Digitimes Research published an estimate of the allocation of production of application processors by Samsung. It suggests that Apple will transition away from Samsung as a processor supplier during 2013 and stop sourcing altogether by 2014.
Most current capacity (nearly 70%) is said to be allocated to Apple’s products. The iPhone, iPad and iPod touch consumed an estimated 226 million processors in 2012. That demand is expected to increase but it will increasingly to be met by other suppliers in 2013. However, Samsung’s own products will take up some of the slack.
The following graph shows the estimated production schedule by customer.
There are several questions that this data raises:
- Does Samsung’s microprocessor production exceed that of Intel?
- Who will produce Apple’s processors after 2013. Will it be one or more suppliers is also an open question.
- Is Apple’s CapEx (est. $10 billion/yr.) being spent on some of this future capacity? A modern fab costs about that much.
- As the iOS processors are Apple’s own designs, will Apple be integrating production and design?
Prior to his departure Intel’s Paul Otellini had begun speaking about manufacturing. He argued that the “fabless” model was no longer competitive and that design and manufacturing should be re-integrated.
I think we’re about to find out to what degree that will happen.
Shiny Things and Little App Factory are holding a sale on our iOS education and Mac media apps with deals of up to 50%. Titles include the fun new Jungle Picnic, Quick Math, the award winning RipIt and Tagalicious.
Available for a limited time only, don’t miss out!
Sponsorship by The Syndicate
A review of RIM’s latest service pricing surprise; what do maps cost and what are they worth and the way to think about Google as a business.
via 5by5 | The Critical Path #68: On Very Large Scale Integrated Companies.
If you are available January 29th and/or 30th in the San Jose area we could use your help.
We need eight people to help with registration, microphone relay, guides.
We also need five people to act as Camera Operators – we will provide Cameras and training, but any experience is a bonus.
We also need an Audio Mixer Operator – experience as a DJ is enough.
In exchange for a day of hard labor you’ll get:
- Access to event (when not busy)
- Access to reception and meals
- A collectable Asymconf t-shirt
Send email to firstname.lastname@example.org to apply.
We recommend staying at the Hayes Mansion
200 Edenvale Avenue, San Jose, CA 95136
Phone: +1 866.981.3300
The workshops will be held here on January 29th.
Three One more workshop seats are available).
Update: Workshops are sold out.
Update 2: Use this link to reserve a special event rate of $149/night. You can also reserve by calling the number above and asking for the Asymco rate.