Separate names with a comma.
Discussion in 'Alternatives to iOS and iOS Devices' started by Tsepz, Oct 7, 2015.
Samsung's semiconductor business has been profitable its the their mobility division that has been showing poor numbers. Until we see actual numbers on the breakdown on the results, I'd say Samsung is no better off then they were last quarter.
Samsung electronics division is part of the mobile division.
Reports show this growth is from chip sales and not mobile device sales which has seen a further year on year decline.
Actually analysts expect Samsung Mobile to post a 24% increase in profit to $1.9B. While not a major contributor to the quarterly profit, it's would still be the first rise in 7 quarters.
It looks like price cuts on their mobile phones and sales of their low-mid tier phones helped as well. Not really good imo but the chip sales seem to keep them up.
issue is this is not down to phone sales..they need to cut down on the amount of phones they make
It's also worth noting that Samsung is cutting 10% of their hq employees with more redundancies planned for next year.
But the hardware chip manufacture & supply is part of the mobile division. ; )
You're right but the granularity of the report still does not show how their phones are doing.
There are 3 divisions inside Samsung electronics.
CE (Consumer Electronics: TV etc), IM(IT & Mobile Communications), DS(Device Solution:Memory & Chips).
Each division has always been broke down into separate sales/profit stats as you can see from a year old AppleInsider source. http://appleinsider.com/articles/15...ples-iphone-6-devastates-premium-galaxy-sales
If you need more confirmation, you can find out that from the Samsung global site.
I'm sorry but how can you possibly believe anything about Samsung from apple insider?
Maybe by doing a modicum of research yourself (and by modicum, I mean clicking 2 links that would take you directly to the source of that chart..the Earnings Release Q4 2014 report published on Samsung.com ) and not jumping to conclusions about any motive, you'd have figured that out on your own.
He wasn't making any conclusions about Samsung's performance but rather only clarifying how they report their numbers.
I can't say much about Samsung's future but I can summarize some analyst forecast on Samsung's 4Q2015 and 2016 here.
First, sorry for my bad English and Korean characters in this attached file (it is screen shot of analyst report and I annotated important word with English in red color).
In brief, they think/hope 4Q15 Mobile division(IM) number will be the same or less than 3Q15
Interesting takes from this analyst report.
* 4Q 2015 numbers are guestimates from a Korean security firm called “Korea Investment Securities”. Please bear in mind that most analysts in Korea tend to portrait brighter future for any Samsung related forecast.
1. They don’t see positive signs from mobile division during 4Q15 next quarter.
- Smartphone shipment: 3Q15: 83m -> 4Q15: 85m
- Smartphone Operating Income: 3Q15: 2.1(Trillion Won) -> 4Q15: 2.0(Trillion Won) *2TW ~ $1.9B
- Smartphone ASP: 3Q15: $226 -> 4Q15: $219
2. Over $300 phones (A, S and Note series) sales portions will slide continuously YoY and QtQ but med/low price tier under $300 can make it up in shipment and revenue amounts.
3. Interesting to see Products mix percentage numbers.
- 3Q15: 28% || 14% || 58% (over$300 || $200~$300 || under$200)
4. This is just my speculation. Indeed, as some news suggested, Galaxy S6/S6 Edge sales number might be similar or possibly lower than Galaxy S5.
- Over $300 smartphone portion among whole product mix is 2Q14: 38% -> 2Q15: 35% (2Q includes about 2 months of S series sales )
5. 2016 Forecast is not bright for mobile division either.
6. Samsung still sell 61 million feature phones in a year (2015)
* If any of you are interested in original document (PDF), link is here. I warn you that there are too many Korean characters but still you can guess what it means in most cases .
If Apple relying too much in the iPhone is a bad thing, then logic dictates that Samsung relying too much on Apple is a bad thing too, right? What will happen if in the future Apple is able to get more (if not all) of their chips from TSMC?
Also, I would love to see some numbers on the units sold (not shipped) for the Galaxy S6, Galaxy S6 Edge, Galaxy Note 5, and Galaxy S6 Edge+ rather than for all of their smartphones.
With Gold Rush analogy, Samsung can mine for gold(Galaxy phones) or they can sell wheelbarrows, jeans and pickaxes(chips, memory and displays). Unlike any other players in this smartphone industry, Samsung has been doing both and trying get more component business from other phone makers.
For example, Samsung's AMOLED display has been gaining more clients (Lumia 950, Huawai Nexus 6p, etc..) outside Mobile division recently.
- "UBI research says that Q2 2015 was a record quarter for the AMOLED market, with 56 million AMOLEDs shipped - an increase of 35% over the previous quarter (41 million panels) and 19% over Q2 2014 (47 million panels)."
- "IHS DisplaySearch says that while the global smartphone display market is contracting, AMOLED shipments are growing. The main reason for that is Samsung Electronics' use of AMOLED displays in low-cost phones, and the adoption of AMOLEDs by several Chinese phone makers."
Phones with OLED panel from Samsung in 2015 (source: linked in my previous post above)
I don't like Samsung's software/UX, business practice and corporate culture, but I can see that they diversified their business area comparatively well than other major players in this field.
Samsung can easily gain earnings just by selling there top a paper super amoled screens to ither oems but that would kill there position of have the best displays in the industry
Can you imagine cheap china clone phones with tge top best amoled screens samsung makes?
I personally cooled off with Samsung and AMOLED altogether. I like their products but after my family's relatives were asked to pay $1,500 to get their 6-year old, $4000 "50+ Full HD Samsung TV, I said no way to Samsung and their services. I like their S6 Edge design and their SoC's, but that's about it.
And I am still worrisome at the longevity of any display with OLED after seeing black blotches from a 15 month old Sony PS Vita phat. This wasn't burn-in either. Give me IPS LCD every time. OLED just doesn't last as long and the colors will start to fade the longer the screen is on.
My favorite brands for smartphones -
LG - Because they seem to be the only Android OEM to still offer removal battery and their innovations often get overlooked. I'll admit to having minor hiccups to their products but no gadget is perfect and those nitpicky issues is not something I will go crazy about like Howie Mandel is with germs. I can be OCD as anyone but not that looney like Howard Hughes was.
Xiaomi - Great prices for solid products.
Nokia - Simple. Affordable. Reliable.
Motorola - Simple. Affordable. Reliable. Moto E 4G is the best $50 smartphone ever. Like buying a smaller and cheaper Galaxy Note II without a stylus and weaker cams. But you get longer battery life, and near stock Lollipop. The $179 Moto G (2013) and non-4G $299 Nexus 4 (2012) look like ripoffs now compared to a $50 Moto E 4G (2nd gen).
And maybe I like Meizu or ASUS for excellent value too. Companies like HTC, Sony, and Samsung I no longer follow. For me, I go for practicality over design and value over overabundant features or better, slightly faster capability.
Simple. Affordable. Reliable. That's the three main areas I want to see in any smartphone. The idea of showing off to people I have this cool-looking phone which is covered in some case or whatever is so beyond me now. I could care less like the showoffs on Facebook. My favorite phones were always the most reliable ones. Not the prettiest or most expensive ones. My Samsung products were never that reliable. And they are going to the design over practicality philosophy which I don't like either. After owning a dud like an HTC One M7, I never want to go back at being a fashionista with my gadgets.