7/01/2013

當供應商變成競爭對手時:Apple 和 HTC 的例子

華爾街日報報導 (Apple Finds It Difficult to Divorce Samsung ),因為三星和 Apple 在手機市場的競爭,Apple 開始將 iPads 和 iPhones 的面板和記憶體訂單轉到日商,2014 年也將處理器部份訂單交由台積電生產。文中報導,2012 年的處理器下單金額約 50 億美元:

Apple's component orders from Samsung were set to hit around $10 billion last year, says Mark Newman, an analyst at Sanford Bernstein in Hong Kong. That represents a significant chunk of the 67.89 trillion won ($59.13 billion) Samsung posted in sales from its component business, which includes chips and displays. The Apple processor, where Samsung is currently the sole supplier, accounted for $5 billion of purchases in 2012, he estimates.
HTC 的例子和 Apple 類似,當其手機熱賣時(HTC learns lesson from Samsung display supply row),三星就拒絕供應 AMOLED 面板:

But once the HTC Desire was welcomed by global consumers and telecom operators at the time, Samsung "strategically declined" to supply its AMOLED displays to the smartphone maker, Tong said at a local forum on mobile broadband.

"We found that key component supply can be used as a competitive weapon," he said.
後來,HTC 就找友達供應。

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