Samsung, every mention
65 scenes, the whole family · ← back to Samsung
tap a year for its mentions
every year anyone Ben Gilbert 21David Rosenthal 20Brinton Johns 11Morris Chang 4John Bathgate 4David Senra 4Brendan Eich 1
Verbatim, from the transcripts: the passages where Samsung comes up
Google Part II: Alphabet (Audio) · Acquired
- ▶ 2:47:37 David Rosenthal And this is a partnership with HTC, Motorola, Samsung, LG, T-Mobile, Sprint, Qualcomm, Intel, Broadcom, and Texas Instruments.
- ▶ 2:53:21 David Rosenthal Do you know about Samsung and Galaxy?
- ▶ 2:59:03 Ben Gilbert Even today, the, I think, um, Samsung has their own OS, Samsung One or something like that, that looks different.
- ▶ 3:06:59 David Rosenthal So then the other quick thing to mention on Android history, there was one interesting moment and tension with Samsung in the early to mid-twenty-tens.
- ▶ 3:07:09 David Rosenthal Samsung basically said, oh, okay, the iPhone is the premium device.
- ▶ 3:07:28 David Rosenthal And then Samsung started stripping out Google services and putting their own Samsung services in on some of their devices.
- ▶ 3:07:47 David Rosenthal Was and is a sort of reference device that, yeah, consumers could buy, but more so to show the rest of the OEM market, the non-Samsung market, hey, here are reference designs essentially for great premium devices, great cameras, all the…
TSMC founder Morris Chang · Acquired
- ▶ 1:51:35 Morris Chang And then Samsung came up with the succeed.
- ▶ 1:52:00 Morris Chang I mean, it was a real shock when I heard that Apple had placed their first orders of 16 with Samsung.
- ▶ 1:52:43 Morris Chang Went to Samsung for the sixties.
- ▶ 1:53:30 Morris Chang Ah, but now, you know, we, we found out you were buying 16, the first 16, anyway, from Samsung.
- ▶ 1:55:14 David Rosenthal Uh, Samsung is Apple's chief competitor.
TSMC · Acquired
- ▶ 52:45 David Rosenthal Even today, when TSMC or Intel or Samsung or whoever built a fab,
- ▶ 1:19:49 Ben Gilbert It's basically Samsung and TSMC, right?
- ▶ 1:19:55 David Rosenthal Only TSMC and Samsung.
- ▶ 1:20:11 David Rosenthal Well, Samsung has already slipped to twenty-twenty-four.
- ▶ 1:33:35 Ben Gilbert They just used an off-the-shelf Samsung chip.
- ▶ 1:33:55 Ben Gilbert But, of course, it's an off-the-shelf Samsung processor.
- ▶ 1:34:03 Ben Gilbert But we should say, and Samsung also fabbed it, because Samsung is both a chip designer and a manufacturer.
- ▶ 1:37:26 Ben Gilbert And we should say, we should clarify too, I think Tesla uses Samsung.
- ▶ 1:38:45 Ben Gilbert And it was Apple basically saying, we think a lot of people are gonna buy a lot of iPhones in the future, and we are competing head-to-head with Samsung because they're a company that is not clear on strategy.
- ▶ 1:39:04 David Rosenthal And Jobs hated Samsung famously, right?
- ▶ 1:39:18 David Rosenthal But he had some, like, oh, Samsung, they're just, like, copied, like, something that, like, really put them in.
- ▶ 1:40:41 Ben Gilbert I'm pretty sure some iPhones had Samsung fabbed A fours and fives in them, and some had TSMC fabbed ones.
- ▶ 1:42:28 David Rosenthal Even Samsung's not going to be able to keep up with this.
- ▶ 1:48:07 David Rosenthal In the five nanometer, Samsung has like five, 10% market share, and TSMC has
- ▶ 2:05:04 David Rosenthal Same with situation exists in Korea with Samsung, right?
- ▶ 2:07:03 Ben Gilbert So, okay, but Jobs made what Ottolini considered a lowball offer, and Apple awarded the contract to Samsung.
Costco (Audio) · Acquired
- ▶ 2:46:15 David Rosenthal But, all the other players, clearly the manufacturer was a Samsung refrigerator, was running a promotion.
Sessions: David Senra (Founders Podcast) · Acquired
- ▶ 1:24:38 David Senra I go, why don't you just find a deal like Jay-Z did with Samsung?
- ▶ 1:25:14 David Senra So he goes to Samsung and says, Samsung, you're launching this new app, uh, this new phone.
- ▶ 1:25:30 David Senra The first million people that get access to my album are going to be Samsung to have that, whatever phone was coming out.
- ▶ 1:25:37 David Senra And so it's advertising to the Samsung and it's guaranteed money to him.
Qualcomm · Acquired
- ▶ 1:51:14 Ben Gilbert Apple has always used either Samsung processors, ah, in the first iPhones until they switched to their own.
