The following line of speculation regarding stitching multiple images as well as handling greater pixel density for VR and AR is a good approach to this story, methinks.
“While the current A9 SoC is an extremely capable processor, it might not be enough to support the dual rear-facing cameras…”
Stitching together multiple images indeed can take a fair amount of CPU/GPU. But it needn't happen instantaneously, and very likely, specialized circuits will be involved, reducing the burden on the CPU. That processing might likely be well less than 1% of what users want to do, and not too time-critical (unless it's going to be used on videos), so something else will drive the next stage of processor speed.
Applications/uses that might be more bottlenecked would be a denser screen that'd look better in a “Cardboard” or similar VR/AR use, more intensive games, possibly advanced video codecs. Not audio; not displaying video, both of which are handled easily today. Maybe faster browsing, a CPU (not esp GPU) job.n
That's funny. All that capacity to make 820s for what? The next big thing from Samsung that nobody is going to buy.
Android have 85% of world market share - so that's 'what'. What you, I or anyone else thinks is irrelevant. All Samsung have to do is make those processors and sell them for a profit. It doesn't matter if Qualcom dump them in the sea so long as they abide by their contract and Pay Samsung for making them.
WOW, now it's 85%? Who's saying that? Is that a new fandroid number? Market share isn't everything. It's great for Google I guess, but no one is really making any money from Android other then Google. Samesung profits have been dropping, and most everyone is is breaking even or losing money currently. Which is why APPLE is making around 94% of the Smartphone profits!!!
Who would you rather be. The Company's (Android) selling a Zillion phones and breaking even, or Apple selling 1 iPhone and making a $50 profit? Because that's basically what's happening when it comes right down to it. Who's really winning? Ever hear the saying, "Work Smarter, Not Harder!"?
Sure Apple could sell a zillion lower end iphone iPhones for $200 a pop and make no money on them. What would be the point of that, Market Share? You're now devaluing your brand doing that. Which in turn slows sales of the higher end phones that actually make money.
Apple is #1 is the $1000+ PC market. Goes to show how many CHEAP Window PC's are sold at razer thin profits!!! Apple has been doing just fine in that market. There is zero need to be #1 at the cost of making no money.
Android have 85% of world market share - so that's 'what'. What you, I or anyone else thinks is irrelevant. All Samsung have to do is make those processors and sell them for a profit. It doesn't matter if Qualcom dump them in the sea so long as they abide by their contract and Pay Samsung for making them.
WOW, now it's 85%? Who's saying that? Is that a new fandroid number? Market share isn't everything. It's great for Google I guess, but no one is really making any money from Android other then Google. Samesung profits have been dropping, and most everyone is is breaking even or losing money currently. Which is why APPLE is making around 94% of the Smartphone profits!!!
Who would you rather be. The Company's (Android) selling a Zillion phones and breaking even, or Apple selling 1 iPhone and making a $50 profit? Because that's basically what's happening when it comes right down to it. Who's really winning? Ever hear the saying, "Work Smarter, Not Harder!"?
Sure Apple could sell a zillion lower end iphone iPhones for $200 a pop and make no money on them. What would be the point of that, Market Share? You're now devaluing your brand doing that. Which in turn slows sales of the higher end phones that actually make money.
Apple is #1 is the $1000+ PC market. Goes to show how many CHEAP Window PC's are sold at razer thin profits!!! Apple has been doing just fine in that market. There is zero need to be #1 at the cost of making no money.
Why are you trying to steer the conversation away from the topic, which is a rumour about which manufacturer will be making the A10, not about who makes what profits from completed phones. As far as Samsungs components division is concerned, it doesn't matter to them what the profitability or other metrics are concerning phones, all that matters is that the fabs are running at or near capacity and that the customers are paying for the chips.
Interestingly, even with Samsung's mobile division suffering a considerable downturn lately, they still make more profit than the components division.
