Samsung estimates record second-quarter profits of $5.9 billion

2

Comments

  • Reply 21 of 41
    tooltalktooltalk Posts: 766member

    Quote:

    Originally Posted by Quadra 610 View Post


    The sad part is that Samsung won't be able to pay any of this to their R&D department. 


     


    Because it's not actually part of the company. It isn't even in the same country. 


     


    It's here:


     


    1 Infinite Loop


    Cupertino, CA


    95014


    USA



     


    Yes, that is absolutely true if you are talking about Apple's *Marketing R&D*.  As it happens, Samsung is expected to be #1 patents granted in a few years. 


     


    Apple is a very successful marketing company, no doubt about that - it's just too bad that it's a mediocre, second rate technology company.

  • Reply 22 of 41
    markbyrnmarkbyrn Posts: 662member
    Looks like Samsung will have plenty of cash on hand to fight the patent wars with Apple.
  • Reply 23 of 41
    poochpooch Posts: 768member
    Quote:
    Originally Posted by tooltalk View Post

     

    Samsung's 2Q revenue is $41B..  At this rate, Samsung will be a 200 billion dollar a year company in a year or two.

     

    i think you're missing the spirit and point of my post. it wasn't an attempt at a pissing contest; it was to point out something steve said a while back that, it seemed to me, even he was overjoyed with.

     


    but hey, who am i to rain on your parade? with 46 billion in revenue in 1Q12 and 39 in 2Q12 apple will be a 200 billion dollar a year company in a year or two. too.

  • Reply 24 of 41
    wovelwovel Posts: 956member
    tooltalk wrote: »
    Yes, that is absolutely true if you are talking about Apple's *Marketing R&D*.  As it happens, Samsung is expected to be #1 patents granted in a few years. 

    Apple is a very successful marketing company, no doubt about that - it's just too bad that it's a mediocre, second rate technology company.

    Proper use of a reality distortion field takes practice. You clearly need a lot more.
  • Reply 25 of 41
    tooltalktooltalk Posts: 766member

    Quote:

    Originally Posted by EricTheHalfBee View Post


     


    Lots of people like to take Apple's R&D spending and try to spin it to look like they are somehow deficient. It's simply not true.


     


    That $9 billion Samsung spends is divided up among hundreds of products from the actual components (DRAM, NAND, LCD panels, OLED panels, processors, lithium batteries, hard drives) to end user products (mobile phones, tablets, laptops, desktops, digital cameras, televisions, home theatre and on and on).


     


    Apple's $2.5 billion is divided up between a small handful of products. In terms of R&D spending vs the number of products, Apple is far higher than Samsung.


     


    Another metric people like to use is R&D as a percentage of revenue. This is one where Apple again appears to be behind since they spend such a small portion of their revenue on R&D. The other way to look at it is that Apple gets a far better return on their R&D investment than other companies do. Designing a small number of highly successful products is what makes Apple so profitable. In contrast to Samsung who decides to take the shotgun approach (28 models of smartphones and 90+ models of televisions) and therefore get a much lower rate of return for their R&D.


     


    Hate on Apple all you want, but the facts speak for themselves. Apple is the most efficient, streamlined and profitable technology company in the world.



     


     


     


    hmm.. that's an interesting spin. Samsung Electronics is indeed a very diversified company, but look at R&D spending at other companies, not as diversified as Samsung:


     


     


    Microsoft (MSFT): $9.4


    • Intel (INTC): $8.4


    • International Business Machines (IBM): $6.3


    • Cisco Systems (CSCO): $5.6


    • Google (GOOG): $5.2


    • Oracle (ORCL): $4.4


     


    Take for instance Oracle whose bread & butter comes from database, crm and really nothing else - its recent acquisition of Sun Microsystem notwithstanding. It still spends way more than Apple spends on R&D (almost double the amount Apple's R&D budget). The only difference between Apple vs. Oracle's model is that Oracle is more of a technology leader than a marketing machine. The complete opposite is true for Apple. 


     


    Now, I have no problem with Apple's success or its R&D approach. Let's spend as little as possible on costly technical innovation; let others like Samsung, Toshiba, Sharp work out the hard problems and risk billions on manufacturing components with cut-throat ROI. After all, they need a marketing machine like Apple to actually sell their manufactured goods.  As a Apple shareholder (100 so far), it's a win-win strategy.
  • Reply 26 of 41
    eric475eric475 Posts: 177member


    A little known fact about Samsung and its R&D employees is that Samsung pays below industry wages for engineers and works them like crazy. So the value they get from spending $9 billion on R&D is higher than what you would get from say, a Japanese electronics firm or American tech company.


     


    When Apple was hiring chip engineers guess which company's employees were sending a flurry of resumes for these jobs? Samsung. 

