Despite legal battle, Apple keeps Samsung inside iPhone
Those key parts include the iPhone 5's expected main processor, the A5, as well as system memory and flash memory--components that together make up the electronic core. Sources who track the chip industry say that Apple must stick with Samsung for the time being.Some rumors had claimed that Apple would switch to Taiwan Semiconductor Manufacturing Company (TSMC) for a so-called "shrink" (smaller version) of the A5 for the iPhone 5.That's simply not doable, sources tell CNET. TSMC has not perfected the advanced manufacturing processes needed to make an A5 for the iPhone and, maybe more importantly, it's prohibitively difficult to jump to a different manufacturer for the same chip design."They don't have a choice. They can't switch [from Samsung] at this stage," said one source, familiar with the dynamics of the cell phone chip industry supply chain, referring to the A5. A report yesterday in the Korea Times also said that Samsung will supply the A5 and memory components. (And another report claims to show a photo of the iPhone 5 or iPhone 4s' internals. While a second report claims to show the iPhone 4s.) The same Korea Times report said Samsung Electronics is seeking a "complete ban" on sales of the Apple iPhone 5 in Korea, in retaliation to patent lawsuits by Apple against Samsung. Because of legal wrangling like this, Apple is expected in the future to turn to TSMC, and possibly other chip manufacturers, for chips beyond the A5, such as the A6.And the report in the Korea Times goes on to make an interesting claim. The iPhone 5 will include silicon for near-field communication (NFC), a technology that allows wireless payments, enabling an iPhone to serve as an electronic wallet, among other uses.But other reports say NFC may not appear until a later version of the iPhone.Other expected iPhone 5 features include better graphics silicon inside the A5, such as the Imagination PowerVR SGX543 graphics used in the iPad 2, and an 8-megapixel camera, an improvement over the 5-megapixel camera in the iPhone 4.Updated at 11:40 p.m. PST: with possible photo of iPhone 4s from Macpost.
Demand dichotomy- PCs down, iPad up
Demand dichotomy: PCs down, iPad up
Intel, Advanced Micro Devices, and Nvidia--three of the leading PC chip stocks--have taken a beating in the last two days, largely driven by reports from Wall Street analysts, such asJ.P. Morgan's Christopher Danely, who warned investors that PC orders are "falling off a cliff."Barclays Capital also had dour things to say about overly optimistic predictions by Intel and AMD--who together supply processors for virtually all of the world's PCs--when the two companies announced earnings last month.In general, analysts are citing a weaker outlook for consumer and corporate computer spending worldwide. Seemingly immune to all of this is the iPad. Shipment forecasts for Apple's 10-inch class mobile device continue to get raised, with analysts now predicting that well over 10 million iPads will ship this year (one analyst at Robert W. Baird is now predicting up to 15 million).And this explosive growth, to some degree, is eating into low-end laptop sales.And maybe equally worrisome for PC chip suppliers is that the iPad is not powered by a traditional laptop processor. It uses Apple's A4 chip, which also powers Apple's new iPhone 4. So PC chipmakers are not tied in any way to the the iPad's phenomenal shipment numbers. Indeed, Apple has a unique market-making opportunity, as no major computer makers are currently shipping 10 inch-class tablets that rival the iPad, which went on sale April 3.That said, tablet competition will likely heat up later this year or next year when Android and Windows-based tablets are expected to come to market in force.Windows tablets are expected to be powered by Intel chips.
Intel, Advanced Micro Devices, and Nvidia--three of the leading PC chip stocks--have taken a beating in the last two days, largely driven by reports from Wall Street analysts, such asJ.P. Morgan's Christopher Danely, who warned investors that PC orders are "falling off a cliff."Barclays Capital also had dour things to say about overly optimistic predictions by Intel and AMD--who together supply processors for virtually all of the world's PCs--when the two companies announced earnings last month.In general, analysts are citing a weaker outlook for consumer and corporate computer spending worldwide. Seemingly immune to all of this is the iPad. Shipment forecasts for Apple's 10-inch class mobile device continue to get raised, with analysts now predicting that well over 10 million iPads will ship this year (one analyst at Robert W. Baird is now predicting up to 15 million).And this explosive growth, to some degree, is eating into low-end laptop sales.And maybe equally worrisome for PC chip suppliers is that the iPad is not powered by a traditional laptop processor. It uses Apple's A4 chip, which also powers Apple's new iPhone 4. So PC chipmakers are not tied in any way to the the iPad's phenomenal shipment numbers. Indeed, Apple has a unique market-making opportunity, as no major computer makers are currently shipping 10 inch-class tablets that rival the iPad, which went on sale April 3.That said, tablet competition will likely heat up later this year or next year when Android and Windows-based tablets are expected to come to market in force.Windows tablets are expected to be powered by Intel chips.
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