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bmccleanicinsights
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Re: Samsung
bmccleanicinsights   8/7/2013 2:43:50 PM
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Over the past few years, it appeared that Samsung would make a real run at replacing Intel in the number one spot.  However, some new issues may continue to delay this possibility. 

Even after a 23% surge in the 2Q13/1Q13 DRAM market, second-ranked Samsung registered a very surprising 2% decline in 2Q13/1Q13 semiconductor sales.  Although the company's 2Q13/1Q13 memory sales were up 7%, this increase was unable to offset a steep 17% decline in the company's 2Q13/1Q13 logic sales.  Samsung attributed the bulk of the decline in its logic sales to poor sales of high-end application processor sales into the smartphone market (Samsung produces the application processors for Apple's iPhones as part of its foundry work for Apple and Apple's iPhone unit sales were down 17% in 2Q13 as compared to 1Q13).  With the bifurcation of the smartphone market between high-end and "economy" models in full swing, as well as the movement of an increasing portion of the Apple foundry business to TSMC and GlobalFoundries, Samsung is likely to face increasing pressures with regard to its logic sales in the second half of 2013 and into 2014.

krisi
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Re: Samsung
krisi   8/7/2013 3:18:10 PM
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thank you @bmcic... so major portion of Samsung growth (Apple) is going slowsly away to TSMC...but at least their own smartphone business is still pulling them ahead...Intel on the other hand has very little growth ahead of them with PC market going down

bmccleanicinsights
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Re: Samsung
bmccleanicinsights   8/7/2013 5:06:58 PM
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You are absolutely correct, Intel has their own set of "issues" regarding future grwowth.  All things considered, it will be tough for Samsung to overtake Intel in total semi sales unless Intel has a big collapse.

krisi
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Re: Samsung
krisi   8/7/2013 5:32:48 PM
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I give it 10 years to happen...let's check then ;-)

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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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