Tag: samsung

Lenovo pips Amazon at the tablet game

cheap-tabletsApple continued to be the market leader for tablets in 2014 but it, in common with other vendors, showed a drop in sales.
A report from Trendforce said that the tablet industry has no reached the maturity point with shipments globally totalling 192 million units. That’s a fall of 2.2 percent compared to 2013.
Apple fared rather worse, it shipped 63.4 million units, a drop of 13.6 percent.
Number two in the pack was Samsung, but its shipments at 41 million units dropped only 2.5 percent.
Lenovo beat Amazon to take third place, and now has 5.6 percent market share.
Both Amazon and Google trailed behind, and Microsoft hasn’t really hit the numbers with its Surface Pro 3.

 

Some analysts believe that not only has the market reached maturity, but it’s hard to persuade people to upgrade.  Others think that tablets are being squeezed on the one hand by larger screen size smartphones and others by low cost notebook PCs.

Smartphone shipments boom

smartphones-genericOver 375.2 million smartphones shipped during the fourth quarter of 2014 – that’s up by 28.2 percent compared to the same period the year before.
Apple had been the number two vendor in 11 previous quarters before Q4 2014, but, according to IDC, it was close to a tie with Samsung, the market leader.
IDC now predicts that Samsung could well outstrip Samsung during 2015.
It’s not just Apple that is challenging Samsung – as we’ve reported before, is under challenge from small Android OEMs selling products at much lower margins.
Growth in 2013 represented 40.5 percent but according to IDC, “the market clearly still has legs”. It estimates growth will fall to a mid teen figure during 2015.
The top five vendors for the fourth quarter were Samsung, Apple, Lenovo, Huawei and Xiaomi.  The last showed growth of 178.6 percent during Q4 2014, compared to Q4 2013.

 

Dell leads commercial monitor market

Dell logoWhile there were shortages of monitor panels last year that caused only 133.6 million units to ship, some vendors have done better than expected.
Those are vendors that bundle monitors with desktops, according to research outfit WitsView.
And Dell is one those that does just that.  Replacements for Windows XP had a knock off effect that put Dell on top with a market share of 15.8 percent worldwide.
Another PC manufacturer, Lenovo, also had a boost from the enterprise market and had 9.7 percent market share.
The top 10 vendors are Dell, Philips, Samsung, HP, LGE, Lenovo, Acer, Asus, Viewsonic and Benq,
Philips had a particularly good year in China.
Samsung, which was top vendor for four clear years, only managed to make it to number three with 11.9 percent market share.
HP had 10.7 percent commercial monitor market share, so it’s breathing down Samsung’s neck.

 

Samsung shows profit drop

Samsung HQ Silicon Valley - MM picMassive South Korean combine Samsung said its earnings fell for the first time in three years.
And it’s blaming the decline on mobile phone sales, which fell by 21 percent in its financial year.
The company’s net profit fell to $21.3 billion for the year, down by 27 percent compared to its previous financial year.
Many are agreed that competition from homegrown Chinese manufacturers have nibbled into Samsung sales in the country.
It also missed a trick in the second half of last year by not having anything to compete with Apple introductions.
Samsung is predicting an increasing decline for smartphones in the first calendar quarter of this year.

 

People keep taking the tablets

ipad3Despite reports suggesting that the market for tablets is in decay, fresh data shows that it ain’t necessarily so.
Digitimes Research said that overall global tablet shipments in the fourth quarter last year grew by 16.9 percent to total 74.77 million units, mostly down to Apple and first tier vendors good performances.
But so-called “white box” tablets declined in the fourth quarter.
The survey said these white box tablets, using the Android operating system, offer very slim margins and many vendors have given up on manufacturing.
Apple managed to ship 21.9 million iPads in Q4 2014 and was the largest tablet vendor.
Samsung failed to introduce new tablet products in the second half of last year and so it say some stagnation.
Third in line was Amazon, displacing Lenovo from that position in the marketplace.

 

Major Apple supplier to slash jobs

foxconn-tvTaiwanese megacompany Foxconn will slash jobs because of falling demand for Apple gear.
That’s according to Reuters, which has spoken to a company representative who confirmed the cuts will come.
The representative who works to the chairman of the board, said labour costs had doubled since 2010.
Foxconn currently hires 1.3 million people and came under fire in 2010 after a number of its workers killed themselves.
The Reuters report said revenue growth for Foxconn fell to 1.3 percent in 2013.
Analysts are predicting that the massive growth in sales of smartphones and tablets is bound to decline as saturation levels increase.
Both Apple and Samsung now face intense competition from own brand Chinese smartphone vendors offering units at rock bottom prices and with rock bottom margins.

LG might sue over fire breathing snapdragons

dragonLG is behaving oddly over moves by Qualcomm to fix overheating problems in its Snapdragon 810 chip.

Samsung told Qualcomm it would not use the chip for its Galaxy S6 model because of overheating problems and Qualcomm suggested it would make a few modifications.

