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[2878.28 --> 2880.90] So there are business reasons for doing it. |
[2881.08 --> 2895.14] So first of all, within Samsung's different business units, like for example, their fabrication unit that also, as you guys probably know, builds RAM or NAND Flash or even processors for competitors. |
[2895.92 --> 2907.20] Within Samsung's different business units, I have it on fairly good authority that Samsung Unit A won't actually get a discount compared to the open market from Samsung Unit B. |
[2907.20 --> 2916.84] So if Samsung Mobile wants to buy NAND Flash for their phones for storage, they don't get like a discount compared to if Apple were buying it. |
[2917.02 --> 2930.46] It's all down to that business unit, the fabrication business unit, needing to make the best profits they can and negotiating deals based on volume, based on capacity, based on all the things that they would normally do. |
[2930.88 --> 2936.44] So there's one reason why Samsung Mobile might not be married to Exynos chips. |
[2936.44 --> 2942.56] Reason number two is that building a CPU is really hard. |
[2943.44 --> 2944.54] Every time. |
[2945.18 --> 2946.42] Look at Snapdragon 810. |
[2946.78 --> 2957.76] Even Qualcomm, who has been, other than Apple, basically the undisputed leader for a lot of the last few years, can really screw it up sometimes. |
[2957.76 --> 2967.78] So if Samsung were to just say, haha, for our Note and S lineup, we are not going to use your top tier chips. |
[2967.78 --> 2971.84] We're going to stop marketing Qualcomm technology being good. |
[2972.16 --> 2976.86] We're going to burn this bridge because we can make our own CPUs. |
[2976.86 --> 2993.52] If Samsung were to do that and then flub up a generation or two generations of chips, they could put their Galaxy S or Note products at a significant disadvantage compared to the LGs and HTCs of the world. |
[2993.70 --> 3000.60] Guys who didn't invest in that fabrication technology but also aren't taking that risk. |
[3000.60 --> 3012.34] Samsung is dual sourcing not just to make up fab capacity, which as far as we can tell is why Apple does it, also to play the different fabricators against each other. |
[3012.34 --> 3015.80] Oh yeah, that's another reason. |
[3015.94 --> 3019.98] So that they can play Samsung's own business unit against external ones. |
[3021.54 --> 3022.62] Where was I going with this? |
[3023.30 --> 3025.98] Right, so there's also a business reason for dual sourcing. |
[3026.06 --> 3030.04] Not just to make up fab capacity but also to hedge your bets. |
[3030.72 --> 3036.90] So Samsung has the ability to ramp up and do Exynos in more regions if Qualcomm ships a dud again. |
[3036.90 --> 3042.24] But they can also cover for their own dud in the event that Qualcomm's technology is significantly better. |
[3042.24 --> 3042.72] Huge one. |
[3043.12 --> 3049.76] And Samsung, they can't really, okay, I'm 100% certain they can afford it but I'm going to say in this immediate point in time. |
[3049.76 --> 3052.36] Apparently they're also legally required to use their chips in their phones. |
[3052.48 --> 3053.72] It's a 25-year-old agreement. |
[3054.86 --> 3055.20] Weird. |
[3055.52 --> 3056.48] So that's another one. |
[3056.92 --> 3063.62] But having another big launch failure would be really bad this close to their phone bombs. |
[3063.62 --> 3067.52] Remember too, Samsung could also just use Qualcomm chips in their lower end stuff. |
[3067.58 --> 3070.24] It's not like Samsung doesn't have a bazillion models of phones. |
[3070.24 --> 3070.72] Yeah. |
[3070.88 --> 3074.04] But why they might do it within a single model. |
[3074.40 --> 3075.74] There's a lot of reasons. |
[3076.00 --> 3079.40] So there's that and then there's all the other stuff that we're talking about as well. |
[3081.32 --> 3082.06] All right. |
[3082.82 --> 3085.82] Apparently also Qualcomm CDMA patent and licensing. |
[3086.28 --> 3089.62] So until CDMA goes away, they'll just basically be forced to. |
