Got a tip for us?
Let us know
Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.
Apple May Be Shifting Back to Samsung for Future Display Production
- Thread starter MacRumors
- Start date
- Sort by reaction score
They're between a rock and a hard place on this one. Clearly Samsung make the best displays but can they really work together again?
Apple should not be reliant on companies like Samsung for key components. Go buy Sharp or whoever and set-up the most advanced internal R&D centre in the world. They've got the cash to do it.
Apple should not be reliant on companies like Samsung for key components. Go buy Sharp or whoever and set-up the most advanced internal R&D centre in the world. They've got the cash to do it.
Yes I read about that deal but I've been saying for ages that Apple should go buy it's key component suppliers. The only reason Sharp took the cash from Samsung is because they are desperate for the money to keep going. The last thing Apple needs is a situation were Samsung is the only game in town because they'll just rack their component prices up or keep the latest innovations for themselves first.
If by roughly translated you mean that you're going to twist the scenario around as much as you can to make it look like Apple is almighty... However it's more likely that Apple wanted to go their own way and found themselves unable to do so
I think it would be oversimplifying the issue to think that all scenarios aren't thought through before decisions are made. Samsung was Apples biggest supplier by far and that created a situation where leverage could be applied. That is a bad situation for any business to be in. Tim Cook is a supply chain specialist and knows full well that Apple had got itself into a bad situation being over reliant on a single supplier. This is why over the last few years there has been a big diversification in this area and it has given Apple a far better bargaining position moving forward. The press like to talk this up as some kind of war between Apple and Samsung but I very much doubt that is what is actually going on here.
If I diversify my suppliers and I will buy way less to Samsung how I'm in a better bargaining position with them?
Well, that's embarrassing for apple.
----------
They should call it Sapp, in memory of all the customers that have been screwed with higher prices and shoddier components due to their eternal squabbles.
Because they have no leverage over you in your other supplies, if your the only show in town you can charge what you like. I know what your getting at with bulk discount but these purchases don't have that many companies that can fulfill them. Other manufacturers aren't able to ramp up production if Samsung are getting all the big contracts and the market is quickly cornered. This is where it becomes risky for big companies like Apple because if something happens, say contract extensions are refused or extended at prohibitive unit cost then there is no where else to go.
actually, it's a win for samsung.
look at what apple did: sued samsung for 1 billion and then switches back to samsung for diasplays, wow!
Here's what I am commenting on "Apple cut Samsung out of its display road map which gave them a far better position to bargain for future contracts with Samsung. "
Do explain how you think this put Apple in a BETTER position to negotiate. If anything - I would imagine it's Samsung who is now in a better position.
In either event - ultimately - what consumer should care about this other than the fact that Apple is seeking to include the best possible tech in their devices. End of story. Other than on these boards - I don't imagine the general public being remotely aware of who makes what part in their phone. And why should they?
Before Apple started to migrate display provision away from Samsung no other manufacturer was in a position to provide the quantities needed by Apple. Now there is LG and Sharp in a position to supply large volumes which puts Apple in a better position (quality issues aside) as there are now others that can provide competition at required volumes. In this respect there is now actual competition for contracts of this size which puts Apple in a stronger position and reduces the risk of total reliance in a single supplier. Apple can now drive a harder bargain as it now has other suppliers and Samsung has lost its leverage of being the only game in town at this supply level.
As you say, ultimately it is the consumer that benefits from all of this as competition brings more innovation, reduced cost and better end product.
Apple is planning to resume purchasing LCDs from Samsung Display as the company is better equipped to keep up with high demand.
No s*** Apple! Seriously I could have told them that but their arrogance blinded these simple facts and what a surprise, Apple has found out the hard way they NEED Samsung. They seriously bit the hand that feeds them and still are. I would even bet if Apple started to use Samsung as a supplier again and stopped litigating so much it's share price would got up a fair bit too.
No s*** Apple! Seriously I could have told them that but their arrogance blinded these simple facts and what a surprise, Apple has found out the hard way they NEED Samsung. They seriously bit the hand that feeds them and still are. I would even bet if Apple started to use Samsung as a supplier again and stopped litigating so much it's share price would got up a fair bit too.
Because there was no competition for supply of displays in the quantities Apple required so they had to buy from Samsung. Now they have several suppliers and have created competition giving them something to bargain with.
Competition doesn't play into this when you're the leader in tech that a buyer wants. Again - Apple didn't gain any leverage. If anything - they lost it and/or have the same "leverage" they had before. If Apple goes back to Samsung - it's because the other suppliers aren't equipped. Do you think Samsung will just ignore the reality of the situation?
Let me put it another way. I make great lemonade. I charge you - a regular customer 25 cents a cup. Other people are making lemonade - they charge about the same - but it's not what you like or prefer. But you say - eh - you know what - I don't want to buy all my lemonade from you - I'm going to another guy. And you do. I keep on selling my lemonade. Now you come back to me and say - Hey - the other lemonade could quench my thirst - but it's not the best on the block. Yours is - how about you sell me your lemonade again. And oh - yeah - I want it for less than I used to pay.
That's what you imply Apple "can" do? No. They can may the same price. Or if I know you won't go anywhere else - I can charge you 30 cents now. No harm no foul. I either get more money from business I had already not counted on - or I maintain my status quo.
why fight with them, when you know you will have to join them.
apple should not go back to samsung.
apple should not go back to samsung.
Quality issue are what makes Apple not leaving Samsung and here goes your "better bargain" thing.
According to the reports, is Apple going to Samsung, not the other way
----------
Who loses more if Samsung doesn't want those contracts?
If you want to go off topic and discuss slightly further about plasma, fine.
Just because Panny acquired Pioneer Kuro division 5 years ago doesn't mean they become the god of Plasma TV.
Maybe you're right in 2008 or 2009 when Samsung was a plasma underdog.
But now?
Samsung plasma TV match Panasonic while keep the price tag a tad lower.
http://www.twice.com/articletype/news/samsung’s-f8500-series-pdp-wins-2013-shootout/106912
AND
http://www.digitaltrends.com/home-theater/is-samsungs-f8500-plasma-a-kuro-killer/
Plus, Panasonic plasma has been notorious for having "black level decreasing over time" .. Yuck ..
If I want low quality dark level, might as well buy a crappy LED display instead
With that said, I'd never ever buy a LCD/LED backlit for a tv. I'm a maniacal plasma worshipper and until something like OLED picking up, my TV will always be a plasma.
Panasonic has the best tvs in the world.they have been the benchmark in plasmas for the last 4 years and have won back to back ces awards for there plasmas.
the new zt 60 is the best tv in the world right now and on the back Panasonic gladly writes beyond reference as last years vt 50 was tested and ranked the leader and set the bench for others to follow.for the past 3 years the vt seriers have been the benchmark and caused samsung to lower its price of there flagship model by 5 grand as the vts were cheaper.
The new zt 60 is hand built and you get the guys name that built your tv on a plaque behind it with big letters saying beyond reference.
I laughed so hard when you said sammy has a better tv when its well known that pannyvl with there kuru technology is the leader.
panny bought kuro tech from pioneer and has taken off where they left off.
this is the best tv you can buy right now,hand built and very limited quantities!
https://www.youtube.com/watch?v=SdqYAgjEq7g&feature=youtube_gdata_player
Last edited by a moderator:
Sorry - are we talking about iPhones or Plasma TVs. I thought this thread was about iPhone screens. Maybe we should get back to discussion screen qualities of the device in question?