Apple could cut Samsung from its list of part suppliers, an arrangement that is worth as much as $5 billion for Samsung, one analyst has suggested. “They have become more competitors and less partners and so I think Apple will definitely not be looking to Samsung as its go-to partner-of-choice for NAND flash,” Brian Marshall, a Gleacher & Co. analyst told The Globe and Mail. Apple could instead choose to get its NAND flash products from other companies, such as Hynix Semiconductor, Micron, and Toshiba. Similarly, if Apple were to bail on Samsung as a parts provider, the iPhone maker could look to Taiwan Semiconductor Manufacturing Corp (TSMC) or Intel for processors, but it would also need to find another provider for LCDs. Samsung and Apple have been locked in multiple legal battles since Apple accused Samsung of creating “copycat” devices and sought to block the import of its products in the United States. More →
Samsung’s profits fell 26% during the second quarter due to poor sales in its LCD display division, according to a report the company released today. The firm’s operating profits were $3.5 billion for the quarter, down from $4.7 billion from the same period last year. According to a survey from Bloomberg that included six analysts, the Korean company’s display arm is expected to post an operating loss of 3.5 billion won ($69 million), down from an 880 billion won ($827.2 million) profit during the second quarter of 2010. Earlier this week, the head of Samsung’s combined LCD and semiconductor business, Kwon Oh-hyun, confirmed that Samsung’s component sales would suffer during the second quarter. That business could suffer more as Samsung continues to fight multiple lawsuits with its largest LCD buyer, Apple, and rumors have suggested the iPhone builder could drop Samsung as a supplier. “Only the phone business is holding up,” Kim Sung In, an analyst with Kiwoom Securities Co. told Bloomberg. “Everything else is looking bad. There’s no bright picture for the company looking ahead.” More →
Samsung on Friday reported its fourth quarter and full year 2010 earnings, highlighting revenue and net income growth but missing Wall Street’s consensus as operating profit slid for the first time in six quarters. The company posted fourth quarter revenue of 41.87 trillion won, up 7% from the same quarter in 2009, and net income was up 13% year-over-year to 3.42 trillion won. Operating profit missed the Street’s consensus, however, falling 12% year-over-year to 3.01 trillion won. Samsung reported record revenue for the full year, up 13% from 2009 to 154.63 trillion won. 2010 net income set a full-year record as well, up 65% year-over-year to 16.15 trillion won, as did full-year operating income, which came in at 17.3 trillion won. Samsung’s mobile division reported a record profit of 1.44 trillion won in the fourth quarter, up 38% year-over-year, and the company shipped 80.7 million cell phones in the quarter. Full-year shipments reached 280 million units, up 23% from 2009 and outpacing the global market. Hit the break for Samsung’s full press release. More →
How’s this for a slice of fried gold? A 42″ LCD TV with a full 1080p HD picture and an integrated PC featuring an Intel Core2Duo E8400 processor, 4 GB of RAM, 1 TB hard drive, Blu-ray / DVD combo drive, integrated PVR and a 64-bit version of Windows Vista Home Premium. No, Dr. Frankenstein isn’t doing more crazy experiments – it’s Silicon Mountain this time. The TV / PC combo manufacturer has just announced a pair of additions to its line of all-in-one LCDs that finally packs some specs worth lusting over. Seriously, this thing is a beast. The new sets start at a very reasonable $1,600 and climb to $2,800 when specced out as described above. We also have word that Silicon Mountain may be working on another version that includes a hair drier, back massager and a kitchen sink, but that model isn’t due until next holiday season.
Ok, ok… Let’s not get too excited just yet. It still might be a bit early to reach any real conclusions about laser televisions and how desirable they will be once they hit the market en masse. How will lower-end models fare compared to higher-end models? How will size vs. cost pan out? How high will the early adopter tax be? There are plenty more questions that still need to be answered but in the meantime, above is a nice little taste of things to come. Two gadget-loving Texans have pitted the upcoming Mitsubishi LaserVue laser TV against Pioneer’s 60-inch Kuro plasma and yes, things got hot and heavy. The focus of this preliminary match up was color and the laser box had a strong showing. The second pair of images above highlights how vivid the colors are displayed on the LaserVue, particularly the red range. In certain other ranges however, the difference is negligible. The post also notes the tremendous benfits of laser in terms of power consumption, with the LaserVue sipping 135 watts compared to the Kuro’s 524 watts. It’s not all gravy however, as the post also highlights viewing angle as a big advantage of the plasma display – even going as far as to liken the LaserVue’s viewing angle to a DLP set. We can’t wait for the battle between laser and plasma to heat up even more – in the end, more competition means prices drop and consumers win.
[Via Gadget Lab]