Intel may reach an agreement with Apple to load Fab 42

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POSTER: computer news   ||   INTEL MAY REACH AN AGREEMENT WITH APPLE TO LOAD FAB 42	DATE:2014-02-14
Analyst IC Insights produced 900-page document with 400 graphs which justifies why Intel should release processors for smartphones and tablets from Apple.  In our opinion, this has a simple explanation.  Taxes, as well as jobs, should remain in the country where  works one or another company.     In this regard, the former director  Intel - Paul Otellini in 2007 proposed to create a processor for phones  .  However, the processors for the iPad and iPhone from the beginning produced and continues to produce Samsung company .   The PC market in 2010 shows a decline in sales of all systems.   In 2013, the third consecutive year the company has faced deteriorating  processors sales.  Microchip market in 2013 increased by 6%, while Intel sales fell by 2%.  In 2014, growth in the semiconductor market is expected to reach 7%, and Intel, will likely not be able to increase sales.   To make their way into tablets and smartphones, Intel decided to take drastic steps.  So, in November last year, the company began to implement a program to encourage developers tablet platforms.  It began to pay producers the difference between ARM-platform and platform-generation Atom processors Bay Trail.  Moreover, developers receive money if developed platform on 22nm Atom processors or altered ARM-project on x86-compatible project.  It is expected that in 2014, the program will fall 1.5 -% burden on the Company's gross margin.   At the same time, Apple is looking for an alternative contract manufacturing , and it is estimated to be decent enough volume.  As can be seen from the table below, in 2013, Samsung could receive  from Apple orders $ 3,4 billion Given the current Intel state  , it's about 6-7% of the annual revenue.  This amount does not fundamentally change anything, but will make it possible to stabilize the decline in revenues and even schedule growth point. Today it is believed that in 2014, Apple will transfer part of orders for processors 20-nm to TSMC capacity, and the following year at the 14 nm production process and even TSMC GlobalFoundries.  Against this background, Intel may manifest itself as a unique manufacturer able to produce 10-nm processors and load plant Fab 42.   Related Products :

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