Samsung

At the launch of Apple’s third-gen iPad, the company’s Marketing Chief Phil Schiller claimed the device’s new A5X processor with quad-core graphics provided up to 4x the graphics performance of NVIDIA’s Tegra 3 chip. Schiller also claimed the new chip provided 2x the graphics performance of the iPad 2’s A5 chip. NVIDIA was skeptical of the benchmark data behind the claims, but early benchmarks seemed to show A5X outperforming a Transformer Prime running Tegra 3 in the majority of tests.

New benchmark data provided by IGNshows the iPad 2’s A5 chip outperforming both the A5X and Tegra 3 with the A5X’s improved graphics going largely toward powering the new iPad’s high-resolution Retina display of 3.1 million pixels. The A5X shows a significant increase in performance over iPad 2 and Tegra 3 devices only when the chip is not forced to power the Retina display in “off-screen” benchmarks.

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Bloomberg quotes a Gartner analyst:

“I don’t expect Apple to replace Samsung any time soon,” Gartner analyst Sandy Shen said in an interview. “China Telecom [story] is the nation’s smallest carrier, so the extent to which they can help Apple is quite limited.”

The 16.8 percentage-point gap in China between Cupertino, California-based Apple and Samsung almost doubled from the third quarter. While Samsung is No. 1 and Apple No. 5 in China, the global story is different: Worldwide, Apple passed its Suwon, South Korea-based competitor to become the biggest smartphone vendor in the fourth quarter, according to Gartner.

When you consider that the iPhone is not yet made for China’s dominant carrier, which holds two-thirds of a BILLION customers, the news that Samsung is gaining market share on Apple is not surprising (15 million iPhones ride on incompatible China Mobile).

I will be surprised, however, if Apple does not close the gap next year. The sixth-generation iPhone will almost certainly work on China Mobile’s network.
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Image via Flickr user Glen Engel-Cox

Apple may not be hosting a temporary store this year at SXSW in Austin, Texas, but it is investing $304 million to increase its presence in the state by up to 3,600 employees. According to a statement from the State of Texas and Gov. Rick Perry, Apple’s new Austin campus will “double the size of Apple’s workforce” in the state for customer support and other administrative positions over the next decade. In exchange, cash-strapped Apple will benefit from $21 million over 10 years through the Texas Enterprise Fund. While it is mainly administrative positions mentioned in the statement, we reported in December that Samsung’s new $3.6 billion factory in Austin is now producing almost only Apple’s A5 chip for iPhone 4S and iPad 2. Gov. Perry said the following about today’s announcement:

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Following a report from Bloomberg in December featuring advice from analysts, we asked you if Apple should settle for up to a $10 royalty per Android device and not keep paying its lawyers to fight patent disputes. Today, Dow Jones Newswiresreports that Apple is interested in seeking settlements. According to the report, Apple “indicated a willingness to cut deals with competitors,” including Motorola and Samsung:
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The iPad 3 is going to look a lot like iPad 2—until you turn it on, that is. If the purported iPad 3 front glass spy shot on the right is an indication, the third-generation iPad (rumored for the March 7 unveiling) will sport almost identical appearance to its predecessor. Discovered by Apple.pro, a usually reliable source for Apple hardware rumors, the front glass part shows literally the same 9.7-inch size and shape as the iPad 2, even down to the home button and the round bezel. Compared to the iPad 2 digitizer assembly seen below, iPad 3 clearly has a longer ribbon cable going all the way to the side of the display. Apart from this aspect, the iPad 3’s front is mostly indistinguishable from iPad 2. It is widely assumed the iPad 3 will rock a 2,048-by-1, 536 pixel resolution display, and a set of manufacturing spy shots suggest that—surprisingly—Samsung is manufacturing those high-resolution displays and not Sharp or LG Display, as previously thought.

As Apple does not keep all its eggs in the same basket, the company could (and probably will) source iPad 3 panels from multiple suppliers. Interestingly, Samsung’s board of directors approved plans today to spin the company’s LCD display business into a new entity. The wholly owned subsidiary of Samsung Electronics, the new company is now called Samsung Display Company and it will merge with Samsung Mobile Display and S-LCD to improve competitiveness. The South Korean consumer electronics conglomerate said in a statement: “The display market is undergoing rapid chances with OLED panels expected to fast replace LCD panels to become the mainstream.”

