Trending December 2023 # Samsung Just Lost $10B Market Value On Apple Order Stoppage Rumor # Suggested January 2024 # Top 20 Popular

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Samsung has lost a whopping ten billion dollars of market value on rumors of order stoppage concerning DRAM chips. The iPhone maker has reportedly secured half the manufacturing output from Elpida, a struggling Japanese maker of dynamic random access memory chips.

Apple is Samsung’s biggest client and Cupertino’s business contributes substantially to their fortunes so no wonder Samsung’s shares fell yesterday more than six percent to a nine-week low, effectively wiping out a cool $10 billion of the company’s market capitalization…

Reuters explains:

Shares in Samsung Electronics Co slumped more than 6 percent on Wednesday, wiping $10 billion off the electronics giant’s market value, on a report that Apple placed huge chip orders with troubled Japanese chip rival Elpida.

The iPhone maker has reportedly booked half of the output of Elpida’s 12-inch plant in Hiroshima, Japan. Apple also buys memory chips from SK hynix, whose shares also dipped nine percent on the news, hitting a 20-week low, the biggest one-day drop for the company in nine months.

According to DRAMeXchange, Samsung ended the first quarter of this year with a commanding 70.9 percent share of global mobile DRAM market. SK Hynix ranked second with a 15 percent share, down from 20.7 percent share in Q4 2011. Elpida went from 16.9 percent share in Q4 2011 to just 8.8 percent share in Q1 2012, ranking third.

A quarter ago, the company’s share was pegged at just 53.5 percent and they were able to grow sales thanks to the Galaxy family of devices that contributed to about 30 percent of Samsung’s total DRAM output.

Together, Samsung and Apple represented nearly half of all smartphones sold globally during the first quarter of this year.

For Apple to switch from a world-class supplier to a company that recently filed for bankruptcy and has been in talks to sell its business to U.S.-based Micron Technology Corp is a bit awkward, to say the least.

According to a LIG Investment & Securities analyst:

It looks like Apple doesn’t want to see Samsung and hynix dominate the chip market. Apple wants to maintain its bargaining power by keeping Elpida running.

Yeah, but why such a huge drop in Samsung’s share price?

According to a Solomon Investment & Securities analyst:

A merged Micron-Elpida could pose a significant threat to South Korean memory chipmakers, and Elpida’s huge order from Apple was the spark that triggered these worries.

The Globe and Mail suggested a year ago that Apple was looking to end its relationship with Samsung by taking electronics parts orders elsewhere amid a growing legal dispute over the iPhone’s design and software features.

Samsung last summer consolidated operations by merging component and manufacturing businesses as its flat panel unit kept losing money. Apple is Samsung’s top buyer of components. Just last year, the iPhone maker bought nearly $8 billion worth of processors, NAND flash chips and screens from Samsung to put into iOS devices.

Orders from Apple are projected to grow this year to $11 billion worth of parts.

The Wall Street Journal reported this morning that production of four-inch displays for the next iPhone is commencing next month. The new screen is said to be made by Sharp, LG and Japan Display, a joint-venture between the Japanese government and Sony, Hitachi and Toshiba.

Samsung wasn’t mentioned in the article, which is interesting knowing they supply high-resolution display panels for the new iPad.

There has been some talk of Apple dropping Samsung for A6 production this year, but yield issues and manufacturing difficulties with the foundry’s 20-nanometer process allegedly pushed back those plans until 2014.

One way or another, Apple seems to be taking its business elsewhere.

Whether or not the move will backfire remains to be seen.


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Samsung To Take On Apple With Mini Galaxy Note

Samsung of South Korea will later this month take another crack at dethroning the tablet leader Apple by going after the Cupertino firm’s iPad mini, a 7.9-inch mini tablet computer released on November 2, 2012 and starting at $320 for the Wi-Fi only version with sixteen gigabytes of storage.

The new Note reportedly has a 720p (1,280-by-800) Super Clear LCD screen measuring eight inches diagonally and comes with Samsung’s trademark S-Pen. Hardware specifications allegedly aren’t that special as Samsung is possibly using cheaper components in order to undercut the iPad mini on price…

Price could prove vital.

Even though the $329 iPad mini is $170 cheaper than the full-size iPad 4 that begins at $499, rival mini tablets from Amazon and Google are sold below cost, often beginning at just $199.

The Samsung Galaxy Note 8.0, as it’s predictively gonna be dubbed, will come in two major flavors, cellular and Wi-Fi only. The device is said to be up for an official introduction at Mobile World Congress in Barcelona, Spain, which runs February 25-28, 2013.

This would give Sammy ample time to position its device ahead of Apple’s rumored iPad refresh in March.

