Apple Diversifying Memory Suppliers Too, Moving Away from Samsung

[AppleScruff1]

Sales are a bad indicator of worth/wealth, Market Cap is king. Same list - Apple is no. 1, Samsung no. 8.

Market cap isn't king. Do you think Apple owns more assets than Exxon?

Yes, storm...too funny....will the ads say "Now you can take the blue screen of death with you!!"

Typical statement for this forum. Everyone raves about innovation but talks about Windows from 10+ years ago.

Best laugh I have had for days.

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Snag is there is no one else selling like Apple, tablets at least. Once any iPad killers stuff their channel that's it, show over. Samsung may really end up regretting all of this. All the other tablet makers' annual needs combined wouldn't be what Apple take in a month (or less).

This will change in the future. Apple will be the dominant player, but their market share will go down.

 

[StyxMaker]

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Kinda sucks mainly because samsung makes the best stuff.

That has not been my experience. I've had problems with every Samsung product I've purchased.

 

[ct2k7]

Most, if not all products that I have, produced by Samsung, whether it be OEM or directly from them, have served me well, just like Apple products.

 

[dba7dba]

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That has not been my experience. I've had problems with every Samsung product I've purchased.

Hmm, you must've had issues with every iDevice and Macs. Every single one of them comes with Samsung product inside.

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No doubt Tim has brought this to the attention of the new suppliers and they will rise to the occasion. I suspect Samsung's was so good due to Apple R&D and input as part of the massive deal they did. Those days are over for sure.

Tim rose through Apple because he was able to work out the supply chain of parts. He removed the supply bottlenecks that sometimes prevented Apple from making products to sell, especially RAM. And who did he work with to get it done? Samsung.

WHAT did Apple R&D contribute to Samsung being so good? Didn't Apple go to Samsung first because of it liked the quality/quantity of Samsung no?

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Fascinating perspective. You clearly are clueless. Apple has pushed innovation and taken huge risks at every level.

You clearly don't have a clue ...

Building a $10 billion plant is not taking a risk?

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I think Samsung makes fantastic TV's (Samsung's rise in the early 2001 is definitely facinating! Who would have thought a then Korean second-rate company will sell more TV's than both Sony and Sharp, the two companies that controled the CRT TV market?). They also make great gadgets and devices.

I draw the line with Phones, Tablets, and even PCs. I am sure it is a different team, but Samsung just does not do it for me in that department.

Umm, you will need to erase the lines soon. GS2 got 9 out of 10 at Endgadget. No other phone got 9. And same as iphone.

 

[ChazUK]

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That has not been my experience. I've had problems with every Samsung product I've purchased.

How many Samsung products would that be then? Surely a savvy consumer would only be hit at least once or twice with a poor Samsung product?

If it is a low amount of Samsung products, you may simply be unlucky with Samsung. If it's a high amount of products, that does not bode well for your consumer spending.

 

[dba7dba]

I laugh at people who think that Samsung would flutter away after Apple ditched them. Remember, Samsung manufacturers more electronics than Apple.

And electronics is just ONE of many industries they are in, and samsung is top tier player in many of them.

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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.

Wouldn't use word 'crush' here. Dent or scratch would be a better term.

 

[rockrigo]

Samsung even has medical centers with one of the largest cancer research centers in Asia among those

 

[ct2k7]

Samsung even has medical centers with one of the largest cancer research centers in Asia among those

And a theme/ride park and a hotel...

 

[dba7dba]

Well at least no one on this thread has said Apple should just buy out Samsung.

 

[SilianRail]

More NAND, please. The more people manufacture, the cheaper it gets, the sooner we can eliminate the ancient and clunky mechanical drives once and for all. Bye-bye DVD/Blu-ray: you won't be missed.

32 GB USB stick = $45 ($1.41/GB)
10 pack 50 GB Blu Ray spindle = $71 ($0.14/GB)

It's gonna be awhile.

