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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 an
by evancox100 8y ago
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.
- sanxiyn 8y agoOn the other hand, Samsung's smartphone market share is pretty important for its nascent non-memory component business, because Huawei won't use Exynos, neither AP nor 4G and 5G modem.
- tooltalk 8y ago>On the other hand, Samsung's smartphone market share is pretty important for its nascent non-memory component business, ... not sure why that matters? the nascent non-memory component business is not the major cost-center, or money-maker for the company. Samsung's doesn't always use internal parts in their products -- take for instance, Sharp, which had been Samsung's LCD panel supplier until Foxconn took over. There are also rumors that some lower end Samsung smartphone use displays made by BOE.