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Samsung won't even feel the difference.

I think that you guys are underestimating the size of Samsung Group versus Apple.

Samsung Group is the number 1 technology company in the world (in terms of sales). Apple doesn't even make it into the top ten (#14).

To be honest, Samsung couldn't care less.

http://en.wikipedia.org/wiki/List_of_the_largest_technology_companies

Sales are a bad indicator of worth/wealth, Market Cap is king. Same list - Apple is no. 1, Samsung no. 8.
 
You might get red of the stupid idea that only Apple innovates. The truth is that Apple does not even design new key technologies. They design cases and graphical user interfaces (on top of an open source operating system) and then they take available shelf parts and put them together to form a product. Now those shelf parts that work the real magic behind the curtain are usually NOT designed by Apple, they are designed by companies like Samsung and Toshiba and Intel and many others. They are not glamorous, they are merely the slaves that do the real work. But they are patented as well and thousands of man hours went into their engineering. It now happens that Samsung owns a lot of the patents that allow a phone to make phone calls and connect to wireless hubs.

Fascinating perspective. You clearly are clueless. Apple has pushed innovation and taken huge risks at every level. You may not consider removing a floppy disk from a computer system when there are millions of floppy disks being used world wide innovation, but you have to consider what those types of moves facilitate. It's huge risk, but with vision and focus on the ultimate destination it ushers in a new age.

Apple focuses on the internal components and how they connect more than any company. Every wire has a direct, explicit path. Every screw has a precision to it. They have driven Intel to creating lower powered processors when nobody else wanted them, and now it's a huge demand.

If you think apple hasn't innovated with the iPhone and iPad, you're way off your rocker. If you look at the tablets which tried to launch just years before they look nothing like the iPad. They're beyond hilarious. Now looking back t's easy to see why the tablet market failed in it's first round. But with apple entering it with the iPad, now it's on fire.

Going back to the iPod... There were MP3 players on the market. Even established brands in the MP3 music players. Apple came along and dethroned them and tossed them into the wind rapidly. You have to consider, the iPod was ONLY available to Mac users in the early stages, and STILL destroyed the priorly existing MP3 Market.

You don't even understand the complexities of what apple has done to the face of BSD to do what OSX does. It's unix behind the scenes, but there is so much that has been done to make it what it is.

You clearly don't have a clue ...
 
Great that Apple is diversifying but I sincerely hope that they will consider about any possible radioactive contamination of memory parts when sourcing from Japan. Yes, I know some may think that this is ridiculous but there is a real concern as some companies do have factories in the Fukushima prefecture and surrounding area. We have serious issues with contamination of many areas in Japan and the government is not adequately addressing the matter (putting the economy ahead of public safety...big surprise).

I am hopeful that while it may sourced from a Japanese company that the actual hardware is manufactured in China, Taiwan or elsewhere.
 
Until Windows 8 takes the tablet market by storm.

exactly, like they did with Zune and Kin :D...

reminds me of Sheldon Cooper stating something similar... that made me laugh so hard.

New math?

I know you meant "billion" but even so...

Apple's FY11 will be north of $100 billion - the last quarter alone was over $28 billion. FY12 will be even bigger.

Last I checked 100 is not 7% of 136.

I think you misunderstood.
The point being made was: what is Apples 7+ contract compared to 130+ revenue, about 7%.
Obviously not Samsungs 130+ compared to Apples 100+ revenue
 
Sales are a bad indicator of worth/wealth, Market Cap is king. Same list - Apple is no. 1, Samsung no. 8.

My argument is that 7B in sales in NOT a big deal to Samsung. Market cap is a joke. Samsumg is so diversified in what they service/produce that they could quite the memory business tomorrow and still have much more revenue than Apple.

Apple needs Samsung much more than Samsung needs Apple.
 
