“Apple’s products are undoubtedly well thought out, well crafted, and highly innovative,” Ashraf Eassa writes for The Motley Fool. “While many claim that because Apple sometimes doesn’t have a feature that its competitors have, good engineering is the art of making the right set of trade-offs for any given product.”
“While competitors like Samsung are more than happy to cast a wide net to see what works, Apple focuses its energy on a handful of well thought-out designs to be released on a yearly beat rate,” Eassa writes. “That being said, there is something that Apple really needs to do as quickly as possible: dump Samsung completely as a supplier.”
“While Apple has moved away from buying NAND, DRAM, and (to some extent) displays from Samsung, it is still Samsung’s biggest semiconductor foundry customer. Indeed, Apple sells about 200 million iOS devices per year, each of which comes powered with a Samsung-built applications processor,” Eassa writes. “At the end of the day, Samsung is Apple’s fiercest competitor, and enabling that competitor in any way, shape, or form seems to be unwise. Apple today really has no choice, but in the future it would be good for Apple to move away from Samsung and toward a pure-play foundry like TSMC for a variety of reasons.”
Read more in the full article here.
MacDailyNews Take: As we’ve been saying for quite some time now.
Samsung to use GlobalFoundries for ‘flex capacity,’ sources say – November 12, 2013
Apple gets serious about reducing, eliminating orders from Samsung – October 15, 2012