Sharp will doubtless have to turn their other customers away and
commit to
Apple their whole supply for little profit, struggling to keep up
volume and
quantity. Those smaller
customers then must turn to Samsung who in a supply
constrained market
can charge
premium rates and have enough left over for
their own needs. That's four
advantages for Samsung: profits, good supply of a
constrained component,
and two disadvantaged competitors. Somebody at Samsung
is channelling
Sun Tsu. Brilliant.
Samsung built their display fabs on
Apple's volumes but they own them
now and have their own products to build.
This is like getting Apple to pay
for the weapons of their own destruction.
The other components will go the
same way. Samsung sells over twice the mobile
devices Apple does now
even not considering feature phones and low-level stuff
like Asha. Growth
in mobile has been so swift that SOC chips, RAM, flash
storage are all in
tight supply. Apple has paid Samsung to build that supply
and it is time for
Samsung to use it themselves. [ Reply to This | Parent | # ]
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