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Just in case you didn't know: Samsung not only uses their own screens (yes - they also build notebooks and tablets) but there are some highly valued companies (e.g. HP) that may be really looking forward to put these screens on Win8 notebooks and Tablets.

You still haven't realized that MS didn't drop the ball with Win8. You are still in denial.

But that's just you. Win8 is great. And Win8 tablets (they don't need to be "The Surface") will be the hot thing this Christmas. So Samsung will sell lots of displays.


Again let me add that other gadget makers just couldn't get enough displays because apple had bought up all supplies, in advance. If Apple is indeed not getting 15 million displays, that's a lot of displays for other makers to buy up...
 
I'm just curious why some people seem to think that Apple severed the ties first. What remotely indicates that regarding the screens?
 
I'm just curious why some people seem to think that Apple severed the ties first. What remotely indicates that regarding the screens?

True. How does someone come up with a new maker to produce 15 million displays...

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All that Apple money going to LG and Sharp sounds good to me. More money for them to make their displays even better.

LG has had issues with more defects. Well documented on this forum.
It also means other tablet makers have one less barrier (available supply of good displays) to pricing their stuff way below ipad. and amazon has shown when priced right, non-ipad tablets will sell...
 
Wow, a lot of bitter fanboys in this thread. Just accept that fact that Apple got served, and served hard. Samsung is the one holding all the cards in this particular deal. Apple in their typical bullying greedy ways, try to get even more for their already inflated Apple dollars. Samsung simply told Apple to go F yourself. And I have no doubt they already had secured buyers before letting Apple go. This is business, and Apple simply overplayed it's cards. Apple enjoyed quality parts from Samsung for years, and now that's all over because they just couldn't keep their greedy ways out of the courtroom.
The blind followers seem to put way too much weight in Apple's ability to dominate a contract deal. This market is growing fast, and Samsung have been a supplier for ages, they know how what their doing.
 
From what we can really see, its Samsung refusing to sell Apple LCDs at a huge discount, it sounds like Samsung isn't interested in Apples business anymore

The cost of doing business increased for Samsung because of Apple lawsuits ;) therefore they had to raise prices. Samsung is not refusing LCDs to Apple they just asked for a [new] fair price. :p
 
The cost of doing business increased for Samsung because of Apple lawsuits ;) therefore they had to raise prices. Samsung is not refusing LCDs to Apple they just asked for a [new] fair price. :p

True. Apple had to make up for lawyer fee by trying to squeeze suppliers. i kid kid...
 
The cost of doing business increased for Samsung because of Apple lawsuits ;) therefore they had to raise prices. Samsung is not refusing LCDs to Apple they just asked for a [new] fair price. :p

1: Samsung has appealed the verdict, they will most likely never pay that 1 billion.
2: 1 billion is pocket change to samsung.
3: The point I'm getting at is that Apple most likely was asking for a price on each LCD that Samsung wasn't willing to drop to. Considering there has been a shortage of panels on the market lately, I doubt Samsung will have any issues finding new buyers.
 
1: Samsung has appealed the verdict, they will most likely never pay that 1 billion.
2: 1 billion is pocket change to samsung.
3: The point I'm getting at is that Apple most likely was asking for a price on each LCD that Samsung wasn't willing to drop to. Considering there has been a shortage of panels on the market lately, I doubt Samsung will have any issues finding new buyers.

Again, NYT reported it's common for Apple to demand droping cost from suppliers 10% in one year. If true, that's pretty shocking. Not holding it steady or dropping it 1 or 2% but 10% drop in cost from suppliers.
 
it's called cutting your nose off to spite your face

Oh come on, you all know that Samsung makes great displays. Those LG retina displays being churned out for the 15" rMBP have image retention issues whereas those made by Samsung do not.

Doesn't hurt Apple?? Seriously??

This clearly hurts Samsung more than Apple. Sure, Samsung makes great displays and chips. But, without fore knowledge of what Apple is designing, the next "innovative" Samsung product will hit the market much later.

Quite a few of these articles lack context. You're being guided to think this is due to animosity between the two companies. Without the lawsuits, such things could still happen. You simply wouldn't see an article on it. LG puts their name on more IPS display panels than any other brand. There are a couple others, but you don't really see them used in personal electronics. I would reserve judgement until more facts surface on this.
 
it's a poor move from samsungs business dept, i mean come on that's billions of dollars lost for the sake of a poor phone development programme that copied rather than innovated and probably earns them less than they get from one quarter of apple LCD income.

Apple had to cut ties as they felt samsung was a competitor. You can't supply and copy every product they make it'll blow up in your face.

I really don't see anyone losing out here. Apple can find alternative suppliers and build them up and make them innovative too. The consumer has no reason to worry there is nothing better about samsungs LCDs and if you can tell the difference you are probably buying some high end non-samsung product any way!

It'll not really change anything in fact long term more suppliers who can compete with samsung means more companies making items and competing on price.

I don't think apple has ruled out samsung as a supplier but they can see the cost and strategic benefits of diversifying.
 
it's a poor move from samsungs business dept, i mean come on that's billions of dollars lost for the sake of a poor phone development programme that copied rather than innovated and probably earns them less than they get from one quarter of apple LCD income.

