Originally Posted by Aizmov
Why not outsource it to GlobalFoundries
? They are only in the fab business and wont be competing with Apple with their own smooth
Samsung is a founding member of Global Foundaries.
Originally Posted by Mister Snitch
Yes. They screwed up. But if tablets are destined to take the place of PCs in, say, 60% of their current uses, while at the same time creating new uses constituting an additional, say, 15% of the current PC market... Well, that's such a colossal new marketplace that no one, including Samsung, could ignore it. And Samsung, because they were an Apple supplier, probably figured they had an edge.
But yeah - they screwed up. They should have focused on simply keeping Apple's business, which itself might well have grown for them.
Samsung didnt screw up.
What they may have "given up" in strictly monetary terms, they have gained brand power by being a CE juggernaut.
Remember, Samsung makes more than just mobile devices. They make a wide swath of products that such a "loss" in contract doesnt hurt the bottom line.
Also, just because a supplier produces a product that competes directly with Apple doesnt mean that Apple's decision to transfer its contract to another contract manufacturer was based solely on this fact alone. All we are doing now is pure speculating.
Business decisions involves a LOT more than just conflict of interest terms. Price, quality of craftmanship, supply availability, supplier flexibility and much, much more are involved. It's not based on just a simple criteria. Companies compare opportunity costs and pick the one with the least when all other factors are taken into consideration.
Originally Posted by mstone
They have patents, copyrights, contracts and a head start. Any technology can be reverse engineered but Apple is ten steps ahead of everyone else.
Just a FYI, IBM and Samsung were the top two companies with the most patents for 2010.
Originally Posted by Prof. Peabody
Also, if rumours are to be believed, the difference between Apple's SoC and others built on the same ARM reference platform is their own IP on powersaving tech. I've never quite understood how they can have competitors build their chips without expecting the secrets to be stolen. It's not lke Samsung can turn their head away while they are manufacturing Apple's secret chip.
Did you forget that Apple and Samsung has a patent sharing deal between them?
Ever wonder why Apple never sues Samsung for patent infringements?
It may be a hard pill to swallow to Apple fans, but Apple and Samsung are a lot closer to each other than you think.
They are not quite married to each other but are "friends with benefits". Occasionally, they are frienemies ( friend + enemies)
Also, on another note, TSMC have been having issues with build quality. Case example is with nVidia when they've had issues with their numerous Geforce chip defects.
Therefore, what Apple has done is move from a quality production manufacturer to a questionable quality manufacturer in the name of saving costs.
Ever wonder why Apple sticks with Samsung when acquiring a MARJORITY of the DRAM chips? It's because Samsung has a spotless record in quality craftsmanship when it comes to semiconductors.