/// Apple Supply Chain: Now With Less Samsung
iFixit Apple has long been one of Samsung’s largest customers, and Samsung one of Apple’s biggest component suppliers. But with tensions between the two companies running high thanks to a sprawling global patent battle and Apple working to diversify its supply chain, the pair’s previously symbiotic relationship is beginning to change. Supply chain sources tell The Korea Economic Daily , The Chosun Ilbo and Reuters that Apple has been reducing its component orders to Samsung. While it continues to rely on Samsung for some iOS device parts, Apple has opted not to use it as a key supplier of the memory chips and displays for its next-generation iPhone. Instead, it has turned to Toshiba, SK Hynix and Elpida Memory for memory chips, and LG Display for liquid crystal displays. “Samsung is still in the list of initial memory chip suppliers,” a source with direct knowledge of the matter told Reuters. “But Apple orders have been trending down.” What’s behind that trend? Well, that’s not entirely clear.
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Apple Supply Chain: Now With Less Samsung