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ONly for so long

It's true in a sense, but both sides are not equally in need of the other.

From the perspective of Apple, it is relatively easy to find companies that ultimately can supply them with the part they need. If its not Samsung, they can find someone else relatively easily.

However the problem for the suppliers is that ultimately they need companies that can convince the customers to buy the product, and it is very hard to find a company that can promise big sale numbers like Apple can. At least, it is way harder for a supplier to find a client like Apple than it is for Apple to find a supplier that fit his need.

I mean, ultimately one of the the most "precious" thing for a company to have in the industry is what Apple have : a big loyal and satisfied consumer base that is willing to pay a bit more for quality.

But what happens when Apple has told all of the best suppliers to get lost because they are still trying to sell some of their own products. Thus Apple ends up with second & then 3rd qyakuty suppliers. How can they then have a better quality product?
 
But what happens when Apple has told all of the best suppliers to get lost because they are still trying to sell some of their own products. Thus Apple ends up with second & then 3rd qyakuty suppliers. How can they then have a better quality product?

Slippery slopes seldom are...What if the world ends next December.
 
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.

Oh wait, I think I understand your confusion now - Apple's orders represented about 7% of Samsung's revenues. Small difference there Sparkey. ;)
 
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Who didn't see that coming? First Google, now Samsung, who's next on te list of Co's that were involved with Apple that will try to screw them over by ripping off their devices?
 
Samsung = Innovative Korean Company?

Just like Hyundai is a blatant copy of Honda vehicles, Samsung's "smart" phones are blatant copies of the iPhone. They know it, Apple knows it, but, they're betting that they can make billions before some overworked court system stops them ...
 
Did you really read the post you commented on correctly.

Ha ha ha ha ha ha ha ha ha...

*deep breath*

Ha ha ha ha ha ha!

*chuckle*



New math?

I know you meant "billion" but even so...

Apple's FY11 will be north of $100 billion - the last quarter alone was over $28 billion. FY12 will be even bigger.

Last I checked 100 is not 7% of 136.

I thought that the statement was about what percentage of Samsung's total revenue came from Apple. Thus if Apple is only supplying about 7% of their revenue the loss of Apple will be felt but it will be much too small to bring them down. I did not see any comparison between Samsung's income & Apple's income.

It seems that many people here need to get their facts a little straighter before they make comments. This includes me. That is one reason that I do not make comments about many things.
 
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Apple isn't in the insurance, heavy machinery, construction, or shipbuilding business....

And I'm glad they aren't!
 
I like how *LTD* pretends that Apple holds all the cards. Until Apple is mining the rare earths, designs & manufactures NAND, SSDs, hard drives, screens and all the other components they are nothing but a glorified PC integrator with an amazing marketing machine.
 
I thought that the statement was about what percentage of Samsung's total revenue came from Apple. Thus if Apple is only supplying about 7% of their revenue the loss of Apple will be felt but it will be much too small to bring them down. I did not see any comparison between Samsung's income & Apple's income.

It seems that many people here need to get their facts a little straighter before they make comments. This includes me. That is one reason that I do not make comments about many things.

Yeah that's probably what he meant but grammar is you friend. There is a big difference between "Apple is 7%" and "Apple's orders are 7%." After reading it several times I still thought he was comparing the sizes of the companies. I wasn't the only one.

No matter, you can see the blind hatred in his posts so nothing said here will make any difference. Religion is a tough fight and I prefer to just laugh at the pious. I mean we are only talking about an electronics company after all. :)
 
Yeah that's probably what he meant but grammar is you friend. There is a big difference between "Apple is 7%" and "Apple's orders are 7%." After reading it several times I still thought he was comparing the sizes of the companies. I wasn't the only one.

No matter, you can see the blind hatred in his posts so nothing said here will make any difference. Religion is a tough fight and I prefer to just laugh at the pious. I mean we are only talking about an electronics company after all. :)

Also Apple is only going to be phasing out Samsung over 4-5 years, not all at once. In the mean-time Sammy will replace that lost revenue. With Windows 8 coming on, there will be no shortage of OEMs pounding down Sammy's door.
 
