This is right, they are going along great now and most fanboys think Apple is untouchable but wait till a much larger portion of screens have issues due to the Samsung panels not being used, slowly but surely it will hurt Apple, especially its core geek customers like me that make sure they have the Samsung screen and ssd ect in their Mac. Samsung and Apple need to play nice for each others benefits.
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Samsung to Cease Providing LCD Panels to Apple in 2013
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This is right, they are going along great now and most fanboys think Apple is untouchable but wait till a much larger portion of screens have issues due to the Samsung panels not being used, slowly but surely it will hurt Apple, especially its core geek customers like me that make sure they have the Samsung screen and ssd ect in their Mac. Samsung and Apple need to play nice for each others benefits.
No its not. Samsung is so much more diversified than apple. Apple isn't even 1% of Samsungs total operation.
did you learn this in econ 101? I thought when you have more maufacturing capacity, the price of the mechandize will drop. Let's say Samsung used to produce 30m display for Apple. Now Apple go to AU, Sharp, Corning and other vendor for the 30m display starting 2013. Given the firm order, Apple new display suppliers will start ramping up capacity. So all of a sudden, display manufacturing capacity go from 30m units a year in 2012 to 60m unit (30 from Samsung, it will idle in 2013 + another 30m from all the new suppliers). So how do Samsung manage the newly available 30m capacity in 2013? They try to find anyone that want that capacity and the only quick way to get a new order is to lower the price.. And if they cannot find enough order to fill up the capacity, they will has to shut down the unused manufacturing capacity. Do you think it is easy to find another smartphone or tablet manufacturer between now and beginning of 2013 that need 30m display but don't have their own go to vendors? It is not all rosy for Apple either, they will have to endue start up problem with the new manufacturer. Just look at Iphone 5 assembly work with Foxconn. Taiyuan plant is a new plant and Apple is paying for the lousy manufacturing. It is a loss/loss proposition.
SHARP announces expansion of IGZO to second fab in Japan
http://www.marketwatch.com/story/sharp-to-boost-lcd-panel-production-report-2012-10-21
Excerpt:
What's not being mentioned is how this allows Sharp to expand their bottom line while dedicating one fab for their `other clients' using IGZO.
Yes folks, more and more companies will be switching to IGZO for their product needs and that Intellectual Property is owned by SHARP.
Good news for Japan, Apple and Consumers.
http://www.marketwatch.com/story/sharp-to-boost-lcd-panel-production-report-2012-10-21
Excerpt:
What's not being mentioned is how this allows Sharp to expand their bottom line while dedicating one fab for their `other clients' using IGZO.
Yes folks, more and more companies will be switching to IGZO for their product needs and that Intellectual Property is owned by SHARP.
Good news for Japan, Apple and Consumers.
how does this hurt Samsung. They can easily sell their displays to other manufacturers now. As for Apple sticking with Sharp, they better bail them out now or there will be no company left:
-over $15.6B in interest-bearing debt
-mortgaged assets
-upcoming slashing of 10,000 jobs (18% of total employees)
-$4.7B net loss last fiscal year
-an estimated $3.12B loss for this year
-the need to refinance $4.5B of short-term commercial paper
-they will need $2.5B by next September to cover a maturing convertible bond.
While I do agree, you make some valid points. I'm reminded of the infamous Steve Jobs quote of thermonuclear war on Google, and his willingness to right the wrong, and spend every penny of Apples then $40billion in cash. While losing it's dependency on Samsung as an LCD supplier is unlikely to effect their relations with us the consumer. I lately question their motives.
Apple exists to service my pocket while taking a profit, not to make you rich. You get rich off Apple doing a good job. If Apple does a bad job, then Apple exists to take money out of your pocket. Just because you own something doesn't mean you get to steal from society. This is a negative mindset. Rather, you get to improve society and make a profit at the same time. Otherwise, you should just invest in crime.
Most of LG's knowledge comes from Philips - LG and Philips worked together for some years to produce displays. In the end Philips cut its losses and sold the business to LG. Ever since LG has been playing catch up as the innovative powers of Philips were gone.
The evidence is there if you look for it, most professional users of high grade displays use samsung screens -- e.g. Samsung LTM210M2 panel is used for EIZO and NEC displays as well:
Eizo CE210W
Eizo CE210W-K
Eizo S2110W
Eizo S2110W-K
NEC LCD2190UXp
NEC LCD2190UXp-BK
I dont see LG competing in this arena of screens.
Figure 1. Mobile Phone Display Revenue Forecast (Millions)
http://www.displaysearch.com/cps/rd...display_revenues_forecast_to_grow_in_2011.asp
http://www.displaysearch.com/cps/rd...display_revenues_forecast_to_grow_in_2011.asp
Use search
Plenty of threads in the MacBook pro forums with pics about lg screen image retention.
Plenty of threads in the MacBook air forums with the lg screens having less brightness and contrast vs the Samsung panels.
