Nice little fiction story you wrote there but let me know later on if/when you get any facts![]()
The more I think about it, the less I think that Apple's lawsuit against Samsung is really about getting them to stop selling their phones and their tablets and their media players
Apple is scared of Samsung not because of some half-resemblance their products have (how different are any touch-screen devices from one another anyway...)
The lawsuit is most likely a way from Apple to leverage a supply deal or cross-licensing agreement out of them.
Who has the technology on the most relevant, most recent next generation touch-screens and memory? Samsung does. Apple can't force Samsung to sell exclusively to them, and neither can Apple force Samsung to even sell most of these screens to them for iDevices.
What Apple might be able to do is license the technology and manufacturing process from Samsung and find their own factory to produce them. Obviously, Apple cannot do this without Samsung allowing it.
History is full of example of companies suing each other for millions of dollars, only to end up settling for cross-licensing deals that let both companies go about their business however they want.
This is what Apple is trying to do. It makes sense given Apple's announcement of a 3.9 billion dollar strategic investment back in January. That much money will buy you a foundry (or a controlling interest of one). I think Apple is out to try to produce the SAMOLEDs themselves without having to source it from Samsung.
Will it work? Not as things stand. I really don't see any competent judges levying an injunction on sales of Samgsung's phones/tablets/players, and without that, there is no financial incentive to give away the competitive advantage that Samsung is going to have over the next ~4 years or so.
It makes sense to me.
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What a proud, cocksure bunch you guys are. Its his opinion, why is it less valid than any of yours? Grow up, with your Snyde and sarcastic comments.
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What a proud, cocksure bunch you guys are. Its his opinion, why is it less valid than any of yours? Grow up, with your Snyde and sarcastic comments.
the OP posted it on the internet, where somebody, somewhere will have an opinion. I am so sorry to inform you that you will find people who do no agree with his or your opinion.
I think the OP's idea is silly and anybody who has any business experience knows you don't leverage suppliers by suing them into submission.
Oh really? I worked for one of Europe largest banks a....
That's all a good theory, except that I don't think Samsung has the rights to sublicense the manufacture of OLED displays. Samsung licenses that ability, and buys the materials, from US company Universal Display, who owns 1,089 patents around OLED materials and production methods. Samsung pays them a license fee (and materials cost) for every screen they make. So for Apple to setup another factory to produce they would almost certainly need to get with PANL (Universal Display's ticker symbol on NASDAQ) to get the OK and setup the licensing.
http://www.isuppli.com/Display-Mate...ges-Cause-Concerns-in-Smart-Phone-Market.aspxNice try, but you're most likely wrong. The only way to verify is to read the patents (which I'm not going to do)... but there are plenty of ways that your theory could be incorrect:
* Universal Display might have 1,089 patents in the USA, none of which might be valid in South Korea where Samsung manufactures these panels
*Universal Display's patents are probably on regular OLED technology (which has been around for more than 7 years) or maybe even obsolete methods of manufacturing. Samsung has come out with AMOLED and Super AMOLED. Most companies don't introduce technology as "theirs" when someone else owns the patents (except for Apple maybe, lol).
A quick google search on the keywords AMOLED PATENTS returned results for Korea and Taiwan. I am not going read through countless boring patent filings, but I am pretty certain that Samsung owns the requisite AMOLED patents. If they did not, then other manufacturers would have picked up the slack last year and started manufacturing the screens already since there was a worldwide shortage.
Thanks for adding to the discussion, but you should think your theories through a little bit more. I don't think they ring true
The only patents Samsung probably holds are those for Super AMOLED. We won't see any non-Samsung devices with Super AMOLED until at least 2012 according to the article.If the demand for AMOLEDs is so strong, why arent other manufacturers building production facilities and starting production more rapidly?