I am sure you don't understand a discussion as complex as this, but in a business with multiple capable suppliers, the supplier needs the customer much more then vice-versa.

When it comes to being the biggest customer in an industry it is even moreso.... So no in this case Apple does not need suppliers as it could just create new ones that would put the old ones out of business.

Apple could ultimately enable other businesses to replace all of what Samsung does. Samsung can not enable other businesses to buy the close to 8 billion dollars of product Apple buys.

I would have thought that you are that naive but I know that it's not the case. Do tell us the names of the suppliers that Apple put out of business. At this moment though it looks like Samsung has better chances to put Apple out of business. After all Apple already was there once. Nothing prevents them from going there (i.e. bankrupt or close to it) again. Just FYI, Samsung has 40% of the world RAM market and none of other RAM suppliers have anything close to Samsung FAB capacity and technological prowess. Also notice that Apple has not stopped buying chips from Samsung (they can't) they just increased their purchases from others (like Elpida, which has only 13% market share vs. Samsung's 41%).
 
Also Apple is only going to be phasing out Samsung over 4-5 years, not all at once. In the mean-time Sammy will replace that lost revenue. With Windows 8 coming on, there will be no shortage of OEMs pounding down Sammy's door.

I never made that argument one way or another. Both companies will be just fine. Losing your biggest customer is not good but it isn't going to crush Samsung.
 
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.

You do know about the difference between Samsung & Toshiba SSD in the latest MacBook Air in write/read speed, don't you? The ones with Samsung SSD is faster. Still: Samsung did not deny that one of their own was involved in industrial espionage against Apple. Although I would wager they still command tremendous market share in Asia & Europe, they would still lose the general respect from the Tech industries & related communities. Apple is not the only customer they have, but it is probably the only one that matters.
 
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How high out of their minds Samsung execs must be to screw their largest customer. 7.8 billion dollars...

How many android devices must they sell to make up that lost revenue?

Samsung execs seem to see their actions as some kind of destiny. Where they just just waltz up to Apple, cut them down and usurp their position.

Unfortunately with their lost revenue and apple's successful actions against Samsung thus far it might be the biggest mistake they ever make.
 
It's a darn shame that Samsung had to turn on Apple the way it did, but I guess making more money is the only thing that matters. Apple should have had a contract preventing Samsung from duplicating Apple's products, but it's too late for that. Samsung could have just sat back and provided all those components for Apple while collecting fees instead of going up against one of the most powerful tech companies on the planet. Maybe that's just the S. Korean's way of doing business. Anything goes. I don't know if Samsung is part of those Korean "chaebols", but those powerful families are supposedly like royalty and are ruthless business people. They hate to lose at anything, especially wealth. Maybe they consider companies like Apple merely foreign invaders, not worth giving any respect to.

Samsung stands to lose quite a bit of money if Apple decides to go elsewhere since Apple doesn't seem to show any signs of slowing down sales. Hopefully, Samsung and Apple will eventually some sort of agreement and things may go back to the way they were. At least that's my hope. I hate to see countries becoming alienated over business rights.
 
Right... is LG gonna walk up and place an order for 10 million components? Motorola?

Like others have said... when Apple is your customer... it's smooth sailing.

Samsung might find new customers... but not any that can order parts for 20 million cell phones and 10 million tablets at one time.

Under normal conditions yes but you need to remember for flash memory demand has out paced supply for a long time now and added in the earth quake in Japan which only made things worse in terms of flash memory it really is not a big deal.

Sure a short term hit is there but you need to remember Apple had to push some other buyer off the contracts of there new suppliers those guys need to go somewhere.
Demand for flash memory exceeds the worlds production of it so Samsung will have zero trouble finding new buyers and on top of that it can help Samsung long term because they do not have to put up with Apple being able to do any damage at all.

For Apple it is a good thing diversifying supplier because then say a factory goes down they are not hurt as badly.
 
Samsung won't even feel the difference.

I think that you guys are underestimating the size of Samsung Group versus Apple.

