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Apple can't be king of the mountain forever.

IMHO, the thing that folks are not seeing here is that there's value in "making stuff" in having actual FABS, factories and manufacturing. Apple and other "fab-less" companies have been training their competition for decades now. There will someday be a comeuppance.

Samsung could, at some point in the future, decide to "fire" or at least throttle-down Apple as a customer at the worst possible time. What would you expect if you come to depend on your competitor as a key supplier?



Samsung has already done this to a couple of competitors before. HTC had to switch to TF-LCD display back in early 2000's when Samsung wasn't able to supply enough OLED. Samsung's dominant share of mobile OLED (as the largest producer and consumer) hasn't really changed much for the past decade, at around 95%. But this all comes down to supply and demand. I doubt Samsung would maliciously shutdown their OLED production just to piss off their #1 customer. After all, who can say no when even their worst enemy comes begging with a wad of cash?


If Apple can be dropped by Samsung at an unexpected time and without months/years of warning, or a huge penalty fee, Apple's lawyers would've failed terribly at writing contacts.

There's no way this hasn't been planned / analysed before with risks understood by both sides.




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