First, AMOLED is a newer technology compared to the well-established AMLCD, whose fabs are mature and mostly depreciated in full. This currently gives AMLCD fixed-cost advantages compared to AMOLED fabs that have been around only for the last few years. Second, newer technology means that establishing manufacturing processes could be prone to yield losses, leading to slower production ramp-ups. Third, with AMLCD improving its performance and simultaneously exerting pressure on display prices, competing with the moving performance and price target of LCDs not only is challenging for a new technology like AMOLED but also delays return on large investments.
Nice try, but you're most likely wrong. The only way to verify is to read the patents (which I'm not going to do)... but there are plenty of ways that your theory could be incorrect:
* Universal Display might have 1,089 patents in the USA, none of which might be valid in South Korea where Samsung manufactures these panels
*Universal Display's patents are probably on regular OLED technology (which has been around for more than 7 years) or maybe even obsolete methods of manufacturing. Samsung has come out with AMOLED and Super AMOLED. Most companies don't introduce technology as "theirs" when someone else owns the patents (except for Apple maybe, lol).
A quick google search on the keywords AMOLED PATENTS returned results for Korea and Taiwan. I am not going read through countless boring patent filings, but I am pretty certain that Samsung owns the requisite AMOLED patents. If they did not, then other manufacturers would have picked up the slack last year and started manufacturing the screens already since there was a worldwide shortage.
Thanks for adding to the discussion, but you should think your theories through a little bit more. I don't think they ring true
THIS OLED PATENT LICENSE AGREEMENT (this Agreement ) is entered into effective as of April 19, 2005 (the Effective Date ), by and between Samsung SDI Co., Ltd. ( Samsung SDI ), an entity incorporated under the laws of the Republic of Korea and having a place of business at 575 Shin-dong, Paldal-ku, Suwon, Kyungki-do 442-391, Korea, and Universal Display Corporation ( Universal Display ), an entity incorporated under the laws of the Commonwealth of Pennsylvania, U.S.A. and having a place of business at 375 Phillips Boulevard, Ewing, New Jersey 08618, U.S.A.
BACKGROUND
WHEREAS, Universal Display has rights in certain patents concerning Organic Light Emitting Devices; and
WHEREAS, Samsung SDI desires to obtain license rights to practice under these patents on the terms and conditions set forth herein.
NOW, THEREFORE, intending to be legally bound, Samsung SDI and Universal Display agree as follows:
Lol.
1. Yes it does relate. Establishes a pattern of behavior. Those who don't know history....etc.
2. Maybe you should read your own posts for logic (check the bold)
I am going to start charging you money if I have to keep schooling you all the time.
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What a proud, cocksure bunch you guys are. Its his opinion, why is it less valid than any of yours? Grow up, with your Snyde and sarcastic comments.
It makes sense to me.
Oh really? I worked for one of Europe largest banks and quite often you could see use of the so called "legal" way simply to achieve certain agreement.
As long as it's legal - you are free to do what ever you're pleased to do while pursuing your goal.
And just because YOU don't see it valid you shouldn't generalize and make YOUR statement somewhat more important by dragging billions of people with business experience into it. From my perspective (and business experience) your words show nothing less that lack of experience on your side.
You're the one with the skewed perspective.
You worked for a bank that sued it's partners into doing what it wanted and you think this is a sound business strategy? Wow. F over our partners when they don't agree with us.
Do you punch the guy behind the counter at Mcdonalds when they don't get your order right? What kind of silly theory is this? Conduct business with brutality? Yeah I guess I don't know anything about business. I always thought you sued people when they defamed you, stole your ideas and or tried to hurt your business. Suing someone so you can corner their production for your own products? You really support this? This is acceptable?
Who are you, so I know to never do business with you.
Give me a ****ing break Donald Trump.
Actually, your links and your reply demonstrate exactly what you know about this market. Answer: You don't know jack squat. Apparently having an e*trade account and trading some stock doesn't make one a market expert. Who knew?Believe me you have no clue how much I know about this market!
