Very true. If they pick Intel for baseband and then foundry at 10nm there is no going back to TSM and Samsung at which point Intel will surely pitch x86 mobile and the benefits of a unified code for the entire Apple ecosystem. I know unified software sounds terrible to Apple fans but it does...
So funny when the new TSM or Sammy nodes launch it is about how dense it is and therefore superior but when an Intel process is dense than it doesn't necessarily mean they are better even when said density is coming from the tool maker that supplies all of the fabs.
You got me. After studying the foundry model and intel I chose to to put money in intel stock. This forced me to spend countless hours researching the various claims of the arm camp and Intel camp. In the end Intel method is superior. All of the arm shills regurgitate FUD that has been...
If apple wants to be competitive with Windows 10 is doing x86 is the way forward not ARM. Windows 10 is a much better solution unifying everything from mobile all the way to desktop. Right now the apple ecosystem is fragmented.
Caught up? That's laughable they haven't even launched the node yet and you are claiming they caught up not to mention Intel is not standing still either.
http://i.imgur.com/bDlN7Lm.png
The link above is a slide from ASML you should Google them. When TSM launch 10nm it will finally be...
Ok show me who else is launching 14/16? AMD is not launching until next year and with sales of a whopping $1 Billion that's not going to move the needle not to mention they are going with GloFo. Nvidia? Mediatek Helio is launching on 28nm. 808 is 20nm. The other great expanse of business...
Depends on your definition of fine. If they are no longer going to be bleeding edge yes I agree. If you are saying they will be competing with Samsung and Intel no they are not. They will soon be N-1. I believe one of the reasons Apple constantly switches between the two is to keep them on...
16nm two years in a row? Wow things are slowing down in the fabless world. Looks like they are going to be here for a few years while they recoup their costs. Sucks to be Samsung losing all that Apple volume in exchange for Qualcomm. TSM must be thanking their lucky stars to get Apple volume...
It's not a matter of foresite but years of mismanagement. When AMD was competitive with intel they weren't paranoid enough which allowed intel to surpass them forcing them to eventually spin off their fab and leave them in the situation they are in.
If you are using duct tape, clamps and cardboard to align your equipment 1.5 years is not a long time ;-) There's a reason Intel spends so much on R&D and equipment doing it right costs a crap ton of money.
Yet in most reviews the reviewers noted the Intel powered Baytrail Chromebooks were much zippier than the ARM variants which were arguably "more advanced" than Baytrail. Somebody has to invent the new methodologies before the foundries copy them ;-) ARM will soon hit that wall as well between...
Your comparing apples to oranges. Walmart is a distributor not a mfg. Walmart delivers low prices because they beat vendors down on pricing and then have ultra efficient delivery methods but they still make their margins. With AMD the market beats up AMD for lower pricing and then AMD commits...
Correction:
x86: For those that require best perf/watt and price.
x86: For those that must run x86 SW.
http://www.forbes.com/sites/kurtmarko/2014/12/10/arm-vs-intel-servers/
If Qualcomm QCT wants to exist they really need to buy GF so they can compete with the likes of Samsung and Intel. The writing is on the wall the only company that can continue to exist in the fabless model is Apple. Maybe Apple should buy GF. They have the money to spruce that company up and...
I suspect the whole point of giving GF access to 14nm was to pick up the slack of low yields due to launching this node prematurely. Low yields no problem, just run more wafers and charge your clients by the wafer and not on a per chip basis. I am not in the semi space but we do work with...
You obviously don't.
http://www.soitec.com/pdf/WP_handel-jones.pdf
The only company that has made costs go down is Intel at 14nm. All others have seen their costs go up since they have not produced a true shrink. Couple that with low yield issues such as the case with GloFo = disaster...
You're welcome.
Right so if yields are in the 30's for GloFo they are the same for Samsung. I am assuming that they have a copy exact model for their fabs like Intel of course. It's a simple math problem say you need 1,000 AP if the wafer is capable of yielding 1,000 AP's than a 100% yield...
Ok if they are on 28nm. It's interesting that they would back port it to 28 nm when it was designed for 16nm.
Wow that will make Morganfield with Goldmont very interesting. Intel 14nm vs ARM on 14 nm / 16 nm FF+. I wonder how efficient the SoFIA baseband on 14nm will be. In the age of...
Assuming they can be delivered in time. Please see the link about yield issues above.
SoFIA MID is to compete with the A53 AP's not the A72's that's what Morganfield was designed for so why are you comparing it to a high performance AP? Again if TSM was tasked with A9 at the last minute it...
There's SoFIA LTE2 and SoFIA MID both going to be 14 nm not 28nm X3. That would be noncompetitive. I am curious about what SoFIA mid is going to be packing. Morganfield will be on Goldmont I would expect SoFIA mid to be between Goldmont and Airmont. So maybe a down clocked Goldmont or an...
It's not a matter of high and mighty it's a matter of seeing the problems that are coming down the road. Their 14 nm isn't even as good as Intels and it is already having yield issues. I understand Apple is pushing them to be on the bleeding edge but if they are desperate enough to ship with...
There is a SoFIA Mid coming which should provide more than the X3 variant due out soon. The ARMy may be entrenched now but with what we are seeing with Samsung fauxteen nm it is only a matter of time before Intel's process lead is too far ahead. GloFo is reportedly only getting 30% on the tech...
I saw an antutu score on the M9 for 51,727 after the throttling update was pushed. The Zenfone 2 got a score of 50,401 LOL. Qualcomm really screwed their customers with the 810.
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