Taimmor--Interesting question. My impression from reports is that Apple is unlikely to invest in the LCD merger. Its alliances seem to be stronger with the Korea-based compnaies and there are reports that it is looking to partner with emerging compnaies in China. The connection there is Foxconn--Applle manufactures through Foxconn and Foxconn has invested in some LCD companies in the region.
Barbara, how much, do you think, are the chances that Apple also tends to invest into this merged facility and choose it to supply the displays? It may serve as an effective move to compete against Samsung. Do you think such a move will be beneficial for Apple?
The LCD merger may have the effect of forcing a few concessions from Apple. However, Apple adds too much value to be seriously threatened by a monopolization of any one component.
It's unclear that the merger is meant to topple the major players in the consumer electronics market. If that happens, Apple may well have some residual rainmaking capability from the Steve Jobs days. In this industry, game-changing breakthroughs have been the norm, and economies of scale may not make the difference.
Only a few weeks ago, Apple seemed invincible. Now Steve Jobs, its longtime CEO, is stepping down, and one of its major supply lines is in jeopardy.
@Barbara, you are right. Looks like Apple will have tough time going ahead. In you opinion how would have Steve jobs approached this supply line jeopardy ?
i feel the demand for apple products will only be in positive trend as the population of younger generation is increasing. the merger will be really happy with this because their lines will be always operating to the full capacity. What i wonder how will the other oem's of tablets are actually going to affected by this. Will they be happy or not?
Apple need best quality LCD. This merger will help them toward this goal . Apple should encourage it and may even invest more money in this adventure. It will help them most.
EBN Dialogue enables and encourages you to participate in live chats with notable leaders and luminaries. Not only editors and journalists, but the entire EBN community is able to comment and ask questions. Listed below are upcoming and archived chats.
Archived Dialogues
Thailand Stages a Comeback Join EBN contributor Jennifer Baljko on Thursday August 23, 2012, at 11:00 a.m. EST for a live chat on how electronic manufacturers in Thailand have shored up their supply chain to reduce the impact of future natural disasters.
Euro-Crisis: What It Means for High-Tech Firms Join EBN Editor in Chief Bolaji Ojo and Contributing Editor Jennifer Baljko on Thursday, July 12, at 10:00 a.m. EDT for a Live Chat on high-tech and Europe's economic difficulties.
Microsoft Surface: Potential Winners & Losers What are the implications for the electronics industry supply chain of Microsoft Corp.'s decision to launch its own tablet PC? Join industry veteran and EE Times' systems and OEM expert Rick Merritt on Tuesday, July 3, at 12:00 pm EDT for a Live Chat on this subject.
Join EBN contributor Jennifer Baljko on Thursday August 23, 2012, at 11:00 a.m. EST for a live chat on how electronic manufacturers in Thailand have shored up their supply chain to reduce the impact of future natural disasters.
Peter Drucker famously said "Trying to predict the future is like trying to drive down a country road at night with no lights while looking out the back window." Yet in the razor's-edge world of electronics—with a lean supply chain and just-in-time demands—the need to know the future is vital.
While no one really can accurately predict the future, we can take guidance from another Drucker saying which is the best way to predict the future is to create it.
You've heard the saying "the No. 1 supply chain risk is your people." That hasn't always been the case. But today's complex global supply chain requires a new type of multitalented employee. It's one who understands, finance, marketing, economics, is savvy with technology, graceful with relationships and can think analytically.
Where are these people? Are universities properly preparing the next generation supply chain professionals? How do train your existing workforce for these new, demanding positions?
Brian Fuller, editor-in-chief of EBN, will lead a 60-minute Avnet Velocity panel discussion that will ask and answer these and other questions swirling around today's supply-chain talent challenges.
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