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mcgrathdylan
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re: In Asia-Pacific region, local firms enjoy Apple-like chip buying perks
mcgrathdylan   8/20/2012 10:10:04 PM
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@kinnar- not sure I follow. But I think what you are trying to say is that companies like HTC, ZTE and TCL are increasing their chip buying in percentage terms from a lower base than Apple, which is projected to increase from $25 billion to $28 billion. At some point, sheer size gets in the away of the growth rate.

Kinnar
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re: In Asia-Pacific region, local firms enjoy Apple-like chip buying perks
Kinnar   8/20/2012 7:43:16 PM
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The overall sales of the local companies will be surely higher as compared to the known giants, but at the same time local companies will be paying more price as compared to the known giants,and buying conditions as will not be stringent. These are all the factors increasing local sales.

nc3
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re: In Asia-Pacific region, local firms enjoy Apple-like chip buying perks
nc3   8/19/2012 7:12:31 PM
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This is an interesting market factor in mobile. Local OEMs/Samsung/Apple all have dominant position over chip suppliers. Net effect profit margins are NOT like the PC space where Intel holds power over OEM/Samsung/Apple.



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