The new iPhone 5 will have less DRAM and NAND flash sourced from Samsung (LON:BC94), say sources. Apple (NASDAQ:AAPL) is said to be buying significantly less from the South Korean company.
The sources deny it has anything to do with the legal fights between the companies. In IT Blogwatch, bloggers raise a resounding "yeah, right!"
By Richi Jennings: Your humble blogwatcher curated these bloggy bits for your entertainment. Not to mention: Computer screens can disrupt sleep...
Miyoung Kim reports from S. Korea:
Apple has been cutting its orders from Samsung...although the South Korean firm remains on the list...for the new iPhone, [said the] source [who] declined to be named because the negotiations are confidential.
...The source denied market speculation that [it's] due to a souring relationship between the two companies. ... Apple and Samsung are locked in a patent wrangle in 10 countries. ... Samsung declined to comment and Apple was not immediately available to comment. MORE
Zack Whittaker adds background:
Samsung [is] a key component supplier...the world's largest memory chip supplier. ... [It] makes DRAM memory and NAND flash memory chips for [Apple devices] but could be sidelined in favor of...Toshiba, Elipida Memory, and...SK Hynix.
...Earlier this year, Apple tried to secure exclusivity to [TSMC] by investing $1 billion in the chipmaker, but [it] reportedly rejected Apple's bid. MORE
Mikey Campbell says it's not just about DRAM and NAND:
Samsung is the sole supplier of the Retina displays used in the [iPad 3], and fabricates the A-series SoCs...as well as a number of other integral components. MORE
Meanwhile, Jonny Evans seem the bigger picture, natch:
The bigger you become, the bigger the problems you face. ... The battle between Samsung and Apple continues. ... Apple’s attempts to replace Samsung as processor supplier with TSMC also appear to have failed [so] Apple continues to account for [8%] of Samsung’s business.
...Apple [is trying] to replace Samsung at many levels of its component supply stream. [But it's] so far been unable to completely;...there’s a finite limit to component availability.
...The challenge is also that with the smartphone industry at its most competitive [Apple] needs to build its marketshare rapidly in order to avoid losing face to its Android rival. ...problems meeting consumer demand, may well cast the company in the role of a small player. MORE