Samsung

Here’s the story (via Daring Fireball). The short of it is that Verizon asks the court not to issue Apple’s requested injunction against Samsung products because an injunction “is not in the public interest… It significantly limits consumer options and crippling the free flow of goods to Verizon and its customers”.

The obvious response is what injunction wouldn’t?

The question is: why would Verizon throw its weight behind Samsung in this battle now that it has the iPhone?

Perhaps Verizon isn’t as happy with the iPhone and as they were in early 2011.

Notice the love start to peel away in the video below. Verizon CEO Lowell McAdam was expecting to have an iPhone 5 this summer and counts that as a reason for missing targets in the third quarter. Revenues overall are flat and Verizon isn’t seeing the LTE money they were hoping for. Samsung obviously sells a bunch of LTE phones and Tablets that Verizon wants to capitalize on (and has a lot invested in) including the Galaxy Tab 10.1, Droid Charge, and the Droid Nexus Prime due out later this year…

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Having a look at the otherwise impressive Galaxy S II phones from Samsung, I noticed that the USB AC power adapter had a ‘familiar’ feel to it. Turns out, it is almost an exact replica, within a millimeter in every direction.  Compare to their previous USB power adapter.

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UPDATE [Monday, September 26, 2011 at 11:30am ET]: The Sammy Hub blog pointed out that Samsung has replaced all the wrong icons by an “S,” as seen in another image after the break.

Spotted by the folks over at CNET, an Italian Samsung store actually has Apple logos in the backdrop. You’ll noticed circled that there are App Store and Safari logos. Alright we’re just going to put this out there, Samsung — what the hell happened here? With all of the legal proceedings going underway, we’d think Samsung would try to step away from this kind-of thing.

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An artist’s rendition of iPhone 5.

The Korea Times reports that Samsung “is seeking a complete ban” on the iPhone 5 sales in Korea – even before the handset is even released, let alone officially announced. Local carriers KT and SK Telecom have so far sold about 3.1 million iPhones in the country. The paper quotes an unnamed Samsung senior executive:

Just after the arrival of the iPhone 5 here, Samsung plans to take Apple to court here for its violation of Samsung’s wireless technology related patents. For as long as Apple does not drop mobile telecommunications functions, it would be impossible for it to sell its i-branded products without using our patents. We will stick to a strong stance against Apple during the lingering legal fights.

Another Samsung executive is “quite confident” about “a big breakthrough” provided Samsung wins in Germany, adding that “so will other envisioned efforts against such products as the iPhone 5”. The report goes on to mention that iPhone sports an LG Display-made screen, LG Innotek’s eight-megapixel camera, Samsung-made NAND flash and A5 chip and an NFC chip for wireless payment.

The twist in this case, of course, is the fact that Apple is Samsung’s biggest customer, buying displays, NAND flash memory and custom-built A4 and A5 chips for its products. It has been reported that Samsung may soon lose its iOS device processor contract as Apple turns to rival TSMC.

The manufacturing relationship means Samsung gets information about the innards of Apple’s non-released devices months before the actual manufacturing ramp up. This early access to Apple’s designs could have led Samsung to move with the iPhone 5 ban in Korea ahead of Apple’s official launch. On the other hand, Apple did not accuse Samsung yet of abusing its manufacturing contract to rip off Apple’s upcoming devices with its own products.

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The rumors have been going on for months, but Digitimes is today saying Apple’s new processor foundry is Taiwan Semiconductor Manufacturing Company (TSMC). The move by Apple is believed to be precipitated by Apple’s ongoing legal battles with Samsung, who has provided Apple with processors since the original iPhone was released in 2007 through Apple’s release of “its own” A4 processor and A5 iPad processor earlier this year.

Apple has recently signed a foundry partnership agreement with Taiwan Semiconductor Manufacturing Company (TSMC), industry sources have claimed. Under the terms of the agreement, TSMC will apply its 28nm and 20nm process technologies to produce Apple’s next-generation CPUs, according to the sources.

The contract appears to be long and lucrative for TSMC..

TSMC is believed to have quietly secured Apple’s contract, and even succeeded in extending the deal to cover the manufacture for the A6’s successor, the sources said.

In addition, the agreed contract quotes are favorable to bring little impact on TSMC’s profitability, the sources revealed. TSMC managed to negotiate a good price, allowing gross margins yielded by Apple’s orders to be similar to its overall gross margin performance at present, the sources indicated. TSMC’s gross margin for the second quarter of 2011 arrived at 46%.

The details weren’t released publicly and as can be expected, neither company is commenting on the move.

