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With all that cash lying around, it wouldn't shock me to see Apple create its own production line for some of these parts. I know that's a massive undertaking, but Apple is about the one company that could do it.

Never going to happen. I have an old Macintosh Performa that was assembled in Ireland, Apple ditched that country LONG ago, likewise with America I think. Nope, Apple is reaping in the benefits of having China make ALL it's stuff, it can be richer that way you see ;)
And we all know how much Apple loves money....

Just today I've read a story stating Amazon is in advanced talks with Texas Instruments to buy it's SOC business it's selling. Not ONE rumour of Apple doing that!
So as their is a perfectly good SOC business up for sale which Apple could use but has blatantly ignored, then it's another piece of evidence that it is not going to happen.

I think Apple is more then happy to design it's own SOCS and have Samsung make them, Samsung can make them at the right price and in the right yields and at the right quantity. Apple would be totally dumb to mess it up and they full well know it despite what happens in the courts.
 
You are factually and conceptually incorrect with your assessment. Passbook is actually considerably easier to implement and used in more places than Wallet as it requires zero changes to infrastructure and minimal upfront costs. Wallet requires new POS/POP terminals with NFC readers and new contracts with credit processing. Setting up loyalty programs is basically impossible unless you’re a Fortune 500, coupons have to be run through Google Offers (a Groupon-like scam) Wallet is basically only accessible to large corporations right now.

Passbook on the other hand in a worst case scenario requires $99 for a Developer License and the ability to write a JSON document and it’ll work at any store, anywhere. There are added levels of complexity if you want: a server to distribute and push modifications to Passes, a developer to write code that integrates with your database, a 2D barcode scanner if you want to be able to scan codes instead of manually entering the code.

Google Wallet is a solution in search of a problem. Big box retailers can afford the novelty of mobile payments, but none of the small/medium business clients I talk to list “speed of payment” as a major problem. Acquiring customers, retaining customers and increasing check/order averages Passbook helps solve those problems – which is precisely why Google is rushing to introduce those features to Wallet later this year.

Name one small/medium business that supports a Passbook.
 
Obviously the Samsung-Apple arrangement benefited both parties. That said Samsung was either extremely stupid to do what they did or they just didn't care. They've been taking liberties with other companies product designs for years, so to them it was just business as usual I suppose.

If I had a supplier that stabbed me in the back that way, I'd drop them as soon as I could.

Samsung may not care if Apple takes their business elsewhere. If they do care, they have no one to blame but themselves. It's generally never a good idea to bite the hand that feeds.
 
I am so sick of hearing that Apple has not produced a "game changer" with the i phone 5
they changed the game when they invented the phone in the first place and they are winning the game handily . we keep score in business with these things called dollars in a column called net profit not by how many units we can give away . Apple is the clear winner here

The first iPhone was a game changer. The App Store was a game changer (even though it wasn't anything never thought of before). The first iPad was a game changer. The iPhone 4 was a minor game changer. The iPhone 5 is NOT a game changer. The departure from the iPhone 4/4S isn't radical. Taller screen, smaller port, and a unibody chassis is all the new iPhone is.
 
if you are referring to the old I'm a Mac/I'm a PC series of commercials, they worked at a completely different level -- John Hodgeman's PC was funny and sympathetic, and PC users did not walk away feeling like their intelligence was insulted -- everyone on both sides enjoyed those commercials. As for the Samsung ads, they are clearly painting iPhone buyers as lemming morons and the ads end up insulting them. People do not like being insulted by companies trying to get their business.

Well, those Mac/PC ads did annoy some PC users, but... Hodgman is one of the funniest guys around, and he played a computer, not a user. Sure, there's satire, and the problems inherent with Windows were sure to get a joke or two, but I think they were pretty careful not to insult Windows users. The Samsung commercials go straight, not to the user experience with Apple, but to the smug characterizations of the everyday users, who line up for the release of new products at the Apple Store. Tell me, Samsung, don't you wish you had those lines? Didn't I read that, aside from ridiculing the idea, you're launching some "Samsung stores" of your own?
 
Tell me, Samsung, don't you wish you had those lines? Didn't I read that, aside from ridiculing the idea, you're launching some "Samsung stores" of your own?

There's confusions here. It's not about lines. It's about sales. Do you think Samsung really cares if there's a line outside the store if they are selling their products well and meeting demand? Having a line outside your store doesn't do anything to the bottom line.

In fact - if you can't meet demand - it's a negative to the bottom line. Or at least it's not maximizing the bottom line.

