Apple Propelled IC Growth to +60%/ +20%

My last blog (Semiconductor IC Sales +60% to +20% for 6 Companies) discusses large increase in semiconductor sales for some companies in first quarter of 2015.The driving force behind these large growth is Apple. Apple purchase more than $25B in 2014 (see table below). When Apple started diversifying its semiconductor sources it led to large impact on them. 

Table 1.Preliminary Ranking of Top 10 Companies by Semiconductor Design TAM, Worldwide, 2014 (Billions of Dollars)

2013 Ranking	2014 Ranking	Company	2013	2014	Growth (%) 2013-2014	Market Share (%) 2014
1	1	Samsung	30.6	32.1	5.1	9.4
2	2	Apple	23.5	25.8	9.8	7.6
3	3	HP	13.7	14.7	7.1	4.3
4	4	Lenovo	9.5	12.8	33.9	3.8
5	5	Dell	9.1	10.3	13.2	3.0
6	6	Sony	7.7	7.4	-2.8	2.2
9	7	Huawei	4.9	6.0	21.6	1.8
7	8	Cisco Systems	5.6	5.8	3.1	1.7
10	9	LG Electronics	4.7	5.5	15.9	1.6
8	10	Toshiba	5.5	5.3	-4.0	1.5
		Others	200.2	214.2	7.0	63.0
		Total	315.0	339.9	7.9	100.0

Note: Some columns do not add to totals shown because of rounding.

Source: Gartner (January 2015)

Apple demand is large part of TSMC 44% sales growth, GlobalFoundaries 21%, and Hynix 25% in first quarter of 2014.

Apple diversifying its semiconductor supplier started couple years ago (see November 2013 blog http://semiconductorexpert.blogspot.com/2013/11/who-will-fabricate-apple-microprocessors.html ).

When Apple shifted from using Samsung as the only vendor fabricating its microprocessor, it had large impact on Samsung sales. Apple was a major customer of Samsung several years ago. See March 2012 blog Foundry Rankings (Including Samsung’s  iPad, iPhone Breakdown) . 

More about Apple increases reliance on TSMC and adding GlobalFoundaries is in earlier blogs such as April 2015 Next iPhone Be Fabricated at TSMC .

Ron

Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - http://www.maltiel-consulting.com/

Apple Watch battery life, A5-caliber CPU inside

Apple watch battery life is a key factor in how useful this new computer interface will be in our lives. Some information is discussed in the article below. 

"Apple opted to use a relatively powerful processor and high-quality screen for the Apple Watch, both of which contribute to significant power drain. Running a stripped-down version of iOS codenamed SkiHill, the Apple S1 chip inside the Apple Watch is surprisingly close in performance to the version of Apple's A5 processor found inside the current-generation iPod touch,"

More about A5 power consumption is in May 2012 article Apple's A5 Die Shrink, Improve Battery Life, Cut Cost .

 Ron

Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - http://www.maltiel-consulting.com/

Apple targets for Apple Watch battery life revealed, A5-caliber CPU inside

Although Apple has said that the Apple Watch will need to be charged nightly, the company has not disclosed any details on how long the wearable's battery will last. For the first time, people with knowledge of the Apple Watch's development have provided us with the specific performance targets Apple wants to achieve for the Apple Watch battery, but the actual numbers may fall short of those targets.

According to our sources, Apple opted to use a relatively powerful processor and high-quality screen for the Apple Watch, both of which contribute to significant power drain. Running a stripped-down version of iOS codenamed SkiHill, the Apple S1 chip inside the Apple Watch is surprisingly close in performance to the version of Apple's A5 processor found inside the current-generation iPod touch, while the Retina-class color display is capable of updating at a fluid 60 frames per second.

Apple initially wanted the Apple Watch battery to provide roughly one full day of usage, mixing a comparatively small amount of active use with a larger amount of passive use. As of 2014, Apple wanted the Watch to provide roughly 2.5 to 4 hours of active application use versus 19 hours of combined active/passive use, 3 days of pure standby time, or 4 days if left in a sleeping mode. Sources, however, say that Apple will only likely achieve approximately 2-3 days in either the standby or low-power modes…

Apple has also been stress-testing the Apple Watch's battery life with pre-bundled and third-party applications. Our sources say that Apple is targeting 2.5 hours of "heavy" application use, such as processor-intensive gameplay, or 3.5 hours of standard app use. Interestingly, Apple expects to see better battery life when using the Watch's fitness tracking software, which is targeted for nearly 4 hours of straight exercise tracking on a single charge.