  • Reply 27 of 41
    gtrgtr Posts: 3,231member

    Quote:

    Originally Posted by SolipsismX View Post





    And drafting the lead car.


     


    In a stolen car, as well.

  • Reply 28 of 41
    ksecksec Posts: 1,569member


    I think everyone should be paying attention about how big Samsung is getting to be. They are the biggest Flash AND DRAM Maker in the world. They are largest Display Panel Maker in the world. The are getting into Fabs Business with their expertise in DRAM and Flash, as well as IBM Chip Alliance. It will only be a few more years before they take the crown from TSMC.


     


    Although the good thing is history has shown no single player has manage to win on both front.   

  • Reply 29 of 41
    vadaniavadania Posts: 425member
    eric475 wrote: »
    A little known fact about Samsung and its R&D employees is that Samsung pays below industry wages for engineers and works them like crazy. So the value they get from spending $9 billion on R&D is higher than what you would get from say, a Japanese electronics firm or American tech company.

    When Apple was hiring chip engineers guess which company's employees were sending a flurry of resumes for these jobs? Samsung. 

    I'm certainly not a neurologist, but I am well read. Back in WWII, we supposedly took every Japanese person or persons of descendant an put the in internment camps.

    Yea WE did that.

    Now supposedly we learn from history... Always quandered about this.

    Would Apple, who's "doubling down" on security. Want to hire some one who could "phone home" so to speak.

    Maybe they do. I wouldn't. Just MHO! Very humble opinion.
  • Reply 30 of 41
    vadaniavadania Posts: 425member
    Before someone beats me to it...

    Yes, during opperation 'paperclip', we took every scientist from Germany we could. At the end of the war.

    Just saying before someone says, everyone steals! Very far off from thread though. Sorry.
  • Reply 31 of 41

    Quote:

    Originally Posted by SolipsismX View Post





    Define fabrication. ????


    Samsung will invest 2.25 trillion Korean won in the new fabrication line, which will break ground this month with a target timeline for 

    completion by the end of 2013. The new fabrication line will mainly produce highly advanced mobile application processors on 

    300mm wafers at 20nm and 14nm process nodes. 


     


    http://www.samsung.com/us/news/newsRead.do?news_seq=20185&page=1&gltype=globalnews


     


    There;s more in the complete article, but it seems to be a semiconductor chip fab facility.

  • Reply 32 of 41

    Quote:

    Originally Posted by tooltalk View Post


     


     


    Apple is a very successful marketing company, no doubt about that - it's just too bad that it's a mediocre, second rate technology company.



     


     


    I'm not at all convinced that is true.  They are a leader in tech.  


     


    Their computer business can be described as "second rate" by sales metrics, but otherwise, they their computer business is quickly becoming a sideline for them.  


     


    They make high quality products - they are not second rate WRT quality.  I'm not sure which metric you had in mind when you describe them as second rate.  


     


    Their tablet business is first rate in sales.  Looking at individual  models, their smartphone business is first rate in sales.


     


    they are way, way behind Android in the smartphone OS business, but the OS is  not an independent business, but rather, integrated into the physical products.


     


    A lot can be said about Apple., but second-rate?  Only in some areas, and not overall.

  • Reply 33 of 41
    quadra 610quadra 610 Posts: 6,757member

    Quote:

    Originally Posted by tooltalk View Post


     


    Yes, that is absolutely true if you are talking about Apple's *Marketing R&D*.  As it happens, Samsung is expected to be #1 patents granted in a few years. 


     


    Apple is a very successful marketing company, no doubt about that - it's just too bad that it's a mediocre, second rate technology company.



     


    You can remove every shred of marketing that Apple has ever applied to their tech, and it will *still* delight and amaze. Because no one comes close to Apple's DIFFERENTIATION. Apple's entire business is based on insane levels of product differentiation. They will ALWAYS stand out as something special. No one else does (or has ever really done, for years) a vertical business model.


     


    On the other hand, you can apply every shred of marketing savvy possible to, say, Windows Phone - invest hundreds of millions of dollars, do very public "smoked by" whatever campaigns, get a big mobile name to do the hardware, throw money at developers, hell - even give the damn things away for fee, and do this for nearly two years, and STILL barely move past your initial position, if at all. 

  • Reply 34 of 41

    Quote:

    Originally Posted by Quadra 610 View Post


     


    You can remove every shred of marketing that Apple has ever applied to their tech, and it will *still* delight and amaze. Because no one comes close to Apple's DIFFERENTIATION. Apple's entire business is based on insane levels of product differentiation. They will ALWAYS stand out as something special. No one else does (or has ever really done, for years) a vertical business model.


