Samsung mobile phones businesses now sit is a well known fact, but that does not mean that you can treat it lightly.
The fourth quarter of last year, Samsung's semiconductor business profit since the second quarter of 2011 for the first time beyond the Smartphone business, reached 2.7 trillion won, it is because the business reveals, Samsung's overall performance was not so bad. This year, the Samsung restore not only advantage of S6 and S6 Edge may cause rebound for its mobile phone business, its semiconductor business will also be further outbreaks.
• Cut to Qualcomm's three axes
Now in the first half, Samsung gave old partners Qualcomm altogether three knives, and knives are red like a high pass antitrust case last year. First knife, is Samsung's new flagship S6 and S6 Edge is no longer part of the market as before carry Gao Tongxiao Dragon processor, but all use a Samsung Home Exynos 7420. Seem is the Xiao long runs parallel to 810 overheating forced Samsung to abandon it, but in fact it is because Samsung has with 14nm FinFET technology in the forefront of the industry, while Qualcomm gave a pretext to Samsung.
Moreover, Samsung is not a misfortune, Exynos 7420 itself in performance as Xiao long beyond 810, and Samsung has been troubling baseband problems, also got on the Exynos 7420 integration in our hearts the truth, Samsung can no longer use Qualcomm. Flawless iPhone 6s plus case
For Qualcomm, Samsung flagship machine full of abandon, means not only that its chip business will lose a majority share, is even more critical, as most manufacturers of high-end influence the Android camp, Samsung's lead in abandoning, Qualcomm may also greatly weakened the competitive in the high-end market.
While the second knife is Samsung's own architecture processors come out soon. According to outside media reported, in last month released of latest version GNU compiled device in the, support ARM partners development of custom core list in the appeared has Samsung Exynos M1, and this not only means with Exynos M1 does exists, also description its has distance came out not far has, and according to industry usually volume prenatal 9-12 months of samples took goods period to is, so most late next year then Samsung of owned schema processor on May came out, even will will directly carrying in its next generation flagship S7 Shang.
According to known sources, Exynos M1 is compatible customized core ARMv8-A core, instead of ARM Cortex-A72, and supports 64-bit technology still 14nm, most high-frequency 2.3GHz, allegedly in GeekBeanch 3, M1 running single core GPA up to 2200, in contrast, Apple A8X scored 1787 points.
And third knife is on is is satire has, reportedly, Exynos M1 in the of "m" meaning refers to Mongoose (CAT Itachi), just for Qualcomm "Krait (krait)" of predators, but who are know it not just just--can even three knife so, Qualcomm also is had to because Samsung in process Shang of leading, and put himself of chip generation workers also handed Samsung, even also must as of shows good Samsung, to let which return to Qualcomm processor of camp has always been--not exaggerated of said, Qualcomm now even got some taste of the hardships.
• Not just SOC Samsung's semiconductor business as a whole are squeezing an opponent
Actually industry is such satire, Samsung last year four quarter semiconductor business of outbreak, is big degree Shang is for competition opponents iPhone 6 hot due to, and according to research institutions DRAMeXchange is expected to, Apple of mobile DRAM chip this year also will consumption 25% of global supply volume, this means with Samsung although phone business in fell, but semiconductor business Shang is can get enough of support, 22 offset zhixia, also than other phone manufacturers live of moist too more.
This is also why Samsung top products are encoded in a series of S6 reason--other than the increased competitiveness of mobile phone, can still rely on the endorsement of a flagship product, basket, capacity, yield performance and stability factors to show confidence. In addition, select Samsung usually like Apple have another reason, as Samsung industrial chain involved is huge, not just OEM chip, also can supply screens, Flash and so on.
And reportedly, Apple has decided suspended and Samsung of patent confrontation, this means with both will will ushered in a friendly of stage, first reflected of certainly is supply chain Shang of co-operation, so city accounted for rate Shang industry first of Samsung plus industry second of Apple, two home variable a Pro-, again plus supply chain of heavily in hand, undoubtedly will on including Qualcomm, and TSMC, and sharp, and Sony, and Toshiba, main components suppliers brings double threat. Flawless cases
• The more mature, more to raise supply chain
If the semiconductor business is not enough to make you feel how important supply chain, so recently a message may give you more specific feel, this is Dafa Sony camera sensor out of stock message.
According to the editor-in-Chief of the EE Sun Changxu revealed that Sony sensor will experience large stock, customers can meet the needs of 50% at the highest level, may even completely out of the top ten destination IMX214 the most serious. While the latter audience broader, millet 4, hammer in a domestic mobile phone, Huawei Mate 7, OPPO Find 7 international Nexus 6 on the Sensor is used.
And discontinued the main reason was that Samsung and Apple jointly occupy almost all of Sony's production capacity, led to other manufacturers and different models of Sensor are out of stock. And more has rumors said, this is Samsung deliberately Xia of a Council, it arranged has except Apple zhiwai of all capacity, is to let other manufacturers no goods available, and this effect actually is is big of, because it will will directly upset manufacturers of sales plans, however more important of is, just is sensor stock, may led to those has into library of material all into only will occupied inventory and cannot input production of stay material, eventually manufacturers wants to digest inventory on became is difficult, only 1.1 points mill--even not exaggerated of said, Some companies this year plan, possibly because such a thing all dashed.
Actually supply chain Shang of crisis, most manufacturers are absolute encountered had, bloody of example also many, and to know, even is Apple such of top manufacturers, also faced with Apple Watch of stock embarrassing, more alone other people has, and supply chain of problem usually is in and time, and consumers of patience race, may accidentally, on will became was strangled of key--from this is for, supply chain will can foreseen of became manufacturers next increased competition of link.
Smartphone boom began in hardware race, and now able to open bottlenecks and determine the winner, remains the leading technology, or even present a little bit of lead may be rivals reach, Samsung on the front both sides has given us a very good example-and those who want to go beyond manufacturers Samsung, or to weigh their own position in the supply chain.
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