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Apple reportedly shifting iPad panel orders from Samsung to Sharp, LG

post #1 of 45
Thread Starter 
A report on Taiwan component suppliers says Apple is reducing its iPad screen shipments from Samsung in favor of Sharp and LG, a move that appears to mirror other actions to reduce its dependance upon its increasingly hostile "frenemy" partners.

The report, published by Digitimes, arrives from a source with a mixed record when it comes to future product predictions. It suggests Apple "is revising the new iPad and plans to launch a new version of iPad," a claim which is not well supported.

However, the Taiwanese site often fares better when simply reporting on component shipments, and in that regard the site claims that iPad panel shipments will fluctuate during the quarter ending in September, but edge slightly higher than the previous June quarter, raising deliveries from 19 million to 19.5 million panels. Apple sold a record setting 17 million iPads in the June quarter.



The site reported supply chain component sources as reporting that Apple would be "decreasing the proportion of total shipments of iPad panels from Samsung Electronics and increasing those from Sharp and LG Display."

The move away from Samsung isn't necessarily just in retaliation to the company's refusal to negotiate patent claims (as other industry rivals have, including Nokia). The site claims that Apple is also working to move away from a-Si TFT screens to use more oxide TFT panels for the iPad, and notes "Apple will increase use of oxide TFT panels shipped by Sharp for the new iPad."

At the same time, Apple has reportedly worked to expand its relationship with Taiwan Semiconductor Manufacturing Company (TSMC) in a bid to reduce its dependence upon Samsung for ARM CPUs, and Apple has scouted out RAM from alternative suppliers as well.

Frenemies like these

Samsung remains a critical component supplier for Apple, joining the company's list of "frenemies" that it both partners closely with and competes vigorously against, including Microsoft and Google.

Apple has notably pitted its frenemies against each other, such as in partnering with Google to develop and popularize the WebKit browser at the expense of Microsoft's dominant share with Internet Explorer, and conversely in publicly partnering with Microsoft's Bing as an alternative option to Google web search in Safari.

Apple has also rolled its own alternatives to the to products it once depended upon various frenemies to provide, including the development of iWork and Safari to counter Microsoft's less than enthusiastic support of the Macintosh versions of Office and Internet Explorer, and its internal development of Siri and new iOS 6 Maps to bolster its competitive position against Google's Android platform.
post #2 of 45
Come on A1... where's the story about Microsoft not being able to use the word "Metro" any longer?

It's been viral for more than a few hours already...geeez!

Yes I want to comment on it like a good little Teeny-Tech-Freak and write "First!" for the first time evaaah!

...oh... uh First!
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post #3 of 45

Good job Apple!  Hope that LG and Sharp are able to keep up with the production demands and maintain quality.  If they are, this would be a big hit to Samsung.  :)

post #4 of 45
Would that be phase 3?
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post #5 of 45
Originally Posted by ThePixelDoc View Post
Come on A1...

 

700

 

I'm not sure a bottle can provide what you're after.

Originally posted by Marvin

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Originally posted by Marvin

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post #6 of 45
Quote:
Originally Posted by AppleInsider View Post

The report, published by Digitimes, arrives from a source with a mixed record when it comes to future product predictions.

So "never correct in the history of the universe" is a "mixed record"?

I wonder if Digitimes is sharing their revenues with AI. That's the only explanation I can think of for why AI quotes such a clearly disreputable source so frequently.
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post #7 of 45
Quote:
Originally Posted by jragosta View Post


I wonder if Digitimes is sharing their revenues with AI.

 

LOL.

 

I think Digitimes needs to go in the article title, but would anyone read them?

post #8 of 45
Quote:
Originally Posted by jragosta View Post


So "never correct in the history of the universe" is a "mixed record"?
I wonder if Digitimes is sharing their revenues with AI. That's the only explanation I can think of for why AI quotes such a clearly disreputable source so frequently.

This is still more plausible than most Digitimes rumors.

post #9 of 45
Quote:
Originally Posted by AppleInsider View Post

Apple has notably pitted its frenemies against each other, such as in partnering with Google to develop and popularize the WebKit browser at the expense of Microsoft's dominant share with Internet Explorer, and conversely in publicly partnering with Microsoft's Bing as an alternative option to Google web search in Safari.

