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

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  • Reply 41 of 45
    philboogiephilboogie Posts: 7,675member
    jragosta wrote: »
    emacs72 wrote: »

    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.

    While that is certainly true, their electronics devision is just one arm of their conglomerate. Their insurance is also worth something like 125B, though net profit is only 10% compared to their electronics devision.
  • Reply 42 of 45
    thepixeldocthepixeldoc Posts: 2,257member
    700

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

    Yeah? What do you know?

    That was probably a sub-instinctive result of the fact I was hungry at the time, but still wanted to do that "first thingy" all the yungin's do.... just once in my life.
    LOL!
  • Reply 43 of 45
    thepixeldocthepixeldoc Posts: 2,257member
    solipsismx wrote: »

    Yes! Exactly that development, also posted on ArsTechnica. Lively discussion there as well... something DF doesn't (always?) allow.

    And your seriously barking up the wrong tree, or should I say "humping the wrong leg", if you want to tango with Nena these Days! (of "99 Luftballoon" fame) :)
  • Reply 44 of 45

    Quote:

    Originally Posted by Quadra 610 View Post


     


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





    If only...


     


    If they truly can, they would have done it sooner, and they would have redirected more business elsewhere. But, if there is a down side to being wildly successful is that you need a significant portion of the world's supply of critical components.  For parts such as processors, memory chips and LCDs, Samsung is a key supplier.  Leaving them out will leave Apple vulnerable to the possibility of not meeting demand.  Ergo, Apple needs Samsung to be part of the supply chain for both quality and quantity. Otherwise, Apple would have hurt Samsung where it counts by now.

  • Reply 45 of 45
    jragostajragosta Posts: 10,473member
    Apple needs to make some deals with manufacturers and have them open plants in the USA as a stipulation.

    Why would they do that? Cook already explained why doing assembly in the US is impractical due to logistical and supply chain issues. - and would add immensely to costs. I guess if Apple wants to cut their margins in half and double the price of the product at the same time, that might be a good move.
    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.

    He said that money was not the primary concern IN DESIGN. No one ever said that money wasn't important.

    Furthermore, Cook already explained this (see above).
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