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Sat, January 28, 2023 | 09:57
Tech
ExclusiveApple excludes Samsung from chip development project
[단독] 애플, `삼성, A7 생산하지마’
Posted : 2013-04-10 19:33
Updated : 2013-04-10 19:33
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By Kim Yoo-chul

The chasm between Samsung Electronics and Apple is expected to widen further as the U.S. electronics giant has excluded its Korean rival from a project to develop A7 application processors, due to be released in the first half of next year.

Samsung, which sees Apple's decision as a negative, plans to maintain growth momentum by expanding its business with NVIDIA through increasing contractual chip orders.

''Apple is sharing confidential data for its next A7 system-on-chip (SoC) with the Taiwan Semiconductor Manufacturing Company (TSMC). TSMC has begun ordering its contractors to supply equipment to produce Apple's next processors using a finer 20-nanometer level processing technology,'' said an executive at one of Samsung's local partners in Korea by telephone, Wednesday.

Unlike conventional memory chips, which are only used to write and store data, application processors are used to power computing devices, and are more profitable and less volatile price-wise.

Apple has been paying billions of dollars to Samsung to use the latter's application processors in its i-devices.

Amid sluggish demand for conventional chips hit by poor sales of personal computers, Apple's orders were a big help in lifting Samsung's semiconductor business.

''Apple is cutting the use of Samsung displays for its products. Now the deterioration of ties has expanded to chips. You should remember that the application business is one of Samsung's new growth engines in which the firm is heavily investing,'' said an official of another top-tier parts supplier to the Korean company.

The recent rift between the companies has widened thanks to ongoing legal battles and fierce rhetoric. The two historically share a deep business relationship, but cracks are beginning to widen.

Sources said Samsung hopes its handset division will fill the gap as the company's Exynos-branded processors will definitely be used in the next line of Galaxy devices.

The company has a dual strength in parts and finished goods. Its displays and semiconductors are used in Samsung TVs, home appliances, smartphones and tablets.

''If Samsung fails to win Apple orders for A7 chips, then some of Samsung's system chip-manufacturing lines will be stopped. That's a scenario Samsung really doesn't want to see,'' said the official, adding the company is injecting more resources to satisfy NVIDIA's stiffer requirements for graphic chips on a contract basis to minimize the impact.

Samsung declined to comment on the issue.



[단독] 애플, `삼성, A7 생산하지마’

애플이 차세대 AP(어플리케이션 프로세서)인 가칭 A7칩 생산 프로젝트에서 삼성전자를 배제한 것으로 확인됐다. 

애플은 이미 올해부터 삼성디스플레이의 LCD를 자사의 아이폰, 아이패드등에 쓰지 않고 있다. LCD에 이어 AP까지 삼성전자와 협업하지 않기로 함에 따라 부품 사업에서 양사간의 결별이 현실화되고 있다.

10일, 삼성의 한 관계자는 ``애플이 대만의 TSMC에 A7 칩 생산 의뢰를 맡겼다’’며 ``이에 따라 TSMC는 관련 장비 회사들에 장비 반입을 요청한 상태’’라고 말했다. 이 관계자는 ``삼성전자는 애플로부터 A7 칩 생산에 대한 구체적인 지침을 아직까지 받지 못한 것으로 안다’’고 덧붙였다.

A7은 내년 상반기에 출시되어 아이폰6(가칭)에 탑재될 예정이다. TSMC는 20나노 공정을 적용해 빠르면 상반기중으로 A7 생산을 시작할 것으로 알려졌다.

삼성의 다른 관계자는 ``법정 싸움에도 불구하고 애플이 삼성전자를 내치지 못할 것이라는 의견이 지배적이었으나 A7 칩 생산을 TSMC로 갈아타면서 양 사간의 관계가 회복할 수 없는 수준까지 떨어졌다’’고 말했다.

이에 따라 삼성전자 시스템메모리사업부는 비상이 걸렸다. 물론 내년에 나올 갤럭시4 후속 모델에 삼성전자가 자체 생산한 엑시노스 AP를 쓸 수 있기 때문에 애플의 `변심’으로 인한 피해는 심각한 수준이 되지 못할 것으로 전망된다.

그러나 삼성전자 자체 물량 조달만으로는 한계가 있기 때문에 삼성전자가 추후라도 애플로부터 A7칩 생산에 대한 요구를 받지 못할 경우 삼성전자의 일부 시스템칩 라인은 어쩔 수 없이 감산폭을 확대할 수 밖에 없을 것으로 보인다.

다른 관계자는 ``이러한 이유 때문에 삼성전자는 애플 외에 다른 파운드리 고객사 찾기에 혈안이 되어 있다’’며 ``미국 엔비디아의 그래픽프로세서유닛 (GPU) 생산 주문을 받기 위해 관련 부서에서 여러가지 묘안을 짜내고 있는 것으로 안다’’고 덧붙였다.

이에 대해 삼성전자 커뮤니케이션팀의 관계자는 ``고객사 관련한 것은 확인해 줄 수 없는 사안’’ 이라고 말했다.
Emailyckim@koreatimes.co.kr Article ListMore articles by this reporter
 
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