[3090.08 --> 3093.68] But with all that said, I have an Exynos Galaxy S8. |
[3093.72 --> 3096.24] It works fine in the States but it just might not work on all carriers. |
[3096.24 --> 3097.28] So it wouldn't work on Sprint. |
[3098.66 --> 3099.96] Who else is still CDMA? |
[3100.36 --> 3103.04] CDMA will be going away sometime in the next little bit. |
[3103.06 --> 3104.50] There can't be that many carriers though. |
[3104.72 --> 3105.70] I don't think it's that many. |
[3105.84 --> 3107.30] I don't know who uses CDMA still. |
[3107.82 --> 3108.56] Who in Canada? |
[3110.22 --> 3111.74] Bell did until recently. |
[3111.84 --> 3113.04] I don't know if they do anymore. |
[3113.12 --> 3114.00] They might be GSM now. |
[3115.54 --> 3115.72] Yeah. |
[3115.78 --> 3118.00] I don't pay that close attention. |
[3118.40 --> 3119.12] So AT&T. |
[3119.72 --> 3120.08] Really? |
[3120.50 --> 3121.52] They're all still using it? |
[3121.58 --> 3124.10] Sprint, Verizon, and US Cellular. |
[3124.64 --> 3126.32] I didn't know Verizon was still using CDMA. |
[3126.68 --> 3128.12] AT&T and T-Mobile are GSM. |
[3130.54 --> 3131.02] Fun. |
[3131.38 --> 3132.38] According to Google anyway. |
[3133.32 --> 3136.26] And then apparently Bell Mobility in Ontario and Quebec is still CDMA. |
[3137.72 --> 3139.00] Tell us is CDMA here. |
[3139.46 --> 3139.84] There you go. |
[3140.30 --> 3140.72] Interesting. |
[3140.96 --> 3143.94] But we don't know necessarily that they're only using it. |
[3144.12 --> 3144.30] Yeah. |
[3144.30 --> 3146.34] So, yeah. |
[3146.78 --> 3153.82] Again, I don't pay that close attention to that stuff because I'm just not that big of a cell phone nerd if I'm going to be honest with you guys. |
[3154.56 --> 3155.60] What else do we have for news? |
[3155.92 --> 3157.48] Oh, I don't know. |
[3157.66 --> 3159.14] I just got dropped out of the dock for no reason. |
[3159.62 --> 3160.50] Happens once a show. |
[3162.16 --> 3163.24] Really bad timing. |
[3163.62 --> 3165.00] I don't know why it does that. |
[3165.20 --> 3165.58] Perfect. |
[3166.54 --> 3172.56] Celebrite is now advertising they can break the security of iOS 11, including the iPhone 10. |
[3172.56 --> 3173.90] For pretty cheap, too. |
[3173.90 --> 3175.44] Original article is from Forbes. |
[3176.78 --> 3180.00] They do have to have the phone physically in their possession. |
[3180.26 --> 3180.46] Yep. |
[3180.64 --> 3181.94] So, you'd have to ship it to them. |
[3182.28 --> 3186.08] And apparently it can cost as little as $1,500 per unlock. |
[3186.44 --> 3186.68] Wow. |
[3186.68 --> 3188.66] Their service can determine or disable. |
[3189.04 --> 3190.12] Determine or disable. |
[3190.26 --> 3191.88] That's a big difference, actually. |
[3192.36 --> 3201.64] Because determining if you get someone's phone temporarily when they lost it and you ship it off and get their pin and then get it back and get whatever you want and then be like, oh, my God, I found your phone. |
[3202.44 --> 3203.36] Yeah, not great. |
[3203.36 --> 3211.70] Yeah, they can determine or disable the pin, pattern, password screen locks, or passcodes on the latest Apple iOS and Google Android devices. |
[3212.62 --> 3213.22] Yeah. |
[3213.54 --> 3213.88] Brutal. |
[3213.88 --> 3225.74] So, we have to take this with a grain of salt because Celebrite's business is breaking security of devices for forensic data analysis. |
[3225.74 --> 3229.92] So, you know, they might just be looking for some free press. |
[3229.92 --> 3238.20] But it seems like it would be sort of a bad move to put out something that's designed to get you a bunch of free press. |
[3238.20 --> 3241.12] And then anytime anyone contacts you about it, you can't actually do it. |
[3241.20 --> 3241.38] Yeah. |
[3244.74 --> 3246.60] So, they haven't even publicly announced it. |
[3246.68 --> 3249.08] But apparently they're advertising the capability to their customers. |
[3249.20 --> 3250.30] So, that sounds pretty credible. |
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