Apple's new generation of mobile phone iPhone5 why “go to the Samsung "?

According to reports, Samsung has disappeared in the list of the first suppliers of the new iPhone memory chips, DRAM and NAND chips will be provided by SK Hynix, Elpida Memory and Toshiba. However, according to sources, Samsung is still on the list of suppliers, but the drastic fall in the number of orders.

This reminds one of Samsung and Apple had a series of disputes on patent. However, the news source denied that the move by Apple patent war, said Apple has long intended to broaden the supply chain system.

In fact, the proportion of Samsung in Apple's supply chain system continues to decrease. From the iPhone 4, Apple is no longer using Samsung's LCD screen. The legend of the in-cell screen same suppliers including Samsung. In addition, there is news that the new generation of the iPhone battery will be the ATL and Japan Sanyo.

New release on the eve of Apple's supply chain often face enormous pressure, due to market demand far exceeds the supply capacity, especially in new technologies emerging market, the yield is very low. The sources said the first batch of shipments of the next-generation iPhone should be more than 10,000. Apple bet a supplier apparently assumed too much risk. The previous iPhone 4 LCD display supplier issues stock largely derived from the last few months in the global market, the supplier LG Display only one. Therefore, decentralized procurement risk to ensure the steady supply of new listing, Apple must be flexible and diverse order processing.

In fact, on the issue of supplier risk prevention, Apple has been very seriously for even doing their utmost.Such as capacitive touch technology used in the iPhone, the first research and development made ​​by Taiwanese manufacturers TPK, but Apple has asked TPK this technology available to its competitors Wintek two at the same time as Apple supplier in order to circumvent therisk. Diversification of suppliers is also an important guarantee of the bargaining power of Apple.

Terminal manufacturers and component suppliers in a Samsung global mobile device process technology companies can rarely mastered. In the fierce competition in the hardware market, especially in the case of hand-to-hand with Samsung phones, Apple too bet Samsung original and may be in the market competition at a disadvantage.

Although the the Samsung components production hardware manufacturers are owned by different companies, the two sides also equivalent to the relationship between the upstream and downstream suppliers, but the company's overall business point of view, Apple once lax Samsung, will directly affect the performance of the company. Samsung General Counsel Charles Verhoeven has said that Samsung components accounted for 26% of the total cost of the iPhone components. Morgan Stanley is expected next year, Samsung component sales will account for nearly 8% of the operating profit of Samsung Group. Maintain the hares relationship of the guarantee long-term interests of such intricate relationship between Apple and Samsung.

It is worth noting that the list of suppliers Apple The increase is mostly closely related to the Taiwan-based manufacturers. Such as Japan's Elpida and several Taiwanese manufacturers have worked. Apple announced earlier this year, "Supplier Social Responsibility Report, the Taiwan-based supplier of up to 39, accounting for a quarter of all the number of suppliers. Due to labor and other advantages, the Taiwan-based manufacturers a strong competitive advantage in cost control, the short term, the Taiwan-based manufacturers in particular, with intent to integrate Apple's supply chain Hon Hai may be obtained from the "Samsung" development opportunities.

However, in the core of some of the key technologies on the original, Apple still can not completely get rid of dependence on Samsung. New potential suppliers of capital issues, the original yield control problems, ability to maintain consistent quality, Apple is a huge challenge.