According to the "Korea Economic Daily" (Korea Economic Daily), Apple is currently negotiating with Samsung Electronics to purchase about 7.8 billion U.S. dollars worth of components, including screens, processors, NAND flash memory, etc., which are mainly used on the iPad. iPhone and other products above. Once the order is confirmed, Apple will become Samsung's largest single customer.
“Other mobile phone companies need to be careful because if Apple reserves the annual production capacity of Samsung components, it may cause the industry to be out of stock.†On February 21, Yan Lanxin, a senior industry analyst at IDC in Taiwan, told reporters.
A tablet computer industry official pointed out in an interview with this newspaper that if this news is true, it will most likely trigger a chain reaction in the market and may cause tight supply of many key parts of smart phones and tablets in the short term. It is also very likely to use this to crack down on competitors.
Apple and Samsung are also friends. "I don't think this news is accidental at all." Yan Lanxin believes that it is always Apple's strategy to sign large supply orders with parts suppliers and pack most of the production capacity of a component. "Apple's product planning has always been on a step-by-step basis. It will plan to pack the production capacity of components in advance and give the imitators a threshold for follow-up."
At the same time, she analyzed that if Apple is really signing such a big list, then it is likely to be preparing for the next large-scale shipment of products, such as a new generation of iPhone or iPad.
The most important feature of Apple’s strategy is to effectively combat its competitors while ensuring sufficient supply of its own, so that Apple’s product imitators cannot buy high-end components similar to Apple’s in the short term, thus maintaining Apple’s market leadership. . Yan Lanxin said that Apple’s competitors should be cautious if the news that Apple has once again packaged some key parts production capacity is true, because this may lead to tight supply of some spare parts.
It is worth mentioning that if Apple and Samsung sign another big order, the relationship between the two will become more subtle. Prior to this, Samsung and Apple have maintained an unusual relationship of cooperation. Samsung's products can be seen everywhere in the iPhone4. For example, the iPhone 4's A4 chip is manufactured by Samsung of South Korea, and large-capacity batteries and chip multilayer ceramic capacitors are provided by Samsung. In addition, the flash memory chips used by the iPhone 4 also come from Samsung Electronics. Some South Korean media even jokingly claimed that the iPhone is actually a "Korean mobile phone," reflecting Apple's dependence on Samsung.
Samsung is also the most important component supplier on Apple's upcoming iPad2 tablet. Samsung will provide TFT2-LCD display, graphics processor (GPU), random access memory (RAM), Nand-flash memory and other components to iPad2.
Unlike Apple, which does not have its own factory, Samsung's industry has a very wide range of products, including its own brand products and manufacturing departments. Samsung’s Galaxy series smartphones and tablets have become one of Apple’s biggest competitors. If Samsung and Apple sign a big order, Samsung and Apple will continue their ambitions.
Apple sniper tactics Whenever Apple's products are hot, and competitors want to follow suit, they find that Apple has already bought some of the key parts of the production capacity in advance, resulting in the entire market out of stock.
In the most typical case, in 2005, Apple set a long-term supply contract for fast flash memory chips to companies such as Samsung and Hynix at a price of 1.25 billion U.S. dollars under the guidance of COO Cook to ensure Apple’s presence in this key component. On the supply. When Apple's competitors have launched similar products, their production capacity has already been purchased by Apple. This supply contract has largely laid the foundation for the success of the iPhone and iPad, and it has made it difficult for competitors to launch similar products in the short term.
The same story also happened in the touch screen industry. Taiwan’s Electronics Times reported recently that Apple’s internal goal of shipping 40 million iPads in 2011 has been set at 60% of global touch panel production capacity, leading all its competitors to face tight supply of touch screens.
Since Apple almost controlled the full production capacity of major touch panel makers such as Shenghua and Yuhong, it was difficult for other competitors to buy touch screens of the same quality from there.
In this regard, Yan Lanxin said that Apple's courage to eat the main components of the production capacity is based on their product shipments confident of the basis. Apple's strategy has been more successful due to the hot sales of Apple products. However, once Apple products are sold poorly, this strategy will face greater risks and Apple will face greater financial pressure.
Tablet maker Wuxi Liding Technology CEO Chen Hailei told reporters that Apple has indeed caused the touch screen out of stock to a certain extent. “Many touch screens with Apple iPhone and iPad sizes are now tightly supplied, and the size of Apple products is much different. Large touch screen, relatively good supply."
According to industry sources, the recent touch-screen market has generally a longer delivery period, and it is usually necessary to take delivery of cash. Apple even asked its own touch screen suppliers to destroy the defective products, because some second and third-tier manufacturers still want to use these defective products on their own products.
In this regard, Chen Hailei said that when a component is in short supply, there will always be other manufacturers to follow up production to stabilize the market supply and demand, but this will take some time. Taking the touch screen as an example, at present, there are not many manufacturers that can make capacitive touch screens in the world. However, there are not many companies that can achieve the quality and yield rate of Winner. Chen Hailei expects that the quality and production capacity of other touch screen manufacturers will likely come up after half a year, when the shortage will be eased.
