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eewiz
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CEO
re: Apple awarded $1.05B in Samsung patent case
eewiz   8/25/2012 8:20:19 AM
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you spelled it out correctly. It is a fundamental assumption that Apple is smart enough to get a binding supply contract from samsung on price/quantity/term before starting the process. Any comments without making that assumption is non sense.

GroovyGeek
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CEO
re: Apple awarded $1.05B in Samsung patent case
GroovyGeek   8/25/2012 7:31:23 AM
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This shows complete lack of understanding what it takes to manufacture and qualify a chip like the A5. First and foremost, leading edge capacity in the amount t that sole needs it simply does not exist unless TSMC pisses off their entire customer base or Intel pr GF signs on to be an Apple foundry. Second, the A5 is far from being particularly unique, it is basically and ARM core with some Apple elements. I would not be surprised if it uses substantial physical IP from Samsung. It would take upwards of an year for Apple to secure a second source in the quantities they need. The really interesting question is what their foundry contract with Samsung says. Because I am sure that at least some within Samsung are considering whether the cost of pulling the plug on Apple manufacturing is worth it. Given Apple's aggressiveness in the trial I suspect that they have a firm contract for supply a year out and are hard at work on a transition thereafter. The really interesting piece is that there are probably only two companies that they can go to, Intel and GF. In the past Intel has walked away from non profitable Apple business, and given that Intel wants to push their own mobile chip line I suspect that GF will end up with the business.

rick merritt
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Author
re: Apple awarded $1.05B in Samsung patent case
rick merritt   8/25/2012 6:13:45 AM
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Good point. Just why they thought Samsung's 3G patents were valid but not infringed is an open question.

rick merritt
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Author
re: Apple awarded $1.05B in Samsung patent case
rick merritt   8/25/2012 6:12:26 AM
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At this point I think it is moot. Samsung has been able to gain some traction with larger screens and a faster move to LTE. So the Korean company is now actually leading in key areas where the iPhone 5 needs to play catch up.

rick merritt
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Author
re: Apple awarded $1.05B in Samsung patent case
rick merritt   8/25/2012 6:11:03 AM
NO RATINGS
The SIII was not accused in this case which OI believe was filed before that handset was announced. The Galaxy Tab generally came away with very little so I suspect the road is clear for it, too.

t.alex
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Rookie
re: Apple awarded $1.05B in Samsung patent case
t.alex   8/25/2012 6:08:22 AM
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Yes these designers will have as little as two hours of sleep a day again (aka abused by management)

Python0
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re: Apple awarded $1.05B in Samsung patent case
Python0   8/25/2012 6:04:52 AM
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Apple will experience as well its decline like Lance Amstrong !!!

eewiz
User Rank
CEO
re: Apple awarded $1.05B in Samsung patent case
eewiz   8/25/2012 5:04:19 AM
NO RATINGS
Exactly. Apple can easily find another supplier if samsung raises price.

NewYankEE
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Rookie
re: Apple awarded $1.05B in Samsung patent case
NewYankEE   8/25/2012 3:54:59 AM
NO RATINGS
"I hope that they got paid well.." Never heard of jury duty equating to being paid well (it usually a pittance)....perhaps you're confusing the jury with the expert witnesses or the lawyers.

gatorfan
User Rank
Rookie
re: Apple awarded $1.05B in Samsung patent case
gatorfan   8/25/2012 3:45:13 AM
NO RATINGS
Apple didn't reach this point to cut their throat. They are the leading Supply Chain management firm in the electronics universe. You can bet they have alternatives for their components.

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