Great that Apple is diversifying but I sincerely hope that they will consider about any possible radioactive contamination of memory parts when sourcing from Japan. Yes, I know some may think that this is ridiculous but there is a real concern as some companies do have factories in the Fukushima prefecture and surrounding area. We have serious issues with contamination of many areas in Japan and the government is not adequately addressing the matter (putting the economy ahead of public safety...big surprise).

I am hopeful that while it may sourced from a Japanese company that the actual hardware is manufactured in China, Taiwan or elsewhere.

Correction: I don't think this is ridiculous, it is ridiculous.

Electronic parts that are radioactive to a degree that it has the slightest chance to affect your health _don't work_. That is _especially_ true for memory chips because they are directly affected by radiation.

You might worry about radiation if you are close to Fukushima and feel the sudden urge to take a mud bath (and personally I would be a lot more worried about where that sudden urge comes from). Not when you buy a phone or computer.
 
Or, more likely, that Apple screws itself by divorcing itself from one of the largest and most innovative suppliers.

How come these stupid spats are happening under MBA Tim's regime, not The Steve's?

Agreed, and not surprised that you got down-voted.

I mean, lets apply MR-thinking here.

Apple iz best!
Apple devices iz best!
Apple devices can haz best component!

...and so forth...

Ending up with: Samsung is world-leading in various components. World-leading companies rarely have any issues selling their stuff. If Apple is out, others will (more than) happily take their spot.

Conclusion: Samsung does not need Apple (per se). Samsung needs a demand for their components (i.e. continued digitalization and expansion of core markets). Of course, losing business is always business lost. But since capacity has hard ceilings, and others will gladly pick up any slack i doubt the short term implications are large, if any.

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There are others. Everyone wants in on the iDevice gig. Apple can't really "screw itself" as long as consumer demand for their products remains as high as it is. Judging by projections into 2012, it'll only go higher.

Others, not as large and not as innovative, yes. And, news-flash, others wants in on Samsung components-gig too.

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We're all waiting, I'm sure. After all, when it comes to MS, that's all consumers do: wait.

Yeah.. cause, this board isnt full of people everyday waiting for the iphone5/4s/whatever - right? :rolleyes:

Thats sort of the tricky part about future products, you have to wait for them to arrive. Otherwise, they wouldnt be future products at all.

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Apple should have over 80 billion dollars in cash by now. Samsung only has 19 billion dollars in cash and they can only use 12 billion dollars as a cash flow.

Right now, Samsung can't beat apple, period.

Samsung is popular with making Tv and smart phones. But, they don't have anything else up against apple to go head to head.

Apple won't be able to put samsung out of business, no. But, Samsung's last quarter was nothing, but disappointing. As soon as I heard apple was moving away from samsung for A6, I sold all of my Samsung shares.

Samsung isn't making much money from TV...

In order to make money, you have to find a company that needs suppliers like Apple who sells millions of smart phones every quarter.

Those of you who say Samsung will not take any damage from this...

Wtf? Do you even bother to check samsung stocks? It's down over 20-30% this year.

Samsung is absolutely stupid to go against apple. Stop copying apple and find your own designs.
Find a way to settle the lawsuit. Stop fighting against the most powerful tech companies in the world.

I am long apple.

1) You do know were in an economic crisis right now, and that there's currently pretty much an open war in the display market, right?

2) For someone claiming to have owned stocks in Samsung, you seem to know very little about the company.
 
Sorry to interrupt this mensa meeting, but IMO it makes sense for apple to find more suppliers for NAND since demand is higher than supply, from what I have gathered Apple is also among the largest buyers in the world.
 
I just hope Samsung becomes MORE innovative, bringing consumers NEW designs (like Motorola and Microsoft have lately done) and copying less from Apple. They’re not copying Apple’s designs because they have to, and not because that somehow means more “choice.” They’re doing it because it’s more cost-effective to copy than to innovate, so they innovate less and copy more. As a consumer, I surely don’t benefit from that. So I hope Apple succeeds in shifting Samsung to a more innovative approach, whether through buyer pressure, defending patents on things Apple actually did invent, or just making it not worth the bother to copy them any further.



