Run for years by the then op-chief Tim Cook, Apple's supply chain has become the stuff of the legend. Would-be watchers naively believe deciphering Apple's next move is as easy as keeping tabs on the chatter coming out of Asia's supply chain. Tim Cook, of course, begs to differ: on one of conference calls, Apple's boss cautioned investors against drawing conclusion from any one data point as the company's supply chain is a very complex beast.
So here's something for investors and fans to chew on: ET News reported Tuesday that Apple is considering tapping Samsung Display to produce low-power Retina screens for the upcoming second-generation iPad mini because AU Optronics (AUO) was unable to deliver. Samsung would presumably make the screens alongside LG Display, Sharp and perhaps Japan Display, according to a previous February 2013 report...