Samsung

“Indeed, if you then ask Chinese teenagers what brand they want, first they say they want an iPhone, then they say they want a phone from interesting new brands like Xiaomi or Meizu and Samsung is a hand-me-down phone they get from their grandmother. They all h…”

“They sell a phone that an average of 600 dollars, In an industry that averages about a 180, and Android averages about 250. And in the high-end space, they have, as it might be, two thirds to three quarters of the market, and Samsung has most of the rest.”

“Yeah, it's interesting, because I think, like, a lot of the views, like, if you look at the Samsung Watch, it's basically that their idea is just, let's just take the phone, and shrink it, and remove some features, and put it on your wrist, right?”

“And the obvious takeaway is that this is a competitive problem for Samsung.”

“There's been a question for two or three years as to what was going to happen with Samsung, which had taken half of the Android market by volume and almost all the profits.”

“I don't think they should wait. I think they should build their technology to be open scalable, and I think Samsung already has an open platform, so There's no reason to wait, because consumers know it's out there, they're ready for it, and I think it's their,…”

“Samsung had half of the Android market by volume, more or less, and so that was kind of concerning for Google, that you had this big, powerful partner.”

“In precisely the period that you have half a dozen Chinese manufacturers coming into market with really good design and strong brand, which show me is only the most obvious, and what's happening is those guys are killing Samsung, they're not touching Apple at …”

“Last August, they surpassed Samsung as volume shipment sales in India. Last week, they passed Samsung as the number one smartphone manufacturer in India, right? They're now a top 10 global OEM, right?”

“Emerging markets are going to lead to the decimation of tier one OEMs, because the Samsungs, et cetera, will not be able to compete at that level.”

“It's impossible, effectively, for Samsung to copy that. You can argue about Apple's ability to sell a 10,000 dollar watch. I don't think anybody would argue about Samsung's ability to sell a 10,000 dollar watch.”

“Apple has always been pretty secure in its market, and then it sounds like Apple had, as it might be, a half to two-thirds of the high-end, and Samsung had most of the rest. With the big phone, it took, big phones last year, it took a lot more of that, and you…”

“Whether it's good or not, it's the kind of thing that's very, that's much more difficult for an Android OEM to do because Apple controls the operating system and all the apps as well. Whereas whenever Samsung tries to do something like that, it only works with…”

“Now Sam, with the Gear VR, you have something that's available for anyone to buy for a hundred dollars on top of the price of A Samsung phone.”

“What I really do love is just, it's an opportunity to sort of see everything at once. Now, it's not quite everything, because a bunch of the big companies don't go, you can't really see a ton of startups, but it really is like a snapshot of a massive amount of…”

“So we're gonna see potentially millions of people get a VR headset for free in the next couple of months.”

“If you think back again, 15 years ago, none of the companies that kind of created cellular are in the handset business anymore. Like, none of them. They're all out of it. Like, Nokia, Ericsson, Siemens, you know, Motorola. All of those companies are out of the…”

“Fast forward this, 1218 months, and you could see the reviews and the columns, and it's going to be the Samsung VR kit, the Xiaomi VR kit, and just like 12 different ones that are like the same but different, and people are going to evaluate those, and then th…”

“It's something where it's easier for Apple to create a really great customer experience, because Apple knows what lens and what GPU and what image processing chip is in the phone. Whereas when you are at Android or at Samsung, you've got that kind of disconnec…”

“God, that means that all of these companies are gonna have to make all of those parts, and there are only two companies that can do that, which is Samsung and LG.”

“Samsung makes screens, and they make arm chips, so they seem to decide that every little device has to have a screen with an arm chip in it, and that just seems like overkill.”

“The current hardware manufacturers that you use, HTC and Samsung, have been adding features to their phones, crypto processors, that have the sole purpose of maintaining safely private keys on your devices.”

“They think, I think industry generally agrees that Intel is further along you know, the sort of the two nanometer class process technology than Samsung is but both are way behind TSMC.”

“If they were to be able to sell them here, which, you know, is a challenge, you know, those phones would all be these share leaders, and it wouldn't just be Samsung and the AT&T store, for example.”