Platforms, Control, and Verticalisation
October 25, 2011
"Why am I selling my best image sensors to Apple?" asks Sir Howard Stringer, CEO of Sony and others, notably Samsung, must be wondering why, for so long, they supplied Apple with the wherewithal to thrash them in end product markets.
Without NAND, without displays, without foundries, without sensors, where would Apple be?
Now Samsung is reaping a bitter harvest of IP lawsuits from Apple locking it out of markets for its Galaxy Tab.
You might well ask: Why give your competitor a large part of his competitive edge?
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