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Apple's (AAPL +2.1%) sell-side fans are celebrating the company's win over Samsung (SSNLF.PK),...
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Monday, August 27, 2012, 11:52 AM ETApple's (AAPL +2.1%) sell-side fans are celebrating the company's win over Samsung (SSNLF.PK), though most see only a moderate impact on Android (GOOG -1.4%). BI estimates just 4% of Samsung's Q2 smartphone sales came from the U.S. Three issues that will be closely watched: whether Apple obtains an injunction on Samsung's hit Galaxy S III; what hardware changes Samsung will make to avoid legal trouble; and whether those changes will only apply to U.S. versions.
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This news story has 9 comments:
it's nice that Samsung and others make phones for people that actually have a brain.
At least Apple won't be paying Jon Ives for designing hardware that Samsung copies.
There are some that are going to buy blackberries. I was sitting in a restaurant last week and overheard a conversation between two people about a problem with their blackberries. The one announced he figured out how to solve the technical problem ... "You have to remove the battery and reboot." I thought to myself .... Nice design innovation. Remove the battery. Sweet.
Nokia and RIMM both opted to do their own designs rather than copy Apple. How did that work out?
Samsung made out like a bandit copying Apple. They rose to the top tier of smartphone manufacturers.
You compare MSFT vs. Apple on OS. MSFT had 95% of the market. Apple has around 30% market share of smartphones. Samsung has around 25%. Not too shabby for copying iphone designs.
You're off the mark when it comes to who is writing the code. Samsung isn't writing the code that infringes on Apple patents. Google writes the code. It's a function of the Android OS. So that not only affects Samsung it impacts other Android smartphones that infringe which is probably all of them.
Samsung is unique in that they also violated Apple's IP on Trade Dress.
Frankly, I think Samsung losing is good for consumers. Samsung can do their own innovation and come up with something that's different instead of trying to copy the designs done by Jon Ives.
Samsung is supplied by HIMX ( display drivers)....... Samsung supplies Display for Apple( so pretty good chance HIMX drivers are in Apple products already).... As PC market (Dell and HP supplied by HIMX) falls apart and more people move to smartphones and tablets ( supplied by HIMX but with better margins) the phone and tablet wars are going to increase in intensity. The upshot is I dont know who will ultimately win as a manufacturer, just that they are probably supplied by HIMX. thestreet also upgraded them on Friday from hold to BUY.
They also have great exposure to the Win8 launch, another catalyst in the back half of this year.
Disclosure I am long HIMX from $1.60 and have a price target of $3-$4 over 12 months.
http://ti.me/NsTOhb
He says in his article: "Samsung’s claim that its loss in the suit will only stifle competition is incorrect."
Read more: http://ti.me/SKMWuN
That isn't what Samsung said. This is what they said:
"Samsung was quick to issue a comment to that effect. “Today’s verdict should not be viewed as a win for Apple, but as a loss for the American consumer,” Samsung said in an official statement. “It will lead to fewer choices, less innovation, and potentially higher prices.”
Read more: http://bit.ly/SKMWuP
You could say that's "incorrect", but that would be gross understatement. "inane" would be a better choice of words.... Really, since Samsung can't copy Apple that leads to less innovation? Give me a break. Even if Samsung refuses to do their own innovation that's not less innovation. The only way you get less competition is if Samsung decides they can't innovate themselves and drop out of the smartphone market. I don't think Samsung would take that position.
Samsung is pulling the same BS that they did with "Apple invented rectangles with rounded corners". Apple never claimed they invented rectangles with rounded corners.