Nowadays, the most technologically advanced mobile processor foundries are TSMC and Samsung . Samsung Semiconductor has produced A-series processors for iPhone and iPad for a long time, and won an order for Qualcomm Snapdragon 835 last year. In May this year, Samsung announced its latest semiconductor process plan: trial production of 8nm processes in 2017 and mass production of 7nm processes in 2018.
However, recently, according to foreign media reports, Qualcomm has chosen TSMC as its foundry for its next generation 7nm processor, rather than Samsung. In addition, the foundry of Apple's next-generation processor A11 is also TSMC. It is reported that TSMC's 7nm process will be mass-produced in 2018. One of the major reasons why Qualcomm will no longer choose Samsung is that the yield of Snapdragon 835 did not meet expectations. Samsung Semiconductor, which has lost two major customers of Apple and Qualcomm, may not have a good life next year.
As competitors, TSMC and Samsung are constantly in conflict. Samsung once poached Liang Mengsong and other core technicians of TSMC, which helped Samsung avoid many detours, and also caused strong dissatisfaction from TSMC.
According to current news, Snapdragon 845 has a 25% performance improvement compared to Snapdragon 835 and a 30% reduction in power consumption. It will be launched as a flagship processor next year. Samsung's Snapdragon 835 and 821 have performed well in recent years, while TSMC's foundry Snapdragon 810 is a big pit, but TSMC's Apple A9 processor performs better than Samsung.
What do you think about Qualcomm's choice of TSMC?
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