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Eventually, Samsung will have to split its divisions into separate companies that can be more focused. Taking profits from chip making and using it support the phone business may seem okay, but long term that can hurt R&D and their ability to stay ahead in the foundry where they are way ahead of everyone. The reality is that no matter how good their phones are from a hardware perspective they are limited by Android and all the others in the market. They will never be able to drive significant profits like apple because of this limitation. Splitting the company up and allowing the phones to compete at the commodity level could prove more profitable for both the foundry and the phone. But a company that also makes vacuum cleaners, refrigerators, stoves, TVs, etc is just not focused enough to be successful long term. THe days of the huge conglomerates that do everything has passed. Huge but focused companies are working much better these days.
I've never understood when people say this. Companies aren't binary entities that can only do 1 of 2 things. Their fab group is focused on chips and components and their phone group is focused on their own silo. Chip profit helping to support other divisions is no different than the phone profit supporting other divisions when it (phones) was the major profit generator. Besides, Samsung is already split into several divisions that basically function as separate companies. From a practical standpoint they are only the giant conglomerate for reporting purposes.

Reminds me of when people say Apple needs to concentrate on/fix/update X instead of messing around with Y.
 
Honestly surprises me. I thought their galaxy phones did well.
My brother had a galaxy S something, and hated it. He said it was way too bloated with Samsung software that just didn't work very well. Now he has a Nexus phone and LOVES it. Simple and clean. No bloat ware. He says it's basically the android version of an iPhone.

I suspect now that the hype is over many people are saying the same thing. Too much fat in the Galaxy phones
 
Eventually, Samsung will have to split its divisions into separate companies that can be more focused.

I thought it was Samsung's Mobile Division that was hurting so badly. I think they do fine with chips, TV's, appliances. Their great selling point was the screen size back in the day. Apple basically neutralized that advantage when they introduced the 6 and 6+. Plus, as others have said, they make so many phones and many of them are not that profitable. Their feature phones and the mid-level shipments/sales may help market share but not profits. In the high end smartphone market there's not much that differentiates them from Moto, LG or HTC.
 
We don't really know the split between Samsung and TSMC. How did the developer of the app identify the chipset? Does it have an identifier? If not, then how do we know he didn't just make up a random generator?
 
My brother had a galaxy S something, and hated it. He said it was way too bloated with Samsung software that just didn't work very well. Now he has a Nexus phone and LOVES it. Simple and clean. No bloat ware. He says it's basically the android version of an iPhone.

I suspect now that the hype is over many people are saying the same thing. Too much fat in the Galaxy phones
Totally opposite for me. I have an S5 and love it. Touchwiz duplicates a lot of functionality but no one is stuck using it. The vast majority of it's functionality is easily toggled off/on. For those who don't like Touchwiz, there are multiple launchers available including Google's vanilla Now Launcher. The hardware is great and the software can be configured to suit the individual. My bud has a Nexus phone as well. Doesn't run vanilla Android though. Like me, he runs Apex Launcher.

Anecdotes man, I tell ya.
 
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I've never understood when people say this. Companies aren't binary entities that can only do 1 of 2 things. Their fab group is focused on chips and components and their phone group is focused on their own silo. Chip profit helping to support other divisions is no different than the phone profit supporting other divisions when it (phones) was the major profit generator. Besides, Samsung is already split into several divisions that basically function as separate companies. From a practical standpoint they are only the giant conglomerate for reporting purposes.

Reminds me of when people say Apple needs to concentrate on/fix/update X instead of messing around with Y.
I cannot remember one post where we have agreed on something. It is interesting that we are so opposite on just about everything. So lets see if we can agree that the sky is blue. lol :p
 
Samsung Semiconductor Division: "Record profits due to component sales to Apple."

Samsung Mobile Division: "Excellent, now we finally have the resources to sue our biggest competitor out of business."

Samsung Investors: "What, me worry?"
 
Samsung made money because of iPhones.

That is a terrible thing to tell investors.
Lots of money is being made in the Apple peripherals and accessories markets, so riding Apple's coattails is a fine business plan. Samsung could be more upfront about it being their strategy, but wise investors look a a company's actions and performance, not just their press releases.
 
My brother had a galaxy S something, and hated it. He said it was way too bloated with Samsung software that just didn't work very well. Now he has a Nexus phone and LOVES it. Simple and clean. No bloat ware. He says it's basically the android version of an iPhone.

I suspect now that the hype is over many people are saying the same thing. Too much fat in the Galaxy phones
i still have my nexus s, which is basically the galaxy s minus the samsung stuff. loved that phone so much. old chap went to sleep when the nexus 5 came.
 
I cannot remember one post where we have agreed on something. It is interesting that we are so opposite on just about everything. So lets see if we can agree that the sky is blue. lol :p
Not at night. :D Seriously though, I've agreed with a fair number of your quotes; indicated by my thumbs up. I rarely comment on quotes I agree with. I think the thumbs up does the job.:) We were in total 100% agreement about the Apple Watch launch. I even drafted a beautifully empathetic post about your travails with receiving Apple Watches for you and the Mrs. I had all the feels for you waiting for those watches. We disagree on things because you're an Apple fan and I'm more device and company agnostic. It's totally okay though. Even in disagreement you've never been antagonistic or discourteous. I see it as healthy debate. If it's any consolation, I disagree with my wife too. It's just better to disagree with you because you can't make me sleep on the couch.
 
Not at night. :D Seriously though, I've agreed with a fair number of your quotes; indicated by my thumbs up. I rarely comment on quotes I agree with. I think the thumbs up does the job.:) We were in total 100% agreement about the Apple Watch launch. I even drafted a beautifully empathetic post about your travails with receiving Apple Watches for you and the Mrs. I had all the feels for you waiting for those watches. We disagree on things because you're an Apple fan and I'm more device and company agnostic. It's totally okay though. Even in disagreement you've never been antagonistic or discourteous. I see it as healthy debate. If it's any consolation, I disagree with my wife too. It's just better to disagree with you because you can't make me sleep on the couch.
Very well responded... Now back to the serious stuff.