I don't have the most recent figures - but if I recall correctly - Samsung has a genuine hit with the S3 selling several million of the devices worldwide. Now they might not have the profit margin Apple has. And, as pointed out, no lines. But they're obviously doing something right.
 
The first iPhone was a game changer. The App Store was a game changer (even though it wasn't anything never thought of before). The first iPad was a game changer. The iPhone 4 was a minor game changer. The iPhone 5 is NOT a game changer. The departure from the iPhone 4/4S isn't radical. Taller screen, smaller port, and a unibody chassis is all the new iPhone is.

LTE? It's a world phone? If you travel with a Verizon phone, you can stick in a new card and make it GSM as in most of Europe.

I know LTE has "been around" for a long time, but Apple didn't do it until they could do something that wasn't a battery-killer. I think a big reason a lot of the Android phones got bigger was to accommodate big-ass batteries so you wouldn't be screwed after three or four hours of usage.
 
There's confusions here. It's not about lines. It's about sales. Do you think Samsung really cares if there's a line outside the store if they are selling their products well and meeting demand? Having a line outside your store doesn't do anything to the bottom line.

In fact - if you can't meet demand - it's a negative to the bottom line. Or at least it's not maximizing the bottom line.

I don't have the most recent figures - but if I recall correctly - Samsung has a genuine hit with the S3 selling several million of the devices worldwide. Now they might not have the profit margin Apple has. And, as pointed out, no lines. But they're obviously doing something right.

I don't doubt that Samsung is doing some things right. And yes, Samsung would be a fool if they weren't envious of the long lines before each iPhone launch. I believe Tim Cook knows that being "sold out" is not a good thing. He's expanded Apple's ability to keep up with the curve greatly. Well enough that I believe that the iPhone 5 is already in almost every country in the world where it offers its products at all. It's a monster launch.
 
Best post of the thread.
One thing I have learned over the years is no one trust Apple and is always ready for an Apple back stab. Plan and simple is if you work with Apple always have something in the back pocket to protect yourself from them. Apple will not be top dog forever and when they lose that spot burning all the bridges will come back to haunt them.

You can hardly blame Apple for wanting to burn this particular bridge. I know if I were running Apple, I would hardly be sitting comfortably at having to provide privileged information to Samsung or rely on them for anything.

Clearly Samsung understands some of these concerns since they separated the manufacturing division that Apple relies upon, from divisions within Samsung accused of copying and ripping off Apple and their flagship products.
 
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I am so sick of hearing that Apple has not produced a "game changer" with the i phone 5

Personally - the phrase "game changer" has moved into hyperbole. The iPhonr 5 is a great device. But "game changer" is bandied about too much. And not just about Apple. Just in general.

There's a difference between "game changer" and natural evolution of a product. Unless you're talking within its own ecosystem. IE - Apple not relying on Google for maps is a game changer for Apple. Not the iPhone 5 nor the industry as a whole.

An increase in specs - all around - is not game changing. I'm not resorting to Apple's iPhone 5 in this regard. Just listing an example.

It's going to be awhile before something is truly "game changing" when it comes to cell phones.
 
You are factually and conceptually incorrect with your assessment. Passbook is actually considerably easier to implement and used in more places than Wallet as it requires zero changes to infrastructure and minimal upfront costs. Wallet requires new POS/POP terminals with NFC readers and new contracts with credit processing. Setting up loyalty programs is basically impossible unless you’re a Fortune 500, coupons have to be run through Google Offers (a Groupon-like scam) Wallet is basically only accessible to large corporations right now.

Passbook on the other hand in a worst case scenario requires $99 for a Developer License and the ability to write a JSON document and it’ll work at any store, anywhere. There are added levels of complexity if you want: a server to distribute and push modifications to Passes, a developer to write code that integrates with your database, a 2D barcode scanner if you want to be able to scan codes instead of manually entering the code.

Google Wallet is a solution in search of a problem. Big box retailers can afford the novelty of mobile payments, but none of the small/medium business clients I talk to list “speed of payment” as a major problem. Acquiring customers, retaining customers and increasing check/order averages Passbook helps solve those problems – which is precisely why Google is rushing to introduce those features to Wallet later this year.

