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.
First off, Q1 was 16T and Q2 was 11T which makes 27T, not 31T. Where you you pull that 31T figure out of? My figures are straight from Samsung's quarterly reports.
Nobody knows what Apple will spend in 2012, but their "contract" was apparently for $9.7 billion and expected to surpass that number. Unless Samsung turns things around Q3 and Q4 they won't be hitting that $60 billion they did last year. More like $50 billion, and unless my math is off, $9.7 billion is pretty close to 20% of $50 billion. If they hit $60 billion then Apple's share drops to 16%.
What you fail to mention is that Samsung's smartphone sales have been soaring the last 2 years, yet their semiconductor & display deliveries have actually been going down. So much for Samsung being able to make up the loss of semi sales to outside customers with increased sales to Samsung Mobile for their own Smartphones. And this has been going on before this news that Apple is starting to ween themselves from Samsung. Even HTC announced last week they were going to reduce orders from Samsung.
And all those billions are going into the pockets of Samsung competitors.