Now, some media outlets speculate Apple will make a mistake by advertising iPad 3 as Retina-capable, arguing a 2,048-by-1, 536 display does not meet Apple’s Retina specifications. We deconstruct this myth right after the break.

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While Samsung does not think Apple can compete in the television market (and it is not alone), the company is moving aggressively to win over Apple’s fan base with the now infamous ‘Samsunged’ campaign— a cornerstone of the South Korean conglomerate’s communications strategy. So, who is behind those pesky adverts? Director Bobby Farrelly, who is the brother of movie director Peter Farrelly of the “There’s Something About Mary,” “Dumb and Dumber” and “Kingpin fame.”

However, it was Samsung’s ad agency 72andSunny that hired Farrelly to film a series of anti-Apple adverts depicting bored Apple fans waiting in line for a new iPhone. The mocking began last November and culminated with a 90-second Super Bowl commercial for the 5.3-inch Galaxy Tab device with a stylus. An interesting profile by AdWeek revealed some of the secrets and tactics marketers use to talk iPhone fans into considering Samsung products for their next gadget.

Click here for key takeaways.

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With Apple and Samsung caught up in ongoing patent disputes worldwide for various smartphone and tablet devices, the proposition of an Apple-branded HDTV would have Samsung once again defending its market share from Apple. This time it is in the living room—a market Samsung largely dominates. However, if you ask Samsung’s AV Product Manager Chris Moseley, Apple is not ready to compete with his company’s experience as a TV manufacturer, specifically when it comes to picture quality. Moseley talked to Pocket-lint in Prague at a Samsung press event:

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Apple iPad 3 rumors indicate a March 7 announcement with a 2,048-by-1, 536-pixel Retina display, quad-core A6 processor, improved cameras, and now LTE chip. The over-all design of the tablet will remain the same, according to the consensus, but the big new feature  will obviously be the new Retina display. Rumors also indicate LG and Samsung are manufacturing the display. ChinaTimes said in a new report this evening that Apple ordered a whopping 65 million 264PPI Retina displays from both LG and Samsung. Both have reportedly already begun production, as well. It is not clear if this number includes orders from Sharp, who is rumored to be building displays from the iPad 3.

For comparison, Apple ordered 40 million displays for the iPad 2. Today’s report indicates a substantial 60 percent to 70 percent increase over iPad 2. If these reports are true, Apple is thinking big for its new tablet.

The iPad 2 is currently the world’s hottest tablet due to selling 15.4 million during the holiday quarter. With a big feature like the Retina display, Apple could potentially blow these numbers out of the water. China, and other emerging markets, could contribute to the influx of sales.

So, when can you get your hands on one?

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Apple’s $46.33 billion dollar holiday quarter and the 73+ million shipped Macs and iOS devices are clear standouts in the newest NPD research note exposing Apple as the only brand to have grown sales in the all-important holiday quarter. The same cannot be said for rivals Hewlett-Packard, Samsung, Sony, and Dell, which all experienced missteps in holiday-quarter gadget sales. Five consumer electronics categories (PCs, TVs, tablets/e-readers, mobile phones and video game hardware) drove nearly 60 percent of all sales in 2011. Apple’s share of total revenue across these five important categories rose 36 percent year-over-year, according to NPD.

As a result, Macs, iPhones, iPods, iPads, Apple TVs and the company’s other consumer electronics gear accounted for 19 percent of all sales dollars. That is almost twice as much as No. 2 Hewlett-Packard. HP’s, Samsung’s, Sony’s and Dell’s sales dipped 3 percent, 6 percent, 21 percent, and 17 percent, respectively. Apple Retail was No. 3 in terms of revenue, right after No. 1 Best Buy and second-ranked Walmart. Staples and Amazon tied for fourth place to round out the top five—a repeat of 2010.

By the way, did you notice which two consumer electronics categories lack a dedicated Apple offering?

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The next iPad will have the name “iPad 3,” according to the consensus of rumors, and it features a faster processor/GPU while remaining the same size as the current iPad 2. Its unveiling is in a month (March 7th is the first Wednesday) and will be available (in Wi-Fi certainly) almost immediately after.

The big differentiator this year is the “Retina Display” with a staggering 2048-by-1536 pixel screen, likely made by Sharp/Samsung/LG. An Apple employee told The New York Times that the display was “truly amazing” and it must be with a pixel count that lies between the 21- and 27-inch iMacs squeezed into a 9.7-inch display. Consider: You can watch a Blu-ray movie at native resolution with over 100 pixels on the side and nearly 500 pixels below to “play with.”