As Apple is positioning the Apple Watch as a timepiece, the company has conducted numerous tests to determine how long it can run purely in time-keeping modes. We're told that the Watch should be able to display its clock face for approximately three hours, including watch ticking animations, if nothing else is done with the device. However, it's unlikely that most people would actually keep the Apple Watch clock face turned on for even three hours straight in a single day. When the Watch screen is not in use, the display is powered off, and the clock demands much less energy.

Considered separately, the active use app, clock, and fitness numbers sound very low, but the reality is that people will passively wear the Apple Watch for most of the day, actively interacting with it only for short periods of time. That's why the Watch will be able to last the average user roughly a day on a single charge. We're told that Apple has been shooting for roughly 19 hours of mixed usage each day, but that the company may not hit that number in the first generation version.

Sources tell us that battery life has remained a source of concern for Apple over the past year, and was a contributing factor for Apple pushing back the retail launch from an originally planned late 2014 to early 2015. To test real-world performance in a variety of conditions, the company has circulated a surprisingly large number of test units of the Watch: nearly 3,000 are said to be currently roaming around, mostly the stainless steel variant.

Apple has also been working to perfect the MagSafe-based inductive charging mechanism for the Watch, which sources indicate was responsible for slower-than-expected recharging times that hopefully will be fixed in time for the product's release. The company has developed both plastic and stainless steel versions of the circular charger, potentially one for the $349 aluminum and plastic Apple Watch Sport, and the other for the higher-end models. It's unclear at this point whether the company will sell multiple versions of the charger, as Apple has only shown the metal variant, though the Apple Watch Edition is said to ship with a special box and charging dock that may incorporate the stainless steel MagSafe connector.

As of earlier this month, the Apple Watch is on track to ship by the end of March. We previously detailed how the Watch will integrate with the iPhone via an iOS 8.2-based Companion application.

Who Will Fabricate Apple Microprocessors

DigiTimes reports a rumor that Samsung and Globalfoundries will work together on Apple A9 microprocessor fabrication. Apple have a choice of  only very few fabs that have the  leading edge technology and the manufacturing capacity. Apple would like to have a second source for its chip manufacturing, maybe it is forcing Samsung to work with Globalfoundries. It is not likely that Samsung would only provide its patent protection.

Some process technology would be shared also. Could be that Samsung 3D NAND technology is a key ingredient of such a deal (see TSMC and GlobalFoundries 3-D Transistors (FinFETs) ).

The cost of leading edge process technology ties Apple hands and is the reason that Apple cannot Kick Its Samsung Habit

Ron
Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - http://www.maltiel-consulting.com/

Globalfoundries, Samsung said to team up to vie for Apple chip orders

Josephine Lien, Taipei; Jessie Shen, DIGITIMES [Wednesday 13 November 2013]

Rumors have been circulated in the IC industry claiming that Globalfoundries and Samsung Electronics will team up to vie for A9-series chip orders from Apple. Under the reported tie-up, Samsung will provide related patents and Globalfoundries will handle wafer production.

TSMC is believed to have secured contract manufacturing orders for Apple's 20nm A8 processor chip slated for 2014, and stands a good chance of also securing orders for the A9 series that will be built using a 3D transistor (FinFET) design. Nonetheless, rumors have it that Samsung plans to assist Globalfoundries in producing chips for Apple. Samsung will grant related patents for the manufacture of the A-series processors to the US foundry, which has a commitment to bring manufacturing jobs back to the country.

Globalfoundries will have its Fab 8 complex in Malta manufacture the reported A9 processor chips for Apple, while Samsung will collect royalties for licensing its patents, according to the rumors.

Samsung has long been the sole supplier of Apple's A-series chips, but gradually lost orders for some components such as memory chips due to its competition with the customer in the mobile space.

Update: Samsung Fab. Apple A9 Processor?

