cnocbui

1983 said:

Wow, this is a big deal and very surprising. Up until this announcement I'd never heard of 'Softbank' before. I'll have to look them up to see how they can afford this considerable outlay.

They are the mobile arm of Japan Telecom.  They were trialing NFC based contactless payments using phones in 2011.

stantheman said:

Samsung will be producing 10 nm processors for its own devices and for those of customers, but without Apple orders Samsung's unit cost may be considerably higher than before. It makes a big difference whether startup and overhead costs are divided among only 300 million units annually, let's say, versus 500 million. If Samsung raises processor prices to cover the difference, then some smartphone companies will turn to other suppliers -- which would only make the situation worse for Samsung (i.e., reduced volume, higher unit fixed costs). But if Samsung doesn't increase prices, its profits will suffer.

Samsung have several large scale customers, I suspect it unlikely they are going to have any problem with operating at full capacity and optimum economies of scale.  While they may have lost orders from Apple for processors, they have reportedly gained a huge order from Apple for OLED panels.  The display is usually the most expensive component in high-end phones.

By the way, AI always states "Apple has gradually tried to reduce its dependence on Samsung".  Has anyone at Apple actually announced that to be the case officially, or is it just someone's wishful thinking being passed off as fact?

DED doesn't need to workout in a gym if he keeps up with such desperate bailing efforts.  The quality of his 'sources' for 'supporting' evidence are dire - twitter? - and as for his logic?  The S7 went on sale in March, so DED quotes an IDC report from APRIL alleging an annual 0.6% decline in overall sales for the preceding year.  So in support of an article alleging the S7 didn't outsell the 6S, he uses as 'evidence' a report that clearly didn't include a single S7 sale.  Brilliant!

In criticising The Verge for it's story about S7 sales in 2016, he says: "

The Verge report also ignored the rest of Kantar's data. That includes figures for China, "the world's largest smartphone market," which showed that Samsung has seen its once-leading share in urban markets collapse from 34 percent back in 2014

Exactly how are supposed Samsung sales in 2014 relevant to an argument about S7 sales in the US in 2016?

The content of the article doesn't even get close to supporting it's title.  It smacks of war time propaganda.  DED is Apple's Lord Haw Haw.

lkrupp said:

volcan said:

What? I thought it was a well done and very informative recap of the WWDC macOS presentation.

Do you realize who you are responding to? @cnocbui is the lead troll on AI. He hasn’t posted a positive response to anything, ever. 

I have for years been advocating and defending OLED and think it is the way Apple should go so applaud them fro waking up to that, albeit a couple years after the writing was obvious on the wall, yet I have copped endless derision on here for doing so as it was seen as negativism because it involved actually giving Samsung credit they richly deserved.   I supported Apple in their stance on privacy, but you wouldn't notice something like that.  I said Apple should have told Carl iCahn to go fly a kite instead of giving into his share buy-back blackmail.  I said back when that started that Apple should have put that money into increased dividends.  Had they done that, their current share price would be more than double what it is currently.  That was being negative too, of course, because it wasn't what Apple were doing.

If you think sales are bad now, just wait for the iP7 without a headphone jack.  That is not a positive feature and I think it will discourage a lot of potential sales.  An exercise in trying to make the ecosystem even more sticky that could well turn into a quagmire.