However LG, which is also using the chip, appears outraged. Its initial response to Samsung’s statement was that the chip never overheated and there were no problems.  Now it is threatening to take legal action against Qualcomm if it modifies its latest Snapdragon 810 chip.

Its argument is that if Qualcomm modifies the Snapdragon 810, it means that the company admits the chipset has a flaw. Then it could trigger legal disputes, a spokesLG said.

So in other words – LG claims there is nothing wrong with the chip, but if Qualcomm admits there is something wrong with the chip then it will sue.

The question here is then why LG did not detect the Snapdragon’s fire breathing qualities.

It has been suggested that Qualcomm will provide a modified chipset to Samsung, something that Qualcomm and Samsung Electronics declined to confirm.

The Snapdragon 810 is designed as a 20-nanometer flagship mobile processor for top-tier smartphones.

The system on chip (SoC) integrates the fourth-generation long-term evolution advanced model (LTE-A), dubbed category 6, and theoretically supports up to 450 megabits-per-second data download speed.

But Samsung was worried that the chipset had a serious “throttling” problem that forcibly limits the graphic processing performance when it overheats, reports said.

Analysts said that a chipmaker could modify a new chip before mass production and Qualcomm may update it if its major client Samsung is uncomfortable with the overheating problem.

Qualcomm has said it will start mass-producing the Snapdragon 810 in the first half of the year.

For Qualcomm, Samsung Electronics is one of the most important partners, so the company is likely to show some reaction to the overheating issue.

 

 

 

Samsung confirmed as Apple’s main chip supplier

samsung-hqApple and Samsung appear to have buried any hatchets they might have had during the legal battle over the shape of the smartphone.

While the legal battle raised over such crucial matters as whether or not Steve Jobs invented the rounded rectangle, Apple moved away from Samsung as its main producer of chips.  In fact analysts believed that in the long term Samsung would lose any Apple production completely.

According to the Maeil Business Newspaper it seems that Apple has changed its mind and Samsung  is back to being the main supplier of processors powering Apple iPhones.

It looks like Samsung will be responsible for around 75 percent of the chip production for the next iPhone, the South Korean newspaper said.

The newspaper did not say how much the contract is worth and what other company will be supplying Apple. Samsung will make the chips from its factory in Austin, Texas, according to the report.

What appears to have happened is that not only has the row between Samsung and Apple cooled, Jobs’ Mob discovered that Samsung’s rivals, such as TSMC were not up to snuff or had capacity problems.

LG denies it has a fire breathing Snapdragon

dragonWhile Samsung has pulled Qualcomm’s Snapdragon 810 from its new Galaxy S smartphone, because of overheating problems, another customer is denying there is anything wrong with it.

LG said it has encountered no overheating problems with Qualcomm Snapdragon processor and it will be powering a curved screen G Flex2 smartphone later this month.

Woo Ram-chan, LG vice president for mobile product planning, said that he was aware of the various concerns in the market about the (Snapdragon) 810, but the chip’s performance is quite satisfactory.

The comment came after Bloomberg reported a day earlier that Samsung Electronics, the world’s top smartphone maker, decided not to use the new Qualcomm processor for the next flagship Galaxy S smartphone after the chip overheated during testing. To be fair, Samsung and Qualcomm have declined to comment on the record about the reason for Samsung abandoning the chip.  Sources which cite overheating are so far unnamed.

Samsung is widely expected to unveil the new Galaxy S smartphone in early March, and Bloomberg reported that the Korean firm will use its own processors instead.

Woo said on Thursday that internal tests for the G Flex2, powered by the new Qualcomm processor, show that the new product emits less heat than other existing devices. The new phone is scheduled to start selling in South Korea on January 30.

He said he didn’t understand why there is a heat problem with the Galaxy S that his phone does not have.

 

Samsung, Apple, take top semi spots

Samsung HQ Silicon Valley - MM picApple and Samsung were the biggest buyers of semiconductors in 2014.
Together, they bought $57.9 billion worth of chips last year, up by $3.9 billion in 2013, according to Gartner.
In terms of the total market for semiconductor, both companies’ accounted for 17 percent of the total market.
Gartner said the two firms have been top of the semiconductor consumption market for four years in a row.
That, said analyst Masatsune Yamajo, means decisions they make “have considerable technology and pricing implications for the whole semiconductor industry”.
Samsung was still top buyer but its decision to withdraw from some parts of the PC market as well as losing market share to other vendors meant its growth rate wasn’t as great as in the past.
Gartner estimates that the top 10 companies bought $125.6 billion of semiconductors, accounting for 36.4 percent of the whole market in 2014.
After Samsung and Apple, the remaining eight top ten buyers were HP, Lenovo, Dell, Sony, Huawei, Cisco, LG Electronics and Toshiba.
The entire semiconductor market worldwide amounted to $339.9 billions last year.

