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Apple and its Samsung memory order

9/7/2012 08:57 AM EDT
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eewiz
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re: Apple and its Samsung memory order
eewiz   9/18/2012 4:59:49 AM
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Apple has been around for last 3+ decades and has invented/reinvented 4 of the most popular industry today.

abhayadev_s
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re: Apple and its Samsung memory order
abhayadev_s   9/18/2012 4:30:35 AM
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good for samsung to shift focus from large single buyer.. after a couple of decade will see no iPhones or not even apple for sure....

DCH0
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re: Apple and its Samsung memory order
DCH0   9/10/2012 4:59:02 PM
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Neither Samsung nor Apple is a single entity. Samsung has it's own set of profit overheads for memory vs. tablet. The guys supplying the components to Apple need Apple no matter how much the tablet team would like to cut them off at the knees.

Stanley_
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re: Apple and its Samsung memory order
Stanley_   9/7/2012 11:56:16 PM
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call this as a balloon effect, as if squeeze one side of balloon, the other side bulge, but total air in the balloon maintains.

Stanley_
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re: Apple and its Samsung memory order
Stanley_   9/7/2012 11:53:45 PM
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Apple cannot pull 100% volume out of samsung. For nand flash, samsung has 40% market share. Only they can do is to reduce the volume, while other customer will be happy to use samsung chip. samsung SSD is in fact a factor for product choice, so samsung has nothing to lose in this game.

lonecowboy
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re: Apple and its Samsung memory order
lonecowboy   9/7/2012 4:06:47 PM
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Truth behind the scene is.. Apple was ordering at a price lower than the manufacturing cost. Samsung said NO WAY! SK Hynix and Toshiba said NO WAY OUT! other than Apple. These two underdogs accepted Apple's offer very unwillingly. Still complaining..

eewiz
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re: Apple and its Samsung memory order
eewiz   9/7/2012 3:58:47 PM
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Unfortunately there are no other customers that can provide Apple's volumes. And remaining ones might have supplier agreements with other manufacturers. Ineffect, there is not much hope of "diversifying" and keeping the volumes(without which even the price might go up!)

Stanley_
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re: Apple and its Samsung memory order
Stanley_   9/7/2012 3:47:51 PM
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this is also good for samsung to diversify customer base. relying on one big customer is no good. just look at what happened to freescale and TI when motorola and nokia failed.

agk
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re: Apple and its Samsung memory order
agk   9/7/2012 12:41:39 PM
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Every where many things are interpolated and the rumors rounds in and out.

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