Samsung Display: Apple hasn't kicked our LCDs out of its garden
Denies reports that its kit was chucked over the wall
Updated Recent reports quoting a "Samsung Display spokesperson" saying its LCDs will no longer be part of the Apple ecosystem have been contested by the Korean company.
According to the Korea Times, Samsung Display currently ranks as Apple’s number-one LCD supplier, delivering more than 15 million devices since the beginning of the year.
The journal said even that’s not enough to keep the relationship sweet, however: the Korean manufacturer complains that Apple is squeezing suppliers’ prices.
But when Samsung was contacted by reporters at CNet, it denied the claim and said it would ask Korea Times to correct the record.
The Times article quoted an unnamed Samsung spokesperson as saying the company felt it could not deliver at the low prices that Apple demands of suppliers.
The story also quoted research from analyst outfit DisplaySearch that says margins are collapsing in the LCD screen market.
The Times did not link to that research, but Forbes speculates Sharp could be behind any price collapse, as it responds to its financial woes by reducing the price of its displays in an effort to generate cashflow. ®
Re: No kidding
This says more about the cost of iPads than it does about the cost of displays...
Didn't el reg previously have an article about Sony?
About them leaving/thinking of leaving the TV business because the margins make it not-worthwhile?
Note to any large corporate: you have to make sure your suppliers earn enough to stay in business if you want to stay in business. Being "more efficient" and "being cheaper" is not the same.
@AC 22nd Oct 23.08 Re: "No spin". Indeed, it does not have to be spin at all.
In fact, IMHO, those who wish to use the argument that it's too much of a coincidence not to be connected with the litigation issue have to explain why it is not to much of a coincidence to be connected to the very clear signs the last year or more (if one has noticed Sharp's troubles and other indications in "the channels" and not been asleep) that all is not well in the displays market and there is a significant possibility that it is close to tanking. Those with retentive memories will recall what happened in the RAM chip market a few years back for example. I am not saying that the current shenanigans between Apple and Samsung have nothing to do with this but the current and likely short to medium term state of that particular market being very unhealthy from the producer's pov combined with Cupertino's famous propensity to squeeze any perceived weakness are more than enough to explain Samsung's decision. Though one should of course not rule out the possibility that it added a certain frisson to say "fuck you round-eyes" as well! :)