 

Samsung snubs Qualcomm

qualcomm-snapdragonSamsung has ruled out using Qualcomm processors for the next version of the South Korean technology giant’s flagship Galaxy S smartphone.

Apparently the Qualcomm Snapdragon 810 chip had a nasty habit of overheating when Samsung came to test it. Samsung will use its own processors instead.

This would be a huge blow to Qualcomm which is the world’s largest maker of semiconductors used in phones, and has been supplying Samsung with chips that run the company’s best-selling handsets for ages.

Samsung is Qualcomm’s second-largest customer, providing about 12 percent of its sales, according to Bloomberg supply chain analysis.

It also gives Samsung a reason to boost its own processor-making division as it spends $15 billion on a new factory outside Seoul.

Samsung is expected to release the next Galaxy S as early as March, and it can’t dare to take the risk to use any of the chips in question for its most important model.

The company has been taking a kicking lately as smartphone sales slow.  Releasing a phone into the market with a hot chip could sink it.

Qualcomm has not commented on the news shares fell on the news.  In Europe they fell to 1.2 percent. Samsung shares rose 1.7 percent  as news got out.

Qualcomm said in April its latest 808 and 810 processors will start appearing in phones at the beginning of this year and will feature more advanced computing, graphics and radio capabilities. Xiaomi and LG are among the manufacturers preparing to release models with the Snapdragon 810.

 

1.167 billion smartphones sold last year

smartphones-genericChinese vendors managed to sell 453.4 million smartphones in 2014 – and total global shipments of the devices amounted to 1.167 billion units.
That’s a growth rate of 25.9 percent, according to market intelligence company Trendforce.
Samsung continued to be the global leader in smartphone market share in 2014, although its growth rate fell, eroded by the Chinese manufacturers at the lower and mid end of the market, and at the high end of the market by Apple’s iPhone 6 Plus.
Apple managed to grow by 24.5 percent in 2014, shipping a total of 191.3 million units.
Combined, Apple and Samsung shipped 518 million units.
Apple’s success is attributed to the large size smartphone, the iPhone 6 Plus.
LG was the “dark horse”, making progress with its flagship smartphone the G3.

Samsung considers split

axeSamsung is considering a stock split in a bid to keep its investors happy as the outfit experiences sliding profits.

Samsung head of investor relations Robert Yi told reporters the company had been considering a stock split for some time but it was too early to make a decision. A split would make Samsung shares easier to buy and could attract more retail investors.

The world’s top smartphone maker has launched a $2 billion share buy-back program and promised to increase its 2014 year-end dividend by up to 50 percent in a bid to lift its share price and placate investors.

However, Samsung shares are well below last year’s peak of $1,380 mostly because of a string of quarterly profit declines. In fact, the only thing that stopped them sinking lower was the buyback and a planned dividend increase.

Apple saw its shares end up 37.7 percent last year, thanks in part to a seven-for-one split, so it might be another case where Samsung is emulating Jobs’ Mob.

 

Notebook sales flat

notebooksSales of notebooks during the fourth quarter of 2014 amounted to 46 million units.
That’s according to Digitimes Research, which said in a report that shipments were flat compared to the same quarter in 2013.
Of the notebooks shipped, Taiwanese original design manufacturers (ODMs) shipped 36.6 million, representing nearly 80 percent of the total marketplace.
ODMs make notebooks which are then rebranded by multinationals or sold as so called “white boxes”.
The chief ODMs were Quanta with 33 percent, Compal with 31.4 percent, Wistron with 15.8 percent, Inventec with 7.5 percent and Pegatron with 6.9 percent.
Digitimes Research said HP was the number one vendor in the quarter with 23 percent market share, Lenovo second, Dell third, Asustek fourth, Acer fifth, Apple sixth, Toshiba seventh, Samsung eighth and Fujitsu ninth.

 

Blackberry denies Samsung buy out

 blackberry-juicerBlackberry has moved to dismiss claims that it is about to be bought by Samsung.

The source of the rumours was Reuters which claimed that a deal was close and Samsung was  ready to make an offer that John Chen and BlackBerry’s board may be reluctant to refuse. Samsung is willing to pay roughly $7.5 billion for BlackBerry’s assets – including its patent portfolio – Reuters claimed.

Apparently Samsung became interested in Blackberry two months after the two companies entered a strategic partnership to bring BlackBerry’s BES12 cross-platform EMM solution to Galaxy smartphones and tablets that feature embedded KNOX technology. At the time, the two companies indicated that they were looking forward to future ventures together.

The move seems all logical, but it is not quite, but completely and utterly untrue claimed Blackberry.

In a statement the company said it was aware of certain press reports published today with respect to a possible offer by Samsung to purchase BlackBerry.

“BlackBerry has not engaged in discussions with Samsung with respect to any possible offer to purchase BlackBerry. BlackBerry’s policy is not to comment on rumours or speculation, and accordingly it does not intend to comment further,” the phone maker said.