There is no question about Samsung's technical and supply chain capability. However, Samsung can be likened to a former buddy who:

1. sleeps with your wife in front of you
2. denies doing anything wrong
3. accuses you of sleeping with his wife and therefore rationalizes it's a fair trade

But yes, as we all already know, business is business.

Off tangent I know, but this company's less than ethical practices simply disgust me.

 

 

Apple expert witness testimony stated the figure to be around 35%

http://www.forbes.com/sites/timworstall/2012/08/18/links-18-august-samsung-apple-who-is-winning-this-fight/

 

which is pretty close to 

 

http://markets.ft.com/Research/Markets/Tearsheets/Financials?s=A005930:KSC

http://investing.businessweek.com/research/stocks/financials/ratios.asp?ticker=005930:KS

 

i didn't make up the numbers

 

It's in Samsung's DNA. It's almost natural for them.

 

http://forums.appleinsider.com/t/151659/samsung-takes-excluded-evidence-to-the-media-gets-reprimanded/40#post_2158987

 

 

^^^^^^^

Yeah. A golf bag. 

Please try to follow along. Start by learning the difference between a CPU and a mobile phone.

Apple was estimating the gross margin on Samsung's mobile devices and 35% is a reasonable number.

The discussion was about Samsung's margin on the electronic components that they sell to Apple - and the industry average is closer to 65%. Unless Samsung is hopelessly incompetent at manufacturing electronics devices, they're probably close to the industry average.

You guys new here? This is what jrag does. No arguing with him- he's never Wrong. Don't believe me? Just ask him.

Even in his other posts asking for a source, he just mentions other companies and doesn't answer the question. He will even give links, and fight with you forever but never have Amy proof or anything substantial except "his word". It's comical. He really does defend anything he writes- even when proven wrong.
Heck- he said 70% of samsungs profit (7B of 10B) is because of Apple- so 8% of business is 70% of profits... what a joke.

The other 3B comes from tvs, tablets, phones, mp3 players, memory/storage, security systems/cameras, computers, DVR, video cameras, Blu ray players, sound systems, speakers, photo cameras, washing machines, refrigerators, dishwashers, medical equipment, ovens, microwaves, and all their other semi-conductor business.
Apple is the other 70%.

His numbers are beyond stupid when you look at what he's saying.
Edited by Andysol - 8/21/12 at 8:30pm

 

You are referring to Gate First and Gate Last Approach. Yes the SoC has to been specifically designed ( or tweaked depends on how you view it ) for each foundry. That is why the Qualcomm's deal with GF and Samsung were nothing but a signal to TSMC, because economically does not make sense for QualComm to design its SoC for three different Foundry.

 

I used to think Apple's SoC were Samsung Design and Modify it. But that has long been true for a while ever since Samsung design to stick with ARM's Mali GPU while Apple has been using PowerVR.

 

you were called out for stating incorrect information; just admit you're wrong.  we all do that from time to time, seriously.

lol... best of luck getting that request.  Some people can't be wrong even when everyone else is saying they are.  He will now quote you and defend how he never said incorrect information- then proceed to link several webpages that have margins or claims for company X, this website says this about company Y, etc.  All the while not giving one link of actual Samsung margins.  In other words- he reaches in his butt, grabs a present, puts frosting on it, and tells you it's a cookie.  At the core of it- there is no proof and its nothing more than big bag of "present".

Made in the USA......??

But getting down to how the dynamics of production are going to shift DRAMATICALLY across MULTIPLE DIMENSIONS based on developing tech trends....  ..Misa is on it.....

Now check out this article for where the world of the future and the present are going to collide in ways no one can fully predict - somewhere between "John Henry, Steel Drivin' Man,"  "I, Robot" and "Return of the Luddites."  I know I'd only walk in groups through some neighborhoods in the semi-nearish future if I were some robots...  ...it's always a mixed thrill when even the semi-dystopian sci-fi predictions of my youth start to become fact, as so many have (and continue to increasingly).....

In other words, PRODUCTION could return to the US without bringing too many JOBS with it......  ...although we're not the world leader in many robotics fields either.....