It's possible that Apple is starting to see some cracks forming in its patent firewall and is now opting to license rather than risk further challenges. If that's the case, they may well offer Samsung and other vendors more reasonable terms in order to take the courts out of the picture.
If Apple and Samsung finally settle between now and their next court date in December, that will be a strong indicator that this is what's happening. On the other hand it's also possible +Nilay Patel is right and the much smaller HTC is feeling the pressure and Apple wants to refocus on Samsung and Google. http://www.theverge.com/2012/11/10/3629516/why-apple-and-htc-settled-their-patent-litigation
We'll probably have a clearer picture in the next 6 weeks.
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