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samsung-1

Samsung Display buys $2.3 bln stake in Corning.

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samsung-1

Global research and advisory firm Gartner has releases itts annual table of the top 25 supply chains in the Asia Pacific region, Samsung takes top spot with a number of big movers.

Published in
Tuesday, 11 September 2012 07:14

Apple Supply Chain: Now With Less Samsung

iPhone teardown-380x285Apple has long been one of Samsung’s largest customers, and Samsung one of Apple’s biggest component suppliers.

But with tensions between the two companies running high, thanks to a sprawling global patent battle, and with Apple working to diversify its supply chain, the pair’s previously symbiotic relationship is beginning to change.

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LCD

Hon Hai’s investment in Sharp could rattle the LCD supply chain. Advantage Apple at the potential expense of Samsung.

Hon Hai’s move to invest $800 million for a 10 percent stake of Sharp sets up an interesting supply chain battle that will benefit Apple and potentially threaten Samsung.

Behind the popularity of Apple’s iPad is a supply chain war for components. Apple’s supply chain is second to none and the company uses its cash hoard to procure parts. That Retina Display in the iPad was a major coup. In addition, Apple will gobble up more screens should it launch an iTV.

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