Seeking Alpha

Apple (AAPL) reportedly cuts its orders from Samsung (SSNLF.PK) for DRAM and  NAND memory...

Apple (AAPL) reportedly cuts its orders from Samsung (SSNLF.PK) for DRAM and  NAND memory chips for the new iPhone, with beneficiaries including Elpida, Toshiba and SK Hynix. However, Samsung remains the only manufacturer of Apple-designed microchips for the handset, as well as for the iPad. Apple's DRAM and NAND bookings from the Korean giant had been falling before the latest move.
Comments (6)
  • Origa
    , contributor
    Comments (543) | Send Message
     
    Samsung is likely going to stop building chips for Apple, and there will be a shortage of iPhones.

     

    According to many website, up to 25% of an iPhone is produced by Samsung. Apple may also very soon be faced will lawsuits if it brakes any of Samsung TV´s IPR.
    7 Sep 2012, 05:42 AM Reply Like
  • kmi
    , contributor
    Comments (4025) | Send Message
     
    "Samsung is likely going to stop building chips for Apple, and there will be a shortage of iPhones."

     

    This is where the saying 'cutting off the nose to spite the face' comes from.

     

    Unlikely, at best.
    7 Sep 2012, 01:12 PM Reply Like
  • youngman442002
    , contributor
    Comments (5131) | Send Message
     
    I think Apple made a big mistake suing everyone.....its great in the USA....but the rest of throw world will turn on them....
    7 Sep 2012, 07:31 AM Reply Like
  • warrior1111
    , contributor
    Comments (2) | Send Message
     
    News Article Proclaims..."According To A Source Close To The Matter."
    1. An Un-named Source.
    2. Does Not The Media Have Anything Better To Do Than Write Stories That Cannot Be Authenticated??
    3. Did An Apple Spokesperson...Speak, Confirm, Or Deny?!?
    4. Get Lost...With Silly, Unfounded News Stories !!
    7 Sep 2012, 09:35 AM Reply Like
  • Whitehawk
    , contributor
    Comments (3129) | Send Message
     
    "Samsung remains the only manufacturer of Apple-designed microchips for the handset, as well as for the iPad. "

     

    This is not clear. I'd like to see what AAPL reports on 9/12 regarding future suppliers and partnerships. My guess is that there will be mobile processor chipset/SoC changes, perhaps not for the iPhone 5 but for future systems.
    7 Sep 2012, 09:42 AM Reply Like
  • David Urban
    , contributor
    Comments (1036) | Send Message
     
    Apple iis moving away from Samsung since they stole Apple's designs. When that happens Samsung will be forced to actually do work on the Galaxy phone.
    7 Sep 2012, 09:54 AM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector

Next headline on your portfolio:

|