Design Con 2015
Breaking News
News & Analysis

Apple-Samsung friendship turns sour

5/2/2011 06:07 PM EDT
6 comments
NO RATINGS
More Related Links
View Comments: Newest First | Oldest First | Threaded View
yalanand
User Rank
Rookie
re: Apple-Samsung friendship turns sour
yalanand   5/3/2011 6:10:39 PM
NO RATINGS
So its TSMC vs Intel. Needs to be seen who will win the business from Apple. But one thing for, this is very bad news for samsung because APPLE is a very big customer. Moreover Samsung's quarterly results are down 30% this quarter.

yalanand
User Rank
Rookie
re: Apple-Samsung friendship turns sour
yalanand   5/3/2011 6:02:38 PM
NO RATINGS
So its Intel Vs TSMC. Needs to be seen who will get the business from Apple. But one thing is sure that Samsung will be the big looser, moreover samsungs revenues are down by 30% this quarter.

yalanand
User Rank
Rookie
re: Apple-Samsung friendship turns sour
yalanand   5/3/2011 6:00:53 PM
NO RATINGS
Sony is having pretty tough time right now. Seventh straight year of losses in its TV business is really worrying factor for sony. How can sony overcome these losses and become profitable again ?

fdunn0
User Rank
Rookie
re: Apple-Samsung friendship turns sour
fdunn0   5/3/2011 12:12:12 AM
NO RATINGS
Sorry last paragraph SHOULD read: In the end I think that due to Apple's fickle nature that Samsung would be doing themselves a favor by not renewing any contracts that do not have extension clauses in them.

fdunn0
User Rank
Rookie
re: Apple-Samsung friendship turns sour
fdunn0   5/3/2011 12:09:29 AM
NO RATINGS
If you look at Samsung's Semiconductor Sales Report you'll see that Apple's "sweetheart" deal for Samsung's constrained semiconductors (NAND)and low margins are starting to wear both on Samsung's bottom line as well as its relations with other customers. I don't think that selling fewer parts at higher profit margins than selling many at a highly reduced margin really matters to Samsung. On top of that Samsung as well as any other supplier, contractor, manufacturer, etc for Apple has to always know that they are having to bend over backwards to keep Apple happy. In the end I think that due to Apple's fickle nature that Samsung would be doing themselves a favor by not renewing any contracts that have extension clauses in them already.

selinz
User Rank
Manager
re: Apple-Samsung friendship turns sour
selinz   5/2/2011 8:46:52 PM
NO RATINGS
I can't see Apple walking away from Samsung for flash and DRAM if they are offering the best value. The A4 and A5 is another story. They have a legitimate worry about CPU structural units being copied.

Flash Poll
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Times on Twitter
EE Times Twitter Feed
Top Comments of the Week