 


I don't know that there was ever any formal partnership between Apple and Google over WebKit. Rather, WebKit has always been an open-source project (derived from KHTML in the beginning) under the LGPL license, which obliges Apple to publish the source code.
 
Google simply saw that it was the best technology available for their needs and adopted it for Android and Chrome.
post #10 of 45

Apple has notably pitted its frenemies against each other, such as in partnering with Google to develop and popularize the WebKit browser

 

I'm not sure that's accurate.  I'd never heard of a "partnership", and couldn't Google it up quickly or see it on the Wikipedia entries for Chrome or WebKit.  Doesn't mean it's wrong, but I think it is [wrong].

 

Open Source projects don't necessarily require partnership.  That's their beauty.  It's a passive partnership allowing accidental collaboration.  Apple and Google don't have to talk to each other at all, just cherry pick what they'd like from one another, if the license allows.

 

So WebKit can borrow from Chromium and vice versa.  Not sure how much that happens (esp Chromium >>> WebKit), but I'm pretty sure there's no formal partnering, is there?  I mean, heck, Microsoft could grab WebKit and remake IE if they wanted to "fight" Google and Apple.  Or partner.  Or something.

post #11 of 45

Crazy - acting like children.

post #12 of 45

If this is true, Samsung is losing their biggest customer. 

post #13 of 45
Quote:
Originally Posted by pragmatous View Post

Crazy - acting like children.

 

No, it's Apple directing their own destiny. Because they can. 

post #14 of 45
Originally Posted by pragmatous View Post
Crazy - acting like children.

 

Because everyone stays with their wife when she cheats. With the entire local hockey team.

 

Originally Posted by Quadra 610 View Post
If this is true, Samsung is losing their biggest customer. 

 

Second, I thought.

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
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Originally posted by Marvin

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post #15 of 45
Quote:
Originally Posted by pragmatous View Post

Crazy - acting like children.

 

Not sure how shifting business away from a supplier who Apple thinks steals from them, and who certainly competes with them, is anything but fully adult business.  

post #16 of 45
Quote:
Originally Posted by Tallest Skil View Post

Because everyone stays with their wife when she cheats. With the entire local hockey team.


Second, I thought.

Implicit reference to the puck ?
post #17 of 45
Originally Posted by umrk_lab View Post
Implicit reference to the puck ?

 

Ah! Happy accident.

Originally posted by Marvin

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Originally posted by Marvin

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post #18 of 45

Two birds one stone.

Which of us is the fisherman and which the trout?

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Which of us is the fisherman and which the trout?

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post #19 of 45
Quote:
Originally Posted by ThePixelDoc View Post

Come on A1... where's the story about Microsoft not being able to use the word "Metro" any longer?
It's been viral for more than a few hours already...geeez!
Yes I want to comment on it like a good little Teeny-Tech-Freak and write "First!" for the first time evaaah!
...oh... uh First!

"German company claims rights to Metro name forcing Microsoft change their branding for Windows 8. New name is Windows 99 Luftballons "*


* 30 year old pop culture references usually don't make for funny jokes.

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post #20 of 45

Dont forget to add Adobe to this list of friends

post #21 of 45
Quote:
Originally Posted by daratbastid View Post

Dont forget to add Adobe to this list of friends

What's 'Adobe'?

post #22 of 45

First they intend to cut off Google's traffic/revenue from Google Map by replacing it with their own maps app and now they cut off Samsung's revenue from the iPad panel by shifting to Samsung's competitors. Samsung and Google will definitely take a serious hit from this and will start losing lots of money.

post #23 of 45

I am curious if the contracts with Samsung don't have a minimum quantity to be ordered on them.  If not that seems odd since Apple is simply attacking a supplier's who is a subsidiary of another company they are suing.  Yes I get it Apple is suing Samsung so why shouldn't they, other than breaching terms of a contract, which no one here has read I'm sure.  I am just speculating.

post #24 of 45
Quote:
Originally Posted by jragosta View Post

So "never correct in the history of the universe" is a "mixed record"?
I wonder if Digitimes is sharing their revenues with AI. That's the only explanation I can think of for why AI quotes such a clearly disreputable source so frequently.
Yes, we know that AppleInsider loves the pageviews from inane Digitimes-sourced posts.

