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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 7/2/2013 1:11:47 PM , Rating: 2
I say "who cares about LCD" in the same way that someone would say "who cares about Justin Beiber".

Just because something is popular doesn't mean that its good. I work with the latest and greatest in display technology for a living, I have a pretty good idea what is good and what isn't. LCD HDTVs are objectively the worst option out there. Just because you see so many of them being sold in a Best Buy or Frys doesn't mean that they're good, quite the opposite.

I remember one time you were saying "gosh, I wish I could get black levels like I do on my phone". Well, get a Panasonic plasma, you'll get all that plus much better color calibration and image quality. I reckon you're not interested in having "the best" though, just picking a fight on the internet so you can defend your purchases. Its funny how people deny themselves of better things so that they can be "right".


RE: Samsung displays
By TakinYourPoints on 7/2/2013 1:18:32 PM , Rating: 2
quote:
Who cares about plasma again? IQ Nazi's?


Yes, why get the best option when you can spend as much or more for something inferior?

You people blow my mind.


RE: Samsung displays
By retrospooty on 7/2/2013 1:54:24 PM , Rating: 2
You are amazing... So many conclusions jumped it isnt even funny. Like with phones, you see someone that thinks different and you use it to jump on your soapbox and start your rants... Seriously READ before posting. I didnt say the IQ was better on LCD. I said Samsung LCD's are sweet and that no-one cares about Plasma. It's time is passing. Reclaimer said "He's probably one of those plasma elitists who doesn't realize LCD's (high end) have arguably surpassed Plasma in all the categories it used to excel in. Or are at least "as good", without the worries of burn in, horrible power consumption, and poor brightness light reflection issues." and I have to agree with most of that... Mostly becasue he called you correctly LOL.

The fact is not alot of people care about plasma. Not alot of people buy them anymore. I specifically dont want it for 2 reasons. The aweful glare and the heat put out. I live in AZ and the room where our TV is in doesn't get great airflow from the AC and it gets hot. Beyond that, the glare on plasma screens is beyond acceptable to me... Period. IQ means zero if I see glare all day. If I look at the 2 side by side in a store (where the glare issue isnt a problem) I can see that Plasma looks a slight tad better, but its lows dont balance its highs for me. Some of the high end LCD's are quite nice for the past few years at least a very good combo of all things, not just things you seem to care about. Now get off your soapbox and stop your IQ Nazi crap. Some people have to look at all aspects and dont fit into the same tidy package that you do.


RE: Samsung displays
By TakinYourPoints on 7/2/2013 3:04:26 PM , Rating: 2
Heat hasn't been an issue for years. The first time I saw the 2011 Panasonic plasmas at CES I was amazed. Not only did it have IQ comparable to the Pioneer Elites from a few years before, they put out NO HEAT.

As in, I put my hand in front of and behind a plasma that had been running all day and I couldn't feel a thing. It was a far cry from my own plasma which does put out heat. So that issue with plasmas, gone, all while they maintain their display advantages against LCD.

Nothing else Reclaimer said in regard to IQ was called correctly either, burn-in hasn't been an issue for almost ten years. Temporary image retention is a possibility, but that isn't a real issue, and I've had more issues with that on LCDs than my own plasma.

Evaluating TVs set on torch mode in a showroom with warehouse lighting is the absolute worst place to evaluate displays.

I'm not being malicious in any way when I call you ignorant here. That isn't a negative about your character or you as a person, you just literally have no idea what you're talking about here.


RE: Samsung displays
By retrospooty on 7/2/2013 3:21:25 PM , Rating: 2
"Heat hasn't been an issue for years.The first time I saw the 2011 Panasonic plasmas at CES I was amazed. Not only did it have IQ comparable to the Pioneer Elites from a few years before, they put out NO HEAT. "

Good to hear... I am set for the next few years. I wont be buying again until 4K's are standardized and much cheaper. I will certainly fairly evaluate all tech on the market at that time.


RE: Samsung displays
By TakinYourPoints on 7/2/2013 3:39:08 PM , Rating: 2
I'm still hoping that OLED comes down enough to be viable on desktops. I love that they deliver such accurate color and deep black, and that they're so small. My biggest issue with plasma is that it is completely unsuitable for desktop use since the smallest ones are still massive. OLED is small and looks amazing.

I just ain't dropping 25k on one. ;) They are fun to use for work though.


"We basically took a look at this situation and said, this is bullshit." -- Newegg Chief Legal Officer Lee Cheng's take on patent troll Soverain














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