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Samsung, Qualcomm will fight together against Broadcom
Samsung and Qualcomm will unite in an antitrust dispute trial against Broadcom. Both firms have agreed to do so as they have suffered from long-term exclusivity agreements that the US-based semiconductor company demanded they sign.
Per the Korea Fair Trade Commission (KFTC) and BusineesKorea sources, a representative of Qualcomm will attend a KFTC plenary session on Broadcom in June. “Qualcomm has expressed its intention to stand as a witness for Samsung Electronics.”
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Broadcom was put under investigation by the KFTC for allegedly forcing Samsung to sign long-term contracts for buying smartphone components for three years. Last year, Broadcom submitted a consent resolution plan to provide $15 million as a win-win fund to companies that suffered damages.
The Korea Fair Trade Commission plenary session will determine whether the organization will finally accept or reject Broadcom’s proposal. If the consent resolution is finally accepted, the case will be closed and Broadcom will avoid legal penalties.
Samsung is opposing the consent resolution, arguing that Broadcom’s proposed $15 million win-win fund falls far short of the actual damages it caused. It demands that Broadcom promise to compensate for huge damage or substantial sanctions such as fines be imposed on Broadcom.
Yesterday’s enemy becomes today’s friend
Qualcomm will participate in the KFTC’s plenary session next month to lend its support to Samsung. It was Qualcomm, not Samsung, that reported Broadcom’s abuse of power to the KFTC in the first place.
Although it asserted that Broadcom’s enforcement of a long-term contract with Samsung prevented Qualcomm from selling its products to Samsung, Qualcomm also had a reason to seek a war of revenge against Broadcom.
Broadcom had previously reported Qualcomm to the KFTC over rebates. In 2009, Qualcomm was fined more than $151 million. In 2017, Broadcom attempted to acquire Qualcomm but failed due to opposition from US authorities.
Qualcomm was accused of using its patent rights to collect excessive fees while selling components to Samsung. In 2017, the KFTC caught Qualcomm on that charge and fined Qualcomm $755 million.
It was the largest-ever fine levied on a single company in the history of Korea. Qualcomm sued, claiming the penalty was unfair, but after more than six years of legal battles, the Supreme Court upheld the fine in April.
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Samsung is considering to launch an FE-branded Galaxy Z Flip 7 next year. The company reportedly entered a review of plans to introduce an affordable foldable phone this year. There is speculation that the rumored Galaxy Z Fold 6 FE might not debut this year.
According to TheElec, Samsung has been planning to launch the Galaxy Z Flip 7 FE next year. It may be cheaper than the regular variant in favor of a downgraded display and processor. However, Samsung’s pricing strategy would be worth seeing for its first affordable Flip phone.
This year, the South Korean tech giant is expected to launch only two foldable phones. While there are no signs of a Galaxy Z Fold 6 Ultra, the Fan Edition may also be canceled in review. Therefore, an FE lineup of foldable phones – Flip and Fold will likely join the segment in 2025.
Samsung could hold the next Galaxy Unpacked on July 10 in Paris. At the event, the company may not only launch new foldable phones but the Galaxy Watch 7 series and Galaxy Buds 3 Pro could also be launched. Well, Samsung hasn’t officially confirmed the event so far.
We are also hearing that the Exynos 2400 might not be employed in the Galaxy Z Flip 6 this year. The company has reportedly tested it but the chip has failed to offer satisfactory results. This means the Galaxy Z Flip 6 will also use Snapdragon chip internationally.
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Samsung is rumored to bring 16GB RAM to the Galaxy S25 Ultra. It’s going to be a big upgrade over the recently released flagship phones by Samsung. Meanwhile, it shows the company is taking a U-turn on its decision to reduce the RAM, starting with the S22 Ultra.
Chinese vendors continue to increase RAM on their flagships. Samsung has either reduced or stuck with the same configuration. Well, a major shift seems to be loading, with Samsung Galaxy S25 Ultra being equipped with 16GB RAM, keeping the base storage unchanged.
X user Sawyer Galox claims that the Galaxy S25 Ultra could have increased RAM than the S24 Ultra. The input is based on what specifications are being tested on the prototype model. Notably, Samsung’s S20 Ultra and S21 Ultra debuted 16GB RAM variants.
Starting with the Galaxy S22 Ultra, the South Korean tech giant has reduced the RAM to 12GB. This continued with the Galaxy S23 Ultra and Galaxy S24 Ultra. As Gemini Nano v2 is also rumored to be available in the next flagships, more RAM may be required.
Galaxy S25 Ultra
• 12GB + 256GB
• 16GB + 512GB
• 16GB + 1TB• 6.9 inch
Confirmed in prototype 3 ✅️
— Sawyer Galox (@Sawyergalox) May 8, 2024
Apart from this, a new design language is expected to be introduced with the Galaxy S25 series. After following its signature design from the Galaxy S22 Ultra, the company’s next Ultra flagship would finally bring a much-anticipated design refresh.
As far as other specifications are concerned, an upgraded display with 3000 nits of peak brightness and Snapdragon 8 Gen 4 for Galaxy will likely come. The camera department may also be enhanced with the arrival of enhanced image sensors.
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Apple is targeting over 9 million OLED iPad Pro shipments this year. On May 7th, the company launched its first OLED display iPad models. South Korea’s Samsung Display and LG Display are slated to supply OLED panels for the iPad Pro 2024.
Omdia estimates this year’s OLED tablet shipments could be 12.1 million units. The volume of hybrid OLED tablets is 8.12 million units (61.7%), debuted with the Apple iPad Pro 2024. Omdia’s forecast for hybrid OLED tablet shipment of 8.12 million units is mostly iPad Pro OLED.
Recently, TrendForce predicted that this year’s OLED iPad Pro shipment to be 4.5 to 5 million units. The market research firm estimated that the price of the new iPad Pro has increased by $200, which could partially eat into the demand for the OLED iPad Pro.
There’s a major difference in figures. Do note that Omdia’s forecast is based on panels, while Trend Force’s forecast is based on finished products. TrendForce noted that OLED panel shipments could be at least 10% higher than OLED iPad Pro shipments.
Image: Apple
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