In a way it's a shame. Samsung makes really good LCD panels. But in time I think the competition will catch up, especially with piles of cash from Apple paid upfront. Samsung keep pushing their crappy Pentile displays in the meantime which are currently vastly inferior IMO. All of this sounds to me that the settlement or licensing discussions didn't get too far and they were way apart. Hopefully Apple will turn up the heat and crank out killer phones generations more advanced than Samsung.
One thing I know is that Apple won't compete with Samsung on Washer/Dryer combos.
Funny how all these news stories position this as "Samsung dropping Apple". When in reality Apple has brought LG, Sharp and Japan Display (consortium which includes Sony) online in volume over the last year. With Panasonic waiting in the wings
Apple accounted for 10% of Samsung's total sales this year. All that is going away
Regardless, Samsung's shennanigans cost them many billions, especially when you think about the value of Apple as a Samsung customer year over year. Who cares if they ever have to pay Apple what the court awarded?
It's disappointing. Like Apple/Google, Apple/Samsung made and could have made some outstanding products together.
However the consumer won't, Sharp and LG have been riddled with quality issues. There still are issues with LG's Retina display for the macbook. Samsung's have none. Every launch they've been there to pick up the slack. I'm all for getting away but it will be very interesting to see launches go moving forward.
I've looked a lot into this issue.
However, aside from some initial roll outs, I haven't seen any issues with the LGs. Currently my MacBook is 2 months old and I test it about an hour at a time with NO IR.
additionally. I use my MacBook some 10 hours a day, often with problems displayed for long periods of time.
So maybe it was an issue at launch but none here.
Actually Apple has been moving orders away from Samsung throughout the year; from some 15 million down to just over 1 million. By Q1 2013, all their LCDs will be from other suppliers. Samsung "terminating" some contract they had with Apple is moot. Long term, this hurts Samsung more than Apple; they are losing their biggest customer.
That's what I meant. This is Samsung's attempt at saving face by reporting that it is 'dropping' Apple. From where I'm standing, Apple has been cutting back on its Samsung supplies for some time now.
Outside of Korea and MacRumors, no one really believes this.
1. Apple dropping Samsung as the supplier of the Retina Display
2. Samsung, in response, shift to modify the Retina Display and use it for Android devices
3. Corp Executives in Samsung make some excuses on why this is happening by making some statements regarding how Samsung is terminating supply contract with Apple.
Samsung plans to offset its loss in Apple display business by selling more displays to itself. Okay, that makes a lot of sense...
Until Moto or HTC or some other Android manufacturer creates the next "must have" Android phone -- then all of a sudden Samsung will have a mountain of displays and nobody to sell them to. /thermonuclear
However the consumer won't, Sharp and LG have been riddled with quality issues. There still are issues with LG's Retina display for the macbook. Samsung's have none. Every launch they've been there to pick up the slack. I'm all for getting away but it will be very interesting to see launches go moving forward.
Sharps pains have been related to rolling out a new facility. Sharp has been making flat panel displays longer than Samsung and can make a great display. In fact, Sharp sued Samsung over much of the same IP type claims Apple is now suing Samsung. So Apple and Sharp should be good partners. Moreover, quality is consistent with Sharp. It is the only TV manufacture who makes all of its own displays. The Internet Boards are full of unhappy Samsung buyers who brought home a TV with a lower quality display than the one found at the store. On Amazon, Sharp consistently gets the best remarks for quality.
Panasonic recently said it wanted to stop selling TVs and focus on supplying companies like Apple displays. That is another potential partner.
Samsung has best display technology. This is really bad for Apple. But I think it is basicly a ploy by Samsung to discuss better terms for their patent dispute.
I'll be very interested to see how changing chip suppliers impacts the Samsung Fab in Austin. Apparently the $3.6 billion expansion of non-memory chip manufacturing was for the A5 and just opened in late 2011. That's a lot of billions for a big building.
I assume it can make other non-memory chips (particularly ARM) for Samsung.