Your completely wrong. Most credit card machines from the last 6 years take mastercard paypass which is nfc. You'd be surprised how many stores have this. It just sees the google wallet as a regular credit card so it works with existing point of sale systems. Most point of sale systems will not take a barcode as a form of payment. They usually require you to either pay with cash, or use the credit card machine to either swipe or use the nfc part on the top to either read your phone or your credit card with an rfid chip in it. I have used google wallet at more than 20 different places that are local around here. Mcdonalds, WaWa gas and convenience stores, quik chek, Wegmans, target, bj's wholesale, costco, and many other places. The only place I know that takes passbook is starbucks. The only thing places have to change is their credit card reader if they don't currently support google wallet. Thats fairly simple and most places already have as the old ones wear out eventually. The POS system just gets the credit card info after the credit card reader is finished processing it. To get passbook to work, they will have to modify the entire software of the pos system to take barcodes as a form of payment. Its also not handled as a credit card by the system so they specifically have to implement passbook payments as a payment type and some stores may not want to take it as a payment. With google wallet, if they take mastercard paypass/ amex expresspay, visa paywave or discover zip than google wallet works. They don't need to specifically implement google wallet as it uses the existing credit card infastructure.
 
What's funny about the fact that they are in such hot competition is that almost all of my electronics are either Samsung or Apple. IPhones, MacBooks, TVs, Washer and Dryer, Blu ray system, etc.

Only a few years ago I thought Samsung was space junk... But they have come a loooong way. Could that possibly be due in part to their alliance with Apple? (That's not a troll question)

All I know is, if competition and proprietary business strategy creates products that are as awesome as I currently own... I'm all for it. I could really care less about the money grubbing complaints. Like Apple is the first company to make billions from consumers. Grow up. It's business.
 
I heard Apple tried to move to TSMC with the A6 but could not due to issues with TSMC's 32 nm process, but it appears TSMC has those issues resolved now
and seems to be in good shape for 22 nm, which is when Apple will jump over next year.

TSMC skipped 32nm. They are at 28nm, which they had problems with. They had issues with 40nm too. 20nm is their next node, which is a full node shrink from 28nm. 28nm itself was a half node from 32nm. TSMC will not do a 22nm node.
 
I should have been clearer - obviously Apple will work with partners, but it is good business to ensure that no one partner becomes a single point of failure for a vital component.
That works both ways. Apple asked TSMC for exclusivity, and was refused.

In all of life everything is cyclical. What happens as Apple is overcommitted to doing everything by itself when the inevitable cycle moves to contraction?

"Everything" is one helluva burn rate.

Apple could learn from TSMC on this: keep your options diversified, burn no bridges.
 
First Microsoft, then Google, now Samsung.

M$ and Apple are old buddies. M$ even loaned Apple money a decade ago when times were tough to keep them afloat. It's Google and their Android that they both really despise.
 
The key difference is that Apple mocked Microsoft PCs as products, but Samsung are mocking Apple's CUSTOMERS.

I think the real difference is that Apple's customers are more image oriented and therefor would actually take offense by such an ad as there's definitely an Apple "culture" vs MS computer customers.

----------

M$ and Apple are old buddies. M$ even loaned Apple money a decade ago when times were tough to keep them afloat. It's Google and their Android that they both really despise.

First it's Microsoft. There's not $ in their name. To use that shorthand shows a level of immaturity in the conversation.

Second - no - Microsoft didn't keep Apple afloat with their agreement. Read more, repeat less.
 
They will end up making love to each other, you will see.

Why? All they have to do is to invest some money for the latest chip mfg equipment to someone else that builds the same chips that Apple needs that Samsung makes. They are already going to Sharp and LG for screens.

I don't think Apple has any use for AMOLED screens, since they aren't that good to begin with.

Samsung's trying to control the industry by controlling the chip and panel market. Personally, it would be a LOT easier if Samsung just split off their panel/chip divisions COMPLETELY seperately from their TV, mobile devices, computer divisions since it's kind of unfair business practices to be a component supplier and a competitor to their components customers.

It's like Microsoft coming out with competing products to HP, Dell, etc. or Intel coming out with PCs to compete against Dell, HP, etc.

Samsung has already been nailed several times for price fixing on memory chips and screens. They've already proven they are untrustworthy.
 
Why? All they have to do is to invest some money for the latest chip mfg equipment to someone else that builds the same chips that Apple needs that Samsung makes. They are already going to Sharp and LG for screens.

I don't think Apple has any use for AMOLED screens, since they aren't that good to begin with.

Samsung's trying to control the industry by controlling the chip and panel market. Personally, it would be a LOT easier if Samsung just split off their panel/chip divisions COMPLETELY seperately from their TV, mobile devices, computer divisions since it's kind of unfair business practices to be a component supplier and a competitor to their components customers.

It's like Microsoft coming out with competing products to HP, Dell, etc. or Intel coming out with PCs to compete against Dell, HP, etc.

Samsung has already been nailed several times for price fixing on memory chips and screens. They've already proven they are untrustworthy.

Like Microsoft is about to do?

Like Google/Motorola

What's fair is pretty irrelevant. What's legal is.
 
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