2015 is about to enter the second half, the Apple iPhone A9 processor order will undoubtedly affect the leading semiconductor, Samsung and Taiwan TSMC in the second half of the performance, and therefore the market rumors opinions. This paper will try to from the current market chaos message, sums up and analyzes the foundry this year half of the development trend.
Although some analysts pointed out that Samsung may only take orders from the A9 processor, TSMC got only provide the iPad A9X processor orders, but from the perspective of the apple has established the policy of decentralized suppliers, A9 processor by the Taiwan product electric and Samsung eating should be no doubt, is unlikely to again past by a manufacturer only take orders occur. In fact, in order on the A8 processor, that is, the market information pointed out that the proportion of the order of the station and Samsung 3:2, rather than rumors on the market, by the station A8 alone take orders. 4 months Globalfoundries efferent 14nm yield can not be achieved and an apple to turn a single product electric news shows, the Samsung camp on the 14nm yield does not ideal, so the original Samsung intends to alliance Globalfoundries, alliance apple of sweep the deck of large orders the idea also lost.
On the other hand, from the expansion of Samsung Electronics production plan can also sniff out clues, at the beginning of this year Samsung will flag in Han Guohua Town, originally booked as production 14nm logic chip found wafer factory for production of DRAM memory. Even a few days ago announced a high-profile in Pyeongtaek, 150 billion US dollars expansion plans, have not yet been finalized whether to production memory or logic chip. And according to DIGITIMES research for data processing, 2015 Samsung Semiconductor Capital Expenditures in about $150 billion, of which DRAM and NAND memory respectively 64 and $47 billion, i.e. logic chip sector capital spending is about about $40 billion. Overall, not is for technical bottlenecks or the reasons for the lack of order and stability, the Samsung investment pace slows in the logic chip production capacity, and this is stage accumulating Telecom heart is full can in 2016 swept advanced process market is the main reason. So, considering the Samsung technology and capacity, the final A9 order ratio may be the same as Samsung 7:3, and even 8:2, and the same proportion can also be applied in the A9X orders. In Apple's A9 processor orders, the station is expected to continue to play the role of major suppliers. And this order will become the main force of the second half of the growth of the first half of the year 2015.You may interested on: cheap samsung galaxy note 3 cases
Samsung's new flagship is currently shipped? Come and see the data..
According to Yonhap reported, Samsung Electronics announced today that they most new flagship phone Galaxy S6 and S6 edge of global cumulative shipments exceeded 1 million units.
This year, Samsung in S6 series models adopted a comprehensive home exynos 7420 processor, multiple tests showed that its comprehensive performance over Xiaolong 810, is currently the strongest mobile processor. And the manufacturers are very concerned about the performance of the camera, S6 and iPhone 6 are not up and down.
However, the Korean media also pointed out that S6 sold more than a month to 1 millions of shipments, while the generation of S5 in just 25 days. At present, the general forecast of the agency is that total shipments of S6 will reach 55000000 this year, of course, also given the number of 70000000.
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