An implicit assumption here seems to be that Apple is the one dumping Samsung when the opposite might actually be the case. Given production requiring equal fa

An implicit assumption here seems to be that Apple is the one dumping Samsung when the opposite might actually be the case. Given production requiring equal fab-space, Samsung may have higher margins on their finished consumer products (e.g. Android handsets) than on the commodity priced components it sells to Apple. Given sufficient demand for Samsung's finished consumer products, freeing up some of the fab space currently used to supply Apple could benefit Samsung's bottom line. The truth may also lie somewhere in between the two extremes of Apple dumping Samsung or Samsung dumping Apple. Samsung might be looking to jack up the component prices Apple pays for the above (or other) reasons, so now Apple is looking for alternative suppliers. It will be interesting to see how TSMC's (or Intel's) component prices compare to what Apple has been paying Samsung. There may be some price fluctuations in Apple products over the next couple of years.