Apple may face problems in the production of next-generation iPhone. This view is held by stock analyst Darren Hart, in the pages seekingalpha.com resulted in confirmation of his statement a quote from the quarterly report, the chief operating officer of Qualcomm Stephen Molenkopfa.
We are talking about chips, made from 28 nm technology. It is said Molenkopf, their company is currently experiencing some problems with the limited supply of these chips the most. Molenkopf not deny that Qualcomm is currently interested in finding additional suppliers who will help her reach the required level of security partners. Note that Qualcomm does not itself directly engaged in the production of chips for mobile devices, for it is doing its key partners, suppliers: TSMC, UMC, Samsung and GlobalFoundries.
At the moment, none of these companies, as an independent manufacturer of chips made by technology 28 nanometers, or does not meet the growing demand, or not at all involved in their production. Representatives of TSMC plans to increase production and reach the proper level of security of demand to the beginning of 2013.
UMC and GlobalFoundries has not yet started the production of high-tech chips and plans to start production in the fourth quarter 2012 and first quarter of 2013, respectively.
Not to mention, and Samsung, which is an extremely difficult position, because the company has to work on two constantly growing, and last but not least, the opposing front. On the one hand, sales are growing the company's flagship Galaxy S III, and the other is Apple and the contract binding the Korean manufacturer to provide "apple" filling high-tech smart phones. The situation is aggravated by Samsung in connection with the upcoming launch of mass production of 6-generation iPhone, which is expected to break all previous records set by Apple smartphone sales. And to this must be prepared to Samsung, because the profit from the contracts with the largest customer of the Koreans would not want to lose.
Total combined forces Qualcomm plans to meet the demand for 28-nanometer chips by the end of 2012. This situation is unlikely to cause a postponement of the start of production of new smart phones Apple, but should be prepared for the fact that Apple and its partners in the first months after the start of sales probably will not be able to meet the increased demand enough to saturate the market and the new iPhone.
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