Samsung warns of weakened demand for chips, displays in second half of 2011

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Comments

  • Reply 21 of 33
    tbelltbell Posts: 3,146member
    Ironically, Samsung (and many other manufactures) don't make a good chunk of its own panels for its TVs. That is why I wouldn't buy a Samsung TV. Worst, for a particular model TV, Samsung might be getting panels from a variety of different sources. Usually the display model in the Store is a Samsung panel, but the one in the box probably is not. So, many people get home and are surprised to find a difference in quality. There are INternet forums complaining about this issue.



    If you want a somewhat affordable TV from a manufacturer who actually makes the panels go with Sharp and perhaps Sony. I think the Sharp TVs are very Apple like.



    Quote:
    Originally Posted by Mister Snitch View Post


    Time to get out of the stock market. Also time to buy a big new TV.



  • Reply 22 of 33
    mcdavemcdave Posts: 1,927member
    Whilst Apple have their cheque book out they should buy Samsung's semiconductor business for a special 'dont sue us so hard' price. That'd provide the end-to-end integration they're after with no supply dependencies or IP concerns.



    McD
  • Reply 23 of 33
    nvidia2008nvidia2008 Posts: 9,262member
    Quote:
    Originally Posted by cloudgazer View Post


    Samsung's view on LCDs here isn't a lone voice in the industry



    http://www.displaysearch.com/cps/rde..._on_record.asp



    Quote:
    Originally Posted by TBell View Post


    Ironically, Samsung (and many other manufactures) don't make a good chunk of its own panels for its TVs. That is why I wouldn't buy a Samsung TV. Worst, for a particular model TV, Samsung might be getting panels from a variety of different sources. Usually the display model in the Store is a Samsung panel, but the one in the box probably is not. So, many people get home and are surprised to find a difference in quality. There are INternet forums complaining about this issue.



    If you want a somewhat affordable TV from a manufacturer who actually makes the panels go with Sharp and perhaps Sony. I think the Sharp TVs are very Apple like.



    From cloudgazer's link:



    Samsung was the #1 brand on a revenue basis in almost every region it operated, with the exception of China where domestic brands dominate, and Asia Pacific where LGE led. Samsung also rose to #1 in total worldwide plasma TV unit share, but still trailed Panasonic in total revenues. Samsung’s total flat panel TV revenue share was up slightly, to 22.2%, about the same share as a year ago. In the highly competitive North America market, Samsung continued to trail Vizio in total LCD units, but led in revenues due to a higher share of 40”+ sizes.



    Samsung was the #1 3D TV global brand overall, accounting for all technologies, with 34% of revenues. Within the 3D LCD TV category, Sony had the top share with 33% of revenues, while Samsung led 3D plasma TV revenues at 45%.




    Something is fishy. Why is the #1 display brand having to do something weird like bundling it up with the semiconductor business?
  • Reply 24 of 33
    cloudgazercloudgazer Posts: 2,161member
    Quote:
    Originally Posted by nvidia2008 View Post


    Something is fishy. Why is the #1 display brand having to do something weird like bundling it up with the semiconductor business?



    This is pure speculation but maybe Samsung feels that the management in the chip business is more prepared for the kind of cut throat competition and supply gluts from Chinese makers that is hitting the LCD market.



    Samsung may be the kings of display panels right now, but they know how fast that kind of lead can be taken.
  • Reply 25 of 33
    technotechno Posts: 737member
    These companies keep having to learn the hard way, don't get on the bad side of Apple. You get these CEOs with Napoleonic complexes that have to prove they can piss farther, only to come back later with their tails between their legs admitting they were wrong.
  • Reply 26 of 33
    shrikeshrike Posts: 494member
    Quote:
    Originally Posted by nvidia2008 View Post


    From cloudgazer's link:



    Samsung was the #1 brand on a revenue basis in almost every region it operated, with the exception of China where domestic brands dominate, and Asia Pacific where LGE led. Samsung also rose to #1 in total worldwide plasma TV unit share, but still trailed Panasonic in total revenues. Samsung?s total flat panel TV revenue share was up slightly, to 22.2%, about the same share as a year ago. In the highly competitive North America market, Samsung continued to trail Vizio in total LCD units, but led in revenues due to a higher share of 40?+ sizes.



