Samsung cuts Apple's LCD supply

Samsung ending LCD contracts with Apple.

The rift between both giants continues to widen as Samsung is reportedly cutting its LCD supply contracts with Apple. The report from the Korea Times said that Samsung has already cut its LCD shipments to Apple in recent months, but will cease shipping LCD screens to the iPad-maker in 2013.

Samsung was the largest supplier of LCD screens to Apple in the first half of 2012, topping 15 million screens, somewhat ahead of LG Display's 12.5 million. In the third quarter however, Samsung shipped less than 3 million LCDs to Apple, and is expected to ship only around 1.5 million LCD screens in the fourth quarter.

According to the Korea Times report, Samsung's move to cut Apple off from its LCD business completely stems from an industry rumor indicating that Apple is seriously considering moving chip production away from Samsung. The Korean firm currently supplies the custom chips that power Apple's mobile devices, but reports suggest that Apple will tap Taiwan Semiconductor Manufacturing Co in the near future to replace Samsung.

Given that Samsung will lose considerable revenue from terminating the LCD supply contracts with Apple, the company is instead betting on supplying the LCD screens to its own mobile divisions, as well as increasing supply to Amazon, which sells the Kindle Fire HD tablet.

Written by: James Delahunty @ 22 Oct 2012 18:21

geestar20

Burn those bridges fellas...burn burn burn.

22.10.2012 20:52 #1

Justoneguy

Originally posted by geestar20: Burn those bridges fellas...burn burn burn. What bridge? How can there be a bridge when Apple constantly has them in court for patent infringement?
Samsung and Google must be betting on something big as well, with their upcoming tablets.

22.10.2012 20:59 #2

Dragon3000

Go Samsung! Go Samsung! Go Samsung! Go Samsung!

23.10.2012 02:52 #3

xboxdvl2

if only samsung had a t.o.s agreement with apple stating legal action cant be taken against them.
sounds to me like samsung has gotten annoyed with apple and the lawsuits and is trying to stop supplying them.good on samsung about time they stopped supplying apple.

R.I.P. mr 1990 ford falcon.got myself a 1993 toyota corolla seems to run good.computers still going good.

23.10.2012 04:21 #4

geestar20

Quote:What bridge? How can there be a bridge when Apple constantly has them in court for patent infringement? Did you read the article? Apple bit the hand that fed them. Im guessing this is the only article you've read on this subject.

23.10.2012 09:29 #5

Justoneguy

Originally posted by geestar20: Quote:What bridge? How can there be a bridge when Apple constantly has them in court for patent infringement? Did you read the article? Apple bit the hand that fed them. Im guessing this is the only article you've read on this subject. Did you read my comment? That is exactly what I was implying. I'm guessing this is probably the only article you've read on the subject.

23.10.2012 17:22 #6

KillerBug

It appears that it is not Samsung who is cutting the supply, but Apple who is cutting the orders. I guess they finally realized that buying components from their biggest competitor isn't the best idea in the long run. Now, if they could just stop doing the other 10,000 idiotic things they are known for, Apple might actually have a chance with informed consumers.

23.10.2012 17:43 #7

geestar20

Quote:Did you read my comment? That is exactly what I was implying. I'm guessing this is probably the only article you've read on the subject. Yawn...Sure...

23.10.2012 19:07 #8

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