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  • Reports Claim Apple Dropping Samsung as Memory Supplier During First iPhone 5 Run


    Reuters is reporting Apple may have dropped Samsung as a memory supplier for the first run of next-generation iPhones.

    Reuter’s unnamed industry supply chain sources claim Apple will continue to use DRAM and NAND flash modules made by Samsung in future products, but have drastically cut orders from Samsung leading up to the next-generation iPhone’s launch. The Korean Economic Daily in a separate report claims Apple dropped Samsung as a memory supplier for the iPhone launch in a couple weeks, replacing the units with modules from Toshiba, Eplida Memory, and SK Hynix.

    "Samsung is still in the list of initial memory chip suppliers (for new iPhones). But Apple orders have been trending down and Samsung is making up for the reduced order from others, notably Samsung's handset business," — Reuters Source.
    The source claims the move isn’t meant to send a message to Samsung, or cut the company out because of their recent legal troubles, but is rather an effort by Apple to diversify their supply chain. Speculation that Apple would drop the company as a supplier has taken its toll on Samsung in the stock market, but the endgame for Apple is likely a negotiating tactic in an effort to squeak cheaper parts out of Samsung.

    Apple isn’t dropping Samsung as a supplier any time soon, remember they’re still the only supplier of Retina displays for the third-generation iPad, and manufacture a litany of other components for Apple.

    Source: Reuters and The Korean Economic Daily [via AppleInsider]
    This article was originally published in forum thread: Reports Claim Apple Dropping Samsung as Memory Supplier During First iPhone 5 Run started by Phillip Swanson View original post
    Comments 28 Comments
    1. NetMage's Avatar
      NetMage -
      Some rough calculations indicate Apple is about 3% of Samsung's entire revenue for the iPhone alone, so I think there important.
    1. Tperry's Avatar
      Tperry -
      Quote Originally Posted by subywrex View Post
      With the amount of iPhones sold and made I find that hard to believe.
      Simple google search will prove it...you should try it sometimes before inserting foot into mouth. They supply parts to a LOT of manufacturers, not to mention in house. IPhone is only something like 2.5% DRAM/NAND component earnings for 2012.

      Quote Originally Posted by NetMage View Post
      Some rough calculations indicate Apple is about 3% of Samsung's entire revenue for the iPhone alone, so I think there important.
      On 1 million dollars that comes to a whole $30,000. Drop in the bucket.
    1. iPhonePutz's Avatar
      iPhonePutz -
      Quote Originally Posted by Tperry View Post
      On 1 million dollars that comes to a whole $30,000. Drop in the bucket.
      Tell that to the investors and let's see how they respond.
    1. subywrex's Avatar
      subywrex -
      Quote Originally Posted by Tperry View Post
      Simple google search will prove it...you should try it sometimes before inserting foot into mouth. They supply parts to a LOT of manufacturers, not to mention in house. IPhone is only something like 2.5% DRAM/NAND component earnings for 2012.



      On 1 million dollars that comes to a whole $30,000. Drop in the bucket.
      Not sure how losing any percent of profit is no big deal lol
    1. Tperry's Avatar
      Tperry -
      Quote Originally Posted by subywrex View Post
      Not sure how losing any percent of profit is no big deal lol
      It will be made up elsewhere. The iPhone is not the only phone on Terra Firma and Apple is not the only phone manufacturer. If I remember right, the new Droid RAZRs are going to be using Samsungs screens which realize a higher profit margin per unit.
    1. subywrex's Avatar
      subywrex -
      Quote Originally Posted by Tperry View Post
      It will be made up elsewhere. The iPhone is not the only phone on Terra Firma and Apple is not the only phone manufacturer. If I remember right, the new Droid RAZRs are going to be using Samsungs screens which realize a higher profit margin per unit.
      Lol you talk as if money just flows like wine. A hit is a hit. I never said it would destroy the company. But losing apple as a customer is a hit no matter how you look at it.
    1. Tperry's Avatar
      Tperry -
      Quote Originally Posted by subywrex View Post
      Lol you talk as if money just flows like wine. A hit is a hit. I never said it would destroy the company. But losing apple as a customer is a hit no matter how you look at it.
      Like I said, they took a hit on the low cost DRAM/NAND and have taken a gain on the higher priced screens they are selling to Motorola. My point is it is not the major hit that some folks are trying to make it be. Apple is just one of many manufacturers that Samsungs component division sells to. Hell, Samsung has sold over 20,000,000 S3's since its release. They chew up a healthy part of their components themselves.
    1. subywrex's Avatar
      subywrex -
      Quote Originally Posted by Tperry View Post
      Like I said, they took a hit on the low cost DRAM/NAND and have taken a gain on the higher priced screens they are selling to Motorola. My point is it is not the major hit that some folks are trying to make it be. Apple is just one of many manufacturers that Samsungs component division sells to. Hell, Samsung has sold over 20,000,000 S3's since its release. They chew up a healthy part of their components themselves.
      As said before not saying apple makes there company but still losing that is still a hit. Big or small doesn't matter