[citation][nom]rantoc[/nom]If apple had a hard time with supply the consumers (yes even the isheep's) would have to look elsewhere and that would eat the rotten fruit's market shares at record speed. It will in either case be interesting to see where they will be a few years from now, it looks more and more evident that the time to sell the shares is now before the bubble burst and the company will take a new record - quickest falling share in history![/citation]
As much as I don't like it, I don't think that losing Samsung would kill Apple off at all. They've been looking into replacements for Samsung for years and that's a lot of time to not find something workable. There are other companies with fabs and If Apple merely gets talks going with some companies, then they might be good to go.
However, there is a chance that this outlook is wrong. TSMC is already struggling to meet demand to some of their customers, GF seems to be working with Samsung, and there really aren't a lot of fab options. Intel would be a great one if they cared (those two companies do kinda seem to have a love/hate relationship) to help Apple, but I'd consider Intel to be a wild card in that. They might help because Apple is a big customer, but they might not because Apple is also their competitor (although sometimes indirectly) in several markets.
What other fab companies am I missing? Heck, maybe if Samsung didn't mind losing their biggest customer, they could really hurt Apple. Still, killing them off is not an easy task because they would still have their Mac and MacBook lines (among others) to fall back on and they certainly have the money to simply buy fabs (or buy companies that have them).
Even if Apple does nothing about Samsung leaving them (assuming that it happens), I don't think that they'd be able to top Facebook and a few others in how quickly they lost their value (although the guys such as Zuckerman made a killing off of that mess and probably did it intentionally). Apple isn't a juggernaut, but they're pretty close. They'd probably figure something out (probably in a way that screws as many people as reasonably possible and as badly as reasonably possible). Apple, as a company, may seem stupid, but its leaders are just greedy, not totally brain-dead. They do, however, seem to think that we are stupid.