SamMobile has the story:

Samsung’s new upcoming Galaxy Note 8.0 will use a 8.0” 1280×800 TFT (Super Clear LCD) display, 5 megapixel back camera, 1.3 megapixel front camera, 2 GB RAM, 16/32 internal + Micro SD slot. The battery of the Galaxy Note 8.0 will be a 4600 Mah one. The Galaxy Note 8.0 will also have many ways of connectivity like Bluetooth version 4.0, USB 2.0 and Wi-Fi 802.11 a/b/g/n and A-GPS.

The device runs on Android 4.2 Jelly Bean, is a bit bulkier (136.3 x 211.3 x 7.9mm versus 134.7 x 200 x 7.2mm for Apple’s tablet) and a tad heavier (330g) than the iPad mini, which weighs in at 312g.

As I argued back in July 2012, Apple had to release a more affordable iPad so that it could cover a wider gamut of price points as budget shoppers were increasingly picking up Amazon’s Kindle tablets and Google’s $199 Nexus 7.

It’s not the fastest, or highest-resolution, or anything-ist, but the iPad Mini is the best computer ever made.

— John Gruber (@gruber) January 16, 2013

Today came word that Asus-built, Google-branded Nexus tablets may have outsold the iPad in Japan during the all-important holiday season. Market research firm BCN polled 2,400 consumer electronics stores in Japan throughout the month of December, concluding that Google’s gizmo accounted for 44.4 percent of all tablet sales by volume electronics retailers versus Apple’s 40.1 percent share.

The report cites the difference in price — the Nexus 7 starts at just 19,800 yen (or $223 USD), and the iPad and iPad mini are priced at 42,800 yen ($483) and 28,800 yen ($325) respectively — as the reason for Google’s success.

The iPad has been Japan’s leading tablet since it went on sale in May 2010. Now, BCN does underscore there was in fact a shortage of iPad minis at many stores during the time of its survey,  but it maintains that price was likely the bigger factor.

J.P. Morgan analyst Mark Moskowitz suspects that “near-term supply constraints impacted iPad sell-in activity” during Q4 2012.

”In our view, it was a supply, not demand issue”, he wrote, adding the supply issue was just a “blip”.

This way or another, with all those new tablets surfacing and $199 now being the new $499, Apple’s unit market share lead will admittedly erode over time, but if the iPhone is anything to go by – even with low volume Apple should be able to rule tablet profits.

Report Shows How Apple Is Essentially Handing Indian Market To Android

A new report from The Wall Street Journal dives deep into Apple and its lack of success in India.

According to the report, Apple’s Indian iPhone shipments, as well as its market share, have fallen significantly in the past year.

Meanwhile, Android OEMs are finding huge success in India, mainly by working with — not against — the market.

It’s no secret that the entire smartphone industry is betting big on India. In many parts of the world — including the United States — smartphone sales are flattening since pretty much everyone has a smartphone by now. In India, however, less than a quarter of over 1.2 billion Indians own a smartphone, which means big opportunities for manufacturers.

One would assume that Apple — one of the world’s biggest smartphone makers — would also see huge success in India. However, according to a new report from The Wall Street Journal, Apple is facing “little success” in the country, while Android OEMs are doing very well indeed.

According to the report, Apple’s main issue is its refusal to alter its business strategies to accommodate the Indian market. In the U.S., as in the rest of the world, Apple releases select few products per year, focusing on using marketing to create a passionate demand for those high-priced products. This strategy has made it the world’s most profitable company.

Apple will update China iPhones to prevent ban, but Qualcomm still fighting


In India though, this tactic doesn’t work as well. When it comes to smartphones, most Indians are looking for inexpensive devices with a focus on a few integral features, like battery life, for example. The average Indian consumer wants to spend about $250 on a smartphone, pay for it all at once, and then connect it to a prepaid wireless plan.

In other words, most Indians see a smartphone as a tool, not a status symbol.

Although Apple does offer an older iPhone model in this ideal price range — the iPhone SE from 2023 goes for about $250 in the country — it isn’t helping its overall sales. Since 2023, Apple’s market share has halved from a measly 2 percent to a paltry 1 percent. It also shipped 40 percent fewer iPhones to the country over the past year.

Back in 2023 when Apple’s revenue in India was climbing, the company reportedly created a five-year plan for the market. Its goal was to raise its Indian revenue from $1 billion per year to $5 billion per year by 2023. However, in its most recent fiscal report, the company reported Indian revenue of only $1.8 billion.

Apple seems to think the Indian market is business as usual, but it’s not. Android OEMs understand this, and are flourishing.

This report makes it clear that Apple’s strategy is not working even by its own metrics.

Meanwhile, Android OEMs are seeing much success in India. OnePlus, in particular, is doing very well in the country, with 30 percent of the premium smartphone market — more than even Samsung, the world’s biggest smartphone manufacturer. Fellow Chinese OEM Xiaomi is also seeing a lot of success in the country by offering a slew of powerful-but-cheap Android devices.

