cnocbui

Funny how the FBI message is about how hard it is for them to get into a terrorists phone and yet not a word about how easy it was for a terrorist to obtain the weapons with which to commit the act of terror.

Rayz2016 said:

cnocbui said:

I hope they are installing a seismometer in the new HQ, linked to an alarm so they will know in real-time when to pick up the phone to Samsung.

Wow.  How butt hurt can you get?

How am I butt-hurt?  I don't have shares in either Samsung or Apple.  They are just faceless companies that make stuff as far as I am concerned.

You are the one who's butt-hurt as you know I am right.  Taiwan has just suffered a serious earthquake, with 130 lives lost, unfortunately.  Fabs have had production runs lost and are having to re-calibrate equipment.  A larger quake nearer the fabs would have far more serious consequences with down-time measured in years.

josu said:

cnocbui said:

Android have 85% of world market share - so that's 'what'.  What you, I or anyone else thinks is irrelevant.  All Samsung have to do is make those processors and sell them for a profit.  It doesn't matter if Qualcom dump them in the sea so long as they abide by their contract and Pay Samsung for making them.

Yes, your rationale is good, but losing the contract of the most profitable smartphone manufacturer for other that sells to companies that barely make a dime in the smartphone market is not exactly a winner proposition long-term.

You don't appear to get it.  When you are making processors, it is completely irrelevant how much profit your customer makes.  What matters is your profit margin and the volume you have been asked to supply.  The Qualcom gig would likely be worth far more in profit to Samsung than making A series processors if Samsung is not constrained by capacity.  If they are restrained by capacity and it was fully utilised by either the Qualcom or Apple orders than they are sitting pretty because it doesn't matter who the contract is with as they are making the maximum profit they can either way.

tonester said:

koop said:

They already won the contract for the Snapdragon 820. Sounds to me like the capacity Apple left has already been filled.

That's funny. All that capacity to make 820s for what?  The next big thing from Samsung that nobody is going to buy. 

Android have 85% of world market share - so that's 'what'.  What you, I or anyone else thinks is irrelevant.  All Samsung have to do is make those processors and sell them for a profit.  It doesn't matter if Qualcom dump them in the sea so long as they abide by their contract and Pay Samsung for making them.

chas_m said:

cnocbui said:

Samsung must have gained ground because of all those Android users jumping ship to iPhone 6s.

That's probably true, actually, though you probably meant it as a smart-arse remark. Android switchers are mostly likely to come from lesser Android "smartphones" that barely qualify for the term, and Apple's gains came mostly from them (though the larger wave of Android switchers is outside the US as you are apparently unaware). Samsung's gains probably came from people UPGRADING their Android phone from lesser brands to Samsung (or switching from BB and Windows Phone), as well as those who've chosen Samsung for various reasons (like the Note, which is a pretty nice AIO phablet).

There is constant switching both ways.  CompareMyMobile.com said that 9.8% of trade-ins for a 6s/+ were coming from a Samsung while 16.9% of trade-ins for a Samsung S6/Edge were coming from an iPhone.