Besides the fact that this article doesn't mention Samsung AT ALL, it describes Universal Display as a patent troll.A Patent Giant Tightens Its Grip
http://www.fool.com/investing/high-growth/2011/03/11/a-patent-giant-tightens-its-grip.aspx
Not only is it not enough, but if you check the date of this agreement, it is from 2005. That's right, 2005. The technology Samsung licensed predates the original iPhone by 2 years. That is 6 years ago. I hate to point out the obvious, but AMOLED is a much newer technology than regular OLED (as I have already said), and every AMOLED patent I have googled mentions Samsung by name.And if all of THAT wasn't enough, here's the contract between Universal Display and Samsung:
http://agreements.realdealdocs.com/Patent-License-Agreement/OLED-PATENT-LICENSE-AGREEMENT-857089/
Reading, you should really learn how to do it properly before you end up putting your foot in your mouth on some forum. Oops, too late!And... the rest is left as an exercise for the reader...
Actually, your links and your reply demonstrate exactly what you know about this market. Answer: You don't know jack squat. Apparently having an e*trade account and trading some stock doesn't make one a market expert. Who knew?
Besides the fact that this article doesn't mention Samsung AT ALL, it describes Universal Display as a patent troll.
Universal Display is consolidating its key assets as the market for OLED displays and lighting heats up. Samsung Display, AU Optronics (NYSE: AUO ) , and LG Display (NYSE: LPL ) are all frantically building new OLED factories to keep up with rising demand.
Not only is it not enough, but if you check the date of this agreement, it is from 2005. That's right, 2005. The technology Samsung licensed predates the original iPhone by 2 years. That is 6 years ago. I hate to point out the obvious, but AMOLED is a much newer technology than regular OLED (as I have already said), and every AMOLED patent I have googled mentions Samsung by name.
Of the more notable accomplishments, on January 3, 2011, Samsung announced the Galaxy S, their bestselling smartphone had sold over 10 million units globally in just the seven months since it was first introduced. Recently Samsung unveiled their new continuum phone, the Sports2 Super AMOLED with touchscreen. A 3.4-inch primary display and a secondary 1.8-inch display. The Super AMOLED display is also featured on Samsung's Galaxy 4 SG, which Mark Spoonauer of Laptopmag.com described as the kind of screen that can make otherwise mundane footage of New York City traffic look positively cinematic.
In May, Samsung expects to begin shipping the Galaxy S2, the successor to the Galaxy S. It has a 4.3-inch WVGA Super AMOLED plus display is only 8.49 mm thick at its thinnest point. Samsung is already working on the next generation of OLED displays, officially known as OLED Max. The technology is based on more accurate, natural-looking colors. Several other enhancements are designed to improve brightness, detail, and contrast as well as outdoor visibility. An OLED Max 2 also appears to be in the works, but the due date and specifics remain unknown.
Smartphone companies are jumping on the OLED-display bandwagon. In December Google introduced their Nexus S smartphone. Distributed by Google, the Nexus S is made by Samsung. It's the first smartphone to feature a curved glass for its super AMOLED contoured display. The Google Nexus S joins AT&T Pantech Laser, Verizon's Droid Incredible, and Nokia E7 on the list of smartphones from leading providers who are driving the demand for OLED displays.
In addition to the 4-inch smartphone display market, OLED technology is moving into commercial adoption in the tablet world. At FPD in 2010, Samsung showcased a 7-inch super AMOLED display. The tablet market has tremendous growth potential and provides excellent midsized products for OLEDs.
Of course, all the industry talk has been about how the shortage of AMOLED displays has been a gating factor for a faster, broader adoption of OLED technology. But at a true market adoption rate, we're left with estimates on just how big the OLED market could eventually become. For instance, *search, a leading global market research and consulting firm specializing in the display supply chain predicts that 75 million cell phones with 3-inch or larger screens will use OLED displays in 2011. Separately, Vinita Jakhanwal, director of Small and Medium Display Research at iSuppli, believes there is a tremendous demand for OLED, especially in smartphones. In 2010, 300 million smartphones were shipped. Jakhanwal predicts that that number will rise to at least 400 million this year with many of those high-end smartphones expected to utilize OLED displays.