Apple had to cut ties as they felt samsung was a competitor. You can't supply and copy every product they make it'll blow up in your face.

I really don't see anyone losing out here. Apple can find alternative suppliers and build them up and make them innovative too. The consumer has no reason to worry there is nothing better about samsungs LCDs and if you can tell the difference you are probably buying some high end non-samsung product any way!

It'll not really change anything in fact long term more suppliers who can compete with samsung means more companies making items and competing on price.

I don't think apple has ruled out samsung as a supplier but they can see the cost and strategic benefits of diversifying.

That's assuming samsung cannot sell their displays to others, which is not true. Amazon, Samsung mobile, HP and other can and will buy samsung displays.

And please let's stop with the copy story.
 
Samsung is taking away the only good thing they do for Apple... making LCD screens. Hmmmm...

Too bad this will ultimately just hurt Samsung, and Apple will lean over to Sharp or LG in a millisecond.

If I were Apple I'd stick with Sharp now & for the future - they pioneered the LCD screen...
 
I don't really consider LG to be a big competitor for Apple. The few Smartphones that LG have definitely do not go after Apple's latest offerings, and are extremely down market (nearly all free or under $100 with contract).

That's not true at all. LG has high end phones, on par with the iPhone 5 and SGSIII too. They also do laptops, computers, monitors and not to mention tons of other electronic consumer devices.

LG is pretty much the same as Samsung on a product matrix scale.
 
Again, NYT reported it's common for Apple to demand droping cost from suppliers 10% in one year. If true, that's pretty shocking. Not holding it steady or dropping it 1 or 2% but 10% drop in cost from suppliers.

Why is that "pretty shocking"? I'd imagine there are a lot of upfront costs in manufacturing that are recovered by the time you hit year two. Considering most iDevices are reduced in price 15-20% after year one, I'd consider a 10% discount in manufacturing costs to be expected, not shocking.
 
Samsung is taking away the only good thing they do for Apple... making LCD screens. Hmmmm...

Too bad this will ultimately just hurt Samsung, and Apple will lean over to Sharp or LG in a millisecond.

If I were Apple I'd stick with Sharp now & for the future - they pioneered the LCD screen...

And this just proves my post. :D
So Samsung doesn't make anything else that are top in the industry? Oh maybe like.....ummmm.....Processores, Memory, SSD drives, you know...that kind of stuff?
 
You know, I'd actually contend that Apple is more like Porsche. Hear me out :)

While I realize Apple is more "mass market" product, that's really just a product segment (iDevices vs. Macs, I'd say Macs are certainly high end, less "mass market" price wise)

Just my humble $0.02 ::cool:

Analogy fails :

- Porsche is a limited product line, they ship a few, very high priced units.

- Apple is mass market. They ship tons and tons of units, everyone and their brother has one.

If anything, I'd say Apple is more like Harley-Davidson :

- Long heritage dating back decades
- Unique design cues that they re-use in order to give their products a "feel".
- Loyal fan base that will buy their stuff, no matter how much the competition is better
- Claims that they use superior materials (aluminum, glass) instead of the cheaper stuff the competition uses (plastics).
- Sell tons of units to a mass of market, clearly not a niche product.

But all car analogies fall apart, though I will never agree with people who want to equate Apple to "exotics". There's nothing exotic about shipping 35 million iPhones in a quarter or 15 million iPads.
 
Aaargh, so much dumb fanboyism in this thread. This is not a win for Apple, people! They lost a manufacturing partner. Samsung are not 'good for nothing' as they do make good displays. Stop this pointless cheerleading for whenever you see a post that has 'Samsung' in the title.
 
Analogy fails :

- Porsche is a limited product line, they ship a few, very high priced units.

- Apple is mass market. They ship tons and tons of units, everyone and their brother has one.

If anything, I'd say Apple is more like Harley-Davidson :

- Long heritage dating back decades
- Unique design cues that they re-use in order to give their products a "feel".
- Loyal fan base that will buy their stuff, no matter how much the competition is better
- Claims that they use superior materials (aluminum, glass) instead of the cheaper stuff the competition uses (plastics).
- Sell tons of units to a mass of market, clearly not a niche product.

But all car analogies fall apart, though I will never agree with people who want to equate Apple to "exotics". There's nothing exotic about shipping 35 million iPhones in a quarter or 15 million iPads.

Yeah, I pointed out right up front that the sales volume part of the analogy doesn't really work, it was more about design, customer experience, weird engineering quirks, material quality, etc. In those regards Apple is way more like Porsche than they are like Toyota. I'm not even sure why some people (not you) got all cranky, I wasn't implying anything about the owners of said products, just that their design philosophies seems very similar (and some of the ownership experience seems the same) ... I guess they design like Porsche but sell like Toyota :D

Edit: sorry I had to chat with my 4 year old :)

I meant to add: car/vehicle analogies are a little weak (vs. consumer electronics), though I kind of like the Harley one. FWIW, I don't think Apple products should be compared to exotics and I don't consider most of what Porsche sells "exotic". Probably not a good (like you pointed out) car company for a really accurate car based analogy (just a favorite topic of mine, so I force fit it in the topic sometimes :D )

Anyway, let the arguments about who profits most/least in this continue ... enough derailment about car analogies vs. Apple.
 
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