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[youtube=http://www.youtube.com/watch?v=ntSdfGzF60M]

Winrumors has posted a very thorough 11 minutes of an iPad 2 running iOS 5 compared to a Windows 8 Slate. The video above goes over almost every feature that these tablets offer, from lock-screen to social network integration.

Biggest difference? One has been available for a year and a half, the other won’t be ready for another year.
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A new report from Taiwan Economic News claims Apple’s main supplier Foxconn has significantly upped its iPad 2 shipment estimates from 14 million to  20 million units for Q3. The report notes this marks a significant “42.8% increase from its original projection” made in July. This confirms previous reports for third quarter estimates we told you about last week.

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Apple’s patent infringement claims against Samsung now include twelve courts in nine countries on four continents. Reuters reported this morning that Apple is now formally suing Samsung in Japan and seeking to block sales of Samsung phones and tablets in the country:

Apple has filed a suit with the Tokyo District Court seeking the suspension of sales of Galaxy S and its sequel S II smartphones and the Galaxy Tab 7 in Japan, according to sources close to the matter. The first hearing was held on Wednesday, the source said.

The iPhone maker is seeking 100 million yen, or approximately $1.3 million, in damages. Apple previously had filed four complaints before the Tokyo District Court, according to patent expert Florian Müller. Coincidentally, Japan is also another high-revenue market for Apple. Other countries where Apple took Samsung to court include Germany, U.K., U.S., Australia and more.

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Samsung, a producer of critical parts for Apple’s gadgets, may be on the verge of suffering another financial blow from Apple. A new report alleges that the Cupertino, California-headquartered personal electronics maker began lining up alternative suppliers for the A6 chip. The in-house designed processor should debut in iPad 3 next year and eventually make its way into iPhone 6 .

Trade publication DigiTimes has it on good authority that Apple recently visited an assembly line of packaging and testing firm Siliconware Precision Industries (SPIL). Based on what they saw, they concluded that officials from Apple are reportedly willing to discuss the possibility of working together on the upcoming A6 processor:

Apple recently conducted a visit to SPIL’s assembly line, and both parties discussed opportunities for cooperation, the sources revealed. SPIL stands a chance of becoming the first packaging and testing service provider designated by Apple, cutting into the supply chain of the vendor’s processor line, the sources said.

The report explains SPIL is likely to “snatch outsourcing orders” for the A6 chip. Needles to say, SPIL is denying the story, which is what companies caught up in juicy Apple rumors always do.

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According to a report from Dutch publication Webwereld (via Computerworld), Apple has once again submitted doctored evidence related to their claims of design patent-related infringement by Samsung, this time to a court in Netherlands. This further supports claims by Bas Berghuis of Simmons and Simmons (Samsung’s lawyer) that Apple has been “manipulating visual evidence, making Samsung’s devices appear more similar to Apple’s.”

“It surprises me that for the second time incorrect presentations of a Samsung product emerge in photographic evidence filed in litigation,” said Mark Krul, lawyer and IP law specialist at Dutch firm WiseMen. “This is not appropriate and undermines Apple’s credibility both inside and outside the court room.”

If you aren’t up to speed with the legal disputes between Apple and Samsung in Europe… a court in Germany already granted a preliminary injunction halting sales of Samsung’s Galaxy tab 10.1 tablet in the EU (which has been since lifted pending an appeal). We already heard about Apple manipulating images in that case related to the iPad and Galaxy tab. This time, however, the report claims Apple doctored images of the Samsung Galaxy S smartphone in comparison to the iPhone 3G.

Apparently the changes made the Galaxy S appear smaller than it actually is to closer resemble the dimensions of the 3G, which is odd given the fact Computerworld reports Apple has confirmed the Galaxy S does include “some non-identical elements, such as the slightly larger dimensions.” This supports the idea that Apple isn’t trying to secretly submit this evidence to the courts. Many have noted a German court’s decision to grant Apple with the original preliminary injunction on the Galaxy tab didn’t take the doctored images into account. In fact, patent expert Florian Mueller noted “the court’s decision was based on both Apple’s motion and Samsung’s pre-emptive opposition pleading” and also stated “Samsung is in a legally weak position against Apple. If Samsung wants to inspire confidence, it has to understand that half the truth is sometimes tantamount to a whole lie.”

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Apple is intent on stopping Samsung from marketing and selling “copycat” Galaxy devices in all of the European Union.

Apple has already tried to ban the Galaxy Tab 10.1 in most of Europe (injunction lifted), but today they are going even farther with their legal proceedings, asking a Dutch court to ban all Galaxy series devices. The ban includes the widely popular Galaxy S II, which has seen some success in Europe.

