Apple could cut Samsung from its list of part suppliers, an arrangement that is worth as much as $5 billion for Samsung, one analyst has suggested. “They have become more competitors and less partners and so I think Apple will definitely not be looking to Samsung as its go-to partner-of-choice for NAND flash,” Brian Marshall, a Gleacher & Co. analyst told The Globe and Mail. Apple could instead choose to get its NAND flash products from other companies, such as Hynix Semiconductor, Micron, and Toshiba. Similarly, if Apple were to bail on Samsung as a parts provider, the iPhone maker could look to Taiwan Semiconductor Manufacturing Corp (TSMC) or Intel for processors, but it would also need to find another provider for LCDs. Samsung and Apple have been locked in multiple legal battles since Apple accused Samsung of creating “copycat” devices and sought to block the import of its products in the United States.
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