Eug
Lifer
- Mar 11, 2000
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Did anyone doubt IDC?
Earlier in this thread, I posted an article from a tech publication that even back then in 2013 said that TSMC was getting 60-70% of the volume for A9, whereas 30-40% of the volume would go to Samsung.Nope. Here's what he said:
http://forums.anandtech.com/showpost.php?p=37716711&postcount=34
Considering that the majority of the A9s tested thus far are TSMC, I'd say that this was pretty spot on.
IDC also claimed that because Samsung yields were low, Apple couldn't release the phone earlier. That makes little sense, because Apple released the phone when they always release the phone, in September/October. They've done that since the 4S.
Idontcare said:And this is why Apple had to wait to release the iphone 6S versus releasing it months ago (when Samsung 14nm HVM was obviously available), as TSMC had practically no substantial 16FF+ capacity online until about 2 months ago. So the tradeoff was to wait for TSMC's high-yielding 16ff+ capacity to come online, or take Samsung's much lower yielding 14nm capacity and launch earlier in the year.
So, it sounds very much as if the conclusions in his posts were big extrapolations from a little bit of information.
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