If Apple doesn’t want India to become Android’s biggest success story, it’s going to have to dramatically alter its business strategy. This WSJ report makes that clear. The question then becomes: will it do so?

NEXT: Apple’s W1 chip: What is it, and why don’t Android users get a bite?

Survey: Americans Have Kinda Just Given Up On Cybersecurity

Two results from the latest survey at the Pew Research Center paint a dismal picture of the typical Americans’ approach to cybersecurity. As it turns out, many U.S. citizens tend to distrust modern institutions’ claims to secure their data while at the same time trending towards neglecting their own security.

Here are both of the results from the report, which relies in data from a national survey of 1,040 adults in the spring of 2023, and what exactly those results might mean.

Americans Don’t Trust Institutions

The majority of Americans, 64 percent, have “personally experienced a major data breach.” 41 percent of Americans have seen fraudulent charges on their credit cards, and 16 percent have had their email account taken over, the report indicates.

Perhaps unsurprisingly, half of Americans feel their personal data is less secure than it was five years ago. (I should note here that 18 percent feel it’s more secure, so this data point is a slight tempered one). This lack of trust falls mostly on social media and government agencies rather than on cellphone or credit card companies, the report explains:

“Many Americans lack faith in various public and private institutions to protect their personal information from bad actors. They express some level of concern about a variety of entities, ranging from telecommunications firms to credit card companies. But their fears are especially pronounced for two institutions in particular: the federal government and social media platforms.

Some 28 percent of Americans are not confident at all that the federal government can keep their personal information safe and secure from unauthorized users, while 24 percent of social media users lack any confidence in these sites to protect their data. By contrast, just 12 percent of Americans (and 9 percent of social media users) have a very high level of confidence that these entities can keep their personal information safe and secure.”

But Americans Are Also Bad at Their Own Security

39 percent of internet-faring adults use the same or very similar passwords for the majority of their online accounts, which is a bad practice. But you probably already knew that: 25 of these adults admit that they “often use passwords that are less secure than they’d like, because simpler passwords are easier to remember than more complex ones.”

Plus, 41 percent of adults on the internet have let a friend or family member in on the password to one of their accounts online (Pew doesn’t share how many of these respondents were talking about their Netflix password… I would bet it’s fairly high.)

High-Profile Hacks Might Bring More Awareness… Maybe

In short, Americans know that their own cybersecurity is lax, but just don’t seem to care enough to improve it. That’s not a great combo: It’s similar to someone shutting down from shock rather than take a life-saving measure.

But there may be hope. After all, the report comes from the spring of 2023, before a series of high-profile hacks, including emails from the Democratic National Committee, Yahoo’s announcement that hackers had accessed data from about 1 billion email accounts, and official statements from the FBI, the CIA and the Department of Homeland Security acknowledging that the Russian government had been involved in the DNC hack with the intention of influencing the 2023 presidental election.

Hopefully this additional information will help the American public realize that their cybersecurity issues cannot be ignored.

Apple Could Be Close To Shifting Cpu Orders Away From Samsung

The iPhone 5 comes with a brand new Apple-designed A6 chip for a twofold jump in CPU/GPU performance. In fact, the iPhone 5 could easily be the first ARM Cortex-A15 smartphone on the market. The A6 is likely manufactured on Samsung’s 32-nanometer process, but probably not for long as Apple has been looking to take its chip contract elsewhere.

There ain’t many places to go: Intel sucks at power management and Samsung is #2 chip vendor in the world. Taiwan Semiconductor Manufacturing Company (TSMC), however, is the world’s largest dedicated independent semiconductor foundry and Apple could be closer than previously thought to shifting production contracts away from Samsung and towards TSMC.

Can you say “stock plunge”?

According to the somewhat reliable DigiTimes (they’re good at semiconductor and supply chain news), back chatter in Asia suggests that Apple and TSMC are “about ready to enter the design-in phase”.

The report also goes on to note that Apple is believed to have “reduced its orders with Samsung and raised the proportion of purchases from other suppliers including SK Hynix, Toshiba and Elpida Memory”.

The claimed iPhone 5 logic board that leaked 24 hours ahead of Apple’s keynote shows NAND flash chips by SK Hynix, a long-time Apple supplier. And back in May, Samsung denied rumors asserting Apple had secured half the manufacturing output from Elpida, the third-largest maker of dynamic random access memory chips.

“Apple is definitely using our chips”, an unnamed Samsung executive allegedly said.

And why is this important?

Because the $1 billion in damages a U.S. judge awarded to Cupertino in the high-profile Apple v. Samsung case could be a drop in the bucket compared to billions in lost orders should Apple take its chip contracts elsewhere.

