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Alex Barredo 📉
> Samsung Electronics Co. said Friday its operating profit for the last quarter likely fell more than 60% from a year earlier amid falling memory chip prices and slowing demand for display panel You know who buys plenty of Samsung panels right?
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Alex Barredo 📉 Apr 5
Replying to @somospostpc
That chart sums Samsung Electronics pretty well. If the market for consumer devices, not just smartphones, goes well, Samsung wins twice: sells more of their own stuff + more components to others In the reverse scenario... that happens
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Alex Barredo 📉 Apr 5
Replying to @somospostpc
As for Apple's Q2 guidance, this piece is pretty much what you need to read before April 30th
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Alex Barredo 📉 Jul 5
Replying to @somospostpc
Updating this Apr 5th tweet, with this July 5th info from Reuters
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Kirk Burgess Jul 5
Replying to @somospostpc
Intriguing. Key question (from Apple perspective) is what period of time those missed sales targets covered. Almost certainly it was before Q2 if Samsung received payment in Q2. Curious to see how XR popularity skewed things, given it doesn’t use Samsung panels.
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Jon Mitchell Jul 5
There was earlier chatter about this as early as June 21, which came with tidbits about compensatory commitments to OLED “tablets and notebooks” that I am now more inclined to believe.
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