It will be interesting to measure the time between the next iPhone’s very first announcement and users having it in their hands, vs. the time between Microsoft’s very first Windows 8 announcement and users having that in their hands :D Windows 8 was announced before the next iPhone. Will it ship before the next iPhone, or after?




They can all hold a candle to Windows 8, since they’re out there now, whereas Windows 8 won’t ship for ages—like a year or longer). And Windows has been “in the marketplace” on tablets for years upon years, yet still lags far behind iOS after Apple re-invented the tablet.

Why is there an intrinsic good in secrecy? Why would that be even remotely interesting to compare?

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Toshiba, innovation-wise, is a very worthy alternative to Samsung IMO. Toshiba, if I am not mistaken, developed the blade SSDs used in the Mac Air. Plus, they are pioneers in the Solid-state market as well. A tighter bond between Apple and Toshiba can only be good, especially that they do not really compete except maybe in some laptop markets.

toshiba makes both cell phones and computers.

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They'll need to be careful how involved they get, yes Samsung is important to Korea but what's to say the U.S will let the korean gov push their own valuable company around, let alone the most valuable and and revered company.

I think the both gov's should stay out of this, the market never lies. Regardless of what people say or how valid their points are, the market will accurately reflect what people actually want.

This is what: US naval bases and equivalents (i.e. USFK). US will never ever ever ever ever ever go against Korea (unless they start waving commie-flags like their northern brothers (did in the past)).

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But apple is the customer and has the choice.

But samsung is the seller (with multiple interested customers, and a limited supply) and has the choice.

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Samsung (as a supplier) has competitors, just as hungry as them for Apple's business. :eek:

Wow, who woulda thunk it??

Apple (as a buyer) has competitors, just as hungry as them for Samsungs products...

...still goes both ways. If Apple ends up with inferior products, obviously they lose out (just like Samsung, in the long run, by less demand of their supply - which may be maxed out today, but of course capacity could be expanded).
 
Wirelessly posted (Mozilla/5.0 (iPhone; CPU iPhone OS 5_0 like Mac OS X) AppleWebKit/534.46 (KHTML, like Gecko) Version/5.1 Mobile/9A5313e Safari/7534.48.3)

How high out of their minds Samsung execs must be to screw their largest customer. 7.8 billion dollars...

How many android devices must they sell to make up that lost revenue?

Samsung execs seem to see their actions as some kind of destiny. Where they just just waltz up to Apple, cut them down and usurp their position.

Unfortunately with their lost revenue and apple's successful actions against Samsung thus far it might be the biggest mistake they ever make.

Samsung sells a hell lotta more things than smartphones.

117B revenue in 2009. Largest tech company in the world by turnover (Apple, in comparison, is 14th). So no, far from out of their minds.

is it just me or is it hilarious that Samsung gonna sue Apple because of the iPhone 5, when they have no idea what it will look like :p?

Apple suing Samsung based on the 'look' of the phone was ridiculed by pretty much everyone, even on here (with the obvious exception of *LTD*, who thinks Apple can do no bad).

They're planning to sue Apple over the iPhone 5 based on the telecommunication technology integrated into every iPhone. Apple are (apparently) guaranteed to be infringing on one of their patents assuming they continue having the phone function integrated into the next iPhone.
 
Apple should have over 80 billion dollars in cash by now. Samsung only has 19 billion dollars in cash and they can only use 12 billion dollars as a cash flow.

Right now, Samsung can't beat apple, period.


What does having more money in the bank have to do with this news story? Samsung makes devices and components. Components that Apple has no doubt negotiated (based on volume) a rock bottom price. If (and that's a HUGE IF) Apple walked away from Samsung - Samsung would be free to sell to any supply chain they wanted which they currently can't because most of their components are going over to Apple.

