With elpida (maker of dram), apple does not have to rely on samsung for any components, they will move in with intel
Apple will eventually come to intel but it will be on intels terms and NOT AAPL's terms. AAPL has nowhere else to turn to for better chips but intel. It will be probably in the next couple years or so as intel will be down to 10nm in 2014 - you looking at some great foundry income here. ARM and QCOM will be left in the dust with the 10nm process.
Samsung reportedly increasing purchases of memory products from outside
Josephine Lien, Taipei; Jessie Shen, DIGITIMES [Thursday 11 April 2013]
Samsung Electronics reportedly has expanded the purchase of memory products from outside, including the purchase of mobile DRAM chips from Elpida Memory as well as NAND flash and eMMC devices from Toshiba.
Samsung's own supply of memory products is already falling short of demand, including that for its Galaxy-series smartphones and tablets, industry sources have claimed.
Any shortage of DRAM and NAND flash chips at Samsung will affect the global memory supply/demand balance, given that the vendor's in-house production capacity accounts for the biggest portion of the world total, the sources said. Nonetheless, Samsung has switched to a more flexible approach to its component procurement - an effort to manage risk, the sources observed.
Some industry observers, however, have questioned the motive of Samsung's reported move to buy more memory products from outside suppliers. They noted that Samsung reportedly is buying more chips from Japanese firms while continuing to use its in-house produced chips for its Galaxy-series mobile devices. This is reportedly happening when Samsung has actually implemented a strategy to tightly control its chip output, the observers pointed out.
Taking eMMC devices as an example, the market has been in a tight situation since 2013 due to brisk demand coming from the smartphone and tablet sectors, the observers said. Samsung has a significant portion of the available production capacity worldwide.
Samsung has long been the world's largest producer of DRAM and NAND flash memory, and in recent years expanded at a fast pace its presence in the mobile device field. In the smartphone market, Samsung pulled ahead of Apple in 2012.