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Reports: Apple talking with Samsung, Ahrendts hatches big retail plans

  • The Korea Times reports Apple (AAPL) and Samsung (SSNLF) are once more in talks to settle their far-reaching global patent battle. A source: "Samsung has recently resumed working-level discussions with Apple and the key issue is how to dismiss all lawsuits ... Some more time will be needed to fix terms of details such as royalty payments."
  • The report comes after Apple reached a settlement with Google/Motorola Mobility that didn't feature a patent cross-license, and was awarded $120M in damages (less than a requested $2B) from a CA jury earlier this month in a Samsung suit. Apple is receiving undisclosed licensing fees from HTC as part of a 10-year settlement reached in 2012.
  • Separately, 9to5 Mac reports new retail chief Angela Ahrendts is laying out "a three-part vision for the future of Apple retail: an emphasis on China, mobile payments, and completely revamping the end-to-end Apple Store sales experience."
  • Apple has already said it plans to triple its Chinese store count to 30 by 2016, and has been reported to be working on a mobile payments service.  As part of her retail overhaul, Ahrendts is reportedly interested in "blurring the lines between Apple’s online and physical stores."
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Comments (13)
  • scott trader
    , contributor
    Comments (5719) | Send Message
     
    Cant wait to see how Ahrendts executes, a side note I read Apple is revamping the manhatten store with a great team of Architects....this company has nothing but exquisite good taste.....
    19 May 2014, 06:49 PM Reply Like
  • Skippy09
    , contributor
    Comments (1694) | Send Message
     
    "..this company has nothing but exquisite good taste..... "
    Very true, even their commercials blow away the competition.
    Which one do you like?
    "You have more power than you think?"
    OR
    "The next big thing is here." That line is even a copy from a Steve Jobs statement.
    19 May 2014, 10:47 PM Reply Like
  • aardvark3
    , contributor
    Comments (557) | Send Message
     
    Amen. It just keeps getting better.
    20 May 2014, 06:21 AM Reply Like
  • skibimamex
    , contributor
    Comments (466) | Send Message
     
    I just ordered 2 iPod Touches for our 5 and 6 yo, including AppleCare. With personalization, will arrive in 3 days -- amazing logistics. So I just parted with $760. the design quality was superb and the features robust. for us this was to leverage the content in their iPad Air devices (Christmas upgrade from original iPad 2 and iPad with Retina) and to stop them from commandeering our smartphones (both Samsungs) at restaurants. My 6 yo knows which restaurants she prefers based upon whether they have public WiFi. So the iPod as a "starter iPhone without the cellular data plan" is a viable entry mobility device that keeps them in the Apple ecosystem (they also have iPads at school too as the school has migrated to heavy reliance on individualized education using iPad apps)

     

    Of course our spoiled kids are the exception and we are probably bad parents willing to indulge in such excess. Nevertheless, it does indicate that there is a strong recurring revenue stream -- even though we only buy new iPods once every 2-3 years, that Apple can continue to monetize. I am sure that when they get old enough, if laptops still exist, we will be buying them Mac Airs or whatever they are called in 10 years.

     

    Apple is not a consumer electronics company, it is a design and luxury branded experience and it engenders tremendous loyalty leveraging across multiple platforms. Given that their content are all tied to iCloud, it will be a tough habit to break,...and frankly, I am not sure why one needs to. So even without growth on the next product line extension, the existing Apple platforms will likely continue to extract high gross profit dollars from the installed base.
    19 May 2014, 07:16 PM Reply Like
  • Budavar
    , contributor
    Comments (1393) | Send Message
     
    The South Korea source of the rumors of talks between AAPL + its Asian rival quite suspect?
    Per chance a leaked expression of inside hope by AAPL's "rival" which has been systematically looting AAPL's creativity for years?

     

    Are that S. Korean outfit's earnings nose-diving?
    Are their hundreds of millions of dollars spent on tasteless ads back-firing?
    Are the reports from their suppliers about warnings to slow down deliveries true?

