Samsung said to end LCD sales to Apple

By , Oct 22, 2012

More fallout from Apple’s patent lawsuit win against Samsung: the South Korean company’s LCD arm will stop selling displays to the Cupertino, California iPhone maker. The reason? Samsung Display no longer sees Apple as a cash-generator due to the iPhone maker’s stiffer supply-chain management structure,” a South Korean newspaper reports.

“We are unable to supply our flat-screens to Apple with huge price discounts,” a senior Samsung source was quoted Monday. To make up for the lost business, both Samsung’s own handset unit and Amazon are upping their orders from Samsung Display, the source said…

Samsung’s LCD shipments to Apple have been cut by a third since the start of 2012. According to research firm DisplaySearch, Samsung shipped 15 million displays to Apple during the first half of the year, making it the iPad maker’s top supplier of LCD screens. However, by the third quarter of this year, that 15 million displays had shrunk to under 3 million units.

“We expect the quarterly shipment in the fourth quarter to fall to some 1.5 million,” the unnamed Samsung employee told The Korea Times newspaper.

Samsung Display did not supply LCD screens for the as-yet unreleased iPad mini. On Wall Street, Samsung’s decision is not unexpected. The upcoming 7.85-inch iPad’s screen with 3.14 million pixels cost Apple $.00003 per pixel.

The iPad 2′s LCD display cost $.000063 per pixel, according to the Korea Times.

The unofficial announcement from Samsung is mostly a face-saving measure. Apple has made it no secret it is carving the South Korean rival out of the supply chain. Panasonic is likely to take Samsung’s spot, having recently pulled out of the consumer LCD TV business and hinted it would like to supply iPad displays.

The next shoe to watch fall could be Samsung’s chip business with Apple as we’ve repeatedly heard that the California-based electronics firm wants to replace Samsung with Taiwan’s TSMC.

In your view, are Samsung’s and Apple’s business too intertwined to totally disconnect from each other?

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  • jose castro

    damn lol cut all ties with samsung lolol

    • BLTKOR

      The retina macbook pro has 2 displays LG 3/4 of the production and samsung 1/4. All the LG,s used on the retina macbook have image retentioN (SHADOW ON THE DISPLAY OF WHAT YOU LOOKED AT SECONDS AGO) people are begging to get the brighter and better PLS samsung display. I had 2 lg displays then i was lucky to get a samsung. So i think this is a negative on the whole LG displays suck ass and that is what apple will be using going forward as their main supplier.

      • Falk M.

        This.

        Hate Samsung all you want, but you can’t deny the fact that their parts they produce – read: I’m talking about the many sub companies of Samsung, Samsung Mobile is just ONE of many – are of stellar quality people.

        I’m freaking happy to have all those Samsung parts in my iPhones and Macs, they make the device work and get it to the degree of quality I expect of an Apple product.

      • Mohammed Sahib

        My iPad 2 has the image retention. I guess it has an LG. display, but I can’t tell for sure.

  • http://www.facebook.com/joe.jonsen Joe Jonsen

    samsung can go to hells basement… lame company.. and they need t stop flooding the market with lame POS android device that suck

    • 1337lolzorz

      I concur

  • shar

    lets just hope new screens doesn’t mean another siri beta, map beta etc.., which scarifies quality in an attempt to gain more profit, and then we have to wait for apple to debug & improve it “over time”.

  • http://twitter.com/int3nsive Int3nsive

    “SAMSUNG SAID… ” lol…
    They know that Apple are now making the deals with LG and Sharp…
    FUD Shamesung is FUD…

  • CollegiateLad

    Good jod, Apple. You don’t need Samsung anymore. Btw, the A6 is awesome.

    • Falk M.

      Relatively speaking, the A6 surely is the best processor I ever got.

      I was totally blown away by the i7 in my 27″ iMac and when I got it, I said it’s relatively (of course) the best processor I ever had.

      A6 just took that crown two weeks ago, what a BEAST.

  • http://twitter.com/lgasparjnr laszlo gaspar

    We all know they don’t want to do business anymore.

  • http://twitter.com/Chindavon Chindavon

    Samsung’s going to be really hurting it without the chips biz from Apple. They only did it to themselves to deserve this. Good riddens!

  • Iphone6_BetaTester

    Yeah, this will be the death nail in Samsung. There is NO WAY Samsung could survive without apple keeping it afloat. NO WAY EVER. I can’t wait to watch Samsung come crawling back on their knees, begging for Apple to reconsider this crushing blow.

    • Lordthree

      I can’t tell if this is a joke or not

      • Iphone6_BetaTester

        Sorry, yes. Sarcasm was intended. Samsung doesn’t need Apple, but I’m not so sure the reverse isn’t true. Samsung can produce everything they need by themselves for their products. Chips, screens, oven doors, buildings, chemicals etc etc. Apple sources nearly everything. What do they plan to do after they finished pissing off the world with their litigious shenanigans. What a waste of resources. Not to mention people are many times more likely to own something produced by Samsung than something slapped together by Apple. This event is nothing to Samsung. Literally nothing.

  • goofygreek

    i honestly and truthfully think that if apple has their main chips production made by someone other than samsung, they will be screwed. i dont care what you think about the company as a whole, but one thing is for sure. They know how to make components that last. Think what you will, but when the time comes, you all will see apple going back to samsung.