I love companies that are focused. Apple has their hands in several fires. They have music, videos, phones, computers, software, tablets, TV, and cloud services. But.... they are all integrated and they are all built on common technology. Google is similar although they are starting to diversify a bit (Apple and cars could be the same, we will see). But a company like Samsung is another story altogether. There is no commonality or integration in several of their divisions/companies/lines/whatever.

Great companies know how to take what they are good at and leverage it in many directions. Google was great at search engines and selling ads. Pretty much everything they do is either an extension of or in support of their core. They are focused and they continue to succeed. They struggle in the same way that MS is struggling, in that they were never hardware companies. They did fine with Android the OS, but they have struggled with the actual phone hardware.

How does Samsung work? I have no idea... but my guess is that they are an opportunistic company, jumping on anything that looks like they can make money at. Nothing wrong per say, but this means that you are not able to leverage talent and resources across everything you do.

Although it is true that I have thrown my fate in with Apple, I did not do it as a fanboy, but as someone who works in the technology industry and values above all, integration, compatibility. stability and ease of use. Apple's approach has been slow (everyone always complains that they are a few years behind someone else - often google), but they are highly focused on ensuring that all there products work with each other at the hardware, OS, software and services level. They don't always succeed but I find they do a better job than most and it gives me peace of mind.

Samsung has android and tsien on their hardware and the two don't talk. They cannot use most of their knowledge and capability learned in the foundry to build better TVs or the skills from building TVs for building dishwashers. There is no economy of scale. There is no synergy. This is what I mean by lack of focus. Apple can fix bugs while developing new stuff because all their people do all the same things, so moving them around is easy (for google and MS its actually easier since they have little hardware). Not so for Samsung. So Agility becomes a problem. So a non agile and non focused company.

Yes this is what I think is wrong.
 
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That's a good boy Samsung. You just keep making those chips and displays and leave the products to Apple. Here's a dog biscuit....
 
So much irony in Same-song selling more phones than Apple, losing money doing so and then making up for it by selling chips to Apple.

No, Samsung doesn't lose money by selling more phones. However, their ASP has been going down.

One problem was that they went from being a primary source of larger phones, to just one of many. For example, Apple has hugely benefited from following Samsung into large phones, especially in China.

A little misleading headline. Both the hardware parts AND phones contributed to the profit growth.

Correct. Phone sales were up, at 81 million for the quarter over 72 million the previous quarter.

Analysts calculate that phone profits are up 24% over last year.

Perhaps they mean that the majority of the profit came from chips/screens.

Yes, that's what they meant, although that breakdown is actually an estimate from analysts right now. Samsung will be putting out official numbers later this month, and that's when we'll probably know more.
 
Correct. Phone sales were up, at 81 million for the quarter over 72 million the previous quarter.

According to Mashable, "Meanwhile, Samsung's profit from its smartphone division likely declined from a year earlier even as the company's handset shipments are believed by analysts to have gone up. That's partly because one of Samsung's most expensive smartphones, the Galaxy Edge with a curved display, is lagging in sales because of production constraints. A large chunk of Samsung's handset sales came from its mid- to low-end smartphone models that were not as profitable as Apple's iPhones."

I think there mobile division had several straight quarters of decline and in July the WSJ reported that their performance was "disappointing."

It's almost like Samsung is becoming just another generic vendor in the high-end Android smartphone market. It almost seems like they are living off of the halo effect of their previous successful marketing campaigns but I'm not sure brand loyalty is as high with Samsung as it with Apple.
 
I Love the iPhone but I can say that if Samsung would ditch Android & make their own OS thats like iOS then Apple would be in big trouble because I think you would see alot of Apple Fans go to Samsung. You gotta keep in mind that the reason why most iPhone useres choose the iPhone is because its the only smart phone other the Windows that dont run Android & Windows is worst the Android.

I actually really like the frame of the phines, screen, and feel of the Galaxy s6. ..i just deteste the way Android works with documents and OSX.
 
I Love the iPhone but I can say that if Samsung would ditch Android & make their own OS thats like iOS then Apple would be in big trouble because I think you would see alot of Apple Fans go to Samsung. You gotta keep in mind that the reason why most iPhone useres choose the iPhone is because its the only smart phone other the Windows that dont run Android & Windows is worst the Android.
Dont get me wrong I do Love Apple but one thing most if not everyone hate about Apple is nomatter what they make they alleays gota charge 2-3 times as much as everyone else and the main thing most hate about ios is how Apple wont let us remove their Apps dont get me wrong some of Apples apps are really nice but their are a few that most dont like.
 
I Love the iPhone but I can say that if Samsung would ditch Android & make their own OS thats like iOS then Apple would be in big trouble because I think you would see alot of Apple Fans go to Samsung. You gotta keep in mind that the reason why most iPhone useres choose the iPhone is because its the only smart phone other the Windows that dont run Android & Windows is worst the Android.

Samsung already has developed their own OS called Tizen which they use on their watch. The OS is not strictly the reason why people choose the iPhone.
 
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They dont use this on the galaxy & most other smart phones though most of their smart phones are android

Samsung already has developed their own OS called Tizen which they use on their watch. The OS is not strictly the reason why people choose the iPhone.
 
Samsung already has developed their own OS called Tizen which they use on their watch. The OS is not strictly the reason why people choose the iPhone.

I can only speak for myself obviously, but if I could get a phone that ran iOS that Apple didn't make, like say an I'd buy it. For me it is the OS.
 
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