The chairman has been holding successive meetings with executives of global big tech companies, and the results of his efforts are gradually becoming apparent. Following Tesla, Apple has also achieved foundry production, and the company has also established a foundry for non-memory products.
However, it is expected to secure global competitiveness. On the 7th, Apple announced, "Our company is working with Samsung Electronics at Samsung Electronics' semiconductor factory in Austin, Texas, USA.
"We are developing a world-first, revolutionary chip manufacturing technology," Apple said. "We are developing chips that optimize the power efficiency and performance of Apple products, including iPhones, shipped worldwide."
"The industry speculates that the Samsung Electronics chips in question will be image sensors to be installed in the next generation iPhones and other devices," he added.
The image sensor is a semiconductor that converts light coming through the camera lens into a digital electrical signal, acting as the eyes of a smartphone. Samsung Electronics is
Sony has been designing and manufacturing iPhone screens under the brand name "ISOCELL" for Apple for over 10 years since 2010.
However, as President Trump's pressure on local investment using tariffs has intensified, Apple has the ability to produce locally in the United States and has been supplying image sensors to the US.
It is believed that Sony chose Samsung Electronics as its partner due to its excellent image sensor performance, which is expected to bring about changes to Sony's monopoly in the image sensor market.
The supply of image sensors could further strengthen the cooperative relationship between Samsung and Apple.
"We will continue to cooperate with Apple on image sensors and peripheral ICs, and we expect to expand cooperation in other areas," he said. "Apple will design its own application processor and
"There is a possibility that Samsung will once again take over the foundry process as a lump sum order," he said. After successfully securing an order from Apple following Tesla, the company's non-memory (system L) business, which is currently in the red, is expected to expand.
Expectations are rising for the normalization of the SI/foundry business. Chairman Lee Jae-yong's aggressive global management strategy is bearing fruit, and a full-scale recovery is expected in the main system semiconductor business.
This could lead to further orders from American big tech companies. KAIST Dean Yoo Hoe-jun said, "Samsung's system semiconductors have a future.
"This is a powerful message that we are committed to our mission," he said. "Through this series of orders, we may be able to attract orders from other big tech companies, and we can continue to operate our factories and demonstrate the future and continuity of our company."
Ta.
2025/08/08 07:09 KST
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