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You know the saying - "Once you're at the top, there's only one way down..." Just don't be surprised that in the next 5 years might be a rocky one for Apple if they don't start innovating instead of playing catch-up like they have lately.

This is right, they are going along great now and most fanboys think Apple is untouchable but wait till a much larger portion of screens have issues due to the Samsung panels not being used, slowly but surely it will hurt Apple, especially its core geek customers like me that make sure they have the Samsung screen and ssd ect in their Mac. Samsung and Apple need to play nice for each others benefits.
 

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without Apple's order, Samsung can produce the same screens and charge more to other companies since they aren't locked into a contract at a bargain rate.

did you learn this in econ 101? I thought when you have more maufacturing capacity, the price of the mechandize will drop. Let's say Samsung used to produce 30m display for Apple. Now Apple go to AU, Sharp, Corning and other vendor for the 30m display starting 2013. Given the firm order, Apple new display suppliers will start ramping up capacity. So all of a sudden, display manufacturing capacity go from 30m units a year in 2012 to 60m unit (30 from Samsung, it will idle in 2013 + another 30m from all the new suppliers). So how do Samsung manage the newly available 30m capacity in 2013? They try to find anyone that want that capacity and the only quick way to get a new order is to lower the price.. And if they cannot find enough order to fill up the capacity, they will has to shut down the unused manufacturing capacity. Do you think it is easy to find another smartphone or tablet manufacturer between now and beginning of 2013 that need 30m display but don't have their own go to vendors? It is not all rosy for Apple either, they will have to endue start up problem with the new manufacturer. Just look at Iphone 5 assembly work with Foxconn. Taiyuan plant is a new plant and Apple is paying for the lousy manufacturing. It is a loss/loss proposition.
 
SHARP announces expansion of IGZO to second fab in Japan

http://www.marketwatch.com/story/sharp-to-boost-lcd-panel-production-report-2012-10-21

Excerpt:

The Kameyama plant is expected to focus on the indium gallium zinc oxide LCD panels for notebook and tablet computers after Sharp signs long-term deals with Lenovo Group Ltd. (0992.HK, LNVGY), Dell Inc. DELL +0.42% and Hewlett-Packard Co. HPQ +1.59% , while the plant in Tenri will mainly make smaller panels for smartphones, according to the sources.

Sharp has begun reorganizing lines at the Tenri plant to start full-scale production of the panels as early as this year. If demand for the panels grows, the company will consider producing small panels for smartphones in Kameyama, they said.

Sharp says IGZO panels consume 10% to 20% of the power required by conventional panels and are better suited for touch screens.

What's not being mentioned is how this allows Sharp to expand their bottom line while dedicating one fab for their `other clients' using IGZO.

Yes folks, more and more companies will be switching to IGZO for their product needs and that Intellectual Property is owned by SHARP.

Good news for Japan, Apple and Consumers.
 
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...

how does this hurt Samsung. They can easily sell their displays to other manufacturers now. As for Apple sticking with Sharp, they better bail them out now or there will be no company left:
-over $15.6B in interest-bearing debt
-mortgaged assets
-upcoming slashing of 10,000 jobs (18% of total employees)
-$4.7B net loss last fiscal year
-an estimated $3.12B loss for this year
-the need to refinance $4.5B of short-term commercial paper
-they will need $2.5B by next September to cover a maturing convertible bond.
 
Still waiting for someone to provide evidence the Samsung display is better than the LG.
 
If Apple's intention was to spite the competition it wouldn't allow YouTube or Google on iOS period. You forget Apple must license from Google and Google told Apple that it could not have the latest and greatest Google Maps like Android has. That's why Apple decided drop the license. One can argue whether doing it before the license expired was smart given Apple Maps incompleteness, but different issue.

You also ignore Apple is a consumer products company. It has to please consumers or it doesn't make $. It knows if it spends its energy settling scores then it has none left to make great products to sell and make $. Also, let's not forget who started the pissing match. (Hint: it wasn't Apple).

While I do agree, you make some valid points. I'm reminded of the infamous Steve Jobs quote of thermonuclear war on Google, and his willingness to right the wrong, and spend every penny of Apples then $40billion in cash. While losing it's dependency on Samsung as an LCD supplier is unlikely to effect their relations with us the consumer. I lately question their motives.
 
