I have no doubt that Apple licenses IP all the time from companies big and small. The reason they didn’t license Masimo’s patents is most likely that they firmly believe the patents have no merit. I think they will continue to try and prove that.
In the meantime, and assuming the above is true, the way Apple is letting this play out puts Masimo in a quite perilous position. This could end up very costly, even ruinous, for Masimo.
If Apple succeeds, which I think they believe they will, in getting all of Masimo’s claims invalidated some time later in 2024, Masimo will face a potentially massive claim for lost revenue from Apple due to the ITC ban. Masimo’s CEO’s surprise and dismay at Apple’s announcement to stop selling the watches tells the story, in my opinion.
In the meantime, and assuming the above is true, the way Apple is letting this play out puts Masimo in a quite perilous position. This could end up very costly, even ruinous, for Masimo.
If Apple succeeds, which I think they believe they will, in getting all of Masimo’s claims invalidated some time later in 2024, Masimo will face a potentially massive claim for lost revenue from Apple due to the ITC ban. Masimo’s CEO’s surprise and dismay at Apple’s announcement to stop selling the watches tells the story, in my opinion.