Samsung is safe so far and even dropped $4 billion towards renovating its Austin, Texas plant in order to boost production of ARM-based chips, mainly for Apple, its biggest client.

DigiTimes wrote back in May that TSMC has a “good chance” of winning Apple’s chip biz in 2014. Apple is thought to be moving chip production to TSMC’s 28-nanometer process, but the semiconductor foundry is currently struggling to provide sufficient capacity to its existing 28nm customers.

Today’s report states that TSMC’s 16-nanometer double-gate FinFET process could be Apple’s most likely choice.

Note that TSMC already makes Qualcomm’s 4G LTE baseband package used inside the iPhone 5, generating an estimated ten bucks in per-device revenue for TSMC (see the full iPhone 5 bill of material estimate here).

TSMC also provides foundry services for other iPhone component suppliers such as Broadcom, STMicroelectronics, NXP and OmniVision.

Qualcomm and Apple both offered $1 billion for exclusive access to TSMC’s production output, but the company turned down the offers to “retain control of its plants”, its finance chief adding that TSMC “doesn’t want to sell part of itself and doesn’t need cash for investments”.

The way I read this: Samsung will build one more iteration of the iPhone and iPad processor (perhaps the A6X) and TSMC gets to build the A7 chip that should go into 2014 iOS devices.

Or, Apple could be simply looking to diversify its supplier base.

Either way, it will be Samsung’s loss.

Make sense?

Daily Authority: Sony’S Xperia Launch, Apple And Samsung Events, And More

Sony in its inscrutable style, again launched smartphones long before they’re available, and without pricing.

All we know is: the Sony Xperia 1 III and 5 III will only be available to US customers in summer 2023, while the Xperia 10 III might emerge earlier with Sony saying “early summer”.

It’s possible this limited availability detail is related to the industry-wide chip shortage, or just Sony sticking with its slightly odd approach.

Xperia 1 III and Xperia 5 III:

The Xperia 1 III is a 6.5-inch phone while the Xperia 5 III is a 6.1-inch, both sticking with the 21:9 aspect ratio, with the Xperia 1 III at 4K resolution, and the Xperia 5 III at FHD resolution.

Both the Xperia 1 III and 5 III sport the Snapdragon 888, both feature the world’s “first variable telephoto sensor,” 4,500mAh batteries, 30W wired charging, IP6X ratings, ZEISS camera lenses and coatings, and keep the headphone jack. 

The Xperia 1 III also adds a 3D iToF sensor for focus tracking, has the top-spec Gorilla Glass Victus, wireless charging, better speakers, and a microSD port.

Variable telephoto:

Keeping it super simple, that 12MP telephoto feature means you can optically switch between 3x and 5x zoom by changing focal lengths instantly, which Sony says is world-first for a commercial smartphone.

Sony explained it with this animation, though I’m not sure it translates super well:

The 6.0-inch OLED Xperia 10 III looks just like the 10 II, albeit with an upgraded processor and battery capacity and the addition of 5G.

The Snapdragon 665 from last year’s model has been swapped out for a Snapdragon 690, now with 5G, and ups the battery to the 4,500mAh mark, a big rise from 3,600mAh on the older 10 II.

Not a lot else changes. The triple camera system is more or less the same, the headphone jack remains, it’s a 60Hz display, and the panel sticks with Full HD 1080p resolution.

Pricing for all three to come.

By the way, Sony also invested $200M more into Epic Games, raising $1B overall (Polygon).

What is Apple teasing? It’s spring, the graphic looks like a spring. That’s pretty straightforward!

Also, Samsung announced its next Unpacked event, setting it down for Wednesday, April 28:


Like the Apple event, we don’t expect phones at this launch, after two phone events already in the year.

Instead it’s likely Samsung explores its latest laptops, rumored to be 11th-gen Intel-powered clamshells.

That could explain the “powerful” angle in the teaser invite.

So, a PC-focused launch looks likely. Knowing Samsung, there’ll be leaks.

Wednesday Weirdness

Dhruv Bhutani / Android Authority

Honestly the weird thing this week is how roundly the OnePlus Watch was shredded. And one weird angle is that the US versions seem to be worse than in other regions.

I mentioned the bad reviews yesterday after speaking with our reviewer Dhruv Bhutani, although he didn’t suffer quite as many issues as we’ve seen crop up.

It all led to Gizmodo’s review, titled This Is the Worst Smartwatch I’ve Ever Used, featuring paragraphs like: “Every little thing went wrong when I tested this watch. It tracked every activity inaccurately. It said I was sleeping when I was awake. My step counts were off by more than 10,000 steps.”


My question: why did OnePlus release this? It’s such a self-own. 

OnePlus has mastered very good smartphones. But nothing else it has touched has been much good… apart from some very good little backpacks, curiously.


Tristan Rayner, Senior Editor

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