Oh, by the way: How many megapixels is 2048-by-1536? Just over 3.

That screen sounds like it might take more juice to power, but Apple will add some extra battery capacity, which might make the iPad 3 slightly thicker. The battery life will likely continue with 10 hours as the baseline (why make the case slightly bigger or smaller otherwise?).

One of the unanswered questions is whether the Samsung S5L8945X inside will be a dual or quad core processor. While this is mostly a “speeds and feeds” type of question and will not relate too much to real-world performance, it would seem that the overwhelming evidence points to quad-core. Apple’s iPad 2 was one of the first dual core tablets and with NVIDIA getting set to announce a group of quad core phones, Apple’s once a year upgrade would suggest a quad. As the S5L8945X name implies above, there will be some extra horsepower on the GPU side as well.

LTE capability is also a big question. The radios for LTE will add some weight and cost, while also acting as a harder hit on the battery. However, with Apple’s once a year release cycle and the overwhelming amount of evidence that has tied Apple to LTE, it would seem that Apple will have a LTE iPad—but perhaps one not available at the launch. Next generation lower power LTE chips are just coming off the assembly lines at Qualcomm.

More, including Bluetooth, Camera, NFC, Gig Wifi, and Thunderbolt is available below:

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[youtube=http://www.youtube.com/watch?feature=player_embedded&v=sulfQHdvyEs]

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After taking a beating by Motorola over FRAND patents this month, Apple issued a letter to the European Telecommunications Standards Institute asking the body to establish consistent royalty fees for patents deemed essential to wireless standards, reported the Wall Street Journal. The body has a role in setting the standards related to GSM, 3G UMTS, and 4G LTE radio technologies.

Apple is involved in nasty patent disputes with Motorola, HTC and Samsung in courtrooms around the world, and it previously asserted in court documents that handset maker Motorola refused to license its essential patents on “Fair, Reasonable, and Nondiscriminatory” (FRAND) nature at rates offered to Nokia, Samsung and other vendors. According to the Journal:

Many mobile technology companies, such as Motorola Mobility Holdings Inc. and Samsung Electronics Co. Ltd., hold patents that became part of industry-wide standards. Standards bodies often require the patent holders to offer to license their patents to any company on a basis known as Frand, or fair, reasonable and nondiscriminatory. Questions about such commitments have arisen amid a flurry of patent suits between rivals in the mobile-device market.

Apple’s lawyer wrote in the letter: “It is apparent that our industry suffers from a lack of consistent adherence to FRAND principles in the cellular standards arena.” A copy of Apple’s letter was posted online by the FOSS Patents blog. Motorola recently likened its enforcement of FRAND patents to bank robbery: “It only takes one bullet to kill.” Samsung and Motorola reportedly demanded that Apple pay a 2.4 percent and 2.25 percent royalty, respectively, illustrating what the iPhone maker called are unreasonable FRAND licensing terms.

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Intel announced today the new 520 Series solid-state storage code-named “Cherryville” and a number of tech websites and blogs already have their reviews up. The Verge has a nice review round up, and MacWorld’s own review provides an extensive overview of the pros and cons of the device. Fabbed on Intel’s 25nm Multi-Level Cell process, the 520 boasts sequential read/write performance of 550/520MBps when using a system with a SATA 3.0 6Gbps interface. The spec sheet positions the 520 Series as a solution for media creators and tech enthusiasts.

Still, Samsung’s comparable 830 Series came in fastest during Tech Report’s review (see the chart below the fold), with sequential read/write speeds of 500/350MBps on a SATA 3.0 6Gbps interface. We reviewed the Samsung 830 and found it to be the fastest available. In addition, the 830 SSD is almost $150 cheaper and it is going into MacBook Airs soon, unlike the 520 Series that comes in a 2.5-inch form factor—so it only fits inside MacBook and MacBook Pros.

MacWorld’s review achieved read-writes of 303/324MBps (sequential) and 303/338MBps (random) with Xbench 1.3 and 456/241MBps in read/writes using Blackmagic benchmarking software with 4K blocks. The 520 Series also has lower-than-usual power requirements and delights with strong data protection and compression features…

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We saw the Android-iOS duopoly coming last summer. Now, the effects of this incredibly tight chokehold are becoming painfully evident to virtually every handset maker sans Apple and Samsung. According to a fresh NPD survey from this morning, during the fourth quarter of 2011 Android and Apple together accounted for over 90 percent of smartphone sales in the United States. No wonder RIM is sliding fast. The remaining 10 percent is up for grabs.

