It appears Apple has finally decided it's time to make the jump to Taiwan Semiconductor as its only source of fabrication for its next-gen A10 chip. If true, this could be a big win for TSMC at the expense of Samsung's future revenue and profit drivers.

A potentially big win for TSMC
Whether it's Apple's desire not to depend upon its main competitor, poor performance from Samsung-fabbed A9 chips, or seeming superior next-gen technology (see below), this would be a huge win for TSMC. Right now, Apple contributes more than 14% to TSMC's top line, with forecasts that the company will contribute $3.7 billion in the nearly completed fiscal 2015 versus companywide revenue estimates of $26.24 billion.

According to the report, TSMC is working with Apple to introduce integrated fan-out packaging, a breakthrough that will lead to thinner and lighter chips. As a result of this new technology, and it reportedly winning the full production, forecasts are that TSMC will increase its Apple-related revenue next year 24% to $4.6 billion. If so, this is a big win for TSMC at the expense of Samsung.

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