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China Firms Benefit from Apple, Samsung Competition
[November 27, 2012]

China Firms Benefit from Apple, Samsung Competition

TIANJIN, Nov 27, 2012 (SinoCast Daily Business Beat via COMTEX) -- More suppliers in the Chinese mainland begin benefiting form fiercer competition between electronics giants Apple and Samsung Electronics.

People in the know disclosed recently that Apple had reached an agreement with two Chinese battery makers over supply after Samsung Electronics suspended supplying batteries for iPad and MacBook products of it. The two Chinese battery makers were Amperex Technology Ltd. (ATL) and Tianjin Lishen Battery, each.

Zhu Jizhi, executive vice president of Cogobuy.com, said in an interview that both ATL and Tianjin Lishen had a strong ability in the field of battery cores and prior to this, they had actually begun supplying batteries to other products of the US consumer technology giant. And provided that Samsung SDI, a sister firm of Samsung Electronics, quit the industrial chain of Apple thoroughly, related orders would be jointly shared by ATL and Tianjin Lishen.

Zhu reiterated that the battery supply chain of Apple was mainly consisted of two parts, namely battery cores and battery modules. The battery core suppliers included Japan-based Sony, South Korea-based Samsung SDI and LG Chem, as well as mainland China-based ATL and Tianjin Lishen. Two Taiwan-based battery module makers including Simplo Technology Co., Ltd. were mainly responsible for supplying battery modules for iPad and MacBook products. ATL cooperated with Shenzhen Desay Battery Technology Co., Ltd (SZSE: 000049) on the production of battery modules for iPhone products and in 2005, it was acquired by Japanese electronics firm TDK. Before the deal, it had been a top battery maker in the domestic market, thus it saw both production and operation be relatively independent currently. Tianjin Lishen had established a leading position in the market, too.


Due to fiercer competition, Apple reduces dependence on Samsung Electronics actively and previous sources said that most of the parts and components the latter supplied for iPhone 5 would be supplied by others. In detail, suppliers of the chips for memories including DRAM and LCD displays each had been changed into SK Hynix, Elpida and Toshiba as well as LG Display and Japan Display.

This will deliver a strong impact on the overall performance of Samsung Electronics and according to Sanford C. Bernstein, memory chips and LCD displays it sells to Apple will contribute to three percent of its earnings per share this year, compared to four percent last year. In addition, it will see contribution by memory orders from Apple drop to 2.5 percent only. By contrast, OEM firms in both the Chinese mainland and Taiwan will benefit much in the meantime.

(USD 1 = CNY 6.22) Source: www.yicai.com (November 27, 2012)

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