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Samsung will now fill the void by making chips for the likes of Qualcomm and even for its own products

If Apple and Samsung's turbulent relationship was made into a soap opera, this episode would feature continued separation between the two and Apple's "other lover."

Apple recently signed a new supply deal with Taiwan Semiconductor Manufacturing Co. (TSMC) for iPhone and iPad chips. These orders from Apple will reportedly account for 8 percent of TSMC's 2014 total revenue if Apple buys 30 percent of its chips there, according to Credit Suisse analysts.

If Apple bumps this up to 60 percent in 2015, it will make up 15 percent of TSMC's revenue for that year. 

Apple has been distancing itself from Samsung due to competition between Apple's iPhone and Samsung's Android-powered smartphones (such as the Galaxy line). The two have also had an ugly patent war that has soured relations over the years.

Apple's new deal with TSMC isn't great news for Samsung, but it will likely fill the void by making chips for the likes of Qualcomm and even for its own products. 


[Image Source: Nerd Array]

At the Consumer Electronics Show (CES) back in January, Samsung's President of LSI business Stephen Woo said that it's crucial for the South Korean electronics maker to focus on alternatives to Apple when it comes to the chip sector. In fact, Samsung has been supplying Exynos quad-core chips to Chinese smartphone company Meizu and also to Lenovo's K860 LePhone.

According to Goldman Sachs, Apple will purchase about $8.8 billion USD worth of chips from Samsung this year, which is about 80 percent of Apple's allowance for processors, memory chips and screens. But Apple is expected to move 30 percent of its business away from Samsung next year and about 80 percent by 2017.

It's unlikely that Apple will give all of its chips business to TSMC, since it doesn't want to put all of its eggs in one basket. TSMC will begin supplying the processors in early 2014. 

Chips aren't the only hardware Apple and Samsung are phasing out in their relationship. Samsung Display, which has provided Apple with liquid crystal display (LCD) panels for its iPhones and iPads over the years, officially severed its contract with the iDevice maker last fall. Samsung cited cost as the main issue, since Apple has started using Samsung competitors with better prices for displays. Hence, Apple was expecting bigger discounts from Samsung. 

Sources: The Wall Street Journal, Market Watch



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RE: Samsung displays
By TakinYourPoints on 7/1/2013 7:31:10 PM , Rating: 1
No LCD has surpassed or gotten "as good as" plasma yet, there are inherent deficiencies to the technology. It can't get a good black so it uses local dimming, which introduces other artifacts like not rendering fine details in dark areas accurately and halo-ing. Movement artifacts in LCDs are still an issue. It cannot reproduce color as accurately nor does it have as good a gamma curve. Anything used to fix its inherent issues also adds input lag since the signal passes through more electronics. Its all a mess, and in the end it still doesn't look as good plasma that costs as much or less.

LCD's main advantage is that it can get very small. If size isn't an issue and if you care about image quality then there really isn't another choice.

It certainly doesn't come from Samsung. Even their plasmas aren't as good as Panasonic's.

quote:
However the closest thing to a "perfect" display tech is OLED. Which doesn't really exist in a large size yet :(


I use 17" OLEDs in the field for remote color correction and Sony professional OLEDs or HD CRTs in color correction suites for finals. OLEDs are great, and the best thing about them is the ability to easily get them color matched. We also use color matched plasmas in the same suite for color correction and checking finals. To say that one is way better than the other isn't correct, they're damn close.

It is nothing like the gulf between OLED/plasma and even the best LCDs out there.


"A politician stumbles over himself... Then they pick it out. They edit it. He runs the clip, and then he makes a funny face, and the whole audience has a Pavlovian response." -- Joe Scarborough on John Stewart over Jim Cramer














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