Funny how all these news stories position this as "Samsung dropping Apple". When in reality Apple has brought LG, Sharp and Japan Display (consortium which includes Sony) online in volume over the last year. With Panasonic waiting in the wings
Apple accounted for 10% of Samsung's total sales this year. All that is going away
You said it better than I. Apple has been slowly kicking Samsung out of all its products. It has been bringing other partners on board, often times fronting the companies money to build the needed infrastructure. Recently we read rumors of Apple looking to have other companies build its processors. Apple will not let Samsung be able to say lots of Samsung tech is in the iPhone (like it did at the California trial it lost).
re: Retina display. There is nothing Apple can do to keep Samsung from cannibalizing technology they already have their hands on. They have a proven track record on that score. The only thing cutting ties with them will do is force them to reverse engineer on their own instead of handing it to them on a silver platter.
However the consumer won't, Sharp and LG have been riddled with quality issues. There still are issues with LG's Retina display for the macbook. Samsung's have none. Every launch they've been there to pick up the slack. I'm all for getting away but it will be very interesting to see launches go moving forward.
I'm quite glad that my rMacBook pro I just bought has a Samsung LCD - I was somewhat reluctant to buy it because of the ghosting problem with LG displays.
Apple accounted for 10% of Samsung's total sales this year. All that is going away
10% of sales, but not 10% of profits. The bigger impact is if they had planned on increasing panel output and what that will do to the margins in that business.
Anybody know how LCD panels are made-- is a large slab cut down to small displays? How big is the slab...?
edit-- a little Google help:
Manufacturing Process
The front glass plate and the rear glass plates are produced in different production lines. In most cases several (4-6) displays are produced on one glass plate. The rear glass plates is the substrate for the TFT production in case of active matrix LCDs. On top of the ITO layer, the transistors are created by a serious of PECVD and sputter steps. Then hard coat, polyimide and spacers are applied.
The front glass plate wears the colour filter layers, same as the rear glass plate ITO, hard coat and polyimide and the sealing.
In the assembly machine, the two glass plates are aligned, combined and fixed together, using UV hardened polymer spots. Then the raw panels are pressed together and heated in order to cure the seals and create a stable panel structure. Then the large panels are scribed and broken to the final display dimensions. The edges are ground. Now the singularised displays are filled with liquid crystal liquid and the opening in the seal is closed. The polarizers are applied to both sides. The display is ready. Following steps are mounting of electronic and packing.
Comments
Ha! Exactly!
In a way it's a shame. Samsung makes really good LCD panels. But in time I think the competition will catch up, especially with piles of cash from Apple paid upfront. Samsung keep pushing their crappy Pentile displays in the meantime which are currently vastly inferior IMO. All of this sounds to me that the settlement or licensing discussions didn't get too far and they were way apart. Hopefully Apple will turn up the heat and crank out killer phones generations more advanced than Samsung.
One thing I know is that Apple won't compete with Samsung on Washer/Dryer combos.
Funny how all these news stories position this as "Samsung dropping Apple". When in reality Apple has brought LG, Sharp and Japan Display (consortium which includes Sony) online in volume over the last year. With Panasonic waiting in the wings
Apple accounted for 10% of Samsung's total sales this year. All that is going away
Regardless, Samsung's shennanigans cost them many billions, especially when you think about the value of Apple as a Samsung customer year over year. Who cares if they ever have to pay Apple what the court awarded?
It's disappointing. Like Apple/Google, Apple/Samsung made and could have made some outstanding products together.
I've looked a lot into this issue.
However, aside from some initial roll outs, I haven't seen any issues with the LGs. Currently my MacBook is 2 months old and I test it about an hour at a time with NO IR.
additionally. I use my MacBook some 10 hours a day, often with problems displayed for long periods of time.
So maybe it was an issue at launch but none here.
I even tested a LG at bestbuy. Good to go
Quote:
Originally Posted by mjtomlin
Actually Apple has been moving orders away from Samsung throughout the year; from some 15 million down to just over 1 million. By Q1 2013, all their LCDs will be from other suppliers. Samsung "terminating" some contract they had with Apple is moot. Long term, this hurts Samsung more than Apple; they are losing their biggest customer.
That's what I meant. This is Samsung's attempt at saving face by reporting that it is 'dropping' Apple. From where I'm standing, Apple has been cutting back on its Samsung supplies for some time now.
Outside of Korea and MacRumors, no one really believes this.
