KnightWRX
macrumors Pentium
Samsung displays have not been used in the "hundreds of millions" of devices though, so the numbers are not as inflated as you're making them out to be.
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Samsung to Cease Providing LCD Panels to Apple in 2013
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Samsung displays have not been used in the "hundreds of millions" of devices though, so the numbers are not as inflated as you're making them out to be.
D.T.
macrumors G4
You know, I'd actually contend that Apple is more like Porsche. Hear me out 🙂
While I realize Apple is more "mass market" product, that's really just a product segment (iDevices vs. Macs, I'd say Macs are certainly high end, less "mass market" price wise) - but more to the point: that's simply because the price entry point is viable for many consumers (i.e., people can spring for a $500 phone on a CC but not a $75K vehicle).
However, everything else about the companies are very similar:
They both make products with a fine eye to details/materials/construction
They both provide an end-to-end experience from purchase to service and support
The "specs" sometimes do not accurately convey the whole performance picture
They offer a limited range of products
They both sell to the high[er] end market (in the context of smartphones, iPhones are pricey, even when subsidized)
They tend to follow established designs, even when they conflict with engineering (engine in the rear, glass panel on the rear 😀 )
They've both (apple most recently) explored new market segments, some purely to cover encroachment from the low[er] end (SUV and Boxster)
They've both very defensive of their tech, even when there's known issues ("Hey, I'm back for my 2nd RMS failure...")
They've both been extremely profitable
Just my humble $0.02 :😎
flopticalcube
macrumors G4
You forgot one. Underneath, they are both Volkswagens.
I should also add... they are expensive to repair and parts are WAY overpriced.
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And several of their owners think that because they own one, it makes them super cool?
I love how this says "Samsung to Cease Providing LCD Panels to Apple in 2013" comes from The Korean Times and Samsung is a Korean COmpany.
This really should read:
'Apple to Cease using Samsung LCD Panels from 2013"
because lets face it Samsung isn't making the decision, Apple severed ties with the copycat child.
This really should read:
'Apple to Cease using Samsung LCD Panels from 2013"
because lets face it Samsung isn't making the decision, Apple severed ties with the copycat child.
I don't really consider LG to be a big competitor for Apple. The few Smartphones that LG have definitely do not go after Apple's latest offerings, and are extremely down market (nearly all free or under $100 with contract). However, you implied that LG makes sense to be both a supplier and competitor for Apple where I would disagree and did not mean for that to be assumed from my post.
The main point of my post is that I see Apple beginning to transition to other suppliers (namely ones that aren't competitors) where possible. And that I don't understand why people believe this will harm Apple, glorifying Samsung panels as perfect. They have definitely had their fair share of issues, and Sharp has put out screens which unanimously best those of Samsung's.
lunaoso
macrumors 65816
Samsung makes the iOS displays, which there are over 600,000,000 of in use right now.
uknowimright
Suspended
You keep posting b.s. without any credibility.
Here's the gist: They had a contract. The contract was up. Samsung wants X for their parts. Apple wants to pay Y. Both parties couldn't agree on a price - so no contract.
Apple ceases to use Samsung LCD components is not what it should "REALLY" read. What it should really read - is "Apple and Samsung let contract lapse on LCD Panel contract" - that would be bi-partisan.
D.T.
macrumors G4
Funny, but a modern Porsche a V-dub have about as much in common as a modern computer and a stone tablet 😀
LordVic
Cancelled
got any proof of that?
or you just like assuming that Apple is always "Right".
but hey, maybe you're right. Apple has been known to cut ties with companies they dont like.
Just look at the recent cutting of Google off from iOS6.. you know, no more youtube app and those lovely amazingly awesome Apple Maps.
cause Apple cutting its ties with other companies is a good thing for consumers AMIRITE
Gemütlichkeit
macrumors 65816
The LCD process is mainly automated so I don't see why apple can't make their own by building a facility in Asia. License a patent, build facility, make your own panels.
Interesting take on the situation...
http://www.geek.com/articles/mobile/samsung-terminates-lcd-contract-with-apple-20121022/
http://www.geek.com/articles/mobile/samsung-terminates-lcd-contract-with-apple-20121022/
D.T.
macrumors G4
Yeah, I'm familiar with some of their joint projects on their SUV platforms, and also how a blanket statement like "They're VWs" is a little silly.
I stand by my original post: Apple and Porsche share quite a bit of business mentality. It doesn't mean either is above reproach or not responsible for bad business, poor decisions, but there's clearly some common thinking between the two in terms of products, design, engineering, etc. 🙂
Well that being said - I would only add that Porsche's GPS system is more accurate than Apple Maps 😉
No one has posted any real evidence of Samsung making a better screen so I think its fair to assume they don't and people are just spouting off meaningless opinions.
D.T.
macrumors G4
🙂
Though I realized how out of date the GPS/Nav is on one of our cars (relative to Apple Maps, which worked much better), it's DVD based and like 3 years out of date ... (whole new malls have appeared!!)
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LordVic
Cancelled
Great points: my take.
Apple losing samsung effectively means Apple has to find suppliers for approximately 15 million panels. (if keeping with current supply).
Competitors, such as LG who currently made 12.5 million panels for Apple will have to increase their production more than two fold, up to 27.5 Million panels in order to keep up with Demand.
if LG and other panel makers cannot make up for the 15 million panels lost, Apple will have a shortage of Panels available for products, meaning Apple could see a decrease in overall volume of sales as they wont be able to provide enough panels for their devices.
Samsung will walk away with manufacturing capabilities of 15 million LCD panels. With this extra supply, Samsung can look to do multiple things, From selling their own to selling to other OEM's.
Because they can do so many panels at such high volume, without apple's artificially high profit margins, Price of TV's, Devices and such using these panels should in fact get even cheaper. Remember, as you produce more of something, cost per unit to produce eventually decreases. this is called Economies of scale
Laws of "Supply and Demand" should dictate, in the end, Apple products Demand will exceed supply, driving the Price to acquire up. Possibly a return to the old "Apple Tax" mentality and people choosing to go elsewhere because of either prohibitive costs, or very long production times.
Samsung panels which will be in high supply, will be closer to meeting demands, and thus be able to be offered at significant reduced costs to other vendors who can in turn sell their products much cheaper, with lower margins
(all speculation of course).
In the end, Samsung and Apple will be short term left looking to change business plans. Samsung looking to offload 15 million in high end LCD. production will be easier to accomplish in this market than Apple attempting to increase it's other vendors more than 2x their exsiting capabilities. (increasing production isn't cheap, requires huge infrastructure investment as well as R&D, training and ramp up time of all things involved).
In the long run, I really think this hurts Apple more than it hurts Samsung.
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G51989
macrumors 68030
From what we can really see, its Samsung refusing to sell Apple LCDs at a huge discount, it sounds like Samsung isn't interested in Apples business anymore
Agree. And while not the best scenario - it's easy(easier) for Samsung to slow down production and yes - get hit with less profits than it is for Apple to "magically" have more produced for them.
I'm sure Apple with ultimately be fine (I posted this earlier) - they will just source from more manufacturers or switch technologies, etc
How this affects the end user will also be interesting to see (quality, production delays, costs)
I'm sure Apple with ultimately be fine (I posted this earlier) - they will just source from more manufacturers or switch technologies, etc
How this affects the end user will also be interesting to see (quality, production delays, costs)
