After the so-called “Chipgate” debacle that drew doubt from spec-obsessed people, Apple hopes to avoid taking another bit of effort to even think about addressing such a performance disparity. Apple ordered its A9 processors from two sources — Samsung and Taiwan-based TSMC — and we’re now expecting it to ask only one to produce its A10 processors.
For what it’s worth to you, yes, the TSMC-made A9 chipset performed a tiny bit better than the Samsung-made one.
For investors’ purposes, HSBC expects for TSMC to make $4.6 billion next year from its dealings with Apple, or 24 percent of its business. Up to $2.5 billion of that 2016 revenue will come from A10 sales.
By the way, TSMC’s fortunes have outdone Samsung’s in the stock market this year.