Samsung, every mention
28 scenes, the whole family · ← back to Samsung
tap a year for its mentions
every year anyone Benedict Evans 34Jay Goldberg 2Lillian Li 1
Verbatim, from the transcripts: the passages where Samsung comes up
Token pricing
- ▶ 9:42 Benedict Evans Um, and so that meant that you went from having dozens of companies at the cutting edge to, you know, really just TSMC, and then Samsung and Intel a bit behind.
The end of the network effect
- ▶ 12:30 Benedict Evans It's like saying, well, what was Samsung's strategy to compete with Apple to be better?
A double episode: AI differentiation, and Apple does F1
- ▶ 8:20 Benedict Evans This was a thing that came up when Apple sued Samsung, and Samsung are like, well, if it's a piece of glass, it's a piece of glass.
- ▶ 31:44 Benedict Evans So it's on Samsung TVs and LG TVs as well. 2 times in the scene
- ▶ 44:20 Benedict Evans This was, it was like Samsung and Motorola, so there were, like, pop stars who would have done an endorsement with BlackBerry, and they would tweet, I'm loving my new BlackBerry, and at that time, Twitter told you, it showed which client,…
Google's Antitrust case
- ▶ 4:03 Benedict Evans Um, 28% on Apple devices, 19.4 on Android, and it's Samsung and Motorola and AT&T and Verizon that choose what the default is.
- ▶ 7:29 Benedict Evans It might or might not be able to do it on Android, because is it Samsung choosing this or Google choosing this?
- ▶ 8:40 Benedict Evans And so there's a sort of a first big puzzle here, which is, okay, what are Apple and Samsung and Motorola and a hypothetically independent Chrome 2 times in the scene
- ▶ 13:31 Benedict Evans On Android, you could imagine a startup pitching that to Samsung, pitching that to Motorola, pitching that to Verizon, and saying, make this the default thing, and we'll do a brokerage, and maybe it'll go to Google, maybe it won't, and…
- ▶ 15:25 Benedict Evans Um, so, you know, they've got the money, they've got the entry point in a way that, and theoretically Samsung could do this, but Samsung isn't going to do this.
- ▶ 34:16 Benedict Evans And we're going to look at what Apple and Motorola and Google and Samsung and everyone else are doing and come out and say, right, we've decided we're going to tell Apple they have to do this and Google they have to do that.
ChatGPT versus Google
- ▶ 28:34 Benedict Evans Yeah, I mean, there's, you know, I mean, there's, there's, there's, you know, Google, um, TSMC, Samsung, and Intel will spend, I don't know, a hundred, hundred and fifty billion dollars on CapEx this year.
Why are chips interesting again?
- ▶ 4:48 Jay Goldberg And so TSMC is spending 40 something billion dollars in CapEx this year and Samsung doing the same and Intel is spending everything it can on CapEx. 2 times in the scene
- ▶ 6:10 Benedict Evans And now they pay TSMC and maybe Samsung to make these chips for them that are better than anything that Intel or Qualcomm can make.
- ▶ 29:50 Benedict Evans And there's no reason why Samsung is, or is the only company, and LG are the only people who can make those screens and so on.
Lighting and tech diffusion
- ▶ 12:29 Benedict Evans Um, and of course, from the, from the industry, what happens is Samsung say every, tell every appliance division, you have to add our voice
When the point of leverage changes
- ▶ 6:43 Benedict Evans It's the relationship, the device, even though you can now get the Apple TV shows on the Samsung TV, which is kind of weird.
- ▶ 25:05 Benedict Evans South Korea, which is, and we haven't kind of talked about antitrust yet, but you know, the kind of model in South Korea is like, you look at what sample here, we kind of think of Samsung as basically chips and consumer electronics and,… 5 times in the scene
Ukraine
- ▶ 4:20 Benedict Evans Obviously Apple and Samsung have stopped selling, but several car companies, everyone from the car companies to LVMH have stopped selling, because if the currency drops, never mind the politics, if the currency drops 30% and suddenly you…
- ▶ 10:23 Benedict Evans And so suddenly we've gone from a world in which it was Intel and it was a bunch of different companies to, no, it's, it's basically TSMC and Samsung and Intel, and it's TSMC way ahead, and TSMC is within ballistic missile range of
- ▶ 13:43 Benedict Evans Now it's basically, um, I'm not a chip analyst, but you know, it's Intel and TSMC and Samsung and maybe Global Foundry, so maybe a couple of others. 2 times in the scene
Telcos and Tesla
- ▶ 21:28 Benedict Evans Um, Samsung was a small player then and is now big.
Tech in china, from inside and outside
- ▶ 48:29 Lillian Li Definitely you have the well-to-dos who use an Apple phone, but everyone's actually quite happy to use Samsung or Huawei, um, you know, I think Android, and it's kind of
Two Europeans talk about China
- ▶ 24:28 Benedict Evans So, like, the camera on your iPhone is made by Sony, and the screen is made by Samsung, and the memory is made by I don't know who, LG or someone.
The paradox of Apple
- ▶ 9:42 Benedict Evans 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, the new Elgin product or whatever it is.
- ▶ 21:33 Benedict Evans They've done the deal with Samsung for the supply of that widget or that component.
Amazon and eCommerce
- ▶ 25:13 Benedict Evans You can buy it from, you can buy Samsung.
What the Apple and Facebook events tell us about their product cycles
- ▶ 6:32 Benedict Evans Samsung has, and a couple of, and Motorola have been selling like 1500 dollar phones that fold in half, and the screen folds in half. 2 times in the scene