Call me crazy, but I am bearish on Samsung long term. They are way too dependent on internal demand to drive all their capex. They are scaring off their foundry customers by competing with them. The immense profits they are generating in phones can't last forever, the barrier to entry for generic Android smart phones is small, it will attract competitors until their margins drop. Their is a chance of a "house of cards" situation if there is a decline in internal demand.
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.