    Samsung was the #1 3D TV global brand overall, accounting for all technologies, with 34% of revenues. Within the 3D LCD TV category, Sony had the top share with 33% of revenues, while Samsung led 3D plasma TV revenues at 45%.




    Something is fishy. Why is the #1 display brand having to do something weird like bundling it up with the semiconductor business?



    I don't know about the bundling of the division with the Semi division, but the litany of exceptions in the quoted red text is rather contra-indicative of Samsung's position of the "#1 brand". WTH? They generate the most revenue everywhere, except for the gigantic markets of China and Asia-Pacific (Japan, Korea, etc). Sells the most plasma TVs but doesn't make the most money and plasma TVs are the minority in the big flat panel TV category. Flat panel TV revenue share is flat, a market a I presume isn't growing that fast. It's sounds like there is a lot of competition in the TV market.



    The TV market is a commoditized market, and not much is out there to convince folks to replace TVs at quicker rates. People buy one, use it until it breaks, then they buy a new one. 3D features aren't going to convince many people to replace a 2 or 3 year TV, let alone a 1 year old one. One I say commoditize, it means it's hard to eke out a lot of profit out of such markets.



    I will say that from a "brand" POV, Samsung has surpassed Sony in reputation for many things. Sony has gone downhill over the last decade and couldn't leverage their cathode ray TV, audio-related brand advantage as the industry went from analog to digital; and, they couldn't help themselves with the proprietary stuff in commoditized markets. Samsung's brand probably is the best overall brand for a lot of this stuff now.



    But it's still a commoditized market where premium pricing would be hard to carve out. Hard to report awesome financials quarter after quarter in such a market.
  • Reply 27 of 33
    macrulezmacrulez Posts: 2,455member
    deleted
  • Reply 28 of 33
    coffeetimecoffeetime Posts: 116member
    Samsung is getting a first-hand example of what happens when they bite the hand that feeds it.
  • Reply 29 of 33
    macrulezmacrulez Posts: 2,455member
    deleted
  • Reply 30 of 33
    kenckenc Posts: 195member
    Quote:
    Originally Posted by Apple ][ View Post


    The hilarious part about all of these reports and news stories is that they completely contradict each other.



    One minute, we hear that Apple has a stranglehold on much of the display market and they've got everything locked down because they pay huge sums upfront, and Amazon might have a hard time getting enough displays for their upcoming tablet.



    And then, the very next minute, we hear that Samsung is reporting a weakened demand for displays. So why doesn't Amazon or anybody else who is supposedly in desperate need of displays just get them from Samsung?



    In a day or two, there will probably be a new report about how Apple has the whole market locked down again.



    There's no contradiction. You are conflating flat-screen TV displays with displays for iPads. When they talk about large panel displays, they are talking TVs. This is why Sony got out of mfring display panels, they were undercut by the Koreans. Now the Koreans are being undercut by the low-cost Chinese.
  • Reply 31 of 33
    kenckenc Posts: 195member
    Quote:
    Originally Posted by nvidia2008 View Post


    From cloudgazer's link:



    Samsung was the #1 brand on a revenue basis in almost every region it operated, with the exception of China where domestic brands dominate, and Asia Pacific where LGE led. Samsung also rose to #1 in total worldwide plasma TV unit share, but still trailed Panasonic in total revenues. Samsung?s total flat panel TV revenue share was up slightly, to 22.2%, about the same share as a year ago. In the highly competitive North America market, Samsung continued to trail Vizio in total LCD units, but led in revenues due to a higher share of 40?+ sizes.



    Samsung was the #1 3D TV global brand overall, accounting for all technologies, with 34% of revenues. Within the 3D LCD TV category, Sony had the top share with 33% of revenues, while Samsung led 3D plasma TV revenues at 45%.




    Something is fishy. Why is the #1 display brand having to do something weird like bundling it up with the semiconductor business?



    Samsung has been #1 for a while. They have been maintaining marketshare at the loss of profits. When you sell a commodity product, you are subject to commodity pricing pressure.
  • Reply 32 of 33
    macrulezmacrulez Posts: 2,455member
    deleted
  • Reply 33 of 33
    e1618978e1618978 Posts: 6,075member
    Maybe they will buy Samsung after kicking them in the nuts enough times to drive down the price.
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