Samsung

includes Samsung Electronics

3 statements across 3 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 19, 2020 by Benedict Evans · said 37 times in 15 episodes since 2020 · across every show →

Mentions by year, the whole family

brought up most by Benedict Evans (34), Jay Goldberg (2), Lillian Li (1)

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2026 2 mentions in 2 episodes 1 per episode
2025 4 mentions in 1 episode
2024 7 mentions in 1 episode
2023 1 mention in 1 episode
2022 15 mentions in 4 episodes 4 per episode
2021 3 mentions in 3 episodes 1 per episode
2020 5 mentions in 3 episodes 2 per episode

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Everything said about Samsung, oldest first

Oct 19, 2020 neutral
Opinion
Samsung and Microsoft release folding phones as public product experiments
“Whereas what you've also seen in the last few months is another wave of folding phones. Microsoft has this duo, which is two screens. Samsung has, and a couple of, and Motorola have been selling like 1500 dollar phones that fold in half, and the screen folds i…”
Benedict Evans Oct 19, 2020 ▶ 6:24 What the Apple and Facebook events tell us about their product cycles
Nov 16, 2020 neutral
Insight
Evans: Consumers view breakthrough hardware advances with blasé indifference
“It's how we react with, I mean, it's not just that, it's how we react with every new piece of consumer electronics now, like, you know, the new Samsung phone, the new Huawei phone, the new Elgin product or whatever it is. Oh, another diamond. Yeah, whatever.”
Benedict Evans Nov 16, 2020 ▶ 9:42 The paradox of Apple
Dec 19, 2022 bullish
Opinion
Goldberg: Only 'one and a half' foundries can produce leading-edge chips
“There's really only one and a half that can really produce at the leading edge, right? TSMC in Taiwan is just way ahead of everybody else. Samsung is kind of the half. They're close, but not quite there. And then there's nobody else.”
Jay Goldberg Dec 19, 2022 ▶ 5:03 Why are chips interesting again?
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