However, this time difference also gave Apple the opportunity to continue its lead. According to the speed at which Apple products are updated each year, when similar products launched by competitors after half a year are launched, Apple's next generation of iPhones and iPads will also be available.
“Other mobile phone companies need to be careful because if Apple reserves the annual production capacity of Samsung components, it may cause the industry to be out of stock.†On February 21, Yan Lanxin, a senior industry analyst at IDC in Taiwan, told reporters.
A tablet computer industry official pointed out in an interview with this newspaper that if this news is true, it will most likely trigger a chain reaction in the market and may cause tight supply of many key parts of smart phones and tablets in the short term. It is also very likely to use this to crack down on competitors.
Apple and Samsung are also friends. "I don't think this news is accidental at all." Yan Lanxin believes that it is always Apple's strategy to sign large supply orders with parts suppliers and pack most of the production capacity of a component. "Apple's product planning has always been on a step-by-step basis. It will plan to pack the production capacity of components in advance and give the imitators a threshold for follow-up."
At the same time, she analyzed that if Apple is really signing such a big list, then it is likely to be preparing for the next large-scale shipment of products, such as a new generation of iPhone or iPad.
The most important feature of Apple’s strategy is to effectively combat its competitors while ensuring sufficient supply of its own, so that Apple’s product imitators cannot buy high-end components similar to Apple’s in the short term, thus maintaining Apple’s market leadership. . Yan Lanxin said that Apple’s competitors should be cautious if the news that Apple has once again packaged some key parts production capacity is true, because this may lead to tight supply of some spare parts.
It is worth mentioning that if Apple and Samsung sign another big order, the relationship between the two will become more subtle. Prior to this, Samsung and Apple have maintained an unusual relationship of cooperation. Samsung's products can be seen everywhere in the iPhone4. For example, the iPhone 4's A4 chip is manufactured by Samsung of South Korea, and large-capacity batteries and chip multilayer ceramic capacitors are provided by Samsung. In addition, the flash memory chips used by the iPhone 4 also come from Samsung Electronics. Some South Korean media even jokingly claimed that the iPhone is actually a "Korean mobile phone," reflecting Apple's dependence on Samsung.
Samsung is also the most important component supplier on Apple's upcoming iPad2 tablet. Samsung will provide TFT2-LCD display, graphics processor (GPU), random access memory (RAM), Nand-flash memory and other components to iPad2.
Unlike Apple, which does not have its own factory, Samsung's industry has a very wide range of products, including its own brand products and manufacturing departments. Samsung’s Galaxy series smartphones and tablets have become one of Apple’s biggest competitors. If Samsung and Apple sign a big order, Samsung and Apple will continue their ambitions.
Apple sniper tactics Whenever Apple's products are hot, and competitors want to follow suit, they find that Apple has already bought some of the key parts of the production capacity in advance, resulting in the entire market out of stock.
In the most typical case, in 2005, Apple set a long-term supply contract for fast flash memory chips to companies such as Samsung and Hynix at a price of 1.25 billion U.S. dollars under the guidance of COO Cook to ensure Apple’s presence in this key component. On the supply. When Apple's competitors have launched similar products, their production capacity has already been purchased by Apple. This supply contract has largely laid the foundation for the success of the iPhone and iPad, and it has made it difficult for competitors to launch similar products in the short term.
The same story also happened in the touch screen industry. Taiwan’s Electronics Times reported recently that Apple’s internal goal of shipping 40 million iPads in 2011 has been set at 60% of global touch panel production capacity, leading all its competitors to face tight supply of touch screens.
Since Apple almost controlled the full production capacity of major touch panel makers such as Shenghua and Yuhong, it was difficult for other competitors to buy touch screens of the same quality from there.
In this regard, Yan Lanxin said that Apple's courage to eat the main components of the production capacity is based on their product shipments confident of the basis. Apple's strategy has been more successful due to the hot sales of Apple products. However, once Apple products are sold poorly, this strategy will face greater risks and Apple will face greater financial pressure.
Tablet maker Wuxi Liding Technology CEO Chen Hailei told reporters that Apple has indeed caused the touch screen out of stock to a certain extent. “Many touch screens with Apple iPhone and iPad sizes are now tightly supplied, and the size of Apple products is much different. Large touch screen, relatively good supply."
According to industry sources, the recent touch-screen market has generally a longer delivery period, and it is usually necessary to take delivery of cash. Apple even asked its own touch screen suppliers to destroy the defective products, because some second and third-tier manufacturers still want to use these defective products on their own products.
In this regard, Chen Hailei said that when a component is in short supply, there will always be other manufacturers to follow up production to stabilize the market supply and demand, but this will take some time. Taking the touch screen as an example, at present, there are not many manufacturers that can make capacitive touch screens in the world. However, there are not many companies that can achieve the quality and yield rate of Winner. Chen Hailei expects that the quality and production capacity of other touch screen manufacturers will likely come up after half a year, when the shortage will be eased.
However, this time difference also gave Apple the opportunity to continue its lead. According to the speed at which Apple products are updated each year, when similar products launched by competitors after half a year are launched, Apple's next generation of iPhones and iPads will also be available.
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