In a press release announcing their 2011 Global Flat Panel Display Partners Conference, SEMI, the semiconductor equipment and materials international, forecasted that the OLED display market will achieve a compound annual growth rate of 30-50%, driven by adoption of AMOLED displays for mobile phones and portable media devices. Manufacturers are responding. Samsung SMD is expected to substantially increase their monthly production capacity of mobile displays when they open their new Gen-5.5 AMOLED plant this summer. When all lines in their new plant are operational, they will be able to produce 30 million 3-inch displays per month. They have announced they are budgeting $4.8 billion in 2011 for OLED production facilities, and have estimated 600 million hand-held devices could be using AMOLED screens in 2015.
Meanwhile, AUO [ph] track Executive VP Paul Pang has said that AUO is currently installing equipment for AMOLED production on their Gen-3.5 line and they're scheduled to start mass production in the second half of 2011.
It also appears the OLED TV market is keeping up. Barry Young, managing director of the OLED-Association sees 1-2 million 30-40-inch OLED televisions in 2012 so they're expected to be costly. 2013 and 2014 Barry Young sees 5-6 million AMOLED TVs, and by 2015, he anticipates 10-15 million OLED TVs priced very competitively with LCD and plasma devices. LG Display, Sony, and Samsung have all discussed plans to introduce OLED televisions in the next few years.
In fact, Mr. Young has said LG is getting ready to order the equipment for their Gen-8 OLED fab in Paju, Korea. The Gen-8 fab processes [ph] glass at 2.2 by 2.5 meters which LG will cut in half to yield 24,000 substrates a month for the manufacture of 55-inch and 30-inch TV panels. This would suggest that LD is on track to be ready to produce OLED TVs by 2012. And, LG's new Gen-5 4.5 OLED production lines are expected to be in operation soon. Production should start around 4,000 substrates a month and increase to around 12,000 substrates a month by year end. This would result in approximately 1.5 million 30-inch displays per month. As this new manufacturing capacity comes online from LG, Samsung, and others, we expect to see a much wider and faster growth of OLED displays and hand-held devices.
Not only is it not enough, but if you check the date of this agreement, it is from 2005. That's right, 2005. The technology Samsung licensed predates the original iPhone by 2 years. That is 6 years ago. I hate to point out the obvious, but AMOLED is a much newer technology than regular OLED (as I have already said), and every AMOLED patent I have googled mentions Samsung by name.
Actually, your links and your reply demonstrate exactly what you know about this market. Answer: You don't know jack squat. Apparently having an e*trade account and trading some stock doesn't make one a market expert. Who knew?![]()
Dear Mr. Berko: Last February, my broker bought 300 shares of Universal Display at $35.45. While this $10,000 investment only represents a tiny portion of my account, Im uncomfortable with it because its one of those darn tech stocks that I promised Id never own again. I called my broker and told him to sell it, but he convinced me to wait a few months. Now I have an unexpectedly huge profit. Im also nervous because I dont want to lose that profit, and my broker wants me to continue to hold the stock. He thinks this stock is the greatest thing since sliced bread, and I do not understand his explanation. Please tell me what this thing is. Should I hold my position or take a profit? I dont understand what this company does or why I should own a company with no earnings, less than $30 million in sales and sells at a ridiculous $50 per share. J.L., Oklahoma City
Dear J.L.: Universal Display (PANL-$51.50) is a high-tech company, and frankly, I dont understand hi-tech stuff, which may be obvious from some columns Ive written over the years. I dont understand things that sit there like a boulder, get warm, then hum, buzz, blink and glow like an iridescent rainbow.
