Samsung and Apple have a very tumultuous relationship that industry observers find rather perplexing; partners and friends in the manufacturing of components for iDevices, the two companies have also become fierce enemies in courts all over the world fighting various patent infringement lawsuits.
It always seemed likely that something would have to give, and now Peter Misek, an analyst with Jefferies, has suggested that Sharp will emerge as the winner out of this awkward situation, GigaOm (opens in new tab) reports.
According to Peter Misek, who recently made a trip to Japan and visited the main suppliers in the region, Sharp is becoming more and more involved in iPad 3, iPhone 5 LTE and iTV display production, noting "Sharp's share gain" for the fourth calendar quarter.
Some reports hinted at the end of last month that Apple and Samsung representatives had been in negotiation about maintaining their supply relationship, but this seems to be growing ever more difficult.
Taiwanese website Digitimes, quoting unnamed sources from inside Apple's supply chain, said that Apple ordered a collective shipment of two million panels from Samsung, Sharp and LG Display for the next generation iPad in November. This follows an initial order for one million iPad 3 panels in October.