Apple is the largest buyer of SSDs in the world, but their largest supplier has been Samsung, a company they've been increasingly at odds with in the phone business.
In one day, it is announced that Samsung has sold this business, and that Apple has purchased a competing SSD supplier. Just like that, the shape of the market shifts dramatically.
"In one day, it is announced that Samsung has sold this business, "
Not really, they had sold the hard drive business, but not the SSD business. Read the article, you will notice it says that it provides Seagate a LINK with the SSD business, not with the business itself.
In one day, it is announced that Samsung has sold this business, and that Apple has purchased a competing SSD supplier. Just like that, the shape of the market shifts dramatically.