Apple vs Samsung Patent |
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Patrick Liao predicted that Apple may be the 20-nanometer processor production outsourcing give TSMC as the representative of the Taiwan chip makers. Patrick Liao, said in the report released to the customer's investment, "increasingly intensified conflicts of Apple and Samsung in the smartphone and tablet market, Apple has gradually reducing component suppliers rely on Samsung processor Apple on Samsung dependence components., from 20-nanometer processor, Apple will gradually the processor production tasks by Samsung steering TSMC. expected Apple will also change the other component suppliers, the global semiconductor industry will occur changes. "
Patrick Liao estimated, due to the production of 20 nanometer processors for Apple, TSMC will be $ 19.08 for a new generation of iPhone supply components.TSMC Supply $ 6.37 and $ 7.22, respectively, for the iPhone 4 and iPhone 5 components. Patrick Liao Apple business in TSMC revenue ratio is expected to rise by 9.2% to 11.9%.
The new business is expected to procure Patrick Liao TSMC's price target raised to NT $ 105 to $ 120.