The real story is probably like the following:
1. Apple dropping Samsung as the supplier of the Retina Display
2. Samsung, in response, shift to modify the Retina Display and use it for Android devices
3. Corp Executives in Samsung make some excuses on why this is happening by making some statements regarding how Samsung is terminating supply contract with Apple.
Quote:
Samsung plans to offset its loss in Apple display business by selling more displays to itself. Okay, that makes a lot of sense...
Until Moto or HTC or some other Android manufacturer creates the next "must have" Android phone -- then all of a sudden Samsung will have a mountain of displays and nobody to sell them to. /thermonuclear
Quote:
Originally Posted by thataveragejoe
However the consumer won't, Sharp and LG have been riddled with quality issues. There still are issues with LG's Retina display for the macbook. Samsung's have none. Every launch they've been there to pick up the slack. I'm all for getting away but it will be very interesting to see launches go moving forward.
Sharps pains have been related to rolling out a new facility. Sharp has been making flat panel displays longer than Samsung and can make a great display. In fact, Sharp sued Samsung over much of the same IP type claims Apple is now suing Samsung. So Apple and Sharp should be good partners. Moreover, quality is consistent with Sharp. It is the only TV manufacture who makes all of its own displays. The Internet Boards are full of unhappy Samsung buyers who brought home a TV with a lower quality display than the one found at the store. On Amazon, Sharp consistently gets the best remarks for quality.
Panasonic recently said it wanted to stop selling TVs and focus on supplying companies like Apple displays. That is another potential partner.
Samsung has best display technology. This is really bad for Apple. But I think it is basicly a ploy by Samsung to discuss better terms for their patent dispute.
Quote:
Originally Posted by AZREOSpecialist
Samsung plans to offset its loss in Apple display business by selling more displays to itself. Okay, that makes a lot of sense...
I tried once to bake some cookies and sell them to myself. Somehow I didn't get rich at that time. I wonder how samsung does the trick. ;-)
I'll be very interested to see how changing chip suppliers impacts the Samsung Fab in Austin. Apparently the $3.6 billion expansion of non-memory chip manufacturing was for the A5 and just opened in late 2011. That's a lot of billions for a big building.
I assume it can make other non-memory chips (particularly ARM) for Samsung.
Quote:
Originally Posted by Red Oak
Funny how all these news stories position this as "Samsung dropping Apple". When in reality Apple has brought LG, Sharp and Japan Display (consortium which includes Sony) online in volume over the last year. With Panasonic waiting in the wings
Apple accounted for 10% of Samsung's total sales this year. All that is going away
You said it better than I. Apple has been slowly kicking Samsung out of all its products. It has been bringing other partners on board, often times fronting the companies money to build the needed infrastructure. Recently we read rumors of Apple looking to have other companies build its processors. Apple will not let Samsung be able to say lots of Samsung tech is in the iPhone (like it did at the California trial it lost).
National pride at risk and it sounds like a "I dumped you first, so I win" type of comment...
Quote:
Originally Posted by thataveragejoe
...Sharp and LG have been riddled with quality issues. There still are issues with LG's Retina display for the macbook. Samsung's have none...
From what I read, Samsung does have very high yield rates on the screens, but I am sure the production is not 100% free from defects.
re: Retina display. There is nothing Apple can do to keep Samsung from cannibalizing technology they already have their hands on. They have a proven track record on that score. The only thing cutting ties with them will do is force them to reverse engineer on their own instead of handing it to them on a silver platter.
Apple should have cut them off long ago.
Quote:
Originally Posted by thataveragejoe
However the consumer won't, Sharp and LG have been riddled with quality issues. There still are issues with LG's Retina display for the macbook. Samsung's have none. Every launch they've been there to pick up the slack. I'm all for getting away but it will be very interesting to see launches go moving forward.
I'm quite glad that my rMacBook pro I just bought has a Samsung LCD - I was somewhat reluctant to buy it because of the ghosting problem with LG displays.
10% of sales, but not 10% of profits. The bigger impact is if they had planned on increasing panel output and what that will do to the margins in that business.
Anybody know how LCD panels are made-- is a large slab cut down to small displays? How big is the slab...?
edit-- a little Google help: source: http://www.crystec.com/crylcde.htm