Originally Posted by ptran
Your IAP (ignorance*arrogance product) is through the roof! Ever heard of S-LCD, the Sony, Samsung joint venture that makes LCD panels for both companies?
Absolutely correct - many that have never studied the partnership and it's history make false assumptions on this "Joint" partnership assuming that Sony is somehow helping Samsung. They both benefit mutually but it was Sony that sought the relationship with Samsung so as to make money again as Sony was losing huge amounts of money and Samsung was at the the opposite extreme making huge profits and ready manufacturing capacity that Sony lacked on a World Market. As Americans we often see with ltd vision and Sony is not the Dominant player in the world market and they are not number one in Asia as they usually can dominate in the US - I believe Sharp will sell over 7 million LCD TV's this year and goals of over 10 million within the next two years. Sony gave up that market during it's infancy and are catching up and trying to find more capacity as they are now succeeding very well in LCD despite the trash talk that proliferates on this forum.
I like both Sony and Samsung but too many folks make assumptions that Samsung is the weak partner when in fact Samsung profit margins dwarfs Sony "PROFITS" in fact they were reported huge losses = No obvious profit.
Samsung is one of the quickest innovators in CE products and having to compete in LCD with Samsung forces them to rotate product lines faster as Sony's history has been sloooow and few new releases compared to Samsung and others - they are now forced into the leapfrog CE process to continue profits as they originally sat on the sidelines watching Sharp commit everything to LCD and become one of the dominant players in LCD world market. Nothing like competition and we are the beneficiaries.
They've both benefitted and yes they share in over 5,000 patents which excludes DNie for Samsung and I think it's the DRC that Sony excludes. Samsung has improved dramatically with their plasma and lcd's since the "S" series and I'd expect the "T" to leapfrog yet again and I wouldn't expect anything less (other than price
with Sony). There are rumors and a lawsuit pending from Pioneer Plasma that suspects there could be some piracy of their PDP technology by Samsung - don't know if there's truth but their PDP's did dramatically improve from the "R" to the "S" - at least they are setting the bar high and in the right place if they hijacked a little PDP enhancement tech - I know I'd choose Pioneer and Fujitsu if I were to hijack.
My interest is the Samsung 70" LCD (and the 65" D93 Sharp) which it appears they are letting Sony steal the show with theirs temporarily and very little press on it since last summer but I know I sure the hell cannot even consider the Sony without having won a Lotto. I do notice the 57" Samsung LCD is gradually dropping to near half it's MSRP of $10K July 2006 and I suspect it'll become half what it was just as they've done with it's 63" PDP has become a half it's original MSRP IMO and research.