The substantial in-house supply chain at Samsung Electronics is straining to meet the rising demand for Samsung mobile devices, so the Korean company may go after some of Apple's component suppliers as a result, Miyoung Kim writes. "The next round of the post-patent battle for them will be over component supplies," said Lee Sun-tae of NH Investment & Securities. "Who wins access to the best performing components in class in large quantity -- that's the key ... and explains why Samsung is shopping for components more than ever."

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