“Apple Inc. will likely shift some component orders to Taiwanese suppliers from Samsung Electronics Co., as the two electronics giants are locked in an escalating mobile industry war, Swiss bank Credit Suisse Group AG said Wednesday,” Jeffrey Wu reports for CNA.
“‘Taiwan’s supply chain may benefit from the Apple versus Samsung lawsuit,’ Randy Abrams, Credit Suisse’s head of equities research in Taiwan, told a media briefing on the sidelines of the Credit Suisse Asian Technology Conference in Taipei,” Wu reports. “A lot of Taiwanese suppliers, including foundry, testing and packaging, and printed circuit board companies, are expected to win more orders from Apple, he said.”
Wu reports, “In the foundry sector, for example, Apple may place most processor orders using the advanced 20-nanometer technology to Taiwan Semiconductor Manufacturing Co. rather than Samsung, which is likely to happen in 2014, Abrams added.”
Read more in the full article here.
[Attribution: Patently Apple. Thanks to MacDailyNews reader "Judge Bork" for the heads up.]