- ▶ 1:51:33 Ben Gilbert Transitioning from Samsung to the A series processors.
- ▶ 2:14:56 Ben Gilbert And I think over the last decade, they really upset Samsung, Apple, so many people that are starting to at least make their own radios or even consider systems on a chip.
Nvidia: The Machine Learning Company (2006-2022) · Acquired
- ▶ 36:12 David Rosenthal It was a full-on system on a chip for smartphones, competing directly with Qualcomm, with Samsung, like it was a processor, like an ARM-based CPU.
- ▶ 1:52:06 Ben Gilbert I actually heard a rumor, and we can link to it in the show notes, that the Ampere series of chips, which is the one immediately before the, the Hopper, the sort of A-series chips, are actually fabbed by Samsung, who gave them a sweetheart…
Nvidia: The GPU Company (1993-2006) · Acquired
- ▶ 45:56 Ben Gilbert Like the TSMC or the Samsung or the Global Foundries or?
SONY (75 years of electronics history in 3 hours) · Acquired
- ▶ 1:16:50 Ben Gilbert Going thermonuclear on Google, or like, uh, his relationship with Samsung, then all bets were off.
- ▶ 2:02:52 Ben Gilbert I mean, that's when like Samsung started making pretty good TVs and came in like today.
- ▶ 2:03:06 Ben Gilbert But it used to be like, you know, you'd go get the Sony Bravia or you'd go get a lesser TV and then Samsung whittled that away.
The Browser (with Brendan Eich, Chief Architect of Netscape + Mozilla and CEO of Brave) · Acquired
- ▶ 1:29:05 Brendan Eich But Samsung's out there, and there are new phones coming up in the world, and there's always a lower end of the market that's getting better thanks to the hardware getting better and sort of trickling down.
Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
- ▶ 1:14:57 Ben Gilbert So on our episode, I think we did a little bit of a, uh, high gloss shine on the story and the current state of the market, especially with TSMC and Samsung.
- ▶ 1:15:13 Ben Gilbert Obviously Samsung has the whole consumer electronics division as well.
- ▶ 1:15:17 Ben Gilbert That's TSMC and Samsung.
- ▶ 1:15:27 Brinton Johns Yeah, well, Samsung is an amazing company.
- ▶ 1:15:29 Brinton Johns Um, probably not super well understood, maybe like TSMC, and people know them for consumer electronics and phones, obviously, but they have 50% of the market share in DRAM and about a third of the market share in NAND.
- ▶ 1:16:04 Brinton Johns So Samsung is very good at making memory, and like I said, they have over half of the markets here DRAM, which is incredible.
- ▶ 1:16:09 Brinton Johns Uh, and, and then in flash, they're big.
- ▶ 1:16:17 Brinton Johns They also have a decent logic business, um, or sorry, foundry business,
- ▶ 1:16:29 Ben Gilbert And are these branded Samsung project, uh, products, or are they manufacturing them as a contract manufacturer?
- ▶ 1:16:35 Brinton Johns The DRAM and NAND is all branded Samsung, but of course, everybody uses Samsung.
- ▶ 1:16:40 Brinton Johns So, uh, so, you know, it'd be next to impossible for Apple to get all the memory they needed without having a massive relationship with Samsung.
- ▶ 1:16:48 David Rosenthal So the, you know, four or eight gigabytes of memory in your iPhone, that's coming from Samsung.
- ▶ 1:16:55 Brinton Johns That's coming from Samsung.
- ▶ 1:17:37 Brinton Johns Samsung is also doing logic, but, but it's, they have a different business model, right?
- ▶ 1:17:41 Brinton Johns They compete with their customers.
- ▶ 1:19:04 John Bathgate So I, I generally, I think Britain's point on, on just like the business model difference between Samsung and TSMC is so,
- ▶ 1:19:24 John Bathgate Um, just like the amount of like trust, and this has kind of been Morris, you know, Chang's hallmark since he founded TSMC, that that's just something that Samsung can't quite offer because they, um, they just have a different business…
- ▶ 1:19:40 David Rosenthal They can't change, right?
- ▶ 1:19:41 David Rosenthal Like, they're not gonna shut down two-thirds of the company.
- ▶ 1:22:21 Brinton Johns So, um, when you think about the ecosystem of semiconductors and ASML, of course, is not valuable at all without TSMC and Samsung.
- ▶ 1:44:27 John Bathgate And so I think TSMC and Samsung and Intel kind of looked around and realized like we're betting the future of Moore's law on this one company, ASML, which at the time was like kind of a sleepy Dutch company that would have like a twenty…
- ▶ 1:44:41 John Bathgate Unique is that, um, Intel and TSMC and Samsung partnered and actually bought 25% of ASML to inject capital into ASML to develop EUV systems.