So while Samsung is doing very well with Apple - they could very well do better elsewhere with one or more other deals.

Further - no one here knows what the terms of the Apple/Samsung deal is in terms of contract length, etc. So even if Apple wanted to walk away - they might not be able to for X years...

And since there are so many variables here - no one can say how (if at all) it would affect either company.

Acording to Engadget, Apple spent $5.7 Billions in Samsung, how mucho money earned Samsung with the Galaxy in 2010?

http://www.engadget.com/2011/04/19/apple-spent-nearly-5-7b-on-samsung-parts-in-2010-faces-strong/


Two completely unrelated items. How much Samsung makes on one of their devices has no relevance on how much they make or could make on parts.

Complete strawman argument/data there
 
SApple are (apparently) guaranteed to be infringing on one of their patents assuming they continue having the phone function integrated into the next iPhone.

We know that Apple is "(apparently) guaranteed" to be infringing because Samsung told us so.

Yet, Samsung purports that same infringing technology in the iPhone 4, and no action yet after almost a year and a half?

Bark! Bark! Bark!
 
Or, more likely, that Apple screws itself by divorcing itself from one of the largest and most innovative suppliers.

Innovative suppliers????!! The problem is Samsung has more access to Apple data to try to compete with them is they are a major supplier. They need to move away from any company that proves they intend to copy them to compete instead of innovating. Thats why they don't work as closely with Google.
 
I would like to say that as a victim customer from samsung, I just know that it's the most despicable company ever! They really copied Apple's design. Even the stupidest person can know this!

I just want to say "Go to hell and burn, you evil samsung!"
How? They certainly make more products than Apple.

Plus, I like this Galaxy Tab ad. The rear is completely different from the iPad. I would be more concerned if it has an Apple logo, the exact dimensions of the iPad and other bootleg-worthy features, just like a Chinese rip-off. The Tab on the other hand...
 

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Maybe it's a recurring theme, but I'm finding Samsung flash memory a lot more reliable than other suppliers - but also - the speeds on their flash memory is very good.
 
I like both companies

I think Samsung makes fantastic TV's (Samsung's rise in the early 2001 is definitely facinating! Who would have thought a then Korean second-rate company will sell more TV's than both Sony and Sharp, the two companies that controled the CRT TV market?). They also make great gadgets and devices.

I draw the line with Phones, Tablets, and even PCs. I am sure it is a different team, but Samsung just does not do it for me in that department.
 
And how many of those competitors have similar volume, growth and future expectations to Apple?

How many of them will pay more than Apple since Apple was getting a volume discount?

You're aware of the flash memory drought, right?

The Apple/Samsung relationship is symbiotic.

There was also an article recently that stated that one of the reasons why some tablet manufacturers were forced to have a reduced production quantity is due to the lack of screens available since Apple was taking them all. If true - the I would imagine there's a market waiting on the sidelines eager to get their hands on them - and again - without Apple's volume - Samsung COULD actually make more money selling them.
 
Good move. The "just in time" inventory model from single suppliers can be trouble for high demand product.
 
Until Windows 8 takes the tablet market by storm.

Best laugh I have had for days.

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How many of them will pay more than Apple since Apple was getting a volume discount?

You're aware of the flash memory drought, right?

The Apple/Samsung relationship is symbiotic.

There was also an article recently that stated that one of the reasons why some tablet manufacturers were forced to have a reduced production quantity is due to the lack of screens available since Apple was taking them all. If true - the I would imagine there's a market waiting on the sidelines eager to get their hands on them - and again - without Apple's volume - Samsung COULD actually make more money selling them.

Snag is there is no one else selling like Apple, tablets at least. Once any iPad killers stuff their channel that's it, show over. Samsung may really end up regretting all of this. All the other tablet makers' annual needs combined wouldn't be what Apple take in a month (or less).
 
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