Galaxy S7 – mobile chip integration
Business Korea states that Samsung is currently working on integrating mobile chips and modems with future iterations of the Galaxy S series. Samsung is said to be motivated to do this in order to lessen its reliance on Qualcomm, Inc. (NASDAQ:QCOM) SoCs.
Business Korea also suggest that the corporation is currently planning to expand its foundry business, which will enable Samsung to diversify the product groups it is able to produce. This is apparently aimed at manufacturing application processors, graphics processing unit and PC chips in the near future.
It is clear from this report that Samsung is already contemplating a future in which it is the primary manufacturer of chips and other components for its own mobile units. This is something of a departure from its previous approach, but it is obviously something that the hierarchy of the company believes to be commercially important.
Agree 100%, however I'm also convinced they will surprise with their LTE biz sometime in 2015!
Habit mentioned with Chipotle in new Marketwatch article. It states the are posting rapid growth. (a raft of younger upscale fast-food joints such as Chipotle (CMG) and Habit Burger (HABT) are posting rapid growth.
This article was in the San Diego Union Tribune in January. Some quotes:
"While Samsung developed its own application processor several years ago and has LTE radio technology, Walkley doesn’t believe that Samsung has the capabilities in 3G modems to drop Qualcomm radios from the Galaxy S6."
“LTE needs to be backward compatible with 3G because nobody has an LTE only network,” he said. “Samsung exited 3G a long time ago. There is a zero percent change they are using their own LTE chip in these phones.”
Low volume today, maybe the waiting game has begun. Everybody has placed their bets, as the croupier waves his hand across the table.