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Peter Clarke
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Re: Will Apple gets affected?
Peter Clarke   8/5/2013 11:39:30 AM
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As you say. Apple could have done these things.

 

_hm
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Re: Will Apple gets affected?
_hm   8/5/2013 9:57:49 AM
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Is not Apple invested $3 billion in display technology, just few years back? It was reported that Sharp, LG and other got these grant. Apple can get these patents and pass it to one of them. Another way is that Apple had vision and might not have liked Novaled technology and was expecting something more special?

Peter Clarke
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Re: Will Apple gets affected?
Peter Clarke   8/5/2013 6:20:30 AM
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I dont know whether Apple considered trying to buy Novaled.

Novaled has been working closely with Samsung since about 2005 and those ties can be hard to break.

Samsung has had a stake in Novaled, reportedly at about 10 percent, for a couple of years, which might also present Apple with difficulties.

The thing is that Apple does not have a display making infrastructure into which it can plug Novaled patents and knowhow, Samsung does.

 

cheap web hosting
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Good Proposition
cheap web hosting   8/4/2013 7:47:24 PM
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I think it will add more value and will stop nothing to maintain and enjoy the status of market leader for samsung.

I have posted many other useful articles regading this subject at my blog cheap web hosting blog.

 

_hm
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CEO
Will Apple gets affected?
_hm   8/2/2013 6:17:09 PM
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This is a interesting news for mobile industry. Does this acquistion affects Apple for its future products? Apple invested $3 billion in display technology. They did not consider buying Novaled?

 

goafrit
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Manager
Re: High price
goafrit   8/2/2013 1:14:22 PM
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>> If the deal goes through, we may never know how much Samsung really paid, but I suspect the amount could be less than the $200 mln.

$200M? When five guys building clicks for three months get $1 billion in Instagram and we are talking about $200M here. That seems very small.

goafrit
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Re: Classic IP play
goafrit   8/2/2013 1:12:36 PM
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>> That was a few years ago, but I did know then that Samsung's totally committed to dominating the OLED development and OLED market.

Samsung is a highly efficient company. They do not just wnat to dominate - they want the competitors to exit the market. OLED is the future in the mobile business and they have a good play here.

Tom Murphy
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Re: High price
Tom Murphy   8/2/2013 11:45:35 AM
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That is interesting that the leak came from Chiel, which has no good reason to leak it. I suppose the news could keep other bidders at bay, especially if they think the rumored price is already too high.  If the deal goes through, we may never know how much Samsung really paid, but I suspect the amount could be less than the $200 mln.

Peter Clarke
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Re: High price
Peter Clarke   8/2/2013 11:40:55 AM
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The leak appears to have come from Samsung rather than Novaled.

Which is perhaps stranger.

 

 

 

Tom Murphy
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Blogger
Re: High price
Tom Murphy   8/2/2013 11:34:06 AM
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Peter: That makes a good deal of sense. Now the story becomes much more interesting from a strategic sense -- the use of M&A as a competitive weapon.  For example, did Doosan really want to buy the company at that cost, or did it strategically make a high bid, knowing that Samsung would have to respond with a bid of its own?  And when Samsung did offer more, Doosan bid again. Then when Samsung stopped outbidding it, Doosan dropped out because it didn't really want Novaled at that price. 

Now the question is: Will Samsung follow through to avoid a repeat? Or will it also drop out?

The rumor from an unidentified Novaled exec could have been a ploy to attract other bids and encourage Samsung to complete the deal. Otherwise, why leak it?

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