But I understand PANL enough to tell you its involved in the research, development and commercialization of OLED technologies and related materials. And I know that future applications for organic light-emitting technology are boundless.
PANL licenses its organic technologies to manufacturers of products with display applications such as cellphones, laptops, flat-screen TVs, weapons and military systems, portable media/entertainment devices and the lighting industry. As of this week, PANL has 1,093 patents issued and pending.
In the trailing 12 months, PANL posted revenues of less than $30 million and posted a loss of about 51 cents per share. And as long as Ive known PANL, it has never earned a dime or a drachma.
Operating margins are a minus 54 percent; return on equity is a negative 33 percent, while operating cash flow dances in negative territory. How can a company with bupkes in revenues have a market cap of $2 billion? How can a company with zero earnings trade at $50 per share?
But last March, Goldman Sachs, UBS, Oppenheimer, etc., lead a secondary offering of 5.75 million shares at $46 per share, netting $249 million for a company with dinky revenues and no earnings. Go figure!
Now, I dont know bu about PANL, and I know even less than bu about the OLED business. But one of the most brilliant money mangers whom I know and respect who is the sixth- or seventh-most-knowledgeable person on the planet about Universal Display and knows more about OLED technology than 99.9 percent of the planets population has convinced me that PANL has the earnings potential to trade between $700 to $900 per share. Either Goldman Sachs, etc., are uncommonly bullish or incredibly stupid to monkey with a dinky $250 million underwriting for a company whose 2011 revenues in hundred-dollar bills would weigh less than 50 pounds and earnings that wouldnt fill a teacup.
Well, Goldman isnt stupid; rather, theyre fairly keen folks. So much so that the $46 a share secondary offering was oversubscribed and rose to $50 the next day. And like the money manager who began telling me about PANL a few years ago when it was $11, Goldman and friends have a very positive view of PANL and its OLED technology.
So, this summer, when Goldman publishes a research piece on PANL, you may feel better about your 300 shares. Aint a stock for widows, children of widows or orphans, but theres likely to be interesting times ahead.
The more I think about it, the less I think that Apple's lawsuit against Samsung is really about getting them to stop selling their phones and their tablets and their media players
Apple is scared of Samsung not because of some half-resemblance their products have (how different are any touch-screen devices from one another anyway...)
The lawsuit is most likely a way from Apple to leverage a supply deal or cross-licensing agreement out of them.
Apple cannot do this [producing their own Super AMOLED displays] without Samsung allowing it .
Samsung does make more than one type of device and not all of their devices use AMOLED/Super AMOLED. (TV's, cheap phones, etc). If they do have an existing agreement with Universal Patent Troll, then it would cover those non-AMOLED devices. Not the high-resolution Super AMOLED that everyone is trying to incorporate into their phones and tablets. As such, it has no bearing on my original statement.
Please come forward with a definitive statement/proof which supports your supposition that Samsung does not own their own AMOLED/Super AMOLED patents (which is the reason you give for Samsung not being able to license it to anyone).
As I have pointed out already, an agreement from 2005 cannot possibly cover AMOLED because AMOLED had not been invented yet. No amount of hand-waving or changing the subject changes this central fact.
Thats a general analysis of the OLED market, and certainly not the evidence I have asked you time and time again to produce. My company makes forecasts too about our products and similar products that our competitors make. It doesn't mean that we have our hand in every technology related to the markets we sell in.
What you call 'backpedaling' I call "not getting distracted by irrelevant, extraneous arguments".
Re-read my last post. My central point still stands and you still have yet to produce anything to refute it.
Google clearly isn't working for you... why don't you check Bing or Yahoo for the information you can't find (cuz it doesn't exist).
No, it isn't a general analysis of the market; it's a specific analysis of the market, as it relates to Universal Display (and lists those companies that pay it - Samsung, LG, AUO, etc).
I'm done educating you - it's definitely a 'pearls before swine' thing with you.