Apple ditching Samsung components not such a biggie?

Apple ditching Samsung components not such a biggie?Much has been made of the strange – and indeed strained – relationship between Apple and Samsung, with their various courtroom dramas making countless headlines of late.

But Apple is of course also one of Samsung’s biggest clients, and the latest rumours suggest the Californians might take their business elsewhere. Should Samsung be concerned? Not according to Bernstein Research.

Estimates put Samsung’s potential Apple-related revenue for 2013 alone at a whopping $13 billion, though that substantial figure might fizzle out to zero over the next few years.

That’s pretty awful news for Samsung, right? I mean, who can stand to chuck $13 billion in the bin? Well, it depends how you look at it, man.

Bernstein Research’s Mark Newman goes into all sorts of crazy detail about the potential outcomes of the imminent negotiations between Apple and Samsung (we’re hearing TSMC again), with scenarios A1, A2, B1 and B2. Phew.

In a nutshell, however, skipping through the abundant wordage, he sees the “worst case” as a “3% downside”, and that’s assuming any “idle capacity” incurred by Apple bailing can’t be filled by other business.

So the next time some iPhone fanboy tells you Apple is about to screw over Samsung by taking its business elsewhere, send him to big Mark Newman. He’ll set him straight.

via: Barron's

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12 comments

alnr  Dec. 12, 2012 at 19:33

More a biggie for the user.

Buyers of the Retina Macbook are finding LG version below standard whereas the Samsung version is highly rated.
Apple says the low quality LG screen is 'within tolerance'.

With a "Please Recall Retina Macbook Pros with LG Displays" on Facebook the motto is 'should have bought a Samsung.

Pondlife  Dec. 12, 2012 at 22:25

Guessing you don't get to see what the screen is pre-purchase?

matt101101 / MOD  Dec. 13, 2012 at 00:31

Guessing you don't get to see what the screen is pre-purchase?
Not if it's an online purchase, even if you've been to see one in a shop, there's no guarantee the one in the box you buy will have the superior, Samsung made display.

Pondlife  Dec. 13, 2012 at 01:30

If it's online you can dsr return it anyway though?

CTPAHHIK  Dec. 13, 2012 at 08:26

I'm sure you can return it without any problems. However, if you spending that much money returning a product should not be one of the things you are thinking about.

If there would be any doubt in my mind that I might receive not what I expect I'll take my £2K somewhere else.

Pondlife  Dec. 13, 2012 at 13:51

Well you can go to one of the other manufacturers of retina macbooks then... oh.

CTPAHHIK  Dec. 13, 2012 at 13:57

There is Asus ZenBook, world does not revolve around Apple.

Pondlife  Dec. 13, 2012 at 14:30

Guess none of those have ever had to be returned then

CTPAHHIK  Dec. 13, 2012 at 17:24

You don't expect it to be defective/sub-par right out of the box.

Pondlife  Dec. 13, 2012 at 18:03

Maybe not, but some will be.

Smiff  Dec. 13, 2012 at 21:58

funny, i can remember other laptops where the LG panel was the one you wanted. i didn't know Apple played this panel lottery though, just like everyone else.

Pondlife  Dec. 13, 2012 at 23:05

They didn't used to

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