Andre Linney’s Post

Samsung Electronics is one of the largest technology and electronics conglomerates in the world by revenue. We have just created this infographic that illustrates the revenue and profitability of the company's five business units 👇 Here are some facts that caught our eye during the research process: → Samsung Electronics ships as many smartphones as Apple annually (~230 million). → The company has a dominant global market share in the capital intensive memory chip business (~45% for DRAM, ~33% for NAND). → It's the second largest semiconductor foundry in the world after TSMC – making leading-edge chips for companies like Apple, NVIDIA, and Qualcomm. → The company's semiconductor division, Device Solutions, now accounts for a third of revenue but a whopping 55% of EBIT. → The consumer electronics division (excl. Mobile Experience) on the other hand – making everything from TVs, washing machines to air conditioners – accounts for 19% of revenue but only 3% of EBIT. → Samsung Electronics is the 23rd largest public company in the world by market cap, $370B. Shoutout to Matthew Reustle, CFA and David Samra for a great breakdown on Business Breakdowns last week 👏

#Samsung’s Memory and Smartphone Divisions Reportedly Eye Collaboration with #TSMC and #MediaTek According to Taiwan’s *Commercial Times*, industry sources indicate that Samsung’s memory and smartphone divisions are exploring the possibility of outsourcing orders to Taiwanese companies, including #TSMC and #MediaTek. Amid intense competition in the global semiconductor market, TSMC maintained its leadership position in the foundry sector during #Q2, generating $20.82 billion in revenue and capturing a 62.3% market share, according to TrendForce. Meanwhile, #Samsung, in second place, saw its revenue increase by 14.2% to $3.83 billion, accounting for 11.5% of the market. The report highlights that Samsung's primary business segments have recently fallen short of expectations, with its foundry and memory divisions facing formidable competition from #TSMC and #SKHynix. Additionally, its smartphone division has been affected by the “green line issue.” To address these challenges, Samsung is considering partnerships with Taiwanese manufacturers. Check full insights via the link below https://lnkd.in/gf47QvMr

Samsung Electronics anticipates a more than 10-fold increase in first-quarter operating profit, surpassing market projections, attributed to rising chip prices amid increased demand for artificial intelligence. Despite this positive outlook, Samsung shares fell 1.3%, reflecting investor anticipation for progress updates in its memory chip business. The estimated operating profit of 6.6 trillion won ($4.89 billion) surpasses expectations, marking a 931% increase from the previous year. However, revenue fell slightly short at 71 trillion won, missing estimates. Analysts attribute the profit beat to improved NAND flash chip inventory valuation and positive response to new Galaxy S24 smartphones featuring on-device AI. #SamsungElectronics #OperatingProfit #ChipPrices #ArtificialIntelligence

Samsung Electronics anticipates a more than 10-fold increase in first-quarter operating profit, surpassing market projections, attributed to rising chip prices amid increased demand for artificial intelligence. Despite this positive outlook, Samsung shares fell 1.3%, reflecting investor anticipation for progress updates in its memory chip business. The estimated operating profit of 6.6 trillion won ($4.89 billion) surpasses expectations, marking a 931% increase from the previous year. However, revenue fell slightly short at 71 trillion won, missing estimates. Analysts attribute the profit beat to improved NAND flash chip inventory valuation and positive response to new Galaxy S24 smartphones featuring on-device AI. #SamsungElectronics #OperatingProfit #ChipPrices #ArtificialIntelligence

Samsung Electronics anticipates a more than 10-fold increase in first-quarter operating profit, surpassing market projections, attributed to rising chip prices amid increased demand for artificial intelligence. Despite this positive outlook, Samsung shares fell 1.3%, reflecting investor anticipation for progress updates in its memory chip business. The estimated operating profit of 6.6 trillion won ($4.89 billion) surpasses expectations, marking a 931% increase from the previous year. However, revenue fell slightly short at 71 trillion won, missing estimates. Analysts attribute the profit beat to improved NAND flash chip inventory valuation and positive response to new Galaxy S24 smartphones featuring on-device AI. #SamsungElectronics #OperatingProfit #ChipPrices #ArtificialIntelligence