     


    On the other hand, you can apply every shred of marketing savvy possible to, say, Windows Phone - invest hundreds of millions of dollars, do very public "smoked by" whatever campaigns, get a big mobile name to do the hardware, throw money at developers, hell - even give the damn things away for fee, and do this for nearly two years, and STILL barely move past your initial position, if at all. 



     


    The act of differentiating one's self makes them successful? What if what the company differentiates out into is something consumers do not like?


     


    As for Apple being the leader in tech, ehh, it comes down to what you look at. Their products are fantastic but only because they search out the best components. Barring maybe only the A4, A5, and A5X, Apple focuses more on product design. They do not do the technical stuff.

  • Reply 35 of 41
    quadra 610quadra 610 Posts: 6,757member

    Quote:

    Originally Posted by Samson Corwell View Post


     


    The act of differentiating one's self makes them successful? What if what the company differentiates out into is something consumers do not like?



     


    Apple's entire business model, and their philosophy when it comes to tech, is built to prevent this. In effect, Apple's starting position already stacks the deck in their favour, whereas the competition - by the very business model they employ - makes the task of delighting consumers and capturing their sustained interest an uphill battle. 


     


    This is why, all else being equal, the standard bet right out of the gate is on the Apple product. Apple's track record for the past decade speaks for itself. 

  • Reply 36 of 41
    genovellegenovelle Posts: 1,481member

    Quote:

    Originally Posted by Quadra 610 View Post


     


    You can remove every shred of marketing that Apple has ever applied to their tech, and it will *still* delight and amaze. Because no one comes close to Apple's DIFFERENTIATION. Apple's entire business is based on insane levels of product differentiation. They will ALWAYS stand out as something special. No one else does (or has ever really done, for years) a vertical business model.


     


    On the other hand, you can apply every shred of marketing savvy possible to, say, Windows Phone - invest hundreds of millions of dollars, do very public "smoked by" whatever campaigns, get a big mobile name to do the hardware, throw money at developers, hell - even give the damn things away for fee, and do this for nearly two years, and STILL barely move past your initial position, if at all. 



    you are sooo right!!  The only products that Samsung has been popular with are the ones that when you see one on at a glance you think its an Apple product. 

  • Reply 37 of 41
    quadra 610quadra 610 Posts: 6,757member

    Quote:

    Originally Posted by Samson Corwell View Post


     


    The act of differentiating one's self makes them successful? 



     


    Not on its own, but without that it's much more difficult. 

  • Reply 38 of 41
    macbook promacbook pro Posts: 1,605member
    The act of differentiating one's self makes them successful? What if what the company differentiates out into is something consumers do not like?

    As for Apple being the leader in tech, ehh, it comes down to what you look at. Their products are fantastic but only because they search out the best components. Barring maybe only the A4, A5, and A5X, Apple focuses more on product design. They do not do the technical stuff.

    Apple does not do the technical stuff, for example:

    Gesture recognition for multi-touch keyboards
    Highly efficient semiconductor logic design for enabling high performance microprocessors with fewer transistors and low power consumption
    Conversational user interface using natural language processing with semantic understanding and context awareness
    Facial recognition for auto-tagging for users
    Sophisticated signal processing algorithms for three-dimensional photorealistic geospatial rendering
    Memory Signal Processing technology solutions designed to improve the speed, endurance and performance of flash storage systems while reducing cost
  • Reply 39 of 41

    Quote:

    Originally Posted by Quadra 610 View Post


     


    Apple's entire business model, and their philosophy when it comes to tech, is built to prevent this. In effect, Apple's starting position already stacks the deck in their favour, whereas the competition - by the very business model they employ - makes the task of delighting consumers and capturing their sustained interest an uphill battle. 


     


    This is why, all else being equal, the standard bet right out of the gate is on the Apple product. Apple's track record for the past decade speaks for itself. 



    Could you please elaborate on what Apple does to "stack the deck in their favour".

  • Reply 40 of 41

    Quote:

    Originally Posted by MacBook Pro View Post





    Apple does not do the technical stuff, for example:

    Gesture recognition for multi-touch keyboards

    Highly efficient semiconductor logic design for enabling high performance microprocessors with fewer transistors and low power consumption

    Conversational user interface with natural language processing with semantic understanding context awareness

    Facial recognition for auto-tagging for users

    Sophisticated signal processing algorithms for three-dimensional photorealistic geospatial rendering

    Memory Signal Processing technology solutions designed to improve the speed, endurance and performance of flash storage systems while reducing cost


    While these patents exist, what Apple does (and at least what old Steve did) was tell the companies that worked on their components to find a way to meet their specifications. And I already conceded on the development of their ARM processor, which by the way, was developed by engineers that belonged originally to Intrinsity.

Sign In or Register to comment.