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Samsung's AP Business Fell off a Cliff in Q4 Thanks to Apple

1. Cover - Samsung's AP Business fell off a cliff
A Korean news site this morning picked up on data from a Strategy Analytics report released yesterday. It revealed that Samsung Electronics' global mobile AP market share (based on sales) as of the fourth quarter last year fell off a cliff. In the last quarter of 2013, Samsung's Application Processor business fell more than 50% from the previous year, due in large part to Apple.


The report further stated that "Apple, which had consigned AP production to Samsung Electronics, shifted to a simple consignment production and this also exerted an impact. Even the consignment production volume is decreasing."


The report added that this was expected considering the competitive relationship between Samsung and Apple in the smart phone market.


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