Apple’s complaint, seen by Webwereld, a Dutch IDG publication, seeks an injunction for the entire Galaxy series. This includes smartphones — the Galaxy Ace, Galaxy S and Galaxy SII — and tablets: the Galaxy Tab 7 and Galaxy Tab 10.1. Other Galaxy devices, like the Gio, Nexus, 551, Europa, Apollo and Mini are also involved, albeit only in a footnote in which Apple states, “It is expected that these devices are also covered by one or more of the patent rights invoked.”

On top of trying to ban sales, Apple is trying to push the thought of Samsung sending a letter to all of their partnered retailers within 14 days to end sales. Stated strongly:

For the record we would like to mention the fact that by storing, offering and/or selling of the above mentioned Galaxy smartphones [and tablets], you commit infringement of the intellectual property rights of Apple Inc.

The trial will take place in The Hague, Netherlands September 15th, and the judge said  if he grants any injunctions, they would take effect no sooner than October 13, reported Webwereled (via Computerworld)

According to analytics firm DisplaySearch, Apple has officially passed HP (by nearly 4 million units) to become the top PC manufacturer worldwide with a 21.1% share. However, these numbers are somewhat controversial given the fact it includes iPad sales in the stats, a device that makes up 80% of Apple’s total PC shipments in Q2.

The research notes tablet shipments are up almost  “70% Q/Q and over 400% Y/Y”, while notebook shipments were down 2% Q/Q. This just reinforces the fact that the iPad shipments greatly inflate Apple’s market lead in the “Mobile PC Market”. Even with incredible growth in the tablet market (thanks to the iPad), the 48 million notebook PCs shipped in Q2 2011 still greatly outweigh tablet shipments of 16.4 million. If you take tablets (iPads) out of the equation, Apple’s frenemy Samsung still tops the list for growth, up  44% for shipments Y/Y.

Apple shipped 3.9 million units more than HP’s 9.7 million units, making for a total of approximately 13.6 million MacBooks and iPads. The report also notes that PC shipment worldwide growth is on the rise even without Apple, noting  “non-Apple tablets reached over 5.6 million units for the quarter” putting Y/Y tablet shipments up 25%.

From the report:

“Preliminary results show a second consecutive quarter of Y/Y shipment growth rate decline,” said Richard Shim, Senior Analyst for DisplaySearch. “While part of the Y/Y decline can be attributed to a strong first half of 2010, the rising tablet PC shipment growth rate begins to point to notebook PC shipment cannibalization.”

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Variant of SSD that could go in future MacBooks Pros and Airs

We told you back in April that Apple was upgrading from Toshiba SSDs to Samsung-built drives in the latest MacBook Air lineup. Today a report from Anandtech notes the Samsung PM810 (a customized variant of the same drive currently ships in the 2011 Air) has received some substantial upgrades in its latest refresh.

Samsung has announced the PM830, the latest generation of the PM810, which is slated to pack a 6Gbps SATA 3 that provides up to 500MB/s reads and 350MB/s writes, according to Samsung.  That 150% to double the real world speed of the current Samsung Air SSDs and easily beats Apple’s Pro line options.

The new drive will also be shipping with up to 512GB capacity, a nice bump up from the current 256GB offered in the MacBook Air.

Normally it wouldn’t be much of a stretch to think that Apple might naturally include this upgraded SSD in the next MacBook Air refresh. However, with tension growing between Apple and Samsung due to patent related lawsuits (if you haven’t heard by now), more and more questions are being raised about the sustainability of Samsung being one of their main competitor’s part suppliers.

According to a story from The Economist, Samsung might turn out to be a much more important supplier than you may have thought. While companies like Taiwanese-based Foxconn are known to provide many of the cheaper components that make up Apple devices, the report notes Samsung “provides some of the phone’s (iPhone) most important components” including flash memory, DRAM, and processor components. However, they are also quick to point out Apple is one of “Samsung’s largest customers”.

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Digitimes is reporting Apple has turned to manufacturers other than LG Display (specifically Samsung and Chimei Innolux) due to issues with the 9.7-inch panel they’ve been producing for the iPad 2. Apparently LGD was not only unable to meet its July orders by approximately 1 million units, but also failed to meet Apple’s requirements in impact tests.

Due to the manufacturing issues with LGD, Digitimes reports they have now turned to alternate supplier (and rivals in the tablet market) Samsung. However, this may be only a temporary solution to the supply problems, as the report is quick to point out Samsung is directly competing with the iPad 2 with their Galaxy Tab 10.1 (the same device Apple just received a preliminary injunction for to halt sales in the EU).

