Let me talk about my cell phone.

Let me talk about my cell phone.

Whether a mobile phone is an expensive flagship model or an affordable entry-level model, the type of parts in it is not much different.
There's only a difference in performance.

Let's see which parts are used?

First of all, the AP and application processor are the most important. The AP does what the CPU does on the computer on the mobile phone.

In fact, the CPU's computational functions, such as GPUs in charge of graphics and modems in charge of communication, are all integrated into the AP, so if you make one right, you can make all the phones.

Apple makes its own AP, MediaTek and Qualcomm are leading the Android line, and UniSoC and Samsung Electronics make a lot of low-cost versions.

Next, you need memory, but the most important thing for cell phones is to eat less power.

That's why I use a lot of LPDDR5 (Low Power Double Data Rate 5) mobile DRAM, which is different from computer memory.

In addition, flash memory is needed to store data, and liquid crystals for viewing screens, batteries for power supply, lenses and camera modules for taking pictures, etc. are needed.

In addition, various sensors such as gyro sensors and acceleration sensors, speakers, and cases will be the main parts.

The most important parts of this variety are AP and memory.
When you buy a mobile phone, you've all experienced that the price changes significantly depending on AP specifications, memory capacity, and storage device capacity.

Samsung Electronics is the largest seller of mobile phones in the world.

S is attached to the flagship model and A is attached to the entry-level model, and A is sold a lot of cell phones with A in India, Southeast Asia, and South America.
Then what about a flagship with an S?

I don't think it's popular anywhere else, but only good Korean consumers seem to pay that high price to buy a lot.

Samsung's new flagship phone, the S25, will be released soon.
It's a flagship model with an S attached to it.

What's a flagship.
It's the most luxurious, expensive, and well-made product that the company makes and sells.

The S25 is the best phone that Samsung Electronics can make in the current situation.
You said earlier that the most important parts of your phone are AP and memory.

Then, what product will be used for the AP and memory of S25?
Samsung Electronics is also making its own AP.

However, the performance was weak and the fever was severe, so I guess I couldn't put it in the flagship model in my conscience.
They're going to use Qualcomm's Snapdragon.

Apple outsources almost everything when it makes a mobile phone, but it uses its own products as much as AP.

What about the memory?
Of course, you have to use Samsung Electronics products for this.

Samsung Electronics, SK Hynix, and Micron are the only companies in the world that make LPDDR5 mobile RAM for mobile phones, but it doesn't make sense not to use Samsung Electronics' memory on Samsung Electronics' mobile phones.

However, some media outlets reported yesterday that the memory of the S25 is not from Samsung but from Micron in the U.S.

To be exact, it means that the first supply line will be Micron and the second supply line will be Samsung Electronics.

It seems that Samsung Electronics' memory is not as good as it can be used because of its heat generation and poor performance.

It seems that Micron's memory is used first for overseas sales, and Samsung Electronics is used for products that will be sold in the Korean market with patriotism even if the performance is a little poor.

This is not the first time.
Even if it is the same Galaxy S24, Samsung Electronics' AP 'Exynos' is sold in Korea, and Qualcomm's AP 'Snapdragon' is used for devices sold overseas.

For Samsung Electronics, Korean consumers are dogs and pigs..., No, it just means bong.

If you use AP and memory from other companies, it means that there are few parts of Samsung Electronics in Samsung Electronics' mobile phones.
The camera modules and batteries are all from the affiliates.

Samsung Electronics is no longer a mobile phone manufacturer, but a mobile phone assembly company like Foxconn.

If Samsung's AP and Samsung's memory cannot be used for Samsung Electronics' mobile phones, would foreign big tech companies entrust Samsung Electronics with AP foundry production?

Would you want to buy Samsung's memory?
The fact that Samsung Electronics cannot use its semiconductors in its flagship mobile phones is proof that Samsung Electronics is not only bad at foundry but is lagging behind in all semiconductors, including memory.

This is why foreigners have been selling only Samsung Electronics shares for four months, regardless of the martial law or impeachment of the Yoon Suk Yeol.

Samsung Electronics is now in a situation where expensive products are defeated by competitors and the author's products are run over by Chinese companies.

This is the result of incompetent chaebol 3rd generation taking over management control using illegality and illegality, and sitting there worrying about his jail time while still holding out.

Samsung Electronics, as long as Lee Jae-yong is holding out, you will experience a lower level than now.