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Samsung, Apple and Google hit hard as the US smartphone market declined 19%, foldables the only bright spot

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Samsung Galaxy Z Flip 5

As consumers hold on to their phones longer, the smartphone market is seeing back-to-back declines. Counterpoint Research’s new report shows that the US smartphone shipments declined 19% in Q3 2023 and key vendors; Samsung, Apple, and Google hit hard.

In Q3 2023, Samsung saw a steep decline of 26% in the US, with foldables the only bright spot. At the same time, Apple’s shipments were down 11% compared year over year. Google and TCL also saw shipments decline by 37% and 51%, respectively.

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Despite the 19% decline in overall smartphone shipments, some brands saw growth. Motorola and Nokia (HMD) were able to buck the market trend and achieve growth with refreshed portfolios and stronger presence in prepaid and national retail channels.

Analyst at Counterpoint noted that foldables are one potential bright spot in the US smartphone market. This year, Samsung brought Galaxy Z Flip 5 and Fold 5 to the market, with OnePlus and Google joining the race with their first foldable products.

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James is the lead content creator on Sammy Fans and mostly works on Samsung's firmware section. His first phone was the Galaxy S4 and continues to get new S series devices. Most of the time, James tries to learn about new technologies and gadgets but he also sneaks a bit of free time to nearby rivers and nature.

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Apple’s RCS adoption unites Android, One UI and iOS users with crazy messaging features

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Samsung Google RCS Android One UI iOS

Samsung believes wider RCS adoption unites Android (One UI) and iOS users. The company has been working with Google to evolve the next-gen messaging standard. After a long-standing moral fight, Apple adopted RCS across its products.

Apple iOS now supports RCS messaging standards, uniting iPhone users with Android and One UI users. Samsung and Google together worked hard for RCS evolution and ran a campaign #GetTheMessage to put pressure on Apple.

Text messaging has undoubtedly become a key part of how we connect. Rich Communication Services (RCS) is a modern, interoperable standard that evolved in close collaboration between Google and Samsung.

RCS is quickly becoming the universally adopted, modern messaging standard. As the world becomes more interconnected, this open, collaborative approach across the industry will be a key factor in enabling better experiences for all.

RCS unlocks a world of rich, seamless messaging on Android and iOS devices. As it’s now also available on Apple iOS devices, the key advantages of RCS when messaging between Android and iOS devices include:

  • High-quality media sharing: Users can send high-resolution images and videos across Android and iOS devices, making sharing special moments in greater detail and clarity easier.

  • Text Reactions: Users can react to messages with emoji or other expressions, similar to social media, making conversations more interactive and personal.

  • Enhanced group chats: In group chats, users can add or remove other users whether they use Android or iOS.

RCS unites Android, One UI and iOS

 

RCS expansion to iOS takes the industry one step closer to a universal seamless messaging experience. Samsung has worked closely with Google for years to establish RCS as a universal standard that improves the messaging experience.

“We’ve been working with Google on RCS for years to provide users with a seamless, connected messaging experience,” said Patrick Chomet, EVP and Head of Customer Experience, Mobile eXperience Business at Samsung Electronics.

Android and One UI have united for years and the partnership is reaching new milestones. As Apple iOS 18 supports RCS, rich messaging features are now available beyond the Android and One UI ecosystem when messaging across platforms.

“We have worked hard for years to make RCS the standard for improved cross-platform messaging, and Samsung has been instrumental in the growing adoption of RCS,” said Sameer Samat, President of Android Ecosystem at Google.

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Samsung boosts HBM capabilities with new investments

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Samsung Suzhou Chip Plant China

Samsung has reportedly signed a contract valued at around $15 million to sell and purchase semiconductor equipment to expand HBM chip production facilities at its Suzhou plant in China.

BusinessKorea reports that Samsung is expanding its investments across HBM facilities. The company aims to strengthen its advanced semiconductor packaging to lead the supply chain.

Eying the HBM4 chip boom, the Korean tech giant is focusing on enhancing its packaging capabilities to secure future technological competitiveness and narrow the gap with SK Hynix.

KEDGlobal revealed that Tesla asked Samsung and SK Hynix to supply HBM4 samples. The US EV maker could choose either Samsung or SK Hynix as its HBM4 supplier after testing samples.

Pay attention, packaging includes the tech and processes for shaping semiconductor chips to fit the devices they will be mounted on – making it an important aspect of development and production.

Notably, the Suzhou China facility is currently Samsung’s test and packaging production base outside Korea. Increased investment is seen as a choice for innovation in packaging processes and production efficiency.

Apart from this, the company is also ramping up its packaging production bases in Korea. Samsung has recently signed an investment agreement with South Chungcheong Province and Cheonan City.

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Samsung could get a major role in Tesla’s AI revolution

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Samsung Lee Tesla Elon Musk

Tesla reportedly asked Samsung and SK Hynix to supply HBM4 chip samples. Both semiconductor firms are developing sixth-generation high-bandwidth memory chip prototypes for Tesla.

KEDGlobal reports that Tesla asked Samsung and SK Hynix to supply HBM4 chips for general use. It is expected to choose one of the two companies as its HBM4 supplier after testing their samples.

Using custom HBM4 chips made by Samsung and SK Hynix, Tesla seeks to enhance its artificial intelligence (AI) capabilities apart from reducing AI chip reliance on Nvidia.

Samsung is working hard to win Tesla orders for HMB4 chips. The company even working with Taiwan’s TSMC to foster its HBM chip’s development and maintain an edge over SK Hynix.

SK Hynix is also accelerating its development to maintain its leadership in the HBM space. The firm winning Tesla’s HMB orders would see a sharp push in the global memory supply chain.

Notably, the 6th-gen HBM4 chips are crucial for Tesla’s Dojo supercomputer, which is designed for training AI models and will also support its AI data centers and autonomous cars.

The HBM4 semiconductor offers notable enhancements over the previous generations, delivering up to 1.65 Tbps of bandwidth, 1.4 times faster than the HBM3E while consuming 30% less power.

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