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Components

Samsung Q3 15A – Coming of age.

Reply to this post           Samsung is starting to look more like a mature, grown up company. Samsung reported reasonable Q3 15A results as the semiconductor...

Qualcomm – Built to serve

Reply to this post           Triple whammy benefit no longer held up by software? Intel finally has a credible challenger in the server market as Qualcomm...

Samsung Q3 15A – King of commodities

Reply to this post           Attention can now turn to doing what it is best at. Samsung finally reported some growth as the weak KRW and...

Mobile Modularity – Rules of the road.

Reply to this post           A modular device is far harder than it sounds.  Google is continuing to struggle with Project Ara underlining the fact that...

Samsung – Bones of phones.

Reply to this post           There’s nothing wrong with being a component company.  The latest flagship devices continue to show very clearly where Samsung’s future lies...

Samsung Q2 15A – Mixed bag.

Reply to this post           Product mix saves the day. Samsung reported another difficult set of results and the prospect of price cuts on the Galaxy...

Samsung Q2 15A – Over the hump

Reply to this post           This will be the last quarter of hard comparisons. Samsung guided to weaker than expected Q2 15A results as the Galaxy...

Samsung – Back to basics.

Reply to this post           Launch of IoT modules returns Samsung to its roots Samsung has launched a range of modules aimed at Internet of Things...

Samsung Q1 15A – Pointless gimmicks pay

Reply to this post           The pointless curved screen should generate some EBIT. Samsung reported its full Q1 15A results that revealed a better performance in...

Samsung, QCOM & TSMC – Win Win Lose

Reply to this post           Qualcomm and Samsung get one over TSMC. Despite losing out to Samsung’s in house Exynos apps processor in the Galaxy s6,...