According to the report:

“Samsung’s Galaxy Tab has head-on competition with the Apple iPad 2 in the end market. This would prevent Apple from sourcing more panels from Samsung.”

This might be an indication that Apple is focused on transitioning away from Android-related manufactures, if for no other reason, simply to avoid having to rely on their competition to supply vital components. Doesn’t look like LG’s  $500 million display deal with Apple will be getting extended anytime soon, and a recent lawsuit launched against Apple (linked back to LG) certainly doesn’t help either.

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Update: Samsung has issued the following statement (via TNW) addressing the court’s decision to grant Apple the preliminary injunction:

Samsung is disappointed with the court’s decision and we intend to act immediately to defend our intellectual property rights through the ongoing legal proceedings in Germany and will continue to actively defend these rights throughout the world.

The request for injunction was filed with no notice to Samsung, and the order was issued without any hearing or presentation of evidence from Samsung.

We will take all necessary measures to ensure Samsung’s innovative mobile communications devices are available to customers in Europe and around the world.

This decision by the court in Germany in no way influences other legal proceedings filed with the courts in Europe and elsewhere.

Reports are coming in that Apple has been granted a preliminary injunction for the entire European Union (excluding Netherlands) that will halt distribution of Samsung’s Galaxy Tab 10.1. This comes on the heels of a postponed launch of the device in Australia due to a lawsuit with Apple.

The decision by the Regional Court of Dusseldorf in Germany to block sales of the device comes after a judge sided with Apple on claims that Galaxy Tab copied key design components related to the iPad 2. While Samsung can appeal the court’s decision sometime in the next month, the Telegraph’s Shane Richmond is quick to point out it would be heard by the same judge. Apple is also said to have a separate lawsuit filed in the Netherlands as well.

Samsung had this to say in a recent statement about their legal disputes with Apple:

“Samsung believes that there is no legal basis for this assertion. We will continue to serve our customers and distributors and the sale of Samsung products will be continued.”

And Apple has made their stance on the situation clear…

“It’s no coincidence that Samsung’s latest products look a lot like the iPhone and iPad, from the shape of the hardware to the user interface and even the packaging. This kind of blatant copying is wrong, and we need to protect Apple’s intellectual property when companies steal our ideas.”

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[youtube=http://www.youtube.com/watch?v=U_vaZl0H56o]

TldToday has discovered in the recently released Macbook Airs speed is not consistent among SSDs. While running tests, TldToday found that the 128GB Samsung SSD in the 11-inch MacBookAir scored 246 MB/s write and 264 MB/s read speeds, but when he switched to the 13-inch model speeds dropped to 156 MB/s and 208 MB/s using a 128GB Toshiba SSD. Engadget ran similar tests and confirmed Tld’s findings. In the video above you can find how to check if your MBA has the faster Samsung, or the slower Toshiba. Let us know if you see speed differences in normal usage.

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Recently manufactured iPad 2 units have this Wise-View controller, a Samsung technology.  Previous iPad 2s had an LG chip. Photo: Chipworks

For all the talk about Apple reducing its reliance on frenemy Samsung and getting its chips and gadget parts elsewhere, iFixIt reports that silicon experts Chipworks have found out that newer versions of iPad 2 incorporate a new display driver from Samsung whereas iPad 2 units manufactured up to March 2011 used display driver labeled as SW0627B, “an LG display driver that dates back to the original iPad”. As for the new chip labeled as SW0627B, used in the original iPad and newer iPad 2s:

Chipworks’ latest batch of iPad 2s, however, seem to be using a new Wise-View chip. Little to no information can be found about the chip at this time, except that it appears to be a technology developed by Samsung. Sadly there’s no information on Samsung Semiconductor’s site regarding this display driver product line.

Despite lack of information, the Wise-View chip can be yours on Taobao for 24 Yaun a piece, or some $3.7. iFixIt speculates that Apple changing display driver suppliers may be “foreshadowing the release of an updated iPad with a higher-res screen”, providing no substantiation to support the theory, though. If you ask us, it’s just Apple at its best, covering all bases and making sure it doesn’t rely too heavily on a sole supplier.

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[UPDATE July 19, 2011 8:10 Eastern]: The article has been updated with a comment from Samsung included at the bottom. In addition, an Asian Economy story establishing family bonds between the case maker’s CEO and Samsung’s chairman, provided in the comments, has been added.

