Re: [新聞] 《外資》蘋果A9單，台積電席捲7成 已刪文
※ 引述《ShawnInHK (卍龘龘龘卍)》之銘言：
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消息人人都會放, 所以這邊給個不一樣的消息,
內容有興趣的自己看.重點就是這一張圖.
http://ppt.cc/sNuK
這張圖有2個重點
2015年
Samsung A9 14nm FinFET, TSMC A9X 16nm FinFET++
2016年
Samsung A10X 10nm FinFET, TSMC A10 16nm FinFET
對應到今年二月三星在ISSCC展示其10nm製程技術就可以知道,
三星在10nm製程的進展不是開玩笑的.
--------------------------
https://www.semiwiki.com/forum/content/4422-apple-leaks-chip-sources.html
Take a look at the figure below and tell me this information did not come
from inside Apple. I can assure you it did. The question is: Was it voluntary
or involuntary? Inquiring minds want to know! There are some minor surprises
which I will get to in a minute but the actual source information is spot on
to what I have heard the past few quarters. This spicy little piece of
information comes from the SemiWiki Semiconductor Process Technology Forum by
the way. SemiWiki has always been about crowdsourcing and you will not find a
better semiconductor crowd than on SemiWiki.com, absolutely.
http://ppt.cc/sNuK
In the fabless semiconductor industry there is always a lively debate on who
will supply chips to whom. For Apple at 20nm it was TSMC versus Samsung. The
Taiwan Press said TSMC and the Korean Press said Samsung. Even after it was
clear that TSMC had won the A8 business the Korean press still said Samsung
was supplying 20-30% of the chips. The Apple A9 has been all over the map. My
prediction was that Samsung would get the A9 since their 14nm LP was ahead of
TSMC by 3-6 months and TSMC would get the A9x which jibes with the figure
above. I also believe that TSMC has the A10. Samsung having the A10x with
10nm is news to me. It was my understanding that Apple was still evaluating
10nm processes. The 10nm PDKs just came out so I would not bet on this one
yet.
The other surprises for me are with the specific process nodes. The A9x
should not be using TSMC 16nm, it should be TSMC 16FF+, and the A10 should
not be 16nm FF+, it should be a new and improved Apple “tuned” version of
16nm. One interesting note, GlobalFoundries is mentioned as a second source
for 14nm but not 10nm and obviously Intel Custom Foundry is nowhere to be
seen but more on that later.
Notice that the figure says iPad & MAC for the A9x and A10x? Not really a
surprise. In fact, I say it's about time! Sign me up for six of those as long
as they are iOS compatible. I really, really, really am sick of Microsoft
Windows!
For the Apple iWatch I agree completely. The S1 is a scaled down version of
the A7 which is Samsung 28nm. Given that, it is easy to assume the S2 is a
scaled down version of the A8 which is TSMC 20nm.
The baseband processors for the next two versions of the iPhones (iPhone 6s
and iPhone 7?) are a bit of a surprise as well. Not the vendors so much
(QCOMM and Intel) but the fact that Apple does not have them integrated into
the A9 and A10 SoCs. To me this is a total technology fail on their part. And
it is not only cost but also power and packaging. As THE leading SoC design
company Apple should be publicly shamed for this unless I’m missing
something here. Why would Apple not integrate the baseband processor like
Qualcomn, MediaTek, and other SoC companies already have?
The takeaway I have from this figure is that Apple is intentionally splitting
orders amongst the foundries, not necessarily based on technology, but for
business reasons. Clearly Apple wants multiple wafer sources and they will do
whatever it takes to make that happen.
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※ 編輯: VirgilAeneid (70.35.59.50), 03/17/2015 11:34:15
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Nope. 圖不是作者作的.
作者自己臆測的,是對這張圖表解讀的部分.而且他是說
Samsung having the A10x with 10nm is news to me. It was my understanding that
Apple was still evaluating 10nm processes. The 10nm PDKs just came out so I
would not bet on this one yet.
這段說法,跟你的放話說"作者在臆測放消息"是明顯不一樣的.
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03/17 11:50, , 3F
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是有這樣的傾向沒錯.但是最近的
Samsung S6 Exynos 7420 (fabed by Samsung) vs
HTC M9/LG Flex 2 Snapdragon S810 (fabed by TSMC)
反而證明了S810是半殘...沾到的手機廠都倒楣了.
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03/17 11:55, , 5F
03/17 11:55, 5F
都是消息,自己看著辦吧.
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你如果有好好看那張圖,怎麼會去去放空台積電?
說雖然Apple A7 獨鍾Samsung, A8 獨鍾TSMC,
那張圖的重點是A9以後都是分散交叉投單的.
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03/17 12:03, , 9F
03/17 12:03, 9F
??? 你哪裡看到這樣子的說法?
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因為作者對圖表上A10X的10nm這個說法是先不予置評,
因為對他來說是"新資訊",跟他的認知是有衝突的.
怎麼會說他放消息呢?
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業界大家都知道. OK? 但是研發跟量產你必須要分開看.
※ 編輯: VirgilAeneid (70.35.59.50), 03/17/2015 12:10:58
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噓
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