The Korean government will throw Samsung anything they need. How do Apple and Samsung compare revenue wise?
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Apple Diversifying Memory Suppliers Too, Moving Away from Samsung
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The Korean government will throw Samsung anything they need. How do Apple and Samsung compare revenue wise?
Toshiba, innovation-wise, is a very worthy alternative to Samsung IMO. Toshiba, if I am not mistaken, developed the blade SSDs used in the Mac Air. Plus, they are pioneers in the Solid-state market as well. A tighter bond between Apple and Toshiba can only be good, especially that they do not really compete except maybe in some laptop markets.
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Wow, you have zero idea how this business works. Apple is every supplier's dream: they come with cash in hand and order huge quantities that will keep production lines busy for months. So now if Samsung has excess capacity (which they will because they increase capacity solely to sell to Apple), they have to go and find new customers, who may or may not pay them on time or ever, for MUCH smaller quantities, then do it all over again when the run is over. All in a down economy. Big BIG loss for Samsung if true. And serves them right for ripping off their biggest client.
Rodimus Prime said:
Wow, you have zero idea how this business works. Apple is every supplier's dream: they come with cash in hand and order huge quantities that will keep production lines busy for months. So now if Samsung has excess capacity (which they will because they increase capacity solely to sell to Apple), they have to go and find new customers, who may or may not pay them on time or ever, for MUCH smaller quantities, then do it all over again when the run is over. All in a down economy. Big BIG loss for Samsung if true. And serves them right for ripping off their biggest client.
Apparently, *something* is affecting them, since their performance last quarter stunk:
http://www.reuters.com/article/2011/07/07/us-samsung-idUSTRE7657H120110707
http://hken.ibtimes.com/welcome.htm...terly-profit-falls-warns-of-tough-outlook.htm
And their next move is to lose a client like this:
http://www.unwiredview.com/2011/02/...omer-will-spend-7-8-billion-on-parts-in-2011/
http://www.appleinsider.com/article...aliation_against_its_5_7b_customer_apple.html
Apple was Samsung's second-largest client last year with close to $5.7 billion in orders.
Apple Now Samsung’s Largest Customer, Will Spend $7.8 Billion on Parts in 2011
Not cool.
It will be interesting to measure the time between the next iPhones very first announcement and users having it in their hands, vs. the time between Microsofts very first Windows 8 announcement and users having that in their handsWindows 8 was announced before the next iPhone. Will it ship before the next iPhone, or after?
Apple generally updates their products at the fastest 12 months, and sometime many months longer. Until recently, they were using old tech in their computers. LTD's statement is quite comical.
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Apple isn't in the insurance, heavy machinery, construction, or shipbuilding business. Compare apples to apples (bad pun intended).
AppleScruff1 said:
Apple isn't in the insurance, heavy machinery, construction, or shipbuilding business. Compare apples to apples (bad pun intended).
Any smart businessman knows you never put all of your eggs in one basket. That is why Apple is doing this. Not to mention that their relationship with Samsung has soured.
I'm still lukewarm about how well mobile apps will translate to the desktop. Remember all the bashers who were criticizing the rumored integration of iOS 5 into Lion? There's no doubt that Windows 8 will be dominate PC OS sales, but how much consumers will buy into Metro remains to be seen. Just because they have a mobile OS doesn't mean that they will go out and buy a device to use it on.
You have a long and steep learning curve ahead of you, once you leave school and enter the real (business) world
Exactly. To lack a diversity of suppliers severely handcuffs a manufacturer, because supply from a single source can rapidly dry up for any of a number of reasons, resulting in disaster.
I'm quite sure. They already have quite a relationship.
https://forums.macrumors.com/posts/13371526/
And Samsung's revenue is north of $130 million per year. Apple is about 7% of Samsung's revenue, hardly enough to cripple the company.
This is a fair point. Apple had displays, chips, memory, etc... all going through Samsung which makes Samsung a single point failure for a lot of Apple's supply chain.
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Both companies are going to be fine. It may not be pleasant for either of them to make the transition, but neither is going to be out of business for it.
The Korean government has a close relationship with many of their largest companies. Remember Kia?
I have been playing with the Windows 8 pre beta for a couple of days and the Metro UI is looking like good competition for iOS. I think the average Joe will pick iOS or Windows over Android in this segment. I don't think Windows will take over this segment either, I just think they are going to take a bite out of Apple's market share. How big is anyone's guess and a lot of that will depend on whether the OEM's can turn out a decent piece of hardware to showcase the software.
Diversification at some point is a reality to consider for successful tech companies that have supplier relationships. Samsung was going to lose exclusivity at some point. In this case, Apple made the move because they *can* and because it's smart over the long-term anyway. It's not Apple's loss. It's something Samsung will have to deal with. It's the reality of the supplier game.
In the event it's the consumer's loss, you'll need to wait until you get Apple products that justify your fears. The best indicator would be the yearly consumer satisfaction reports.
They'll need to be careful how involved they get, yes Samsung is important to Korea but what's to say the U.S will let the korean gov push their own valuable company around, let alone the most valuable and and revered company.
I think the both gov's should stay out of this, the market never lies. Regardless of what people say or how valid their points are, the market will accurately reflect what people actually want.
Quite true. What would you rather have, a Samsung or an LG display? Samsung memory or some second tier supplier? Sometimes the consumer does lose out a bit.
I agree, the governments should stay out of it unless it is a company that is too big to fail that is about to fail, otherwise, hands off. Losing either company would be a huge blow to each countries economy, especially job wise. No need to worry, it's not about to happen.
True, but Apples choice may mean a lesser quality product for us, the customer.
