A new rumor in Taiwan suggests that Apple could be turning to TSMC as the main manufacturer and supplier for its ARM-based processors.
Following the conclusion of a legal battle that had Apple walk away with more than $1 billion in damages paid by Samsung, a production switch may be the far greater financial blow, given current estimates from IHS that Apple will be selling 149 million iPhones and close to 60 million iPads this year. According to Digitimes, it appears that if TSMC can prove it has what it takes to produce Apple's chips, it may be able to grab the lion's share of the business.
It is unlikely, however, that Apple will be making the same mistake again and rely on a single source for one of the key components of its devices. Just like the company diversified its memory supplier base, it would not be surprising if the company did the same with its processor. It is not a secret that Globalfoundries has been courting Apple for some time now to get into play as well. Digitimes noted that if TSMC is in fact in talks with Apple, the company's 16nm FinFET process to be Apple's most likely choice.
At this time, Samsung remains the sole production company of the iPhone and iPad processors.
In related news : TSMC denied Apple a contact that would allow them exclusive use of the full production capacity of their fab's. Because of this Apple is now stuck between a rock and a hard place as they pissed off Samsung, and TSMC cannot meet their demands without turning away other customers, which they are unwilling to do at this time.
Apple really could be in trouble global foundrys wont touch the ARM race right now, they have issues at 28nm and below, TMSc also makes x86 pricessors at tye same FAB.
A pcmag article I can link to claims Apple generates $650 in revenue per iPhone. That means a month's delay in production costs a little over 8 billion dollars. And this doesn't include revenue from the iPad.
That's a lot more than a mere billion.
Not to mention if there is a decrease in quality or a decrease in supply due to sourcing problems, which might even tarnish the brand.
I don't know how Apple always acts like an arrogant litigious cry baby and people think the brand represents cool laid back people.
Apple definitely should open their own plants. Open them in the USA. Create some American jobs.
Will they? I doubt it.... ;o)