Samsung is about to experience the ‘Apple tsunami’

“According to a new report from Asia today, an ‘Apple tsunami’ is impacting on Samsung’s logic chip division, cornering top management to implement contingency plans to find new clients as Apple moves to other sources,” Jack Purcher reports for Patently Apple.

“According to IC Insights, a leading market research firm, Samsung reported $4.33 billion in revenue by supplying customized applications, last year, with Apple making up 89 percent of them or some $3.8 billion,” Purcher reports. “Mark Newman at Sanford C. Bernstein in Hong Kong said that going into 2014, Apple will start to use Taiwan’s TSMC so Samsung needs to find alternative customers for their own processor chips.”

Purcher reports, “There’s no one yet that’s going to fill the void due to Apple’s exit.”

Read more in the full article here.

[Thanks to MacDailyNews Reader “Chris Renaldi” for the heads up.]

38 Comments

    1. Perhaps this is referring to the effect of a Tsunami where the water can pull back several hundred feet from the shoreline, leaving a try beach before the true destruction arrives.

      How I interpreted it, anyway.

      1. Business is business and corporations are not human beings. They don’t have feelings or consciousness. However, Samsung may have cheap copied of what Apple innovated and other crooked corporations may need that to survive.

    1. Who would trust them with manufacturing. They ripped Apple off they will do the same to the next company that deals with them. They have created their own hell.

  1. In other news, Samsung has now come up with a cloned major chip customer to fill the spot left by a real major chip customer, and thus Samsung will be buying chips from themselves.

      1. I’ve seen and used one. There are some legitimately interesting things about the Metro UI and how it handles multi-tasking. The biggest thing to me though was the build quality of the hardware. Nowhere even close to Apple’s, and even if Windows 8 / Metro / RT / WTFBBQ ever really matures and gains a strong ecosystem (which I doubt), the hardware will still feel cheap. It’s really sad that Microsoft can’t figure out how to make hardware, but then again, software is in their name. Apple is a hardware company, and they do it better than anyone else.

  2. So, Samsung, why did you decide screwing your best customer seemed the optimal business model in the first place? For what you are about to lose you could have created a whole R&D dept. instead of relying on stealing innovation.

  3. I will rejoice as long as TSMC can produce components at least a good as Samsung for at least the same price. No point in feeling smug if the quality of Apple products deminish and costs increase.

  4. hopefully this will also reduce the flow of Apple product info to Samsung. Production ramp ups are months before launch and knowing the type of components like chips and screens gives samsung a good idea of what Apple is trying to do and allows Samsung an advantage in creating their own product strategies.

    1. True. There can be little doubt that Samsung gained an advantage by knowing Apple’s secrets.
      But do the incessant rumor sites also give Apple’s competitors (not just Samsung) insights into Apple’s plans? For example, I saw an article the other day that Apple was planning 120 fps video on the iPhone. Isn’t the media’s never ending quest for a scoop about Apple’s secret plans also helping Apple’s competitors?

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