Comments on: Samsung Q4 15A – King of volume https://www.radiofreemobile.com/samsung-q4-14a-king-of-volume/ To entertain as well as inform Fri, 18 Apr 2025 06:25:09 +0000 hourly 1 https://wordpress.org/?v=4.9.26 By: windsorr https://www.radiofreemobile.com/samsung-q4-14a-king-of-volume/#comment-1064 Sun, 10 Jan 2016 07:54:27 +0000 http://www.radiofreemobile.com/?p=3094#comment-1064 HI Tim
This is true but if you look at the numbers System LSI is still only a small part of the overall numbers. This means that fluctuations in processor market share at Apple wont move the needle that much. I think that Samsung is in a good position to take a lot of share long term because it will accept lower margins than TSMC / Intel.

]]> By: Tim Nash https://www.radiofreemobile.com/samsung-q4-14a-king-of-volume/#comment-1063 Fri, 08 Jan 2016 11:09:02 +0000 http://www.radiofreemobile.com/?p=3094#comment-1063 A key for Samsung’s component business is how much of Apple’s processor business it can hang on to. Apple probably wants 2 sources and currently the best options are TSMC and Samsung. If however, Intel decides to use its surplus capacity to bid for Apple’s business, then Samsung is more likely to lose out.

Supplying Apple with OLED screens may make up the revenue but, without Apple’s processor business, Samsung will find it more expensive to keep its Exynos processors at the leading edge.

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