Apple is suing “the copyist” Samsung because they “imitate the appearance of Apple’s products to capitalize on Apple’s success”. Be that as it may, the similarities between the two tech giant’s gadgets are nothing compared to what other Asian knockoffs are doing for a living. Like Anymode Corp., which is in the business of designing, manufacturing and selling a blatant Smart Cover rip-off, pictured above and below. Conveniently dubbed the Smart Case – obviously because Apple trademarked it – the accessory comes in five pastel color choices. It too can prop a tablet upwards and it folds like Apple’s accessory as well. The Smart Case is designed exclusively for Samsung’s Galaxy Tab 10.1 – and not by a coincidence, warns our reader Jun.

Apparently Sang-yong Kim, the Anymode CEO, was “born in Samsung family”. Jun tells us – and you’re free to take it at face value – that the Anymode CEO “is nephew of the Samsung’s chairman Kun-Hee Lee“, the claim we were unable to verify at the time of this writing. UPDATE: This Asian Economy article establishes family bonds between Sang-yong Kim and Kun-Hee Lee. The 69-year old chairman of Samsung Electronics stepped down in April 2008 amid the Slush funds scandal, but returned at the group’s helm in March of last year. He is credited for improving the quality of Samsung’s design and products. Anymode is not even attempting to conceal the Samsung link. The company describes itself on a LinkedIn page as…

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In April, Apple originally filed a lawsuit against Samsung saying Samsung’s Galaxy Tab copied the iPhone and iPad. Soon after, Samsung filed a counter-patent suit against Apple and asked to see the iPhone 5 and iPad 3. Seeing the unreleased devices was denied by a judge earlier this year. This week Samsung has dropped their counter-patent suit.

The suit was dropped on June 30th, but Samsung will continue to fight patents with an earlier counter-patent suit.  While Samsung dropped the suit in the U.S., it won’t affect other patent suits they have. Besides the U.S., Samsung has lawsuits against Apple in South Korea, Japan, Germany, and the U.K.

Samsung’s spokesperson Nam Ki Yung told Bloomberg the counter-suit was dropped “to streamline the legal proceedings”. Nam also told Bloomberg, “Samsung will continue to actively defend and protect our intellectual property”.

Apple knows what it is doing in suing Samsung, right?

We hope so.

The soon to be biggest phone maker in the world, who has been making phones and patenting its technology since before Apple was making iPods, is suing Apple in the US after suing Apple abroad last week.  The move is in obvious response to Apple suing its biggest parts contractor for allegedly copying its iPhone and iPad designs with its Android phones and tablets. Samsung received the second-highest number of U.S. patents last year after International Business Machines Corp.

The lawsuit intensifies a legal dispute that began when Cupertino, California-based Apple sued Samsung earlier this month, claiming the Galaxy products “slavishly” copied iPad and iPhone technology and design. Samsung, which is also a supplier of some Apple chips, retaliated last week with lawsuits in Seoul, Tokyo and Mannheim, Germany.

In the U.S. complaint, Samsung accuses Apple of violating patents that “relate to fundamental innovations that increase mobile device reliability, efficiency, and quality, and improve user interface in mobile handsets and other products.”

The patented technology includes ways that a phone allows calls and Internet surfing at the same time; improvements in how text messages and attachments are sent; reductions in interference among mobile devices; and increases in the capacity of mobile networks, according to the complaint

Good times.

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Apple’s A5 chip has debuted with iPad 2, but the company’s already hard at work designing the A6, contemplating the A7 and thinking about the A8. Apple added more chip experts to their in-house silicon team and poached veteran engineers from Samsung and ARM earlier this month. A LinkedIn profile belonging to chip expert Eunseok Ji reveals he recently came on board as a senior Apple engineer, the role he played for years at rival Samsung. He counts advanced semiconductor skills in his profile, hard core stuff such as logic design, DFT, silicon testing and hands-on experiences on post-silicon bring-up and debugging of complex mixed-signal design for system-on-a-chip (SoC) solutions.

Why antagonize your silicon manufacturer by poaching such an expert? Okay, Samsung is a frenemy. But why lure an engineer away from ARM? This fabless semiconductor firm makes designs that power Apple’s iOS gadgets and the vast majority of mobile gear, for that matter. ARM’s Steve Ravet, who also joined Apple in March as an SOC prototyping engineer, is a twelve-year veteran who worked as a system verification engineer at Compaq and verification engineer at International Meta Systems prior to joining ARM as an electrical engineer.

His competencies include CPU validation and design, focused on FPGA emulation, silicon and board bringup, top level simulation and debug for ARM microprocessor cores and SOCs. I’m just speculating here and your guess is as good as mine, but I think you’ll agree such a hiring spree might be a tell-tale sign of a greater number of unique hardware features in upcoming Apple gadgets. Look no further than Apple’s current lineup of iOS devices.

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