Apple has announced that Samsung will supply chips from its Texas factory to optimise the power and performance of Apple products, including iPhones. “This facility will supply chips that optimize power and performance of Apple products, including iPhone devices,” the company said in a statement.
The announcement came as Apple revealed an additional 100 billion dollars in US investments, raising its total commitment in the country to 600 billion dollars over the next four years. A Samsung spokesperson declined to comment on the development.
According to Ryu Young-ho, senior analyst at a brokerage firm, “What’s significant is that Samsung is taking over some of the image sensor volumes that Apple previously sourced from Sony. Since Sony only makes image sensors in Japan, Apple appears to be diversifying its suppliers and localising production in the United States.”
Ryu noted that although Sony continues to dominate the high-end image sensor market, Apple’s decision helps reduce reliance on a single vendor and aligns with its push for more US-based sourcing.
This move comes shortly after Tesla signed a 16.5 billion dollar deal with Samsung to source chips. Tesla CEO Elon Musk said in late July that Samsung’s new Texas facility would produce the company’s next-generation AI6 chip.
Analyst Pak Yuak from another brokerage firm stated that Samsung’s chip contract manufacturing business is expected to reduce losses by securing new orders in 2026 to produce image sensor chips for iPhone 18 models and chips for Tesla.
Also read: Viksit Workforce for a Viksit Bharat
Do Follow: The Mainstream formerly known as CIO News LinkedIn Account | The Mainstream formerly known as CIO News Facebook | The Mainstream formerly known as CIO News Youtube | The Mainstream formerly known as CIO News Twitter |The Mainstream formerly known as CIO News Whatsapp Channel | The Mainstream formerly known as CIO News Instagram
About us:
The Mainstream formerly known as CIO News is a premier platform dedicated to delivering latest news, updates, and insights from the tech industry. With its strong foundation of intellectual property and thought leadership, the platform is well-positioned to stay ahead of the curve and lead conversations about how technology shapes our world. From its early days as CIO News to its rebranding as The Mainstream on November 28, 2024, it has been expanding its global reach, targeting key markets in the Middle East & Africa, ASEAN, the USA, and the UK. The Mainstream is a vision to put technology at the center of every conversation, inspiring professionals and organizations to embrace the future of tech.
