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Last updated: January 22nd, 2015 at 09:26 UTC+01:00
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First up is Tim Long of BMO Capital Markets who points out that Samsung's internal share of using Exynos processors in its own devices went down from 70 percent in 2012 to just 20 percent in 2014. It seems virtually impossible for the company to reverse this share decline within a couple of months.
Then comes Timothy Arcuri from Cowen who writes that their work has long suggested that Qualcomm has fixed the issue, they believe the issue was present at the base layers and not metal as mentioned in some reports, so production for Snapdragon 810 is merely “~2-3mos behind schedule.”
The analyst mentions the report which speculates that all Galaxy S6 models will have Exynos processors, “we consider this UNLIKELY,” writes Arcuri, concluding that Samsung might launch the Galaxy S6 in Korea with its Exynos processors and delay shipments for other markets to make up for Qualcomm's delayed release of the Snapdragon 810.
Adnan Farooqui is a long-term writer at SamMobile. Based in Pakistan, his interests include technology, finance, Swiss watches and Formula 1. His tendency to write long posts betrays his inclination to being a man of few words.
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