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re: London Calling: Where will Apple get flash memory now?
Dave1010101   4/12/2013 9:33:09 PM
Wouldn't Micron and/or Intel be able to supply Apple?

Duane Benson
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re: London Calling: Where will Apple get flash memory now?
Duane Benson   4/12/2013 5:11:13 PM
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.

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re: London Calling: Where will Apple get flash memory now?
Jack.L   4/12/2013 4:46:30 PM
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.

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re: London Calling: Where will Apple get flash memory now?
markhahn0   4/11/2013 4:57:23 PM
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.

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re: London Calling: Where will Apple get flash memory now?
any1   4/11/2013 1:21:54 PM
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.

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