At the Asian Technology Conference held in Taipei, Abrams stated “Apple may place most processor orders using the advanced 20-nanometer technology to Taiwan Semiconductor Manufacturing Co. rather than Samsung” sometime in 2014.
Credit Suisse believes that because of the ongoing war between Apple and Samsung, Cupertino would place foundry and component orders to Taiwanese suppliers instead of Samsung. “Taiwan’s supply chain may benefit from the Apple versus Samsung lawsuit,” said Randy notes Focus Taiwan News Channel.
Analysts and experts are of the opinion that Apple may just start distancing itself from Samsung following the verdict and will attempt to minimize Samsung’s role when it comes to manufacturing and supply of processors, memory chips and displays.
Abrams believes that because of the recent ruling, Taiwanese suppliers including the likes of foundry, testing, packaging and printed circuit board companies will be getting more and more orders from Apple.