𝐊𝐞𝐲 𝐂𝐡𝐢𝐩 𝐒𝐮𝐩𝐩𝐥𝐢𝐞𝐫𝐬 𝐟𝐨𝐫 𝐀𝐩𝐩𝐥𝐞'𝐬 𝐢𝐏𝐡𝐨𝐧𝐞 𝟏𝟓 𝐏𝐫𝐨 Source: By Raghavendra Anjanappa This infographic created breaks down the key chip suppliers for $AAPL's iPhone 15 Pro – the majority of which are publicly traded. Looking at an #iPhone, we think of it as purely an Apple product. Although, peeking inside, we find chip companies from around the globe working together. And even though these 10+ companies are highly important, there are literally hundreds of other companies involved behind the scenes – many of which are just as, or even more, #crucial. Some names that come to mind are $TSM who manufacture all of the advanced chips shown below, including Apple's own processor, and semiconductor manufacturing equipment giants such as $ASML, $ASM, $KLAC, $LRCX, and $AMAT. Broadcom IDT - Integrated Device Technology, Inc.(acquired by Renesas) Texas Instruments Renesas Electronics SK hynix SK hynix America Cirrus Logic STMicroelectronics Bosch Malaysia KIOXIA Group Skyworks Solutions, Inc. NXP Semiconductors Qorvo, Inc.

Whenever Professor Emerita Datuk Dr. Asma Ismail explains the Open Innovation concept, she always takes mobile phone as example where one device contains multiple patent/IP. Open innovation is a strategic approach that goes beyond relying solely on internal research and development (R&D) efforts. Instead, it actively seeks external input, including ideas, technologies, and expertise. When a single technology alone may not suffice for commercialization as a product, then maybe the way forward is combining ideas and technologies to create a comprehensive product

Just published: Turnaround for Smartphone AP-SoC Market in 2024; TSMC to be Key Beneficiary of Node Transition, Premium Segment Growth Key takeaways: - AP-SoC shipments will rebound 9% YoY in 2024 after two years of declines. - Advanced nodes will be the key driver in this growth due to the migration of Apple- and Qualcomm-powered flagships from 5/4nm to 3nm. TSMC will be the key foundry beneficiary in the long term. - 5/4nm offers support as OEMs switch to entry-level #5G from older nodes. - MediaTek and Qualcomm will reap benefits from the 6/7-to-5/4 transition; #Qualcomm will dominate through 2025. - SMIC will gain some share in 6/7nm but advanced node challenges will persist. - Key 3nm flagship transition likely to push H2 up. 2nm will be likely delayed till late 2026. Link to the full note is in the comments below. #Apple #TSMC #SMIC #technology #semiconductors #markets #industry #SoC #research

Signs pointing up for Samsung in the following quarters... 📈 Samsung profits set to soar with chip price rebound 🚀 Analysts anticipate first quarter earnings to surge 9-fold to $4.2 billion 🏆 This would mark the best performance in six quarters 🔍 Prediction follows strong recovery in memory chip prices 📉 Prices had dropped post-global health crisis due to weak demand 🤖 Rebound driven by AI product boom requiring high-end semiconductors 💹 Memory chip prices increase by about 20% for the quarter 📱 Outlook for Samsung's mobile phone business remains uncertain 📞 New handset with AI functions launched in January 📦 Expected to ship more phones, though profit might slightly decline 📊 Preliminary earnings report expected on Friday, full details later in the month #Samsung #taylor #Texas #ChipPriceRebound #Technology #ArtificialIntelligence #Semiconductors #EarningsSurge #MobileInnovation Follow this account for more Samsung information and commercial real estate news for Taylor Texas, the new home of Samsung in Texas SUBSCRIBE TO THE YOUTUBE CHANNEL FOR MORE SAMSUNG NEWS: https://lnkd.in/eb5RUAWy