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Apr 12, 2001
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Samsung is ringing the alarm bells, signaling that it may skip releasing a new Galaxy Note device this year due to the fallout from a global semiconductor shortage.

samsungnote20.jpg

As Bloomberg reports, Samsung's co-CEO Koh Dong-jin said during an annual shareholder meeting that there's a "serious imbalance in supply and demand of chips in the IT sector globally." Specifically, D J Koh said the Galaxy Note is a high-end device in its lineup and that it may be difficult for Samsung to release a new Note and S series device in the same year.
"Note series is positioned as a high-end model in our business portfolio," he said. "It could be a burden to unveil two flagship models in a year, so it might be difficult to release Note model in 2H. The timing of Note model launch can be changed but we seek to release a Note model next year."
Reuters reported earlier this week that Qualcomm is struggling to keep up with processor demand from Samsung. The wider implications of the shortage are still unclear; however, delaying a device that is usually launched annually would be significant.

The shortage is not expected to impact Apple, as it manufactures its own chips in partnership with TSMC. Samsung will be holding a Galaxy Unpacked event next week, when it's expected to reveal a new "A" series device.

Article Link: Samsung Says It May Skip Galaxy Note Release This Year Due To Global Chip Shortage
 
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nikaru

macrumors 6502a
Apr 23, 2009
755
762
Hopefully Apple, and the rest of the industry could move to 2-year release for iPhones as well so Apple could focus more on improvements rather than meeting tight release cycles and working on different generation of devices at the same time.
 
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LeadingHeat

macrumors 6502a
Oct 3, 2015
612
1,484
Hopefully Apple, and the rest of the industry could move to 2-year release for iPhones as well so Apple could focus more on improvements rather than meeting tight release cycles and working on different generation of devices at the same time.
The first half may be true, but the spreading thin of resources by working on multiple products at once probably isn’t. There are many separate departments within Apple, each working on their own thing. Hardware, chips, design, software, AppleCare, marketing, etc etc etc. They seem to be doing just fine working on and releasing products simultaneously :)
 
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Pangalactic

macrumors 6502
Nov 28, 2016
488
1,326
Can anyone please explain what exactly is causing the shortage and why can't Qualcomm and others ramp up production (at least in the short run)?
 
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ArPe

macrumors 65816
May 31, 2020
1,061
2,850
Thanks to bitecon and methereum miners for ruining another year and making silicon and energy even more scarcer for future progress.
 
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WilburMercer

macrumors newbie
Nov 20, 2020
13
49
Hopefully Apple, and the rest of the industry could move to 2-year release for iPhones as well so Apple could focus more on improvements rather than meeting tight release cycles and working on different generation of devices at the same time.
The iterative updates are better for consumers I think. It means when a new iPhone comes out, your 7 month old phone isn't that different.
 
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amartinez1660

macrumors 6502a
Sep 22, 2014
890
783
If it is a high end model then it’s probably not a mass selling economic model? Meaning it will sell a fraction of units of the cheapest ones hence using only a fraction of the chips manufacturing?

In any case, wow, hearing these resources getting scarce, most domains in the world requiring it, etc is an eye opener... didn’t remotely think of this shortage until news started coming out.
 
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4jasontv

Suspended
Jul 31, 2011
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Can anyone please explain what exactly is causing the shortage and why can't Qualcomm and others ramp up production (at least in the short run)?
It's complex, but most people are blaming three core things: the pandemic increased demand and slowed production, the US - China trade war, and that most transistors are made by TSMC, Samsung, and Intel. As for the last point, it's nowhere near equal distribution or production as TSMC makes far, far more than Samsung and Intel combined. The trade war means the US can't use any chips that are made from a smaller China-based operation such as SMIC, and some companies (most notably but not exclusively Huawei) purchased huge stockpiles early on during the pandemic draining any reserves that might have existed.

As for your specific question, Qualcomm gets much of its semiconductors from Samsung. And, last I checked, Samsung uses a decentralized business strategy that requires decisions to purchase components from themselves. This means that the division that makes Samsung chips doesn't have to supply Samsung electronics if they find other companies willing to pay more. Qualcomm is fighting for access to limited supply in a period of increased demand.
 
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iapplelove

macrumors 603
Nov 22, 2011
5,209
7,310
East Coast USA
Samesung should stop producing phones altogether- garbage company, garbage phones and garbage ecosystem. The only thing that’s keeping them afloat is the fraudulent campaign that the mainstream media has picked up. Samsung phones = trash.
I know plenty who are just plain sick of iphone, me included.
You really want a lack of competition?
 
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contacos

macrumors 6502a
Nov 11, 2020
668
1,927
Mexico City living in Berlin
maybe they had more chips if they didnt release a new device every other week. I was looking for an android device that is supporting Android 11+ for work the other day and I couldn't believe the amount of non galaxy devices that Samsung has. Its simply crazy. A Series, M Series and so on.
 
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GuruZac

macrumors 68000
Sep 9, 2015
1,556
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Would be nice to move to a 2 year hardware cycle since there’s just so little difference. I know others see that as a benefit, but the difference between the 11 Pro to 12 Pro is really small. However, the difference between the 12 Pro and the XS is big enough between camera upgrades, physical design, battery life, etc.
 
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