Apple (Apple Inc.) and Samsung Electronics (Samsung Electronics) were once very close partners. Now, as the relationship between the two companies begins to break, the alienation action taken by Apple also has a potential impact on Samsung’s overall sales business.
Piper Jaffray estimates that Apple accounts for approximately 17% of Samsung’s semiconductor revenue in 2010. Apple purchased a large amount of DRAM, NAND flash memory and other semiconductor components from Samsung. Moreover, Samsung also provided OEMs for the A4 and A5 processors designed by Apple.
However, recently in the PC, mobile phone and tablet markets, Apple and Samsung have become highly competitive rivals.
"We believe that patent litigation between the two companies is a strong case for further support for this view - Apple is actively looking for new partners for its foundry demand," said Piper Jaffray analyst Gus Richard According to a recent report.
According to a report in the Wall Street Journal, Apple recently filed a patent infringement lawsuit against South Korea’s Samsung Electronics Co., claiming that Samsung’s Galaxy smartphones and Galaxy Tab tablet PCs copied the design of the iPhone and iPad. Appearance and style.
“The evidence that Apple is beginning to alienate its partnership with Samsung is also vivid. We believe that in terms of memory, Apple has stepped up its efforts with companies like Elpida, Toshiba and Micron. Cooperation," Gus Richard added, "In addition, although it will take several years to change the foundry suppliers, we believe that Apple is stepping away from Samsung, and TSMC is expected to start from the fourth quarter of this year. Earn OEM revenue from Apple."
According to analysts, there is currently another company that is actively looking for Apple's foundry business – Intel.
Then, this will likely hit Samsung's bottom line. Samsung Electronics recently announced that the consolidated financial report in the first quarter of this year expressed sales of 36.99 trillion won ($34.6 billion), an annual growth rate of 7%. During the quarter, due to the impact of DRAM price drop, the company announced consolidated net income of 2.78 trillion won (about 2.6 billion U.S. dollars), and annual growth rate dropped by 30%.
Chip makers are racing to follow Apple's footsteps because Apple is the largest customer in the global semiconductor industry and Apple is expected to account for about $20 billion in semiconductor market demand this year, Richard said. This has already accounted for about 6% of the overall semiconductor market demand.Also, about 70% of Apple's demand for chips, or about 14 billion dollars worth of market demand, is NAND flash memory, DRAM and advanced logic chips.Total of Apple's The wafer requirements will require about two to three large wafer fabs."
Piper Jaffray estimates that Apple accounts for approximately 17% of Samsung’s semiconductor revenue in 2010. Apple purchased a large amount of DRAM, NAND flash memory and other semiconductor components from Samsung. Moreover, Samsung also provided OEMs for the A4 and A5 processors designed by Apple.
However, recently in the PC, mobile phone and tablet markets, Apple and Samsung have become highly competitive rivals.
"We believe that patent litigation between the two companies is a strong case for further support for this view - Apple is actively looking for new partners for its foundry demand," said Piper Jaffray analyst Gus Richard According to a recent report.
According to a report in the Wall Street Journal, Apple recently filed a patent infringement lawsuit against South Korea’s Samsung Electronics Co., claiming that Samsung’s Galaxy smartphones and Galaxy Tab tablet PCs copied the design of the iPhone and iPad. Appearance and style.
“The evidence that Apple is beginning to alienate its partnership with Samsung is also vivid. We believe that in terms of memory, Apple has stepped up its efforts with companies like Elpida, Toshiba and Micron. Cooperation," Gus Richard added, "In addition, although it will take several years to change the foundry suppliers, we believe that Apple is stepping away from Samsung, and TSMC is expected to start from the fourth quarter of this year. Earn OEM revenue from Apple."
According to analysts, there is currently another company that is actively looking for Apple's foundry business – Intel.
Then, this will likely hit Samsung's bottom line. Samsung Electronics recently announced that the consolidated financial report in the first quarter of this year expressed sales of 36.99 trillion won ($34.6 billion), an annual growth rate of 7%. During the quarter, due to the impact of DRAM price drop, the company announced consolidated net income of 2.78 trillion won (about 2.6 billion U.S. dollars), and annual growth rate dropped by 30%.
Chip makers are racing to follow Apple's footsteps because Apple is the largest customer in the global semiconductor industry and Apple is expected to account for about $20 billion in semiconductor market demand this year, Richard said. This has already accounted for about 6% of the overall semiconductor market demand.Also, about 70% of Apple's demand for chips, or about 14 billion dollars worth of market demand, is NAND flash memory, DRAM and advanced logic chips.Total of Apple's The wafer requirements will require about two to three large wafer fabs."
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