 

[divinox]

32 GB USB stick = $45 ($1.41/GB)
10 pack 50 GB Blu Ray spindle = $71 ($0.14/GB)

It's gonna be awhile.

especially as we're moving towards higher resolution content, and discs remain cheap-cheap to mass-produce. Saw that pioneer have a 400gb BR-disc already. Looks like BR is here to stay for a while.

 

[Laird Knox]

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

Might want to look at current figure. A lot has changed in two years.

good post. shows some perspective. and its funny when i see posts where people say that apple should buy samsung haha.

If you like a skewed perspective I guess. I do agree that Apple buying Samsung is a foolish suggestion and not just due to the size of the companies.

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

Yes and if you look a couple of posts down fron there you would have seen that I addressed that. Your sentance structure implied otherwise and I wasn't the only one that misunderstood your point. I'm not here to police grammer, just saying it was confusing.

Name calling? Seriously? If that was name calling then I don't even have a clue what it implies. But OK - super sensitive, noted.

And as I said in other posts I agree - Apple's loss of business isn't going to cripple Samsung.

117B revenue in 2009. Largest tech company in the world by turnover (Apple, in comparison, is 14th). So no, far from out of their minds.

Uh huh, and as stated above those figures are stale. Question: What was the number one tablet in 2009?

I sincerely hope it does something to compete with iOS. I was a long-time, die-hard Windows user for years before I switched. I have lost all but a VERY small glimmering hope in Microsoft. They have the ability to do things that make sense to the consumer (when they have to), but so far I haven't seen it with Windows 8. The mockups look pretty, but not particularly intuitive. And the developer build that is out right now probably should not have been released in it's current state. It is unusable for any purpose relevant to developing software.

Microsoft could produce a compelling product but it will be years before that happens. Their history shows a trend of delivering a good product on revision three. That's not to say a Win 8 tab won't sell but it will be a while before it is a serious contender.

still loling at that Apple R&D making Samsung components good statement

That's the main reason I read these comments. They are normally good for a laugh!

Wouldn't use word 'crush' here. Dent or scratch would be a better term.

Hmm, we seem to be saying the same thing. Or are you trying to say that losing Apple's business won't even scratch Samsung? If so then I would have to disagree. I don't care how big you are, losing an 8 million dollar contract will have some impact.

 

[divinox]

Might want to look at current figure. A lot has changed in two years.



If you like a skewed perspective I guess. I do agree that Apple buying Samsung is a foolish suggestion and not just due to the size of the companies.



Yes and if you look a couple of posts down fron there you would have seen that I addressed that. Your sentance structure implied otherwise and I wasn't the only one that misunderstood your point. I'm not here to police grammer, just saying it was confusing.

Name calling? Seriously? If that was name calling then I don't even have a clue what it implies. But OK - super sensitive, noted.

And as I said in other posts I agree - Apple's loss of business isn't going to cripple Samsung.



Uh huh, and as stated above those figures are stale. Question: What was the number one tablet in 2009?



Microsoft could produce a compelling product but it will be years before that happens. Their history shows a trend of delivering a good product on revision three. That's not to say a Win 8 tab won't sell but it will be a while before it is a serious contender.



That's the main reason I read these comments. They are normally good for a laugh!



Hmm, we seem to be saying the same thing. Or are you trying to say that losing Apple's business won't even scratch Samsung? If so then I would have to disagree. I don't care how big you are, losing an 8 million dollar contract will have some impact.

First, that statement is funny in its own right as it. Second, it is incorrect. Third, W8 can be seen as the third iteration of Vista, their latest dud.

As for your last paragraph, losing an 8 million, 8 billion or 8 trillion contract only has a significant impact if there arent others willing to take Apples place - which there are, as the market is signified by scarcity, not surplus.

edit: s/it/is

 

[SpinThis!]

especially as we're moving towards higher resolution content, and discs remain cheap-cheap to mass-produce. Saw that pioneer have a 400gb BR-disc already. Looks like BR is here to stay for a while.

Agreed, optical can't be beat for backup in price/gb.

And tape is even still the dominant source in IT and probably will stay that way for awhile.

480 GB SSD = $489
2 TB HDD = $70

Love my OWC SSD for a system drive but for data it's not enough.

