What’s The Impact On Samsung If It Loses Apple’s SoC Business For The iPhone 7?
There have been reports that Samsung’s key rival TSMC has won exclusive rights to manufacture the A10 SoC on the iPhone 7, which is expected to launch later this year. [1] This could prove to be a major setback for Samsung’s foundry operations, since the company currently holds a chunk of Apple’s orders for the A9 chip on the iPhone 6S series.
Below, we try to get a sense of what Samsung could stand to lose by not being on Apple’s next flagship by looking at its exposure to the current flagship iPhone 6S.
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Notes:
1) The purpose of these analyses is to help readers focus on a few important things. We hope such lean communication sparks thinking, and encourages readers to comment and ask questions on the comment section, or email content@trefis.com
2) Figures mentioned are approximate values to help our readers remember the key concepts more intuitively. For precise figures, please refer to our complete analysis for Samsung
References:
Upgraded Components in iPhone 6S Plus Costs Apple an Extra $16 Per Device , IHS
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Notes:- TSMC reportedly sole supplier of next-gen ‘iPhone 7’ A-series chip, AppleInsider, February 2016 [↩]