I don't know if you saw that there was an article about a week ago or so, behind a pay wall, claiming that Samsung had already run out of time to design the LT3 materials for the next years iPhone and they would have to reuse this years materials. That is the type of timeline we are talking about. Stopping material shipments does stop production. You make it seem like it is a simple scenario Samsung could easily overcome.
My assumption is that Samsung has been preparing alternative materials in case UDC were to stop shipments.
If Samsung has zero alternatives to UDC and would literally have to close their factories for a year, then why is UDC asking for such small royalties?
Do you believe that their business model will last longer and be more lucrative in the long run because they are only collecting a .75% royalty versus a 2% royalty?