I think Bloomberg is taking a event and stretching it to the max like they always do. The products up for ban are older generation Samsung models that are at least two generations removed from Samsung's current offerings. The only thing I can see problem wise is if Apple takes the pinch to zoom features available in almost all smartphones and goes to war with that.
As for winners and losers
Apple: Neutral to Positive. its plus or minus depending on how public perception pans out. They will be ok in the US most likely but may have an image problem worldwide. They cannot rest on their laurels as the mobile phone market is very image conscience. Releasing the same thing year in and out will only work for so long before pundits start to trash it. They need to start putting that cash to work.
Samsung: Positive. They are still pushing to be the world largest cellphone maker and their scale alone will make it happen.
Google: Neutral to Positive. The android OS is going to be continually challenged in court so the litigation risk is going to be there. They are still innovating at a pretty fast clip though, so their growth will outlast that litigation.
Nokia: Negative. Overreaction to the news. They still have multiple problems with their Lumia line and Samsung is still releasing Windows phones.
RIMM: Negative. Same as Nokia
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