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Posts by tooltalk

  I think Sony Mobile Display is still in business - in fact, it is now part of Japan Display LTD.   HTC is moving from Samsung because of the AMOLED shortages (caused by the growing internal demand from Samsung Mobile). 
  Well, they couldn't compete with Samsung when they were financially better off back in the 90's.  Why are they going to all of sudden make *better* products now?   Everyone in the display business is losing money - except for Samsung.  Everyone in the semi business (memory) is losing money - except Samsung and Toshiba.  
    Well, hope it works out for Apple..  $3.9B sounds a lot, but Samsung spends that much in a month+. 
  can you backup your statement "Apple invested heavily in Samsung" with legitimate sources?  or are you talking about the measly $100M Samsung received in late 1990's?   That sounds a bit nonsensical - especially given that most Apple displays until Apple's new iPads were made by LG.  (And LG is still LOSING money)
  ever heard of Exynos? 
  Samsung's had a huge semi manufacturing complex in Texas for almost two decades now.   so what's $3.6B got to do with this again?   Did Apple pay for this?
  From what I understand Apple's investment in Samsung was pretty insignificant, $100M.   You have to remember that Samsung routinely spends billions to build / upgrade their manufacturing plants - or $41B in 2012 alone.
  It's more like 4.6% last year.  Apple's component sales accounts for only $7B of Samsung Electronic's $150B revenue in 2011 - not a fatal hit, especially considering 40%-50% growth in Samsung mobile's revenue/profit.
  Well, Apple wasn't just going after Samsung Mobile..  It was going after Samsung Electronics, as a whole.. 
  Samsung has been making mobile devices for at least a full decade longer than Apple and has sizable 3G/LTE patent pools. Samsung wasn't even a major player in the US smartphone market until last year - HTC was.   I'm not quite sure how Apple is going to work around this - there is really nobody out there big or reliable to enough to meet Apple's demand. 
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