It is very possible that Digitimes is getting a pageview kickback from AI.
post #25 of 45
It's in any manufacturer's best interest to diversify your supply chain. Especially if your suppliers are blatantly stealing from you...
Edited by iBagwan - 8/3/12 at 11:44am
post #26 of 45
Quote:
Originally Posted by RaptorOO7 View Post

I am curious if the contracts with Samsung don't have a minimum quantity to be ordered on them.  If not that seems odd since Apple is simply attacking a supplier's who is a subsidiary of another company they are suing.  Yes I get it Apple is suing Samsung so why shouldn't they, other than breaching terms of a contract, which no one here has read I'm sure.  I am just speculating.

 

You speak as if hurting one won't have an impact on the other.  These are not separated companies.  There is corporate umbrella and what affects one will be known to the other.

 

Also I'm sure Apple didnt stumble across this idea just today.  Samsung has been a thorn in their side for a long time so I'm sure Apple's negotiators got themselves as much wiggle room in the contracts as they could (while still getting the kind of output they needed of course).

post #27 of 45
Quote:
Originally Posted by Evoken View Post

First they intend to cut off Google's traffic/revenue from Google Map by replacing it with their own maps app and now they cut off Samsung's revenue from the iPad panel by shifting to Samsung's competitors. Samsung and Google will definitely take a serious hit from this and will start losing lots of money.

That's what happens when you steal from friends...

post #28 of 45
Quote:
Originally Posted by anantksundaram View Post

What's 'Adobe'?

It's a beauty products company. It makes things that are used by models and agencies all over the world to enhance the beauty of their subjects. Among other things, it slims and removes cellulite, can help with complexion problems, and copes with hair loss and color.

post #29 of 45
Originally Posted by chabig View Post
It's a beauty products company. It makes things that are used by models and agencies all over the world to enhance the beauty of their subjects. Among other things, it slims and removes cellulite, can help with complexion problems, and copes with hair loss and color.

 

I really like that definition. I also like, "They're in the lying industry."

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
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Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
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post #30 of 45
Quote:
Originally Posted by Quadra 610 View Post

If this is true, Samsung is losing their biggest customer. 

 

 

loosing Apple, while quite noteworthy, isn't too significant for Samsung Group, overall.  the purported $7.8 billion revenue deal between Apple and Samsung Electronics only accounts for about six (6) percent of Samsung Electronics revenue.  in 2011, Samsung Electronics reported a revenue of $133 billion.

http://www.samsung.com/us/aboutsamsung/news/newsIrRead.do?news_ctgry=irnewsrelease&news_seq=20096

post #31 of 45
Quote:
Originally Posted by anantksundaram View Post

What's 'Adobe'?
Their name is mud.

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post #32 of 45
Quote:
Originally Posted by emacs72 View Post


loosing Apple, while quite noteworthy, isn't too significant for Samsung Group, overall.  the purported $7.8 billion revenue deal between Apple and Samsung Electronics only accounts for about six (6) percent of Samsung Electronics revenue.  in 2011, Samsung Electronics reported a revenue of $133 billion.
http://www.samsung.com/us/aboutsamsung/news/newsIrRead.do?news_ctgry=irnewsrelease&news_seq=20096

Sorry, but losing 6% of your revenues can make a HUGE difference in profitability.
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post #33 of 45

Apple needs to make some deals with manufacturers and have them open plants in the USA as a stipulation. After the contract expires and the industry has been established after ten or so years of production, Apple could just not renew the contract. Then the company would lose so much business that they would shut down. Then Apple could buy the factory and rehire the workers to do work directly for them. It's a long term devious strategy but it would be better for the USA to get more manufacturing here and Apple could control it better.

