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Keith Dawson

The LED Patent Landscape

Keith Dawson
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goafrit
goafrit
5/1/2014 5:56:40 PM
User Rank
Photon
Re: The Patent Trajectory
As @Keith noted, Apple is just unhappy with Samsung for growing from being the errand boy of components supplier to becoming a person in the big league. It is like having the boy that picks the tennis ball coming one day to play final with you in Wimbledon. That is how Apple feels. All the money they paid Samsung was used to build a base to attack" them. But they are wrong. I wonder a world of no Samsung and Android, but only Apple/iOs - will not be too much fun for my pocket, at least.

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goafrit
goafrit
5/1/2014 5:53:33 PM
User Rank
Photon
Re: The Patent Trajectory
>> . I guarantee Apple is well awae of the risk and is working on a strategy to mitigate it. Tim Cook is the guy who built Apple's supply chain, after all.

Good luck to him, I mean Tim. If America has not become too risk averse and wage-conscious to outsource the manufacturing job, he could have found a fix. I am not sure they will in the next 10 years be close to anyone that can match Samsung. There is no electronics factory in U.S. That is gone. Europe is long gone. Foxconn is parts fixer. You are left with TSMC and Samsung. 

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goafrit
goafrit
5/1/2014 5:50:27 PM
User Rank
Photon
Re: The Patent Trajectory
>> Their displays for the Galaxy family are gorgeous;

It turns out that Gorilla class was supplied to Samsung by another vendor. I do not think they made it themselves. Cornning supplied that glass. It was not a Samsung innovation.

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kdawson
kdawson
4/23/2014 2:19:36 PM
User Rank
Editor
Re: The Patent Trajectory
Warren Zevon did say that, almost.

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Dr.LED
Dr.LED
4/23/2014 2:06:46 PM
User Rank
Luminaire
Re: The Patent Trajectory
"I need lawyers. Lots and lots of lawyers..."- what Neo would have said in 'The Matrix' if it was being filmed today...

Apple vs. Samsung:

http://www.eetimes.com/document.asp?doc_id=1322052 

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kdawson
kdawson
4/14/2014 12:57:59 PM
User Rank
Editor
Final report
iRunway has released their final report; this blog post had initially linked to the preliminary version. I have updated the link.

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kdawson
kdawson
4/14/2014 9:21:17 AM
User Rank
Editor
Re: The Patent Trajectory
It is risky that you arch-competitor is the #1 parts supplier.

Certainly is. It didn't star tout that way. At first Samsung was just a supplier to Apple; got into the phone business themselves in the last few years. I guarantee Apple is well awae of the risk and is working on a strategy to mitigate it. Tim Cook is the guy who built Apple's supply chain, after all.

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afritgo
afritgo
4/13/2014 3:31:25 PM
User Rank
Luminaire
Re: The Patent Trajectory
>> Their displays for the Galaxy family are gorgeous; not to mention the Retina displays they supply to Apple.

@Keith, few weeks ago, a Wall Street analyst noted that Samsung is the #1 threat to Apple, not in the usual market competition but in supply chain. Imagine if they stop fabbing their chips and supplying them these displays, there are limited global firms that can meet the demand and quality Apple needs. It is risky that you arch-competitor is the #1 parts supplier.

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kdawson
kdawson
4/10/2014 11:45:23 AM
User Rank
Editor
Re: The Patent Trajectory
Agreed Samsung's investment in R&D has stood them in good stead in the mobile market. Their displays for the Galaxy family are gorgeous; not to mention the Retina displays they supply to Apple.

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afritgo
afritgo
4/10/2014 11:32:16 AM
User Rank
Luminaire
Re: The Patent Trajectory
Samsung and LG lead in total numbers of patents, but many of these are in areas touching on display and backlighting, not general lighting.

When innovation moves from incremental to disruptive, Samsung has the lead to stay on course in the mobile devices ecosystem. Apple, Dell, HP and others do not commit resources as Samsung does in these investigations. As most commentators have noted, one of the defining factors to buy a mobile device is the display quality. You need to like what you see to open the wallets. This industry will continue to grow.

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