Apple and Samsung are the world’s two largest phone manufacturers. No other brand comes close to 20% market share. However, Apple was extremely dependent on Samsung – it used to let it not only manufacture but also develop its SoC, used Samsung’s memory, Samsung’s storage, Samsung’s display panels – and these are just the key components that are talked about the most.
Although the relationship between the two companies is no longer as strained as it was when Apple sued Samsung for every product with a rounded corner, Apple is motivated to reduce its dependence on the competitor. He has been doing this for a long time. He has come to terms with the fact that he cannot influence the income that Samsung gets from the sale of its own mobile phones, but he is aware that a large part of Samsung’s income is also made up of the sales of Apple mobile phones, or rather the Samsung brand components included in them.
Apple has decided to initially use 128-layer NAND flash from the Chinese manufacturer Yangtze Memory Technologies (YMTC), at least for phones intended for the Chinese market. In the end, he ordered storage from YMTC that would be enough to cover about 40% of the total production of iPhones.
However, the US ban on cooperation with Chinese manufacturers made it impossible for Apple to complete this deal, so it had to look for alternatives – in other words, go back to Samsung. The one for the current iPhone 14 Pro and iPhone 14 Pro Max also supplies millions of displays. Ultimately, the American ban thus strengthens the influence of the main competitor of the largest American technology company.
Source: Diit.cz by diit.cz.
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