Friday, October 16, 2015 2:02:07 AM
I doubt TSMC will be in time with 10nm, especially after their spending cut. I expect Intel and Samsung to be first. I expect Apple to give all orders to TSMC for their next CPUs to support them, but that will lead to Apple being not the first on a leading edge process. Probably won't harm sales of the iPhone too much, but I predict its sales to come down sharply in the years coming anyway. I don't see many people replacing their iPhone 6 with the 1000$ nuts expensive iPhone 6s.
TSMC and Qualcomm really get squeezed by dismal tablet sales (wasn't that supposed to be the PC?) and by Samsung mainly using its own mobile chips instead of Qualcomm's. In addition, Intel is fighting a price war and enters the low cost market with SOFIA. We'll see how this unfolds, right fastpathguru & wthdk?
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