 

If the factory didn't lose business when Apple doesn't renew the contract then it is still a win for the USA to have high tech manufacturing here.

 

It has probably been years since Apple realized that they can only fully control their manufacturing and intellectual property by owning the production sources. They've decided that less expensive manufacturing is more important to them than total control. That decision is now biting them in the rear.

 

Build more in the USA Tim. Jony says it's not about the money.
 

post #34 of 45
Quote:
Originally Posted by jragosta View Post


Sorry, but losing 6% of your revenues can make a HUGE difference in profitability.

 

Samsung Group and the electronics division will thrive.  Apple will also thrive.  in other words, business will continue quite well for both parties in the long term.

post #35 of 45
Quote:
Originally Posted by Smallwheels View Post

Apple needs to make some deals with manufacturers and have them open plants in the USA as a stipulation. After the contract expires and the industry has been established after ten or so years of production, Apple could just not renew the contract. Then the company would lose so much business that they would shut down. Then Apple could buy the factory and rehire the workers to do work directly for them. It's a long term devious strategy but it would be better for the USA to get more manufacturing here and Apple could control it better.

If the factory didn't lose business when Apple doesn't renew the contract then it is still a win for the USA to have high tech manufacturing here.

It has probably been years since Apple realized that they can only fully control their manufacturing and intellectual property by owning the production sources. They've decided that less expensive manufacturing is more important to them than total control. That decision is now biting them in the rear.

Build more in the USA Tim. Jony says it's not about the money.

 


It is not that simple. Apple designs and manufactures highly integrated products, incorporating hardware and software elements, like car manufacturers, or plane manufacturers. While it is true that Apple tends to be more vertically integrated than most of these companies, there is a limit to this kind of integration, because being in charge of a component also means to carry out (and fund) the basic research that is necessary to keep on being at the sate of the art (it is not just a question of manufacturing costs). By acquiring components from outside, Appe spares the enormous costs of research and development associated to these. it just has to constantly be reviewing the state of the art, and select the supplier who offers the best technology.

Of course one could object that this is what Samsung does, being both a component supplier and an integrator. But on the long term, this kind of conglomerate has to choose between those two different roles, because it is exremely difficult to excel in both.
post #36 of 45

Are people here going to start dumping their Samsung TV's?

post #37 of 45
Quote:
Originally Posted by Haggar View Post

Are people here going to start dumping their Samsung TV's?

They should. Even the huge borderless pretty ones have absolutely atrocious software. With annoying animated icons and crap smart bullshit and apps worse than android.

It literally makes me want to smash it into tiny pieces, acostomed to Apple as I am.

Don't even get me started on pairing the surround sound speakers.

Nobody ever mentions this little hell. And they go oh maybe I'm the stupid one. No. That's what the Mac taught us. Hardware's a machine. Software needs to be human.
post #38 of 45

Samsung has its mitts in a lot of pies, and I for one don't trust their brand any more. They manufacture everything from smartphones to washing machines to tv sets.

 

They don't stand by their products and they were a lawsuit waiting to happen.  I'm glad to see an American company flex their muscle to send a message to the other Asian companies out there who have stolen intllectual property.  

 

 Apple is a quality product unlike alot of the other brands.

post #39 of 45
I wonder what this means for Apple buying memory from them. They will probably start buying more from Hynix and Micron I suppose.
post #40 of 45
Quote:
Originally Posted by TimmyDax View Post

Quote:
Originally Posted by Haggar View Post

Are people here going to start dumping their Samsung TV's?

They should. Even the huge borderless pretty ones have absolutely atrocious software. With annoying animated icons and crap smart bullshit and apps worse than android.

It literally makes me want to smash it into tiny pieces, acostomed to Apple as I am.

Don't even get me started on pairing the surround sound speakers.

Nobody ever mentions this little hell. And they go oh maybe I'm the stupid one. No. That's what the Mac taught us. Hardware's a machine. Software needs to be human.

Hitting a home run here! Fully agree; their interface is shyte. Even a simple thing as switching from my MacMini to the AppleTV can be a pain. The remote, the...wel no need to make you relive this. It does get mentioned on and off here though.
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