Amid serious legal squabbling between Apple and Samsung, Intel may have an opportunity to land Apple as a chip customer, according to analysts.
''Based on a number of inputs, we believe Intel is...vying for Apple's foundry business,'' wrote Gus Richard, an analyst with Piper Jaffray & Co., in a research note, according to a report in EE Times.
Foundry refers to contract manufacturing. Samsung is currently the foundry for Apple's A4 and A5 processors, which are used in the iPhone 4 and iPad 2.
This may be a golden opportunity for Intel, according to another analyst. "Given the strained relationship between Apple and Samsung over IP (intellectual property) issues, there is a window where Intel can become the foundry of choice for Apple," said Ashok Kumar, an analyst with Rodman & Renshaw, in a phone interview.
Though Intel is relatively new to the foundry business, it already has one customer on record, Achronix Semiconductor. But it also has at least two more confidential customers, according to a source familiar with Intel's foundry business.
That said, gaining Apple as a customer would move Intel into the contract manufacturing big leagues with the likes of Taiwan Semiconductor Manufacturing Company (TSMC)--also rumored to be a future Apple foundry. In fact, Intel isn't there yet. "It's not the sort of thing that could happen easily or quickly," said the source. … Read more