Originally Posted by EricTheHalfBee
Don't need to try harder, you're making a fool of yourself all on your own.
Anyone claiming that a division losing 20% of their sales isn't a disaster is kidding themselves.
Firstly, for Q1, Q2 of 2012, that's 92T KRWand and, of that, about 31T KRW came from Semi & DP or about 35%.
For the whole fiscal year 2011, Samsung's semi & DP generated 66T KRW (or $60B USD) or roughly 40% of Samsung's entire 2011 revenue. Apple spent $7-$8B USD on Samsung components, or about 12+% of Samsung semi & DP revenue, or about 5% of Samsung Electronics' entire 2011 revenue. Now if you add up Samsung batteries used in the new iPads (made by IM - IT & Mobile division) that the inflated figure 20% you cited would get much smaller (6%-7%)
For 2010, Apple spent $5.7B on Samsung parts, 9% of Samsung SEMI & DP revenue, or about 4% of Samsung's entire 2010 revenue.
So, 9%? 12%? meh! Not really.. Samsung Semi & DP Q1 2012 yoy went down by 13%, you don't see Samsung weeping, do you? Apple doesn't have a monopsony in component biz; there are other willing buyers waiting in line. Two years is long enough to find new less whiny customers. As I've said earlier, there will be a couple of disappointing quarters, but there is enough growing demand outside Apple that, unfortunately for you, Samsung doesn't have to shut their door. Besides Samsung's mobile division (IM) is still growing at 40%-50% and, certainly by next year, it will be the largest buyer of Samsung semi & dp components.
Edited by tooltalk - 10/15/12 at 7:02pm