I own Apple (or, more accurately, a tiny piece of it).

Apple exists to take money out of your pocket and to put it into mine. So far, they have been doing that quite well. Apple can get away with just about anything, and people keep buying and buying and buying, because they know that owning Apple products means that they are cooler and better than other people.

Apple exists to service my pocket while taking a profit, not to make you rich. You get rich off Apple doing a good job. If Apple does a bad job, then Apple exists to take money out of your pocket. Just because you own something doesn't mean you get to steal from society. This is a negative mindset. Rather, you get to improve society and make a profit at the same time. Otherwise, you should just invest in crime.
 
Still waiting for someone to provide evidence the Samsung display is better than the LG.

Most of LG's knowledge comes from Philips - LG and Philips worked together for some years to produce displays. In the end Philips cut its losses and sold the business to LG. Ever since LG has been playing catch up as the innovative powers of Philips were gone.

The evidence is there if you look for it, most professional users of high grade displays use samsung screens -- e.g. Samsung LTM210M2 panel is used for EIZO and NEC displays as well:

Eizo CE210W
Eizo CE210W-K
Eizo S2110W
Eizo S2110W-K
NEC LCD2190UXp
NEC LCD2190UXp-BK

I dont see LG competing in this arena of screens.
 
Still waiting for someone to provide evidence the Samsung display is better than the LG.

Use search
Plenty of threads in the MacBook pro forums with pics about lg screen image retention.
Plenty of threads in the MacBook air forums with the lg screens having less brightness and contrast vs the Samsung panels.


Personally, I've returned 2 rMBP with ghosting LG screens until I got a Samsung screen on my rMBP with no ghosting - when I pay 6x more than the average laptop I deserve the best screen.

I also returned a 2011 MBA 13 with lg and got one with a samsung which was much brighter with better contrast.

EDIT
Thanks rjohnstone. Was going to post links, but not so much fun on an iPhone.
 
The praise for Samsung LCD's on here is astounding. Guess what panels are in the iMac line, Apple cinema displays and Dell Ultrasharp lines? A/A+ LG panels. They make a LOT of high quality panels in areas Samsung can't compete.
 
The praise for Samsung LCD's on here is astounding. Guess what panels are in the iMac line, Apple cinema displays and Dell Ultrasharp lines? A/A+ LG panels. They make a LOT of high quality panels in areas Samsung can't compete.

There are lots of complaints of image retention on LG supplied screens on Mac laptop lines.

And check this out. Samsung provided about 15 millinon displays in 2012 alone.

http://www.geek.com/articles/mobile/samsung-terminates-lcd-contract-with-apple-20121022/


2012 Samsung ... shipping over 15 million panels. LG only supplied 12.5 million and Sharp 2.8 million.



That's 15 million displays.
 
And how much longer do you think that relationship will last?

I'm not sure which relationship you're referring to, but if you're referring to Samsung Display spin off, Samsung spun it off just this year so probably will last for a bit.

But LG makes sense ? :confused:

Probably does make more sense. LG Display began its life almost decade ago as a separated joint investment entity between LG and Philips and little to do with LG Electronics that make mobile phones.

And check this out. Samsung provided about 15 millinon displays in 2012 alone.

http://www.geek.com/articles/mobile/samsung-terminates-lcd-contract-with-apple-20121022/

That article is misleading in that those are mostly iPad displays and Samsung's share in iPad Retina displays has been decreasing since the initial launch. I believe LG now has a bigger share of production that Samsung.
 
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You keep posting b.s. without any credibility.

Here's the gist: They had a contract. The contract was up. Samsung wants X for their parts. Apple wants to pay Y. Both parties couldn't agree on a price - so no contract.

Apple ceases to use Samsung LCD components is not what it should "REALLY" read. What it should really read - is "Apple and Samsung let contract lapse on LCD Panel contract" - that would be bi-partisan.

Huh?

According to the Korean Times linked, a Samsung Display is terminating the contract.
It's pretty clear. It's the first line of the article.

"Samsung Display said Monday that it will terminate its contract with Apple and no longer supply liquid crystal display (LCD) panels to its long time partner."

"The display panel manufacturer plans to completely cut its years-long business ties with Apple as it believes its American partner is no longer a cash-generator due to the iPhone maker’s stiffer supply-chain management structure."