Apple, which seized the No. 1 crown from Samsung last quarter, and leapt past Samsung and LG to become the best-selling U.S. handset brand, according to NPD. The iPhone maker grabbed 43 percent of all U.S. smartphone sales, while Android devices accounted for 48 percent of devices. First-time buyers prefer Android (57 percent) to iPhone (34 percent). Smartphones in Q4 represented 68 percent of all cell phones in the U.S., up from 50 percent in the year-ago quarter.

Some perspective: HTC today reported fourth-quarter results and blamed Samsung and Apple for a 26 percent income drop. What’s more, HTC devices are nowhere to be seen on NPD’s list of the top five best-selling devices in the U.S.

Read below for more highlights…

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Research firm comScore is out with its latest numbers for the month of December, giving us a glimpse at the current United States mobile market. The report indicates that mobile sales are up-and-rising for the holiday month. comScore found that Google’s Android is leading with a 47.3-percent OS market share (rising 2.5 points) and Apple’s iOS is in second with a 29.6-percent market share (rising 2.2 points).

When it comes to device market share for both smartphones and non-smartphones on the OEM side, Samsung tops the charts with a 25.3-percent market share, which did not change from the previous month. LG and Motorola place second and third, both losing a small amount of market share during December. Apple comes in fourth in market share, and now boasts 12.4-percent of total mobile subscribers (rising 2.2 points).

The U.S. still ranks in as one of the world’s most important places for smartphones, with 97.9 million people owning smartphones during Q4 2011. When it comes to worldwide sales, Research Firm IDC  yesterday released its estimates for December. They found that Apple passed LG to become the third-largest smartphone manufacturer worldwide, with an 8.7-percent market share in Q4 2011, and a 6 percent market share in 2011 as a whole. Nokia remains in the top spot with 26.6-percent, followed by Samsung who has 22.8-percent. You can check out the graphs after the break for the full run-down:

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[youtube=http://www.youtube.com/watch?v=pS9sUm5Y0sg]
last year’s 

The iPhone maker is many things to many people and it is easy to overlook Apple’s powerful marketing amidst the popularity of its gadgets. Yet, the two are inseparably intertwined. No wonder well-known names in business are (again) taking cues from Apple’s marketing cookbook, including United States specialty retailer of consumer electronics Best Buy that uncharacteristically decided to break away from the usual Super Bowl advertising featuring celebrities, which seems to be norm these days.

Instead, its new approach calls for celebrating technology innovators, a concept Apple popularized back in 1997 with the “Think Different” campaign. According to Bloomberg, the retailer opted to feature Silicon Valley inventors, such as Instagram cofounder Kevin Systrom and camera phone pioneer Philippe Kahn who will help bring home the message at Sunday’s big game. From the mouth of Best Buy’s Marketing Chief Drew Panayiotou:

Big brands like to hire celebrities. We looked at everyone from George Clooney to Stephen Colbert. We believe the inventors are more than enough. I give those 125 million viewers a lot of credit. I think they’ll appreciate the story. […] They may not be at the same level as Steve Jobs, but they created some amazing stuff.

Eagle-eyed readers could point out that the retailer last holiday season aired Apple-focused adverts promoting its store-within-a-store displays, seen below. However, Best Buy’s latest creative concept marks a departure from its past Super Bowl campaigns that tapped celebrities, such as heavy metal rocker Ozzy Osbourne and teen heartthrob Justin Bieber. Meanwhile, a Taiwanese vendor is treading the fine line between originality and a display of disrespectfulness by featuring a Steve Jobs imitator to drum up excitement for its upcoming Android slab. Check it out that commercial in a clip included right after the break.

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European Union regulators today announced the launch of a formal investigation of Samsung over mobile patents to determine whether the South Korean conglomerate breached EU antitrust rules in its legal dealings with competitors. The investigation is focused on so-called FRAND patents, a common rule that stipulates a patent applying to the standard must be adopted on “fair, reasonable, and non-discriminatory terms” (FRAND). According to the press release, EU regulators want to figure out whether Samsung “used certain of its standard essential patent rights to distort competition in European mobile device markets, in breach of EU antitrust rules.”

