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I think this is somewhat a function of phones maturing, the way PCs did. I just don't need to replace it every two years anymore. The utility of doing so is dec
by mattmaroon 3y ago
I think this is somewhat a function of phones maturing, the way PCs did. I just don't need to replace it every two years anymore. The utility of doing so is declining and the price is rising.
I used to get a new computer every two years, now it's probably 6-10. Right now everyone I know on an iPhone 10 or earlier is a boomer, but I don't think that'll be true of the 15 in five years.
It also doesn't help Samsung that Apple's market share is growing. And Google's Pixel line is going mainstream.
- dehrmann 3y agoI don't know the breakdown, but Samsung makes all sorts of things. Memory, LCD panels, refrigerators...
- mattmaroon 3y agoWell, memory alone is 55%, which is probably heavily correlated with the overall smartphone market. Samsung phones themselves are 22%, and displays at 11%. I am sure displays and memory are both not all phones, but they're probably in large part that. They provide most of the displays for Apple and other competitors. So Samsung is very heavily exposed to the mobile phone market. I guess if you have low margins and high fixed costs, which certainly could be the case for memory, a 25% decline in the overall market could lead to near 100% decline in profit!