 

[divinox]

Agreed, optical can't be beat for backup in price/gb.

And tape is even still the dominant source in IT and probably will stay that way for awhile.

480 GB SSD = $489
2 TB HDD = $70

Love my OWC SSD for a system drive but for data it's not enough.

I think we still use tape for our back-ups. Lots of it, i'd assume :- )

 

[Laird Knox]

32 GB USB stick = $45 ($1.41/GB)
10 pack 50 GB Blu Ray spindle = $71 ($0.14/GB)

It's gonna be awhile.

especially as we're moving towards higher resolution content, and discs remain cheap-cheap to mass-produce. Saw that pioneer have a 400gb BR-disc already. Looks like BR is here to stay for a while.

It might be a while but that doesn't mean you need a drive in every single device you own.

 

[dba7dba]

Hmm, we seem to be saying the same thing. Or are you trying to say that losing Apple's business won't even scratch Samsung? If so then I would have to disagree. I don't care how big you are, losing an 8 million dollar contract will have some impact.

It's 8 billion. And it's split among A4/A5, RAM, screen. We know samsung won't be making A6/A7 but Apple still using A4/A5 made by Samsung. Rumors are iphone 5 will use A5. The article states apple is diversifying RAM supplier, NOT switching entirely. And apple will be still using samsung screen alot.

We know Apple won't stop using A5 for awhile and will still get RAM/screen from samsung. So it's safe to assume Apple will continue to pay a few billion a year to samsung.

And now to the idea of samsung losing the 'contract'. Now if Samsung were an ad agency, yes losing the contract would be devastating. But the stuff samsung makes is not ads, but stuff OTHER electronic makers want. So yeah, samsung not losing sleep over 'losing' apple's contract.

 

[Laird Knox]

First, that statement is funny in its own right as it. Second, it is incorrect. Third, W8 can be seen as the third iteration of Vista, their latest dud.

As for your last paragraph, losing an 8 million, 8 billion or 8 trillion contract only has a significant impact if there arent others willing to take Apples place - which there are, as the market is signified by scarcity, not surplus.

edit: s/it/is

People like to bash MS but they can get things right from time to time.

In the tablet space I wouldn't put W8 as the third iteration of Vista. At best I would call it their second try at that space.

Incidently does anybody else find "W8" funny? It is the "Wait OS" Almost as good as WinCE.

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I disagree about the loss of business. I can't see this playing out:

Salesman: I lost the Apple account.
Boss: That's OK, there are other customers out there.

Even if there are people to step in and fill the void it will take time. Also, the time spent recovering that volume of sales is time spent not expanding the business.

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It's 8 billion. And it's split among A4/A5, RAM, screen. We know samsung won't be making A6/A7 but Apple still using A4/A5 made by Samsung. Rumors are iphone 5 will use A5. The article states apple is diversifying RAM supplier, NOT switching entirely. And apple will be still using samsung screen alot.

We know Apple won't stop using A5 for awhile and will still get RAM/screen from samsung. So it's safe to assume Apple will continue to pay a few billion a year to samsung.

And now to the idea of samsung losing the 'contract'. Now if Samsung were an ad agency, yes losing the contract would be devastating. But the stuff samsung makes is not ads, but stuff OTHER electronic makers want. So yeah, samsung not losing sleep over 'losing' apple's contract.

See my above post, and reread the post you originally replied to. I am agreeing that this won't be a huge blow to Samsung but don't think it won't have reprecussions. Even then it will probably be small potatoes compaired to all the lawsuits flying around at the moment.

EDIT: Oh neat, MR automerged my comments. So rather than seeing my above post, see the above comments.

 

[MorphingDragon]

Or, more likely, that Apple screws itself by divorcing itself from one of the largest and most innovative suppliers.

The supplier is irrelevant.

People like to bash MS but they can get things right from time to time.

The last indisputably good thing Microsoft did was create C#, then they pushed it under the rug with the .Net infrastructure.