It make sense for Apple to hedge it bets and use both TSMC and Samsung (see article below). It doesn't hurt that Samsung already spends 7 Billion dollars on next generation fab.

Update: GlobalFoundries Should Appeal to Apple. Not likely that Apple will get into chip making business. However all these rumors help apple negotiate with various potential partners.

Ron

Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - http://www.maltiel-consulting.com/

Apple Reportedly Signs Deal with Samsung for 14-nm A9 Chips Starting in 2015

The Korea Economic Daily reports that Apple and Samsung today officially signed an agreement that will see the two companies working together on future A-series chips for Apple's iOS devices, with the deal specifically covering A9 chips based on a 14-nanometer process node starting in 2015. The claim comes just weeks after Taiwan Semiconductor Manufacturing (TSMC) confirmed a deal with Apple to begin producing A-series chips in 2014.

Samsung Electronics had supplied the AP [application processor] to Apple since 2007 but lost the contract to supply 20 nano AP A8 chips to Apple to Taiwan's TSMC last year when it was engaged in patent disputes with Apple. Samsung Electronics developed state-of-the-art 14 nano models ahead of its rival TSMC, regaining the order from Apple.

A previous report about Apple's agreement with TSMC had indicated that it was a three-year deal covering not only Apple's future A8 chip but also A9/A9X chips. The Wall Street Journal's report had indicated that Samsung would remain Apple's primary supplier through next year as TSMC began ramping up its production. 

As a result, it is unclear whether today's deal will see both TSMC and Samsung producing A9 chips for Apple or if Apple has already shifted gears to return to Samsung as its primary supplier as part of its long-term roadmap. 

Apple has reportedly been seeking to reduce its reliance on Samsung as a component supplier as the two companies have become fierce rivals in both the mobile marketplace and in the courtroom. The two companies have, however, continued working together in several areas, particularly where Samsung's competitors in the component market are unable to match its technology, production capacity, or pricing. 

The shift to TSMC for production of the high-profile main chips for Apple's iOS devices had been viewed as breaking one of the most significant remaining ties between Apple and Samsung, but it appears that Samsung has been able to bring Apple back into the fold by leading the charge to 14-nm chips. With partnerships with both Samsung and TSMC, it appears that Apple should be well-positioned to take advantage of whichever company takes the lead in developing the latest technologies. 

Late last week, it was reported that Apple had bought into a fab, perhaps with an eventual goal of producing its own chips for its mobile devices, although any such move is almost certainly years away given the need to ramp up expertise and facilities for such production.

Apple iPad 4 – A6X Tear-down

Chipwork's teardown of the new Apple iPad 4 reveals a major redesign of the graphic processor (GPU). The much larger area dedicated to the GPU and wider interface of the DRAM improves the display and touch screen performance of the iPad 4. It probably also helps prolong battery life.


" The A6 is 94mm2 while the A6X is 123mm2 – a full 30% larger.So where did that extra area go? Well, firstly, it did not go to the CPU core. The A6X uses the identical CPU to the A6. Same size, same layout. This is not surprising given that the prior CPU used custom layout techniques, and therefore it would be a huge amount of work to redesign so soon. Much of the extra area has gone to the GPU cores which are up from 3 to 4. More notable is that each of these GPU cores is much larger.On the A6X each GPU core is 8.7mm2 while the A6 GPU cores are only 5.4mm2. The overall area occupied by the A6X GPU cores is more than double that of the A6!

So we see that of the 29 mm2 of new area on the A6X, a full 18.6 mm2 is the result of the increased quantity of graphics processing. Impressive!

Additionally, if you look closely at the GPU cores (which our high magnification scopes allow us to do), we can see they are actually split into sub-cores themselves. Each GPU core is sub-divided into 9 sub-cores (2 sets of 4 identical sub-cores plus a central core). This could be done to allow for more efficient parallel processing, or to allow for a higher maximum clock rate. In either case, these GPUs should result in some blazing graphics on your iPad.

Other items of note:

It looks like the A6X has double the SDRAM interface width of the A6 (again likely to allow for greater graphics processing power).

Other than the CPU, it appears all the other digital cores have new layouts. This chip is not just a minor tweak from the A6, a lot of work has gone into this.