Samsung Group is the number 1 technology company in the world (in terms of sales). Apple doesn't even make it into the top ten (#14).

To be honest, Samsung couldn't care less.

http://en.wikipedia.org/wiki/List_of_the_largest_technology_companies

good post. shows some perspective. and its funny when i see posts where people say that apple should buy samsung haha.
 
Apple needs suppliers. It's a two way street.

Yes, it's a 2-way street, but buyer is always more powerful in any non-monopolistic or oligopolistic business transaction. With the amount of demand Apple has, they can even create their own line of Samsung competitors if they want to.
 
I am sure you don't understand a discussion as complex as this, but in a business with multiple capable suppliers, the supplier needs the customer much more then vice-versa.

When it comes to being the biggest customer in an industry it is even moreso.... So no in this case Apple does not need suppliers as it could just create new ones that would put the old ones out of business.

Apple could ultimately enable other businesses to replace all of what Samsung does. Samsung can not enable other businesses to buy the close to 8 billion dollars of product Apple buys.

Please tell me more so I can understand the complexity of this discussion. No need for the insult. I wish I was as smart as you.

Not really, despite what people here claim, there are plenty of suppliers out there that can match Samsung's quality. The quality Apple demands will be the same and has likely already been assured for anything they are removing from Samsung, the LG problem was an anomaly it was not based on leaving Samsung, it was needing more supply in a hurry.



You really have not paid much attention to anything. These changes have been going on for well over a year.



Apple's $7.3b in profit is more than twice Samsung's $2.6b in profit last quarter. Profit is considerably more important than revenue. Particularly when we are discussing the ability of a company to react to change. If you want to look at trends. Apple set a record last quarter and Samsung profits have declined for at least the past two.



How terribly they must be run to have a large financial services component and tiny little profits. What point were you attempting to make?



So Samsung is a terribly inefficient company. I get it. Most conglomerates end up being terrible investments. The profitable pieces are just drug down by the trash. Think about it for a minute. Apple made twice the profit on 7% of the revenue...


While you just called nearly everyone else on the forum delusional, you seem to be the one with blinders on. Apple can have any supplier they want. They are the biggest customer in the world for all of these components. If you believe losing them will have no impact, you are well beyond delusional.

Who did I call delusional? Only you and one of your cronies called me names, I insulted no one. Perhaps without Apple glasses things would be a bit clearer??

Ha ha ha ha ha ha ha ha ha...

*deep breath*

Ha ha ha ha ha ha!

*chuckle*



New math?

I know you meant "billion" but even so...

Apple's FY11 will be north of $100 billion - the last quarter alone was over $28 billion. FY12 will be even bigger.

Last I checked 100 is not 7% of 136.



Oh wait, I think I understand your confusion now - Apple's orders represented about 7% of Samsung's revenues. Small difference there Sparkey. ;)

You're the one who was confused, not me. I made the post. Of course we all know I meant 130 billion and that Apple contracts of 7.8 billion are about 7% of Samsungs total revenue. I guess you had to get picky and point out my error of writing million instead of billion, even though you knew what I meant. Ditto for the 7%. No need for the name calling just because you didn't understand my post. Losing 7% of their revenue isn't going to cripple Samsung. And that is what Apples contracts amount to.

Yes, it's a 2-way street, but buyer is always more powerful in any non-monopolistic or oligopolistic business transaction. With the amount of demand Apple has, they can even create their own line of Samsung competitors if they want to.

Please. :rolleyes:
 
It's gonna be like the MBA screens/SSDs all over again... But this time, on our iPhones. Anyone who's looked in the MBA forums knows what I'm talking about
 
It's gonna be like the MBA screens/SSDs all over again... But this time, on our iPhones. Anyone who's looked in the MBA forums knows what I'm talking about

And don't forget the backlight bleeding on the iPads due to the high quality assembly.
 
Why Can't Apple Use American Memory Companies?

Why Can't Apple Use American Memory Companies? Micron, Kingston and others.
Also how about companies like Segate, Western Digital Etc.
 
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