3 ms·

And displays and Flash. I recall at one point Samsung made 40% of the world's Flash memory.

goatforce5 16y ago
I'd have to assume that Apple was really comfortable with the terms of their component supply contracts with Samsung, and that Samsung can't find a way to get out of them at this point.
- cooldeal 16y ago
  Why would Samsung want to get out of the contracts when they're making billions off them?
  - kenjackson 16y ago
    Because it could cost them even more. Apple is problematic for Samsung for two reasons: (1) This lawsuit and (2) Apple selling product that Samsung makes much higher margins on than displays and fabbing. Samsung ends up being in a MUCH better place if Apple becomes a niche player and Android and/or Windows Phone become the dominant platforms. If Samsung was able to get out of all contracts to Apple it could probably stall Apple's growth a bit. Not an enormous hit, but enough to help Android get some tablet strength and WP7 to get Mango out the door. Given that Samsung is the premiere vendor of non-Apple phones and tablets, and given this market is much more lucrative than components, they may be willing to give up 4% of revenue in a powerplay. With that said they probably have contracts through 2011. Although if they were late on delivering the product, they could probably deal with the penalties, since they're probably small in comparison.
    - iamdave 16y ago
      Samsung IS Apple in South Korea, and for what it's worth, an event like this is not by an stretch of the imagination going to hurt them. Especially when you consider Samsung has a lot more going for it than home appliances and electronics in the United States. That tower in Dubai? Guess who built it.
rsynnott 16y ago
Samsung doesn't make the iPhone or iPad display; LG does. There may at this point be others; certainly, people have noticed minor performance differences in some newer iPhone 4 displays.
- kenjackson 16y ago
  http://www.slashgear.com/samsung-clinch-240m-ipad-display-contract-4th-gen-iphone-using-samsung-lcds-2579131/ http://www.slashgear.com/samsung-clinch-240m-ipad-display-co... I don't know the details of if the deal broke last minute, but that's what I'd read. UPDATE: More here -- http://www.slashgear.com/lg-and-samsung-ipad-screen-shipment-numbers-are-big-29121749/ http://www.slashgear.com/lg-and-samsung-ipad-screen-shipment...
gonzo 16y ago
Micron and Intel are large suppliers,too.

I'd have to assume that Apple was really comfortable with the terms of their component supply contracts with Samsung, and that Samsung can't find a way to get out of them at this point.

cooldeal 16y ago
Why would Samsung want to get out of the contracts when they're making billions off them?
- kenjackson 16y ago
  Because it could cost them even more. Apple is problematic for Samsung for two reasons: (1) This lawsuit and (2) Apple selling product that Samsung makes much higher margins on than displays and fabbing. Samsung ends up being in a MUCH better place if Apple becomes a niche player and Android and/or Windows Phone become the dominant platforms. If Samsung was able to get out of all contracts to Apple it could probably stall Apple's growth a bit. Not an enormous hit, but enough to help Android get some tablet strength and WP7 to get Mango out the door. Given that Samsung is the premiere vendor of non-Apple phones and tablets, and given this market is much more lucrative than components, they may be willing to give up 4% of revenue in a powerplay. With that said they probably have contracts through 2011. Although if they were late on delivering the product, they could probably deal with the penalties, since they're probably small in comparison.
  - iamdave 16y ago
    Samsung IS Apple in South Korea, and for what it's worth, an event like this is not by an stretch of the imagination going to hurt them. Especially when you consider Samsung has a lot more going for it than home appliances and electronics in the United States. That tower in Dubai? Guess who built it.

rsynnott 16y ago

Samsung doesn't make the iPhone or iPad display; LG does. There may at this point be others; certainly, people have noticed minor performance differences in some newer iPhone 4 displays.

kenjackson 16y ago
http://www.slashgear.com/samsung-clinch-240m-ipad-display-contract-4th-gen-iphone-using-samsung-lcds-2579131/ http://www.slashgear.com/samsung-clinch-240m-ipad-display-co... I don't know the details of if the deal broke last minute, but that's what I'd read. UPDATE: More here -- http://www.slashgear.com/lg-and-samsung-ipad-screen-shipment-numbers-are-big-29121749/ http://www.slashgear.com/lg-and-samsung-ipad-screen-shipment...

gonzo 16y ago

Micron and Intel are large suppliers,too.