"Share of Android OS of global smartphone shipments from 1st quarter 2011 to 3rd quarter 2015"
Typically it takes atleast 2 years for chip node transition but TSMC might be doing from 16nm to 10nm in one year. It is significant achievement. Hope this TSMC news for A10 processor to be built on 10nm node is true. Gives lot of design/package leverage to Apple upping overall performance including possible Quad core processor, more graphics cores, integrate more peripheral chips on same module, more space for larger battery. Side-effect, Samsung is caught bare-foot under estimating TSMC's progress on 10nm node probably loosing Apple's chip business. Next year or 2018, TSMC will move to 7nm.
Android ; 85% hmm.... Is that 85% all snapdragon processors, or if not please precise the precentage / volumen.
Guess that it's only a little fraction of the "85%" which is based on that snapdragon 820 processor. Rest is cheap dumps (selling at lower or break even prices than low end production price (based on the industry's earnings reports) So what you suggest is - that Samsung should use the top tiere billion dollar state of the art plant - producing lowend chips for the rest of the android marked, or perhaps just produce and sell the 820 version for the same price as the low end competitors? Otherwise I don't se any movements off stock...
- or what?
Typically it takes atleast 2 years for chip node transition but TSMC might be doing from 16nm to 10nm in one year. It is significant achievement. Hope this TSMC news for A10 processor to be built on 10nm node is true. Gives lot of design/package leverage to Apple upping overall performance including possible Quad core processor, more graphics cores, integrate more peripheral chips on same module, more space for larger battery. Side-effect, Samsung is caught bare-foot under estimating TSMC's progress on 10nm node probably loosing Apple's chip business. Next year or 2018, TSMC will move to 7nm.
Samsung caught bare footed?
"Samsung Electronics Surpasses Intel and TSMS in 10-Nano System Semiconductor and Opens up A Door for Giga-Phone Generation
Nov 18, 2015
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Samsung Electronics developed 10-nano FinFET processed S-RAM for the first time in the world. 10-nano S-RAMs that its competitors Intel and TSMC announced are still being processed at 14-nano and 16-nano. With development of 10-nano S-RAM, it will open up a door for a generation of Giga-Smartphone.
S-RAM, which is faster than D-RAM, is used for CPU’s cache memory. A fact that 10-nano S-RAM is developed indicates that preparation of equal system semiconductor processing’s mass-production is going very smoothly. If this trend continues, mobile application processor (AP) that has 10-nano technology will be mass-produced on full-scale in early 2017. It is expected that 10-nano AP will combine Gigabyte modem chips into one, which will make speed faster." http://english.etnews.com/20151118200002
"Samsung Shows Roadmap to 7nm-gen 3D Transistor Technology
Jun 15, 2013
Jyunichi Oshita, Nikkei BP Semiconductor Research
Samsung Electronics Co Ltd delivered a lecture on 14nm and more advanced process technologies for logic chips using FinFETs (3D transistors) at the 2013 Symposium on VLSI Technology, which took place from June 11 to 13, 2013, in Kyoto, Japan (lecture number: T7-2)."
"Samsung Ramps 10nm in 2016
FinFET Roadmap Aligns with TSMC's Plans
Jessica Lipsky
5/22/2015 01:50 AM EDT
SAN FRANCISCO -- Samsung announced its next-generation process technology, a 10nm FinFET node, at a company event here. The announcement comes a month after Samsung detailed its 14nm process.
Samsung was shy on specs, but said the process node will be in full production by the end of 2016, about the same time as its rival TSMC. The Samsung 10nm process offers “significant power, area, and performance advantages” and targets a broad range of markets, said foundry senior vice president Hong Hao."
2.6% of Samsung Electronic's total marketshare is coming from Apple
Citation? Apple and Samsung are the world's largest buyers of semiconductors with Apple holding an 8.7% market share. If your number is correct, it implies that Apple is shunning Samsung as a semiconductor supplier…
The world's largest semiconductor manufacturers are Intel, Samsung, Qualcom, Micron and Hynix holding a combined 40% of the global market. Samsung itself is only 10.8%. If you introduce foundries, Samsung falls to 4th. Apple has been loosening reliance of Samsung's semiconductor business since 2014 when they signed a 3-year contract with TSMC.
