Apple is drifting away from Samsung. TSMC is not close to an agreement with Apple. Apple will not shift from their own A processor design to an Intel processor since the A processor gives them unique performance advantages. Intel's growing focus on the tablet market increases their competition with Apple.
A discussion of what will be new on the new processor A7:
"1. Will .. die size plateaus at some point.
2. Pixel count now stabilized last 2 generations .. added circuit horsepower driving improved performance
3. Block count evolves..(IP acquisitions of the anobit or authentec) ..."
As I wrote on May 31, 2012, "there is a room for an overall personal computer hierarchy reorganization... Currently in PC/ Mac we have a microprocessor (with some fast DRAM memory) connected to long term storage in flash SSD or HDD.
There would be many benefits to adding a small flash NAND between the microprocessor and the long term storage."
Ron
Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - http://www.maltiel-consulting.com/
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