Even though he should be quiet, someone knowing something about negotiating would argue "why not temporise OLED production until Cook&Co come crawling and begging to Taiwan"
Answer: this whole thing is maintained to fool us into a competitive marketplace. Which doesn't exist anymore: It's a well-managed, worldwide duopoly.
Because Samsung Semiconductor and Samsung Mobile are two different divisions, and operate as if they were separate companies.
A better question would be: How upset is Samsung Semiconductor at Samsung Mobile for copying Apple and jeopardizing their business relationship? How much money have they lost or could potentially lose by fighting with one of their biggest customers?
Edited: How could it be a duopoly when Apple massively outsells Samsung? They’re not even in the same league.