
It doesn't matter how great a product Apple designs if they can't produce it. Apple is becoming another Tesla Motors.
Their stock is now about 100 points below their high of just a couple months ago and that plunge is deserved. They cannot compromise on quality but they can't push the suppliers passed what they can do.
Is Samsung really that much better at building quality components than everyone else? If that is the case, Samsung's got Apple over the proverbial barrel.
Apple can't expect customers to wait until they get their act together -- demand for Apple products contains the critical factor of availability. Customers are not going to wait and will move to competitors.
Yes, and Samsung is also one of the few (I can't really think of anyone at the moment) that can mass produce in quantities that Apple wants. Samsung also make 97% of all AMOLED manufactured worldwide.




