An article in the Wall Street Journal (March 14, 2012) describes delivery delays for Sharp’s LCD screens for the new iPad.  The new screens were planned to be higher resolution with lower energy consumption. This makes Apple depend on Samsung for iPad screens, increasing Samsung’s power over Apple. Will such dependence decrease the bargaining power of Apple in is legal tussle with Samsung over smartphones and tablets worldwide ? Does delivery delay decrease the potential future share of Apple’s orders to Sharp, or is Sharp shielded from such penalties by the supply base for such displays being restricted to just a few global players? Given that Sharp’s delays are impacting iPad deliveries, does this provide an opportunity for Samsung to win market share with its Android based tablet ?