     

    If any of above is true, what incentive AMZN does have to deal with them now, when just waiting that drama to unfold makes more sense?
    19 May 2014, 07:23 PM Reply Like
  • techy46
    , contributor
    Comments (7761) | Send Message
     
    Xiaomi is going to kill the Chinese market with the miPhone ($200) and miTab ($249) running Android.

     

    http://bit.ly/RQd0Ix

     

    http://cnet.co/1g9VvxS
    19 May 2014, 07:56 PM Reply Like
  • scott trader
    , contributor
    Comments (5719) | Send Message
     
    Kill the bottom end......I think the top end is building a nice moat....let bbry compete for the bottom ...
    19 May 2014, 10:25 PM Reply Like
  • duck fan
    , contributor
    Comments (38) | Send Message
     
    My daughter is now 30 years old. When she was 5 years old I had just bought my Apple IIe.
    I was trading online with it with Schwab this was even before I had internet. At this time my daughters kindergarten was equipped with Apple computers compliments of Apple. This was happening all over the USA. Brainwashing! Now as adults they LOVE anything Apple, now she's gone thru several IPods all the iPhones, an IMac , and a new PowerBook. It's an addiction but also the product is so terrific. Happy news for those smart enough to long the stock.
    19 May 2014, 08:25 PM Reply Like
  • SA User 74XXXXX
    , contributor
    Comments (716) | Send Message
     
    Michael Blair and other $AAPL shorts may have got China completely wrong. Apple may be the *chosen* western tech brand to thrive in China - chosen by the Communist Party :)

     

    Their mission is to give China's fledging tech industry a spiritual bump.

     

    Can I prove my hypothesis? No, but why China Mobile has to hand out massive iPhone subsidy while China can manufacture more smartphones than their ports can export in time?

     

    Not to mention the fact that iPhones are manufactured in a dedicated southern city with half a million people added to the working population to support Apple manufacturing activities. If you think the communists are concerned with the rice bowls of these half a million people, you can't read their bible of modernization.
    20 May 2014, 02:16 AM Reply Like
  • Shaduc
    , contributor
    Comments (1945) | Send Message
     
    "the *chosen* western tech brand to thrive in China - chosen by the Communist Party"

     

    Why did the state media falsely accuse Apple of inadequate after-sales service-- it was its authorised dealers, last year?
    20 May 2014, 02:45 AM Reply Like
  • Yesterdays_news
    , contributor
    Comments (1573) | Send Message
     
    What does she know about mobile payments?
    21 May 2014, 01:02 AM Reply Like
  • Shaduc
    , contributor
    Comments (1945) | Send Message
     
    Does it matter, Angela Ahrendts successfully ran by rejuvenating Burberry. She is the boss (delegation) to successfully carry out her vision for Apple's retail experience.
    21 May 2014, 01:21 AM Reply Like
  • Shaduc
    , contributor
    Comments (1945) | Send Message
     
    http://bit.ly/TsNRFk
    Ahrendts also oversees online retail. Earlier this year, Apple appointed former Delta executive Bob Kupbens to run online stores, and Ahrendts is said to have aspirations for more closely connecting the online and brick-and-mortar Apple retail experiences. Kupbens is known in the e-commerce industry for dramatically improving Delta’s Web customer service so he is likely a perfect compliment to Ahrendts and her knowledge in the physical retail space.

     

    She is also said to be intrigued by the Apple Store’s iBeacon location-tracking features and interactions with mobile devices.

     

    Indeed, the second critical area that Ahrendts wants to focus on in taking Apple retail into the future is mobile payments. As Senior Vice President Eddy Cue and former online store chief Jennifer Bailey assemble a team to build a mobile payments service for the iPhone, Ahrendts and new online stores VP Kupbens are seeking to improve mobile payments in Apple’s retail stores and mobile apps for both the online and in-person purchases. Ahrendts is said to be eyeing a major focus on blurring the lines between Apple’s online and physical stores in order to improve the overall experience for Apple customers.
    21 May 2014, 01:51 AM Reply Like
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