31–40 of 118 posts
It's not clear what they are talking about, Samsung Electronics, Samsung Electro Mechanics (their components business,) or the whole Samsung Group.
Earlier quoted context omitted.
I won't recommend Xiaomi to anyone I like, and the demise of Samsung phones in China is more "emotionally" driven, yes Samsung phones are expensive, but so do Oppo and Vivo. They are more out-marketed than "out-tech-ed".
I'm not anti Samsung, and having used Xiaomi, definitely not pro for them. That said, it's hard to deny the value they offer. In the premium market, Huawei is lapping them. Samsung used to vie for best camera. Now they're with Apple in lagging far behind the Pixel and P series.
>In the premium market, Huawei is lapping them
Where? In China? My personal opinion is when you dive deep, Huawei is more about marketing hype than substance. The tri-camera is Israel tech, they rely on Samsung for memory chip and OLED, things like their battery life achieved by furiously killing background apps might spur outcry elsewhere.
I think this is also where Amazon is leading the future to：Those who market the best win.
Earlier quoted context omitted.
Convenient narrative, but it's likely that this has more to do with their component business (nand, DRAM, LCDs, etc.) than their smartphone business. Samsung overproduced a bunch of memory just as demand fell through the floor. [1] Also, your article on Apple's smartphone profit share is from April 2018, so more like 2017 than 2018. Not sure how relevant that is to 2019 earnings. [1] https://www.wsj.com/articles/sams…
What about the fact that the Chinese manufacturers are taking over the Asian and European market, over Samsung and Apple who are both losing market share? They might not be making as much money, as they run much tighter profit markets, but they are basically taking over the market by undercutting the competition.
Earlier quoted context omitted.
Convenient narrative, but it's likely that this has more to do with their component business (nand, DRAM, LCDs, etc.) than their smartphone business. Samsung overproduced a bunch of memory just as demand fell through the floor. [1] Also, your article on Apple's smartphone profit share is from April 2018, so more like 2017 than 2018. Not sure how relevant that is to 2019 earnings. [1] https://www.wsj.com/articles/sams…
What about the fact that the Chinese manufacturers are taking over the Asian and European market, over Samsung and Apple who are both losing market share? They might not be making as much money, as they run much tighter profit markets, but they are basically taking over the market by undercutting the competition.
Also, remember that Samsung is still selling these components to Huawei, Oppo, etc., so it's not a total loss when they take market share.
Earlier quoted context omitted.
What about the fact that the Chinese manufacturers are taking over the Asian and European market, over Samsung and Apple who are both losing market share? They might not be making as much money, as they run much tighter profit markets, but they are basically taking over the market by undercutting the competition.
What about it? I'm sure that could also be affecting their earnings, we'll have to wait for the earnings report to find out the extent of it. But the current analysis and reporting right now points to major issues in the component side of the business. Also, remember that Samsung is still selling these components to Huawei, Oppo, etc., so it's not a total loss when they take market share.
Samsung's problems are just beginning. They're getting destroyed on every front, and basically all comes from China. On the phone front, they were used to selling phones at premium pricing only relying on their brand name. You don't have to look past Nokia or Blackberry to see how that will end. They're not really innovative, and while their devices are generally quality, they've pushed the price point too high. Xiao…
I won't recommend Xiaomi to anyone I like, and the demise of Samsung phones in China is more "emotionally" driven, yes Samsung phones are expensive, but so do Oppo and Vivo. They are more out-marketed than "out-tech-ed".
Comments here are out of their mind. Samsung's smartphone business hasn't been a profit center for quite some time. Majority of profit came from DRAM and NAND, and profit fall is directly attributable to recent price crash of both.
Samsung's problems are just beginning. They're getting destroyed on every front, and basically all comes from China. On the phone front, they were used to selling phones at premium pricing only relying on their brand name. You don't have to look past Nokia or Blackberry to see how that will end. They're not really innovative, and while their devices are generally quality, they've pushed the price point too high. Xiao…
Comments here are out of their mind. Samsung's smartphone business hasn't been a profit center for quite some time. Majority of profit came from DRAM and NAND, and profit fall is directly attributable to recent price crash of both.
What caused a price crash of both DRAM and NAND??
I'm not aware of a similar pattern in DRAM, which if anything has been suspiciously high for a while to the point that many assume price fixing was to blame as has happened in the past.