FORTUNE -- AppleInsider's Daniel Eran Dilger filed a fascinating piece Saturday suggesting that Samsung was caught by surprise when Apple (AAPL) announced Tuesday that the iPhone 5S would be powered not by the 32-bit A6 system-on-a-chip that Samsung manufactures, but by a new, top-secret 1-billion-transistor 64-bit A7 chip.
Not only did Apple manage to keep its No. 1 semiconductor supplier in the dark about the new system chip, Dilger writes, but it seems to have handed the business to one of Samsung's chief rivals, the Taiwan Semiconductor Manufacturing Company (TSM).
It's a long piece -- 4,300 words -- too long to expect Apple's denigrators to read much more than the first few paragraphs.
That's a pity, because about half-way through, Dilger makes as strong a case as I've seen lately that Apple's much-maligned innovation engine is still humming along.
As a service to those who didn't make it to the middle -- or who missed the piece entirely -- here are Dilger's lead-in and his main bullet points:
It turns out that while the tech media spent most of 2013 complaining that Apple 'wasn't innovating,' Apple was...
Switching foundries isn't easy, says an analyst. It's going to take years and cost billions.
FORTUNE -- Samsung, believe it or not, is still the sole supplier of the processors that run every iPhone, iPad and iPod touch that Apple (AAPL) sells.
On the assumption that Tim Cook will not want to be forever dependent on a company that he claims has stolen Apple's intellectual property and as everyone can see is MOREPhilip Elmer-DeWitt - Nov 30, 2012 6:22 AM ET
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