TMSC and how they are planning on working on 20nm and 16nm next, Samsung has been busy actually building a fab for 20nm and 14nm  which is due to come on-stream later this year, so Samsung could be producing 20nm Exynos dies early next year.  They are already producing SOCs with ARM A15 cores.  No doubt Apple will get around to A15 cores at some point and we will be told how bold and groundbreaking their innovation is. /s


     


    I agree with K. Darling - It does appear Apple are biting off their nose to spite their face with their current attitude to Samsung.



     


    Nah, you are totally misrepresenting the situation here.  It's true that Samsung is doing exactly what you say, but if you read the article more carefully, you'd see that Apple is doing the exact same.  They are both currently working on 22nm and it's debatable who's production is ahead of who's.  Apple is typically slightly ahead on these things so if you're going to wildly assume things, it makes more sense to assume that Apple is ahead actually.  


     


    You are also wrong about the A15 cores.  The current iPhone 5 uses bits and pieces of both A15 and A9 design cues.  It's more sophisticated than Samsung's use of A15 designs "off the shelf" and is a custom configuration of ARM's IP.  It's arguably more sophisticated than anything Samsung has made so far in that Samsung to date has stuck with standard configurations and only bought a similar license to Apple's (that allows for customisation of the ARM designs), relatively recently.  


     


    Finally, "K. Darling" is a total troll and will say all kinds of things (true or not) to drive the world to his opinion that Apple is a shitty company, so agreeing with him just makes you look bad (or at least as biased as he is).  

  • Reply 35 of 111
    cnocbuicnocbui Posts: 3,613member

    Quote:

    Originally Posted by Gazoobee View Post


     


    Nah, you are totally misrepresenting the situation here.  It's true that Samsung is doing exactly what you say, but if you read the article more carefully, you'd see that Apple is doing the exact same.  They are both currently working on 22nm and it's debatable who's production is ahead of who's.  Apple is typically slightly ahead on these things so if you're going to wildly assume things, it makes more sense to assume that Apple is ahead actually.  


     


    You are also wrong about the A15 cores.  The current iPhone 5 uses bits and pieces of both A15 and A9 design cues.  It's more sophisticated than Samsung's use of A15 designs "off the shelf" and is a custom configuration of ARM's IP.  It's arguably more sophisticated than anything Samsung has made so far in that Samsung to date has stuck with standard configurations and only bought a similar license to Apple's (that allows for customisation of the ARM designs), relatively recently.  


     


    Finally, "K. Darling" is a total troll and will say all kinds of things (true or not) to drive the world to his opinion that Apple is a shitty company, so agreeing with him just makes you look bad (or at least as biased as he is).  





    Rubbish.

  • Reply 36 of 111
    isaidsoisaidso Posts: 750member

    Quote:

    Originally Posted by charlituna View Post




    Quote:

    Originally Posted by crazy_mac_lover View Post



    Why can't Apple simply work with intel ?




    Perhaps because Intel isn't in the game to produce chips designed by someone else rather than Intel chips. And although we don't know the details Apple has a reason they didn't want 'Intel Inside' or they would have done that years ago.


    There have been "rumors" that Intel may get into this game; and specifically with Apple. It still might occur, even with the TSMC production.(more chips for Apple the better)


    Intel is making less and less computer chips (for obvious reasons) and may start doing 3rd party fab jobs. Seems like it would be a prudent move for them.  Why not?

  • Reply 37 of 111
    gazoobeegazoobee Posts: 3,754member

    Quote:

    Originally Posted by cnocbui View Post




    Rubbish.



     


    Wow, great comeback.  image

  • Reply 38 of 111


    They are obviously spending even longer than DED is, at talking about it. 


     


    To Exynos be or To Exy not to be, that is the question.   

  • Reply 39 of 111
    isaidsoisaidso Posts: 750member

    Quote:

    Originally Posted by ksec View Post


    This is the second pieces I read from Daniel that he has absolutely no idea what he is talking about. Apart from referencing semiwiki


    Quote:

    Originally Posted by crazy_mac_lover View Post



    Why can't Apple simply work with intel ?


    Because Intel just hasn't make up its mind. And even if they do, it would be at least 2 - 3 years at best before they could starting producing SoC for Apple.


     


    And again, TSMC has the best Fabs and Tools for Mobile SoC currently.  And given the newly released Roadmap from TSMC, I now fully expect Apple will enter a long term relationship with TSMC for producing all its chips.


     


    Quote:

    Originally Posted by RichL View Post


     


    Samsung Mobile and Samsung Semiconductor are effectively separate companies. How a long time Samsung Mobile didn't even use Samsung chips in the majority of its phones and it's been reported that Samsung Mobile don't get a discount on the chips. 


     


    Maybe Apple was smart enough to realize that it wasn't Samsung Semiconductor copying Apple's designs or ridiculing the company.



     


    They are ultimately owned by the same person. And it doesn't matter if they get any discount, the money will still ends in the same hand. 


    The Business Practice and culture in Asia is vastly difference to UK or US. And that is all i can say.



    While I agree with you about TSMC (and they've been buying up new fab equipment by the boatload lately), your assessment that Intel would be 2-3 years away from being able to provide fab services, is a number pulled straight out of your ass. Something to consider when you've just said that someone else has "no idea what they're talking about".

  • Reply 40 of 111
    isaidsoisaidso Posts: 750member

    Quote:

    Originally Posted by Gazoobee View Post


     


    The fact that no one at the company saw how horrible this logo is and that the company has operated for many years with it and no one has seen fit to change it, proves that absolutely no one at the company has any creative, right-brain thinking at all.  



    In other words; they're absolutely perfect for doing exactly what it is they do.image

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