 

[lilo777]

Not working with Samsung

means that Macs will lag PCs even more. In today's news:

Many companies have started sampling 2nm DDR3 memory, but Samsung is first out of the door with actual mass production of the memory based on a 20nm process.
The first chip out of the fab is a 2Gb chip, but Samsung (SEO:005930) plans to announce a 4Gb chip buy the end of this year. The latter chip will allow Samsung to start manufacturing of memory modules with capacities of 4 gigabyte (GB), 8GB, 16GB and 32GB next year.

As usual, PCs will be the first ones to get new tech (in this case - DDR3). Apple will probably "innovate" after a year or two after PCs.

 

[MorphingDragon]

means that Macs will lag PCs even more. In today's news:

Many companies have started sampling 2nm DDR3 memory, but Samsung is first out of the door with actual mass production of the memory based on a 20nm process.
The first chip out of the fab is a 2Gb chip, but Samsung (SEO:005930) plans to announce a 4Gb chip buy the end of this year. The latter chip will allow Samsung to start manufacturing of memory modules with capacities of 4 gigabyte (GB), 8GB, 16GB and 32GB next year.

As usual, PCs will be the first ones to get new tech (in this case - DDR3). Apple will probably "innovate" after a year or two after PCs.

The days of technical sheet computing is long dead. This means nothing.

 

[divinox]

It might be a while but that doesn't mean you need a drive in every single device you own.

never said so either. :- )

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The days of technical sheet computing is long dead. This means nothing.

Once people start talking about superior performance (experience) it will.

(also, never underestimate the power of speccs in marketing. sure, memory speeds might mean **** in this context, but still deserves to be said).

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The supplier is irrelevant.



The last indisputably good thing Microsoft did was create C#, then they pushed it under the rug with the .Net infrastructure.

1) The supplier is only irrelevant if its replaceable. If one supplier has superior products, or capabilities, that is not the case.

2) Enjoy...

 

[MorphingDragon]

never said so either. :- )

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Once people start talking about superior performance (experience) it will.

(also, never underestimate the power of speccs in marketing. sure, memory speeds might mean **** in this context, but still deserves to be said).

Specs mean nothing, at most they are a cheap way to grab the impressionable publics attention. Real money is in providing a unique, unifying "experience" that retains itself in pop culture.

 

[divinox]

People like to bash MS but they can get things right from time to time.

Just like Apple...

In the tablet space I wouldn't put W8 as the third iteration of Vista. At best I would call it their second try at that space.

Define try. We had more than two software platforms targeting that space.

Incidently does anybody else find "W8" funny? It is the "Wait OS" Almost as good as WinCE.

I see some posts about it, but i think most people read it as Win8 even if its written W8, so no... :- )

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I disagree about the loss of business. I can't see this playing out:

Salesman: I lost the Apple account.
Boss: That's OK, there are other customers out there.

Even if there are people to step in and fill the void it will take time. Also, the time spent recovering that volume of sales is time spent not expanding the business.

Given the scarcity, and Samsungs dominant position, i really dont think they will have to spend that much time getting rid of stock. Like earlier stated, they - and others - would need to increase capacity as is just to keep up.

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Specs mean nothing, at most they are a cheap way to grab the impressionable publics attention. Real money is in providing a unique, unifying "experience" that retains itself in pop culture.

Cheap or not, they evidently work. We see it in tvs, displays, cameras, what-nots. Granted, they oft-times mean absolute jack - but they still lead to purchases.

 

[MorphingDragon]

Cheap or not, they evidently work. We see it in tvs, displays, cameras, what-nots. Granted, they oft-times mean absolute jack - but they still lead to purchases.

Specs are just icing on the cake. If specs were the dominant decider, then PC would be the most popular gaming platform instead of the Wii.

Continued popularity in Apple products show that specs are not as important as they once were.

2) Enjoy...

Image

What am I enjoying exactly? I'm more than familiar with Microsofts frameworks layout. I could probably explain how they work to you as well.

.Net was aimed at enterprise, it has failed to put a significant dent into Java because of its lack of platform agnostics, so C# adoption has been limited.