Apple has reduced the number of core PLLs needed from 9 on the A6 to 8 on the A6X. However they have moved them close to the middle of the chip which may allow for better control over clock skew across the chip.

Many of the analog and interface cores have been reused from the A6, however there are also some new interface blocks."

Additional information

Ron Maltiel   www.maltiel-consulting.com

Apple's A6X Processor 32nm Process Advantages

Apple's latest iPad 4 processor comes with its latest processor: an A6X, which Apple says delivers twice the CPU and graphics performance as the A5X. See below some details about Apple's A6X processor.

"Apple moved from a 45nm process to a more power-efficient 32nm process. Instead of keeping performance the same and decreasing the iPad's thickness and weight, Apple instead chose to double its performance without sacrificing all-day battery life."

More about Apple's optimizing process and design at iPhone A6 Teardown Update

Ron
http://www.maltiel-consulting.com/






Deducing details about Apple's A6X processor


Apple promises double the CPU and graphics performance over the A5X, but how?

by Chris Foresman - Oct 23 2012, 3:25pm PDT


As usual, Apple didn't share many specifics about its new A6 "Extreme" (A6X) processor, which powers the fourth-generation iPad. However, by looking at Apple's claims that it's "twice as fast" as the A5X-powered third-gen iPad, it may be possible to deduce what's inside.

According to Apple, the A6X processor "delivers up to twice the CPU and graphics performance of the A5X chip." In other words, the dual-core CPU can process data twice as fast as the dual-core 1GHz, Cortex A9-based A5X. It can also churn through OpenGL triangles and textures at twice the rate of the PowerVR SGX543MP4 in the A5X. So how did Apple do that?

Looking at CPU power for the moment, we already know that Apple designed a custom ARM-based core for the A6. Running at 1.2GHz in the iPhone 5, two A6 cores run twice as fast as two 800MHz A5 cores in an iPhone 4S.

However, the A5X in the third-gen iPad was clocked at 1GHz. That means Apple is clocking the A6X higher yet. Given that architectural improvements account for some of the speed increase, Apple only had to clock the iPhone 5 at 150 percent to achieve double the compute performance of the iPhone 4S. With this in mind, we believe Apple is clocking the A6X's CPU cores at 1.5GHz.

Examining the GPU is slightly different. Apple already jammed four SGX543 GPU cores into the A5X in order to achieve performance parity with the two SGX543 GPU cores in the A5 chip that powers the iPad 2. The extra GPUs were needed just to keep up with the 2048×1532 pixel Retina display, so these did not offer any graphics performance improvement. However, Apple says that the A6X pumps pixels twice as fast.

Apple could be using a newer-generation PowerVR core, but that appears to be very unlikely. Only one announced processor is known to use a PowerVR Series6 design, and it won't even begin sampling until 2013. Given that Apple just released the A6 a month ago, we're confident Apple is still using the same SGX543 core.

Here's what we know about the PowerVR SGX543 core's performance: it scales almost linearly with the number of cores and clock speed. So to double the performance, Apple would either have to double the number of cores to eight or double the clock speed of each of the four cores. Apple says that the A6X has "quad-core graphics"—the same as the A5X—so Apple clearly boosted the clock speed. Since the GPUs in the A5X were clocked at 250MHz, we believe that Apple has clocked the SGX543 cores at 500MHz.

Given the significant boosts in clock frequency—150 percent for the CPU cores, and 200 percent for the GPU cores—you may be wondering how Apple can still promise a 10-hour battery life. After all, the iPad still has the exact same 42.5Whr battery, but the processor is twice as powerful. The power savings come from the same place as we saw in the iPhone—Apple moved from a 45nm process to a more power-efficient 32nm process. Instead of keeping performance the same and decreasing the iPad's thickness and weight, Apple instead chose to double its performance without sacrificing all-day battery life.

Of course, we won't know how accurate our educated guesses are until one of the new iPads can be thoroughly benched, and the A6X's architecture is analyzed by the likes of Chipworks. However, we feel confident suggesting Apple has mated two A6 ARM cores running at 1.5GHz with four PowerVR SGX543 cores running at 500MHz. Given the performance results we saw with the iPhone 5, we expect the updated iPad will remain at the top of the tablet performance heap for some time.