4 ms·
> "i still don't think they would want to give apple a CPU platform that was undoubtedly better than their flagship phone so soon after releasing it" You need
by objclxt 14y ago
> "i still don't think they would want to give apple a CPU platform that was undoubtedly better than their flagship phone so soon after releasing it"
You need to bear in mind that the division of Samsung that sells the chips is totally separate from the division that sells the phones. The silicon division doesn't particularly care about the phone division - they care about their bottom line alone. And Apple turning up with a dump truck of cash, which is basically what they've been doing to secure component supplies, is not something they wil turn down lightly.
Apple is somewhat unique among consumer electronics companies in that it is very singly focused. Samsung, along with Sony, Microsoft, and others, are multi-conglomerates, with vast reaching business interests, and Samsung's chip fab division only really cares about the profits their division is making. Money from Apple, money from an internal cross-charge: profit is profit.
> "3. ARM aren't really a supplier to apple, they just licence designs. ARM have no manufacturing expertise."
I don't think this is what you mean. You mean ARM have no expertise manufacturing at scale. ARM have extensive manufacturing expertise, because they need to supply reference designs that work in production. ARM has manufacturing expertise because they need to produce designs that are easy to manufacture.
- polshaw 14y agoI would say ARM have expertise in 'designing for manufacture' which is distinct from the actual manufacturing, but lets say they have no expertise in 'production manufacturing'. While Samsung does indeed contain a bunch of largely separate companies, both chips and phones are part of Samsung Electronics, there is one set of top management for both.
- deleted 14y ago[deleted]
- taligent 14y agoSamsung have made it very clear that there is a 'firewall' between the component and product sides of the business. One side does not affect the other.
- sjwright 14y agoI wonder if it's actually true.
- chucknelson 14y agoThey have most likely done many calculations that clearly say "if we lose Apple on the supply side, we lose <insert ridiculous amount of money that eclipses smartphone revenue here>."