Apple will finally end partnership with Samsung Electronics it?

According to the US website Fool.com financial analysis reports, have been OEM for Apple chips, Samsung Electronics may have to lose the gold master's orders, cooperative relationship between the two or will move toward the end.

The following is a summary of the article:

The relationship between Apple and Samsung has been very strange. On the one hand, the two companies compete in the high-end smart phones and tablet PCs. On the other hand, Apple relies on Samsung Electronics as a supplier to its production of A-series chips.

According to HSBC, a recent study reported that the agency's analyst Steven Pelayo and Lionel Lin is expected for the current A9 processor, Samsung Electronics is responsible for the production of which 60% -70%.

Recently, there has been news that Apple was looking to completely get rid of the shackles of Samsung Electronics. Starting A8 chips, Apple has decided to put the task entrusted TSMC's wafer manufacturing. Later on iPhone disassembled, we found four percent of Samsung Electronics maximum production wafer. The A9 wafer stage Apple evidently still take strategy of walking on two legs.

However, this is not the HSBC report said the biggest news. At present it seems that Apple has been determined, it is time to move closer to a comprehensive TSMC, let fully assume the task of producing the next generation of wafer A10. If this news is true, this could be good news for TSMC's huge, and the driving force Samsung Electronics future revenues and profits will be frustrated.

Samsung Electronics suffered heavy losses

For Samsung, the lost wafer loss orders is not only real, but also a symbol of the fight against sense. In revenue in the third quarter report, Samsung Electronics said it in the past seven quarters, operating profit grew the first time. Samsung Electronics, the performance boost is not to pick up the smart phone business, but its semiconductor business, which is operating profit grew 62%, accounting for nearly 50% of the company's total turnover.

In addition, Samsung also highlighted its 14 nanometer manufacturing growth will make it continue to produce products after A9 chips, and to enhance future profitability. While Apple's order should also be able to boost operating profit of Samsung Electronics in the short term, but overall wafer A10 entrusted to TSMC's decisions will necessarily affect the latter future performance.

On the other hand, against the symbolism may affect Samsung 14nm wafer production business. Earlier reports said the configuration of the chip production of Samsung Electronics iPhone overheating phenomenon, which no doubt will greatly damage the battery life. While Apple was later refuted such reports, saying that battery life change only 2-3%. However, Apple to abandon Samsung might scare other smart phone manufacturers interested in cooperation with the latter. Ago, so there are reports that Qualcomm Snapdragon 810 chip flagship easily make phone hot, and later came to be abandoned Samsung Qualcomm wafer messages.

TSMC usher in big plus

Apple abandoned Samsung products, whether due to the latter wafer manufacturing level, or better technology, referred to hereinafter, it is great news for TSMC. Currently, Apple TSMC total revenues accounted for more than 14%. Is expected near the end of fiscal year 2015, Apple will contribute $ 3.7 billion TSMC's revenue, which total revenue will reach $ 26.24 billion.

It was reported that TSMC is working with Apple to introduce integrated wafer-level packaging technology sector, this breakthrough will make wafers thinner and lighter. It is because the whole reason, TSMC has won all orders A10 chip, the company is expected next year and Apple-related revenue will grow 24%, to $ 4.6 billion. If so, TSMC will be stepping on Samsung Electronics who won a victory.