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Analyst believes, Samsung may not produce rollable or slidable phones
Over the years, Samsung has produced some successful foldable smartphones, out of which this year’s Galaxy Z Fold 4 has set a new record for Android foldables with its impressive features. What we expect next from Samsung are slidable or rollable phones.
Meanwhile, a new report suggests that Samsung has no plans to manufacture rollable or slideable phones. UBI Research CEO and chief analyst Yi Choong-hoon told The Korean Herald, “The market for foldable phones overlaps with that for slidable phones. It will be difficult for slidable phones to create its own market.”
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Therefore, the analyst says, “Samsung seems uninterested in slidable phones and will focus resources on foldable phones for some time.” However, it could be possible that Samsung will introduce a rollable or slidable smartphone in the future but we might not see such innovation by the Korean company in recent years.
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As of now, Samsung will continue to focus on foldable smartphones instead of attempting to try out other form factors. Also, the company wants to make foldable mainstream in the smartphone market, so it is working on improving its foldable technology.
Furthermore, Yi Choong-hoon also says that for consumers who are familiar with folding phones like the Book, sliding the screen may seem more complicated. Such devices would make a phone less user-friendly and could also drop Samsung’s profits.
But Samsung’s supremacy in the foldable market could convince other smartphone vendors to explore the possibilities of developing commercial rollable phones – especially Chinese OEMs. In regards, the analyst said –
“Samsung Display has secured an unrivaled competitiveness, especially on related patents and production know-how. It won’t be easy for Chinese rivals to compete head-on. Chinese smartphone makers may seek to launch slidable phones in an attempt to differentiate themselves from Samsung. But the market potential seems limited.”
Samsung’s executive chairman Jay Y. Lee (Lee Jae-yong in Korean) topped the Forbes 2024 Richest Korean list for the first time. On April 17, Forbes revealed that the Samsung boss is the richest in South Korea, with his assets increasing by $3.5 billion, bringing his total net worth to $11.5 billion.
Thanks to a rise in Samsung’s stocks, Samsung’s Lee jumped to the top of the Forbes 2024 Richest Korean list. Notably, the company’s stocks significantly hiked after the revelation that it’s developing high-bandwidth memory chips used in AI computing for NVIDIA.
Forbes 2023 Richest Korean, Kim Byung-ju, slipped to second this year with assets worth $9.7 billion. The third place went to Seo Jung-jin, honorary chairman of Celltrion, with assets of $7.5 billion.
Cho Jung-ho, chairman of Meritz Financial Group, ranked fourth with $6.2 billion, and Chung Mong-koo, honorary chairman of Hyundai Motor Group, was fifth with $4.6 billion.
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Samsung established an AI chip design-dedicated Advanced Processor Lab in Silicon Valley, US. Formerly known as the Advanced Institute of Technology, Samsung’s SAIT is said to have formed the new Lab to strengthen its AI chip R&D in the US.
BusinessKorea reports that the new Samsung Advanced Processor Lab to focus on developing next-gen AI semiconductor design assets in the US. The assets are said to be focused on the RISC-V area, which serves as a foundational design asset for semiconductor chip design.
Samsung’s initiative with RISC-V is interpreted as a move towards technological independence. Therefore, the company is expanding its R&D organization in Silicon Valley, aiming to enhance design capabilities to disrupt the market currently dominated by NVIDIA.
Amid the booming AI era, the market of advanced semiconductors is also expanding. Samsung has completed the development of its Mach-1 AI semiconductor and supplied prototypes to global firms including Korea’s Naver. The company has also started the development of Mach-2.
Under the CHIPS Act, Samsung received huge subsidies to boost investment in the US. It’s worth noting that the Biden govt awarded a 12% subsidy of Samsung’s total investment, which is significantly higher than Intel and TSMC’s subsidy.
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Samsung’s first 3nm Exynos 2500 chip could outpace Snapdragon 8 Gen 4 in power efficiency. Both chipsets will power the next-gen Galaxy flagships, scheduled for an early 2025 launch. Recent input suggests that Exynos is returning as a tough rival to Snapdragon.
The Exynos 2500 will be made on Samsung’s 2nd-gen 3nm process technology. The S24’s Exynos 2400 chipset impressed the industry with significant improvements over its predecessor. The company appears to be leveling up the game next year.
Thanks to the cutting-edge process node, Samsung’s next Exynos could finally surpass its Snapdragon counterpart in power efficiency. The company may utilize its advanced FOWLP in the Exynos 2500 to make it run at higher clock speeds at the same power consumption level.
Qualcomm is facing power efficiency concerns with its recent Snapdragon chips. Due to reduced efficiency, phone makers are forced to bring up to 5000mAh battery. Samsung apparently seized this opportunity to bring back its in-house Exynos back to the contest.
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