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eewiz
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re: Apple coming to dominate electronics supply chain, says IHS
eewiz   7/28/2012 5:20:03 PM
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Are you predicting Apple is going to collapse soon? I cant see that coming in next 2 years atleast. BTW care to elaborate the big landscape changes ?

chipmonk0
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Manager
re: Apple coming to dominate electronics supply chain, says IHS
chipmonk0   7/26/2012 8:12:52 PM
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Dylan : Apple's larger market share in chip purchase is not exactly news. What could be news though is that this may not continue if Apple cannot get chips with the latest technology. When are you guys going to cover the technical aspects of the Apple - Samsung relationship and how that might affect major supplier patterns ? Case in point, up to the iPad 3( Mar 2012 ) Apple has been forced to use Samsung's 40 nm non HKMG Fab technology. This has complicated the SoC to DRAM integration ( key to performance ) in the iPad 3 ( having to use older Fab technology for the quad GPU design in the A5X has ramped the heat generation to the extent that it has prevented tighter integration with memory - unlike in iPad 2 or iPhone 4s ). Yet just 2 months later Samsung brought out their new Galaxy S3 phone with a quad core processor built with their best technology ( 32 nm, HKMG ) runs faster ( 40 % higher clock ) yet cool and tightly coupled to the DRAM chips ( their own of course ) ! Seems to me that a pull in of 3 months for Apple would not have been such a big deal for Samsung which had switched back to gate last HKMG ( a la Intel, after getting misled by IBM into gate first HKMG ) way back in early 2010. Clearly Apple did not get the best Fab service from Samsung. So what are they going to do to make sure that they keep getting the best ? Perhaps second sources with no such conflict of interest ? What is the scuttlebutt on what Apple is doing with alternative sources ? Now that would be a lot more interesting topic than just tired old sales figures.

sranje
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Manager
re: Apple coming to dominate electronics supply chain, says IHS
sranje   7/26/2012 6:47:06 PM
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Dear elctrnx_lyf --- keep dreaming -- big landscape changes are coming lightning fast - the collapse of Nokia and RIM will pale in comparison

elctrnx_lyf
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Manager
re: Apple coming to dominate electronics supply chain, says IHS
elctrnx_lyf   7/26/2012 6:32:30 AM
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Truth known for long time. Nothing is changing much these days.

GREAT-Terry
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CEO
re: Apple coming to dominate electronics supply chain, says IHS
GREAT-Terry   7/26/2012 1:34:53 AM
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We've heard about the TV strategy of Apple for some while but we still didn't see any new stuff yet. How long should we wait? TV is a piece of cake for Samsung and Japanese, how can Apple kick their ass? I guess Apple won't be willing to sit at the forth or even lower position in this market.

sranje
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Manager
re: Apple coming to dominate electronics supply chain, says IHS
sranje   7/26/2012 1:13:41 AM
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Great update and ---- Samsung is going internal for phones and tablets Apple will dwarf all other and dominate them even more



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