Pretty simple.

I mean, I can't blame them. LCDs are a money-losing business for Samsung. I can't imagine the margins being that big when supply an order so large to Apple.
 
Yes. You are right. I never went back and edited my response. Later in this thread I realized my error and stated that I wondered why some continue to think Apple severed the relationship.



Huh?

According to the Korean Times linked, a Samsung Display is terminating the contract.
It's pretty clear. It's the first line of the article.

"Samsung Display said Monday that it will terminate its contract with Apple and no longer supply liquid crystal display (LCD) panels to its long time partner."

"The display panel manufacturer plans to completely cut its years-long business ties with Apple as it believes its American partner is no longer a cash-generator due to the iPhone maker’s stiffer supply-chain management structure."

Pretty simple.

I mean, I can't blame them. LCDs are a money-losing business for Samsung. I can't imagine the margins being that big when supply an order so large to Apple.
 
There are lots of complaints of image retention on LG supplied screens on Mac laptop lines.

And check this out. Samsung provided about 15 millinon displays in 2012 alone.

http://www.geek.com/articles/mobile/samsung-terminates-lcd-contract-with-apple-20121022/


2012 Samsung ... shipping over 15 million panels. LG only supplied 12.5 million and Sharp 2.8 million.



That's 15 million displays.

Changing soon. :)

Seriously, people need to stop thinking that Samsung is some sort of magic company and is the only one that can produce good components.

In the end is all comes down to money. With money you can buy the best engineers and management. With Apple giving Samsung's competitors massive income (and in some cases direct investment) their R&D and manufacturing capability (not to mention economics of scale) will no doubt improve. Welcome to Capitalism.

Apple shifting to multiple suppliers is a no brainer. To be honest I'm surprise they tool so long. Having many suppliers to choose from gives them increase leverage when negotiating deals.
 
Changing soon. :)

Seriously, people need to stop thinking that Samsung is some sort of magic company and is the only one that can produce good components.

In the end is all comes down to money. With money you can buy the best engineers and management. With Apple giving Samsung's competitors massive income (and in some cases direct investment) their R&D and manufacturing capability (not to mention economics of scale) will no doubt improve. Welcome to Capitalism.

Apple shifting to multiple suppliers is a no brainer. To be honest I'm surprise they tool so long. Having many suppliers to choose from gives them increase leverage when negotiating deals.

Sharp has almost $16B in debt and has been posting a net loss in the billions every year. Let's see how willing Apple is to help them.
 
Probably does make more sense. LG Display began its life almost decade ago as a separated joint investment entity between LG and Philips and little to do with LG Electronics that make mobile phones.

Samsung displays have also little to do with Samsung Mobile, the division that makes phones, and was a joint feature with Sony...

So again, LG makes sense ? :confused:
 
Changing soon. :)

Seriously, people need to stop thinking that Samsung is some sort of magic company and is the only one that can produce good components.

Apple shifting to multiple suppliers is a no brainer. To be honest I'm surprise they tool so long. Having many suppliers to choose from gives them increase leverage when negotiating deals.

I agree - people need to stop thinking ANY company is some sort of magic company and is the only one that can produce good products.

FYI - Samsung ditched Apple. Not the other way around. Is Apple relying more on other manufacturers - absolutely. Just not sure this is one of those cases.
 
Samsung displays have also little to do with Samsung Mobile, the division that makes phones, and was a joint feature with Sony...

So again, LG makes sense ? :confused:

Yes, it does. For one, Samsung Display didn't start with the Sony-Samsung SLCD venture but rather began with the the spun off LCD division of Samsung Electronics. SLCD merged later as did Samsung Mobile Display. It all happened this year. Besides, I believe SLCD was mostly about TV. It has little to do with what we talk about here...unless we go into Apple television.

On the contrary LG Display has been a separately traded stock away from LG Electronics for years since going public almost a decade ago, not a "division".

All these facts are usually ignored in these discussions though.

I should add that at the end it's all business. But more importantly, nobody even really knows if this rumor is true or if the Samsung executive is just throwing some feelers out there through Korea Herald. As with the $329 rumor, it's amazing how quickly these rumors are accepted as facts, especially one where the executive claims Amazon will be one of the substitutes for Apple...and they say Apple doesn't pay high enough prices. That doesn't sound quite right...
 
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