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11-30-2012, 12:00 PM #1
Cutting Ties with Samsung? Not So Easy, Apple
It's been a recurrent headline throughout 2012. The bitter rivalry between Apple and Samsung has made it increasingly difficult - if not impossible - for the two tech giants to continue working so closely with one another. For months, speculation has mounted that Apple and Samsung are mutually excited about the prospect of cutting most - if not all - ties.
In particular, Apple is "in a hurry" to end its reliance on Samsung for the manufacturing of its mobile processors. But it's going to be immensely difficult to do anything "in a hurry" given how complex and convoluted the process of transitioning away from Samsung could prove to be for a company the size of Apple.
RBC Capital's Amit Daryanani said Friday that Apple's list of "go-to providers" isn't necessarily stellar in the absence of Samsung.
It's not going to be easy to switch suppliers, he writes. Apple did most of the heavy lifting on the A6 chips in the current generation of iPhones and iPads -- designing the processors in-house and paying Samsung to manufacture them.
So who are Apple's potential partners in place of Samsung? Intel, TSMC, GlobalFoundries, and Go Vertical. But according to the rumor mill, it sounds like Intel is the most likely candidate. Other sources at RBC have been cited by Fortune indicating that "Intel already in talks with Apple to build iPhone processors."
11-30-2012, 01:58 PM #2
Well, Apple has a ca$h hoard so $$ is not an issue. Im wondering of the affect if any on products produced from here on out. Guess time will tell which way the ball bounces.
11-30-2012, 02:24 PM #3
11-30-2012, 03:01 PM #4
This is why apple has been buying up company's so they can move away from Samsung may not be today or tomorrow but they will move away! And at the same time Samsung will need to find new customers to make up for the money apple takes with them! Won't likely be a situation that really suits both sides but since they can't play nicely together its most likely the best option!
11-30-2012, 03:17 PM #5
Its only been a couple years since the lawsuits started. (at least the media centered lawsuits, because millions of millions of tech lawsuits happen and dont get 1/1000 of the attention apple and samsung do)Apple can't severe ties with them until the contract is up and another supplier can confidently and efficiently produce for apple.
11-30-2012, 04:29 PM #6
11-30-2012, 08:15 PM #7
"I Wish I Knew How to Quit You!" - Tough tech cowboy on the outside, soft and Apple fruity on the inside.
Darn right it wont be so easy. Samsung will own those Apple seeds for at least 4 more years "Gangnam Style"...
PS Yea, keep making those safe reliable and boring Toyota Camry iPhones Apple while Samsung starts to move next gen flexible OLED devices next year...
11-30-2012, 10:14 PM #8
Samsung smart phones > Apple smart phones...
12-01-2012, 02:00 AM #9
12-04-2012, 03:48 PM #10
12-04-2012, 10:34 PM #11