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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 sel
by axaxs 8y ago
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. Xiaomi does 90 percent of it for 30 percent of the price. Huawei does 200 percent for about the same price.
On the chip front, TSMC has been outpacing them for years, and is getting all the contracts.
The only thing I can think of that Samsung does better than anyone else is OLED, and others are catching up very quickly.
I think Samsung will join the ranks of HTC and LG as also rans in short time...
- sanxiyn 8y agoSamsung is undisputed leader in DRAM and NAND.
- axaxs 8y agoI appreciate the insight. I don't know anything about that business, and also realize that Samsung as a whole is a huge conglomerate with many things I don't track. Being chip based, I'm assuming they have increasing competition from China though, no?
- sanxiyn 8y agoNo. There actually has been a good news from China on DRAM recently. Fujian Jinhua, the leading Chinese DRAM competitor, is rumored to be exiting the business.
- onlyrealcuzzo 8y agoSamsung is really reminding me of Sony.
- axaxs 8y agoSony has always been an enigma to me. They release devices that appear midrange or yesteryear, and I get excited because I generally test devices in that range. Then I see the price and wonder how they're even in the business anymore.
- onlyrealcuzzo 8y agoI think Sony is still a powerful brand for old people?
- tracker1 8y agoThey lost me with the music CD root kits... IT's nearly impossible to avoid stuff that uses sony components, but haven't bought anything labelled sony since.
- deleted 8y ago[deleted]
- bostik 8y agoA friend once put it really well: "Sony is a company with brilliant engineers and amazing consumer feature ideas. Then all the good ones get crippled by their lawyers and the media industry sycophants."
- vvanders 8y agoIt's somewhat ironic given that Samsung drove HTC out if the market by dropping millions in marketing dollars.
- tooltalk 8y agotry BILLIONs.
- AFascistWorld 8y agoI 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".
- axaxs 8y agoI'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.
- AFascistWorld 8y agoLike I said, Huawei is great at marketing at least in China, their patriotism marketing has been so successful there. >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.
- sanxiyn 8y agoHuawei has a lot of substance. Huawei has its own 4G and 5G modem for example. Apple still does not, and is struggling.
- tanilama 8y ago> their patriotism marketing has been so successful there If your goes to r/Android, Huawei is at least as popular as Samsung, and even more of a topic maker. And that has been the case for sometime now. I have a Samsung S10E, but that is because I can't own a Huawei in US, for there is no customer support here. TBH, S10 is the best phone Samsung has made in THREE years and I am quite happy with it. The past gens of Galaxies, are good but boring yet expensive. Huawei is as expensive, but they somehow find a way to excite the consumer base with, what I would call, useful gimmicks, like 6 cameras stuff. Oppo/Vivo (BBK and its subsidiaries) does the same, but more from the 'hide-the-front-camera' mechanics side. It doesn't matter where the tech is coming from, Israel doesn't make their phones, what matters is here is to come up with a complete package that people would pay for it. So it isn't really controversial to say the Chinese makes the best Android phone in the world today. It is just funny those those phones are nowhere to be found in US.
- dehrmann 8y agoIs TSMC really China?
- sanxiyn 8y agoNo, T in TSMC stands for Taiwan.
- tooltalk 8y ago>On the phone front, they were used to selling phones at premium pricing only relying on their brand name. Welcome to the groovy train, you are about 5 years late to the party. >On the chip front, TSMC has been outpacing them for years, and is getting all the contracts. Actually TSMC more or less created the whole outsourcing fab business in the late 80's and has led the outsourcing business for the past 30 years. The fact that Samsung went from nothing in mid 2000's to #2 today is quite remarkable, even surpassing TSMC in 14nm and the first EUV rollout. > The only thing I can think of that Samsung does better than anyone else is OLED, and others are catching up very quickly. Samsung has been known for their displays for decades. On mobile OLED, Samsung had pretty much 95% market share for the past decade or so and I keep hearing about competitors in China and Taiwan that are in fact still 3-4 generation behind and busy sending spies to copy and steal SDS's IP, so I doubt it.