Re:Samsung posts $7.4 billion profit as handsets mask weak c...
by hkmurakami on Thursday October 25, 2012 @11:19PM
(#4700698)
Supplying Apple those components brings scale to the production process that is leveraged in supplying their own handheld devices, so I'd venture to conjecture that without this business with Apple, Samsung's overall profits will fall as well just in their mobile division, as costs rise.
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Re:Samsung posts $7.4 billion profit as handsets mask weak c...
by blinkingled on Thursday October 25, 2012 @11:31PM
(#4700730)
I doubt it would amount to very much. They sold 58 million SmartPhones vs Apple's 26 million iPhones and 14 million iPads or so and Samsung is just one of many Apple suppliers.
Re:Samsung posts $7.4 billion profit as handsets mask weak c...
by hkmurakami on Friday October 26, 2012 @01:33PM
(#4703265)
The key is that they effectively double their foundry output by supplying Apple their chips, which means that every one of their 58 million smartphones can have a larger margin. That's huge.