NAND flash

Business
September 22, 2011
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Apple finds new memory suppliers for iPhone and iPad, pushing Samsung further away

By on September 22, 2011 at 9:25 AM.

Apple finds new memory suppliers for iPhone and iPad, pushing Samsung further away

As Apple and Samsung continue to battle over patents and product design, Samsung seems to be positioned to take the biggest hit. The South Korea-based electronics giant has already seen sales of its tablet blocked in multiple regions and Apple is digging deeper. Dow Jones reported back in February that Apple was expected to make roughly $7.8 billion in component purchases from Samsung in 2011, but the future of the relationship is now in jeopardy. Reports from this past June that Apple moved away from Samsung for its mobile processors were seemingly confirmed last month, and DigiTimes on Thursday reported that Apple is looking beyond Samsung for its mobile memory chips as well. Read on for more. More →

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Business
July 11, 2011
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Apple could ditch Samsung as a parts supplier following patent battle

By on July 11, 2011 at 5:00 PM.

Apple could ditch Samsung as a parts supplier following patent battle

Apple could cut Samsung from its list of part suppliers, an arrangement that is worth as much as $5 billion for Samsung, one analyst has suggested. “They have become more competitors and less partners and so I think Apple will definitely not be looking to Samsung as its go-to partner-of-choice for NAND flash,” Brian Marshall, a Gleacher & Co. analyst told The Globe and Mail. Apple could instead choose to get its NAND flash products from other companies, such as Hynix Semiconductor, Micron, and Toshiba. Similarly, if Apple were to bail on Samsung as a parts provider, the iPhone maker could look to Taiwan Semiconductor Manufacturing Corp (TSMC) or Intel for processors, but it would also need to find another provider for LCDs. Samsung and Apple have been locked in multiple legal battles since Apple accused Samsung of creating “copycat” devices and sought to block the import of its products in the United States. More →

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