Loggerheads
With Google's purchase of Motorola Mobility Apple seems to have a bona fide battle with a worthy adversary on its hands in the smartphone and tablet wars.
http://www.komverse.com/2011/08/16/g...-mobile-world/
Samsung's position, as manufacturer of 26% of the iPhone's components on the one hand, and as a major Android smartphone marketer itself on the other hand, gets more peculiar by the minute...
http://www.komverse.com/2011/08/16/g...-mobile-world/
Samsung's position, as manufacturer of 26% of the iPhone's components on the one hand, and as a major Android smartphone marketer itself on the other hand, gets more peculiar by the minute...
Comments
With Google's purchase of Motorola Mobility Apple seems to have a bona fide battle with a worthy adversary on its hands in the smartphone and tablet wars.
http://www.komverse.com/2011/08/16/g...-mobile-world/
Samsung's position, as manufacturer of 26% of the iPhone's components on the one hand, and as a major Android smartphone marketer itself on the other hand, gets more peculiar by the minute...
I suspect that 26% will be going down. Not because Samsung doesn't deliver good parts but in fact because of their competitiveness in phones.
I suspect that 26% will be going down.
That won't be easy: the A5 CPUs and the DRAM, a.o., in the iPhone are in that 26%. Pretty crucial components that make iPhones to be iPhones. I'm sure whatsisname in Taiwan is chomping at the bit to take up the slack, but of course whatsisname also cooks CPUs etc. for other Android phone brands... So that cross-over wouldn't be attractive to Apple.
That won't be easy: the A5 CPUs and the DRAM, a.o., in the iPhone are in that 26%. Pretty crucial components that make iPhones to be iPhones. But I'm sure whatsisname in Taiwan is chomping at the bit to take up the slack.
The A5 and further can be fabbed from other foundry like TSMC. Buying the DRAM from Samsung is not a problem because that doesn't give them any insight into your nextgen phone designs.
The A5 and further can be fabbed from other foundry like TSMC.
Where do you think CPUs for other Android brands come from...?
The choices of wafer fabs for this specialized niche of CPUs are very limited.
The A5 and further can be fabbed from other foundry like TSMC. Buying the DRAM from Samsung is not a problem because that doesn't give them any insight into your nextgen phone designs.
its easier said than done. Samsung has the best fabs in terms of scalability and economies of scale.
what about the displays that are currently being manufactured by Samsung? How would Apple get those manufactured?
Where do you think CPUs for other Android brands come from...?
The choices of wafer fabs for this specialized niche of CPUs are very limited.
The point isn't that other Android phones are being fabbed at TSMC it's that TSMC doesn't make smartphones.
its easier said than done. Samsung has the best fabs in terms of scalability and economies of scale.
what about the displays that are currently being manufactured by Samsung? How would Apple get those manufactured?
True...TSMC or anyone else wanting this business has to prove that they can yield properly or Samsung will keep the business.
To be fair the division of Samsung that makes DRAM and fabs ARM cores is pretty removed from the division designing phones but it "is" the same company so there's the political rub.
With Google's purchase of Motorola Mobility Apple seems to have a bona fide battle with a worthy adversary on its hands in the smartphone and tablet wars.
http://www.komverse.com/2011/08/16/g...-mobile-world/
Samsung's position, as manufacturer of 26% of the iPhone's components on the one hand, and as a major Android smartphone marketer itself on the other hand, gets more peculiar by the minute...
Apple is about... other things, like profitability.
Amen!
Fuck the users!