The Commission reminds that Samsung a decade ago promised to let rivals license its mobile patents under FRAND terms. The full-blown investigation comes in the light of the lawsuits Samsung filed against Apple at courts in Germany, France, the Netherlands and other countries around the world, asserting copyright infringement related to patents essential to wireless telecommunications standards.

The case is “a matter of priority,” the document reads. Patent blogger explained, “The European Commission can’t wait until Samsung finally wins a ruling based on such a patent and enforces it, potentially causing irreparable harm.” The full text of the European Commission Antitrust Commission announcement can be found below.

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Apple just announced its Q1 2012 earnings in a press release a few minutes ago, which revealed very impressive numbers from the company. Apple revealed it sold a whopping 37 million iPhones during the holiday quarter, which now gives the company the No. 1 smartphone manufacturer spot —back from Samsung, who previously held the title. Earlier this month, Samsung gave estimates of 35 million phones sold during the holiday quarter. This means Apple beat the company by 2 million.

Check out the full announcement and the live blog coming up in a few minutes for more record setting figures from Apple.

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With the growing sales of Apple’s mobile devices and the ever-increasing popularity of smartphones (analysts projected 30+ million iPhones for today’s holiday quarter earnings call), it is no surprise that the Mac-maker is rising up the chip-purchasing ladder. According to research firm Gartner, Apple is now the world’s largest buyer of silicon parts, spending an astounding $17 billion on semiconductors in 2011 and accounting for a 5.7 percent share of total silicon buying.

That’s a 34.6 percent increase over 2010— enough to jump two spots ahead of rivals Samsung and the world’s leading computer maker Hewlett-Packard (soon to be displaced by Apple). Apple’s rise stems of strong sales of iPads, iPhones and its popular MacBook Air ultra-portable notebook family. Samsung ranked second with $16.7 billion worth of semiconductors in 2011, a 5.5 percent share. Computer makers Hewlett-Packard and Dell and cell phone giant Nokia round up the list of top five chip buyers with $16.7 billion, $9.8 billion and $9 billion worth of silicon parts, respectively.

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[youtube=http://www.youtube.com/watch?v=vOSgfvTC35A]

Samsung is continuing its anti-Apple rant with a new television commercial titled “Samsunged.” Once more, the South Korean conglomerate laughs off those who would wait in line for a new iPhone. The commercial opens with the familiar scene as line waiters get a visit from their Galaxy SII-toting friend, and they promptly feel envious over his phone’s turn-by-turn navigation capabilities.

When asked by a girl waiting in the line how much he had paid for the navigation app, the Android person responded: “I didn’t, Galaxy S II just has it – it just comes with it.”  To that, one of the Apple fans remarked angrily: “Ooooh, we just got Samsunged!”

It is also worth noting that the advertisement subtly pokes fun at the iPhone 4S’s same design as the iPhone 4, as well as its widely reported battery issues. The commercial starts out with the line’s awaiting customers eagerly watching a streaming video of the device they are hoping to buy being unveiled online, and upon seeing the device, one customer sighed: “Awe, that looks like last year’s phone.” The scene immediately transitions into the Galaxy S II user bringing his friends a white smartphone charger, presumably because their device’s battery is almost dead.

Apple fans are obviously going to be seeing more of these advertisements as the Super Bowl approaches. It is certainly interesting, though, that these commercials paint Samsung customers as hipsters.

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Samsung made a formal request with the U.S. District Court in California for Apple to reveal the intricacies of its contract with wireless chipmaker Qualcomm, who currently supplies chips for the iPhone 4S, CDMA iPhone 4, and iPad 2. Qualcomm is currently in a cross licensing agreement with Samsung, bringing up the question of whether “Apple’s buying Qualcomm chips is as good as paying for the patents.” The documents could potentially reveal Apple’s plans to move to Qualcomm LTE chips in future iOS devices.

Specifically, Samsung defense lawyer Dylan Ruga wants to know if Apple is considered a “Qualcomm Customer,” a term that is “defined in certain licensing agreements between Samsung and Qualcomm.” The request was discovered in court documents by Korea Times and later confirmed by Samsung Electronics spokesperson Lim Yoon-jeong. Korea Times reported:

Samsung Electronics is alleging that Apple has infringed on Samsung-owned patents that relate to technology embodied in chipsets used in Apple’s iPhones and iPads. The documents are expected to determine whether Apple is in fact a direct customer of Qualcomm — and potentially immune from Samsung’s suits — or whether it purchased its chips through an intermediary.

Here is an excerpt from the document that has not been released by the courts:
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