Analyst Ming-Chi Kuo from KGI Securities has a pretty strong track record when it comes to predicting Apple movements, thanks to sources within the supply chain.
Kuo has just released another report on what he believes will be the path ahead for Apple, including which processors the company will be using within Macs, and how the supply chain will get shuffled around for future processors within Apple’s iOS-based devices. Specifically, if the predictions are accurate, it would appear that Apple is looking to diversify the supply chain a bit, with Samsung, TSMC and GlobalFoundries all getting into the mix a bit more in one way or another.
According to the report, Apple will utilize GlobalFoundries and Samsung for the majority of processor orders when it comes to the upcoming A9 chipset, which will be used in the next iPhone models. TSMC, in the same stretch, will be called on to bring the A9X processor to the fore, which will be used in the iPad models released this year. That’s apparently going to switch in 2016, though, as Kuo predicts that TSMC will get the majority of orders handled for the A10 processor in new iPhones for that year, with GlobalFoundries and Samsung taking the orders for the A10X.
The report also eyes the future of Macs and the processors therein, indicating that Apple could very well switch to ARM-based Macs in the near future, based on the custom chip designs the company has been working on:
“Apple may launch Mac products that use own AP in next 1-2 years. This prediction is based on the assumption that Apple’s self-developed AP performs at a level between Intel’s Atom and Core i3 and is good enough for Mac. Using self- developed AP can help Apple better control the timing of Mac launches and Mac product features.“
Kuo makes notes of the Apple Watch’s processor as well, seemingly confirming earlier rumors that Samsung was handling the “S1” processor inside the wearable for the first-generation device. However, Kuo believes that TSMC will pick up the majority of orders for the S2 processor for the second-generation Apple Watch, which is suggested to release in 2016.
While nothing is confirmed at this point, Kuo’s track record is certainly impressive enough to pay attention to the reports issued. Of course, with how far the outlook is, anything is possible and a lot of these details could change in the months ahead.