In anul 2012 Apple pregateste nu mai putin de 7.1 miliarde de dolari pe care ii va folosi pentru cheltuieli care nu au legatura cu propriile magazine. Acest bani se vor duce, in aparenta, catre modernizarea laboratoarelor companiei insa si catre modernizarea fabricilor partenerilor sai. Se pare ca Apple va cumpara echipamente noi pentru unii dintre producatorii sai in ideea de a imbunatati procesul de productie al iDevice/Mac-urilor dar si de a reduce costurile cu fabricarea produselor. Samsung, Toshiba si Sharp sunt potentialii parteneri care ar putea beneficia de aceasta investitie din partea Apple insa ei nu ar putea fi singurii.
We estimate that the majority of Apple’s FY12 non-retail capital expenditure ($3.8B – $5.8B) will fund tooling equipment dedicated to Apple’s use but residing in supplier facilities, as in the case of tooling used to manufacture unibody enclosures for Macbooks. The machinery will be carried on Apple’s balance sheet, and used to produce components exclusively for Apple. We do not believe the machinery is at its ODMs [original design manufacturers] (i.e. Hon Hai). Instead, the high level of capital expenditures points to partners in one or more areas of key component manufacturing: NAND, displays and/or processors. Likely partners include Sharp, Toshiba and Samsung. (emphasis ours).
Interesanta este ca desi Apple se afla in mijlocul unor procese cu Samsung, miliarde de dolari ar putea fi investiti in fabricile companiei asiatice. Daca acest lucru este adevarat atunci intreg circul mediatic dintre cele doua companii este doar “de fatada” si nu reprezinta intentiile reale ale Apple sau Samsung.