Personally, I've returned 2 rMBP with ghosting LG screens until I got a Samsung screen on my rMBP with no ghosting - when I pay 6x more than the average laptop I deserve the best screen.
I also returned a 2011 MBA 13 with lg and got one with a samsung which was much brighter with better contrast.
EDIT
Thanks rjohnstone. Was going to post links, but not so much fun on an iPhone.
There are lots of complaints of image retention on LG supplied screens on Mac laptop lines.
And check this out. Samsung provided about 15 millinon displays in 2012 alone.
http://www.geek.com/articles/mobile/samsung-terminates-lcd-contract-with-apple-20121022/
2012 Samsung ... shipping over 15 million panels. LG only supplied 12.5 million and Sharp 2.8 million.
That's 15 million displays.
I'm not sure which relationship you're referring to, but if you're referring to Samsung Display spin off, Samsung spun it off just this year so probably will last for a bit.
But LG makes sense ?
Probably does make more sense. LG Display began its life almost decade ago as a separated joint investment entity between LG and Philips and little to do with LG Electronics that make mobile phones.
That article is misleading in that those are mostly iPad displays and Samsung's share in iPad Retina displays has been decreasing since the initial launch. I believe LG now has a bigger share of production that Samsung.
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Huh?
According to the Korean Times linked, a Samsung Display is terminating the contract.
It's pretty clear. It's the first line of the article.
"Samsung Display said Monday that it will terminate its contract with Apple and no longer supply liquid crystal display (LCD) panels to its long time partner."
"The display panel manufacturer plans to completely cut its years-long business ties with Apple as it believes its American partner is no longer a cash-generator due to the iPhone makers stiffer supply-chain management structure."
Pretty simple.
I mean, I can't blame them. LCDs are a money-losing business for Samsung. I can't imagine the margins being that big when supply an order so large to Apple.
Yes. You are right. I never went back and edited my response. Later in this thread I realized my error and stated that I wondered why some continue to think Apple severed the relationship.
Changing soon.
Seriously, people need to stop thinking that Samsung is some sort of magic company and is the only one that can produce good components.
In the end is all comes down to money. With money you can buy the best engineers and management. With Apple giving Samsung's competitors massive income (and in some cases direct investment) their R&D and manufacturing capability (not to mention economics of scale) will no doubt improve. Welcome to Capitalism.
Apple shifting to multiple suppliers is a no brainer. To be honest I'm surprise they tool so long. Having many suppliers to choose from gives them increase leverage when negotiating deals.
Changing soon.
Seriously, people need to stop thinking that Samsung is some sort of magic company and is the only one that can produce good components.
In the end is all comes down to money. With money you can buy the best engineers and management. With Apple giving Samsung's competitors massive income (and in some cases direct investment) their R&D and manufacturing capability (not to mention economics of scale) will no doubt improve. Welcome to Capitalism.
Apple shifting to multiple suppliers is a no brainer. To be honest I'm surprise they tool so long. Having many suppliers to choose from gives them increase leverage when negotiating deals.
Sharp has almost $16B in debt and has been posting a net loss in the billions every year. Let's see how willing Apple is to help them.
Samsung displays have also little to do with Samsung Mobile, the division that makes phones, and was a joint feature with Sony...
So again, LG makes sense ?
They will most likely switch to Sharp for most of their displays. Sharp is extremely high quality and they churn out great displays.
Changing soon.
Seriously, people need to stop thinking that Samsung is some sort of magic company and is the only one that can produce good components.
Apple shifting to multiple suppliers is a no brainer. To be honest I'm surprise they tool so long. Having many suppliers to choose from gives them increase leverage when negotiating deals.
I agree - people need to stop thinking ANY company is some sort of magic company and is the only one that can produce good products.
FYI - Samsung ditched Apple. Not the other way around. Is Apple relying more on other manufacturers - absolutely. Just not sure this is one of those cases.
Samsung displays have also little to do with Samsung Mobile, the division that makes phones, and was a joint feature with Sony...
So again, LG makes sense ?
Yes, it does. For one, Samsung Display didn't start with the Sony-Samsung SLCD venture but rather began with the the spun off LCD division of Samsung Electronics. SLCD merged later as did Samsung Mobile Display. It all happened this year. Besides, I believe SLCD was mostly about TV. It has little to do with what we talk about here...unless we go into Apple television.
On the contrary LG Display has been a separately traded stock away from LG Electronics for years since going public almost a decade ago, not a "division".
All these facts are usually ignored in these discussions though.
I should add that at the end it's all business. But more importantly, nobody even really knows if this rumor is true or if the Samsung executive is just throwing some feelers out there through Korea Herald. As with the $329 rumor, it's amazing how quickly these rumors are accepted as facts, especially one where the executive claims Amazon will be one of the substitutes for Apple...and they say Apple doesn't pay high enough prices. That doesn't sound quite right...
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