People here seem to doubt the vastness of Samsung's operation. It's not some tiny backwater operation run by the Koreans that exists only because of Apple, it's a massive and broad-reaching enterprise that's very, very ingrained in the semiconductor market and various other industries. Apple and it's leaders don't care in the slightest about the Samsung brand: they care about quality. Samsung's newest processors aren't as good as alternatives, Apple drops them. It's hit, but not one that'll bankrupt the company. Samsung still produces vast quantities market-leading of NAND, DRAM, (O)LEDs and other panels, 22% of the handheld mobile market and not to mention it's non-electronic operations such as Oil/Gas platforms, Nuclear Power Plants and Renewable energy platforms.
How am I butt-hurt? I don't have shares in either Samsung or Apple. They are just faceless companies that make stuff as far as I am concerned.
You are the one who's butt-hurt as you know I am right. Taiwan has just suffered a serious earthquake, with 130 lives lost, unfortunately. Fabs have had production runs lost and are having to re-calibrate equipment. A larger quake nearer the fabs would have far more serious consequences with down-time measured in years.
"They are just faceless companies that make stuff as far as I am concerned"
Agreed. As much as Apple makes great products / services, at the end of the day they're beholden to their shareholders, not us.
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Interestingly, even with Samsung's mobile division suffering a considerable downturn lately, they still make more profit than the components division.
"Share of Android OS of global smartphone shipments from 1st quarter 2011 to 3rd quarter 2015"
http://www.statista.com/statistics/236027/global-smartphone-os-market-share-of-android/
"Samsung Electronics Surpasses Intel and TSMS in 10-Nano System Semiconductor and Opens up A Door for Giga-Phone Generation Nov 18, 2015 facebook tweet google linkedin kor Samsung Electronics developed 10-nano FinFET processed S-RAM for the first time in the world. 10-nano S-RAMs that its competitors Intel and TSMC announced are still being processed at 14-nano and 16-nano. With development of 10-nano S-RAM, it will open up a door for a generation of Giga-Smartphone. S-RAM, which is faster than D-RAM, is used for CPU’s cache memory. A fact that 10-nano S-RAM is developed indicates that preparation of equal system semiconductor processing’s mass-production is going very smoothly. If this trend continues, mobile application processor (AP) that has 10-nano technology will be mass-produced on full-scale in early 2017. It is expected that 10-nano AP will combine Gigabyte modem chips into one, which will make speed faster." http://english.etnews.com/20151118200002
"Samsung Shows Roadmap to 7nm-gen 3D Transistor Technology Jun 15, 2013 Jyunichi Oshita, Nikkei BP Semiconductor Research Samsung Electronics Co Ltd delivered a lecture on 14nm and more advanced process technologies for logic chips using FinFETs (3D transistors) at the 2013 Symposium on VLSI Technology, which took place from June 11 to 13, 2013, in Kyoto, Japan (lecture number: T7-2)."
"Samsung Ramps 10nm in 2016 FinFET Roadmap Aligns with TSMC's Plans Jessica Lipsky 5/22/2015 01:50 AM EDT SAN FRANCISCO -- Samsung announced its next-generation process technology, a 10nm FinFET node, at a company event here. The announcement comes a month after Samsung detailed its 14nm process. Samsung was shy on specs, but said the process node will be in full production by the end of 2016, about the same time as its rival TSMC. The Samsung 10nm process offers “significant power, area, and performance advantages” and targets a broad range of markets, said foundry senior vice president Hong Hao."
Looks like Samsung might be able to keep up.
People here seem to doubt the vastness of Samsung's operation. It's not some tiny backwater operation run by the Koreans that exists only because of Apple, it's a massive and broad-reaching enterprise that's very, very ingrained in the semiconductor market and various other industries. Apple and it's leaders don't care in the slightest about the Samsung brand: they care about quality. Samsung's newest processors aren't as good as alternatives, Apple drops them. It's hit, but not one that'll bankrupt the company. Samsung still produces vast quantities market-leading of NAND, DRAM, (O)LEDs and other panels, 22% of the handheld mobile market and not to mention it's non-electronic operations such as Oil/Gas platforms, Nuclear Power Plants and Renewable energy platforms.
Agreed. As much as Apple makes great products / services, at the end of the day they're beholden to their shareholders, not us.