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It's overblown because if Apple were really upset at Samsung they wouldn't be supplying parts for iPhone 5. Remember, according to court filings Apple approache

It's overblown because if Apple were really upset at Samsung they wouldn't be supplying parts for iPhone 5. Remember, according to court filings Apple approached Samsung first to try to settle it before resorting to legal means.

cageface 14y ago
Happening already: The Korean Times is reporting this morning that "Apple has reduced purchases of liquid crystal display (LCD) panels for tablet computers from Samsung Display amid the deepening patent disputes, said a leading market research firm, Friday. Market experts said that the move is aimed at minimizing its reliance on Samsung parts." http://www.patentlyapple.com/patently-apple/2012/09/apple-cuts-display-orders-to-samsung-loses-patent-case-in-germany.html http://www.patentlyapple.com/patently-apple/2012/09/apple-cu...
- beedogs 14y ago
  At a certain point, Apple is going to run out of partners to piss off.
  - enraged_camel 14y ago
    They have over $100 billion in the bank. With that amount of money, there will always be someone willing to partner up with Apple.
- ankushnarula 14y ago
  Speculative at best. High density display sales are ever-increasing across the market - it makes sense for Apple to diversify the supply chain. That said, it makes little to no sense to feed your competition purely from a business standpoint. Samsung can of course continue to sell their parts to other OEMs.
- simonh 14y ago
  There have also been reports that Apple offered to purchase exclusive access to some of TSMC's foundry capacity in order to diversify away from Samsung for processor fabrication, but TSMC prefer to keep their options open. Apple's problem is that only Samsung operates at sufficient scale to be able to guarantee delivery in the volumes Apple needs.
vegardx 14y ago
I think you don't realize just how big Samsung is. If you're making hardware, it's not like you can just drop a partner like Samsung because of legal troubles in another department. They are huge, and it's hard to replace them over night.
- 001sky 14y ago
  Samsung corporate is $100bn+ and the mobile is only ~$20bn, so this is a valid point. On the bigger issue here, though, it does seem if apple is being a bit emotional in the whole thing. They are the most profitable/successful company in the world right now. $700bn is insane market cap, its 2-3x GE under Jack welch. They should be 100% focused on kicking ass with product. Buy some map companies or whatever. Spend $1-Xbn on that and they will make it up in marketshare and stock price.
  - SoftwareMaven 14y ago
    That same emotion drives passion that results in amazing products. I'm not sure you can separate the two.
    - 001sky 14y ago
      I agree with your premise, but not your conclusion. Counter-example: Look at pro sports. Those guys/gals live off emotion. They train themselves to be passionate, but incredibly focused. When they mess up, they distinguish physical mistake from "mental error". The latter is lack of focus. Wrong thing at the wrong place and the wrong time... Its not lack of motivation, passion, skill, or dedication.

cageface 14y ago

Happening already: The Korean Times is reporting this morning that "Apple has reduced purchases of liquid crystal display (LCD) panels for tablet computers from Samsung Display amid the deepening patent disputes, said a leading market research firm, Friday. Market experts said that the move is aimed at minimizing its reliance on Samsung parts." http://www.patentlyapple.com/patently-apple/2012/09/apple-cuts-display-orders-to-samsung-loses-patent-case-in-germany.html http://www.patentlyapple.com/patently-apple/2012/09/apple-cu...

beedogs 14y ago
At a certain point, Apple is going to run out of partners to piss off.
- enraged_camel 14y ago
  They have over $100 billion in the bank. With that amount of money, there will always be someone willing to partner up with Apple.
ankushnarula 14y ago
Speculative at best. High density display sales are ever-increasing across the market - it makes sense for Apple to diversify the supply chain. That said, it makes little to no sense to feed your competition purely from a business standpoint. Samsung can of course continue to sell their parts to other OEMs.
simonh 14y ago
There have also been reports that Apple offered to purchase exclusive access to some of TSMC's foundry capacity in order to diversify away from Samsung for processor fabrication, but TSMC prefer to keep their options open. Apple's problem is that only Samsung operates at sufficient scale to be able to guarantee delivery in the volumes Apple needs.

vegardx 14y ago

I think you don't realize just how big Samsung is. If you're making hardware, it's not like you can just drop a partner like Samsung because of legal troubles in another department. They are huge, and it's hard to replace them over night.

001sky 14y ago
Samsung corporate is $100bn+ and the mobile is only ~$20bn, so this is a valid point. On the bigger issue here, though, it does seem if apple is being a bit emotional in the whole thing. They are the most profitable/successful company in the world right now. $700bn is insane market cap, its 2-3x GE under Jack welch. They should be 100% focused on kicking ass with product. Buy some map companies or whatever. Spend $1-Xbn on that and they will make it up in marketshare and stock price.
- SoftwareMaven 14y ago
  That same emotion drives passion that results in amazing products. I'm not sure you can separate the two.
  - 001sky 14y ago
    I agree with your premise, but not your conclusion. Counter-example: Look at pro sports. Those guys/gals live off emotion. They train themselves to be passionate, but incredibly focused. When they mess up, they distinguish physical mistake from "mental error". The latter is lack of focus. Wrong thing at the wrong place and the wrong time... Its not lack of motivation, passion, skill, or dedication.