Design Con 2015
Breaking News
Comments
Newest First | Oldest First | Threaded View
<<   <   Page 2 / 2
Dave1010101
User Rank
Rookie
re: London Calling: Where will Apple get flash memory now?
Dave1010101   4/12/2013 9:33:09 PM
NO RATINGS
Wouldn't Micron and/or Intel be able to supply Apple?

Duane Benson
User Rank
Blogger
re: London Calling: Where will Apple get flash memory now?
Duane Benson   4/12/2013 5:11:13 PM
NO RATINGS
Sometimes it's shocking how intertwined the supply chain is. But this is far from the first time a situation like this has come up. If I recall correctly, IBM abruptly stopped buying disks from one specific vendor (Shugart, maybe?) which had a devastating effect on the supplier. That's the position Samsung is in. The reverse risk to Apple is just as real. Antitrust laws may prohibit restraint of trade, but there are a lot of ways of holding back without going clearly afoul of the regulations. The real interesting part here is that both Apple and Samsung stand to lose big from any kind of a supply war.

Jack.L
User Rank
CEO
re: London Calling: Where will Apple get flash memory now?
Jack.L   4/12/2013 4:46:30 PM
NO RATINGS
markhahn, Do you really think it makes sense for Apple to essentially fund their largest competitor? I do not see them destroying their product pipeline, though perhaps a slight delay. It was going to have to happen eventually, why not now? Sure there is interdependence in many industries, but I have to imagine for Apple it was almost becoming uncomfortable. They are also not destroying their whole supply chain, simply realigning it. That actually is good for the whole industry as it means not only can Apple build competitive advantage, but by moving supply out of Samsung which one could argue has far too high a concentration of Smartphone dollars on the supply side if Apple sticks with them, it grows supply chain competitors which helps other smart phone companies have access to top technology.

markhahn0
User Rank
Rookie
re: London Calling: Where will Apple get flash memory now?
markhahn0   4/11/2013 4:57:23 PM
NO RATINGS
at some point there has to be an advantage to not being a dick, the way Apple has been. a company that genuinely has superior products does not destroy their whole supply chain and product pipeline as a defense against follower competition. playing such a defense game is tantamount to admitting your offense (innovation) is failing.

any1
User Rank
CEO
re: London Calling: Where will Apple get flash memory now?
any1   4/11/2013 1:21:54 PM
NO RATINGS
At some point there has to be an advantage in having captive fabs, otherwise no one would ever build any new ones. Samsung will reap the advantages of being more vertically integrated. Apple can certainly buy enough NAND for its use, but will simply pay more. If they are smart they will have at least two vendors. This situation is where Tim Cook can earn his pay.

<<   <   Page 2 / 2


Most Recent Comments
Susan Rambo
 
AZskibum
 
AZskibum
 
alex_m1
 
alex_m1
 
AZskibum
 
AZskibum
 
_hm
 
_hm
Top Comments of the Week
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 Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
<b><a href=Betajet">

The Circle – The Future's Imperfect in the Present Tense
Betajet
5 comments
The Circle, a satirical, dystopian novel published in 2013 by San Francisco-based writer Dave Eggers, is about a large, very powerful technology company that combines aspects of Google, ...

Max Maxfield

Recommended Reads From the Engineer's Bookshelf
Max Maxfield
27 comments
I'm not sure if I read more than most folks or not, but I do I know that I spend quite a lot of time reading. I hate to be idle, so I always have a book or two somewhere about my person -- ...

Martin Rowe

Make This Engineering Museum a Reality
Martin Rowe
Post a comment
Vincent Valentine is a man on a mission. He wants to make the first house to ever have a telephone into a telephone museum. Without help, it may not happen.

Rich Quinnell

Making the Grade in Industrial Design
Rich Quinnell
16 comments
As every developer knows, there are the paper specifications for a product design, and then there are the real requirements. The paper specs are dry, bland, and rigidly numeric, making ...

Special Video Section
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...
General-purpose DACs have applications in instrumentation, ...
Linear Technology demonstrates its latest measurement ...
10:29
Demos from Maxim Integrated at Electronica 2014 show ...
Bosch CEO Stefan Finkbeiner shows off latest combo and ...
STMicroelectronics demoed this simple gesture control ...
Keysight shows you what signals lurk in real-time at 510MHz ...
TE Connectivity's clear-plastic, full-size model car shows ...
Why culture makes Linear Tech a winner.
Recently formed Architects of Modern Power consortium ...
Specially modified Corvette C7 Stingray responds to ex Indy ...
Avago’s ACPL-K30T is the first solid-state driver qualified ...
NXP launches its line of multi-gate, multifunction, ...
Doug Bailey, VP of marketing at Power Integrations, gives a ...
See how to ease software bring-up with DesignWare IP ...
DesignWare IP Prototyping Kits enable fast software ...
This video explores the LT3086, a new member of our LDO+ ...
In today’s modern electronic systems, the need for power ...