Seems to me Apple will either just suck it up and deal with this, or will look to internalize their SOC production. Is this something that could have been possible with their PA Semi purchase?
PA Semi was about chip design; Samsung does chip manufacturing. Apple has been spending enormous CapEx recently (cf. Asymco), so I wouldn't be surprised to see an Apple/GloFo 22 nm fab come on line before 2014.