Today we posted a report titled "Samsung Wins SSD Contract with Apple for new MacBook." The news from Korea also noted that Samsung had won 80% of Apple's next generation A9 processor business, "pushing Taiwan's TSMC back to the secondary position in the highly profitable mobile application chip business" – a position that was echoed by re/code back in February.
Yet yesterday morning Daiwa Securities' Rick Hsu and Olivia Hsu came out and directly contradicted all previous rumors supporting the position that Samsung had already won Apple's A9 business. They stated that the A9 contest was coming to an end and that it was TSMC who had won Apple's business. The analysts believe that TSMC will get 70% of Apple's business:
"We believe TSMC will earn most of the A9 orders thanks to its superior yield ramp and manufacturing excellence in mass-production. We expect TSMC to earn all of Apple's A9X orders (for the next generation iPad) and most of the A9 (for the next generation of iPhone), aggregating to an allocation of over 70%."
They added that "Previously, we assumed TSMC would earn only A9X orders. We now expect the addition of A9" … orders, according to Barron's Asia. Is Daiwa Securities heavily weighted in TSMC stock or is there some truth to their recent analysis? Only time will tell.