Comments on: TSMC wins Apple A6 and A7 contract tips insider: Samsung dumped

By: Anonymous

Anonymous — Fri, 16 Sep 2011 19:04:00 +0000

To be fair, Samsung wouldn’t be where it is today with respect to parts pricing power if it weren’t for Apple. Apple’s bulk nand flash memory and chip deals with Samsung allowed Samsung to price its parts lower and thus keep the S1 and S2′s prices reasonably low.

But as someone who’s wary of Apple trying to gain a monopoly on mobile devices, I am with you in that I think it’ll be better for Samsung to stop offering Apple discounts on flash memory. Let Toshiba/Sandisk pick up the slack while Samsung ramps up flash memory for its own phones.

By: Anonymous

Anonymous — Fri, 16 Sep 2011 16:42:00 +0000

Good for Samsung. They should’ve dumped apple a long time ago.

By: Anonymous

Anonymous — Fri, 16 Sep 2011 16:42:00 +0000

Good for Samsung. They should’ve dumped apple a long time ago.

By: Anonymous

Anonymous — Fri, 16 Sep 2011 15:54:00 +0000

you said Samsung is picking up the production slack with their own phones (their smartphone growth was 700% year over year).

Regarding “dumping,”…I’ll refer you too the big assumption in this article’s title

By: Anonymous

Anonymous — Fri, 16 Sep 2011 12:17:00 +0000

What? I don’t understand how your comment is a reply to mine. Apple is slowly shifting away its parts purchases away from Samsung. Samsung is able to acquire its own parts more cheaply because of these deals. The processor deals are just the start. No one’s dumping anyone completely yet.

By: Anonymous

Anonymous — Fri, 16 Sep 2011 12:14:00 +0000

Exactly. I could see Samsung dumping Apple, and not the other way around, since they are likely to be the world’s largest smartphone manufacturer this quarter.

By: Anonymous

Anonymous — Fri, 16 Sep 2011 10:28:00 +0000

Let’s hope TSMC can support that many customers. If Nvidia’s having trouble securing a stable order and shipment time frame and Qualcomm’s just jumping aboard, TSMC is going to have to really ramp up production. Good business for them.

Meanwhile, Samsung may see its scale of economics in the processor arena decline slightly in the upcoming months as the iPhone 5 flies off the shelves. But a lot of that lost ARM proc production should be replaced with higher sales of their own smartphones that require their own homegrown procs. It’s already been pointed out on a number of occasions that high S2 demand was causing them to look to Texas Instruments and Nvidia for processors. I think it’s a safe bet the unused capacity will be shifted over to Exynos processors.

As a side note…what happened to the rumored iPhone proc contract with Intel?