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Samsung reported excellent results in 2022, with strong growth in its foundry and display businesses. These sales outweighed dips elsewhere in the visitor'due south overall product portfolio, and a decline in consumer electronics spending. The company'southward total sales grew 1.19x yr-on-twelvemonth, an impressive result for the company's nevertheless relatively young foundry business compared with firms that've been in the market longer.

What'due south a lilliputian surprising is the technologies Samsung thinks will keep it doing well through 2022.

Samsung volition try to improve profitability by increasing the high-stop LCD portion of screens and enhancing productivity of flexible OLED panels, among other measures…

Every bit for the Mobile business organisation, Samsung volition continue its efforts to differentiate its smartphones by adopting cut-border technologies, such every bit foldable OLED displays. It volition also drive forrard new businesses related to AI/IoT by strengthening the ecosystem based on Bixby and building on Samsung'southward 5G technology.

It's not clear if Samsung is well-positioned to brand a splash in either market, though for very dissimilar reasons. Flexible OLEDs are the type of thing everyone thinks they want, without thinking nearly tradeoffs. And at that place will be tradeoffs, at to the lowest degree with get-go generation products. Like regular OLEDs, expect flexible OLEDs to be a slow-growth concern, non a meteoric rise.

Samsung-Semiconductor

Bixby is a different story. Samsung'south AI effort has been roundly panned past just about anybody. Equally the Verge notes, Bixby feels "more than like a render of Samsung'due south sometime ways." Nobody wanted a dedicated Bixby button on the side of the Milky way S8, at least not when the service was as poor as Samsung's was at launch and in the months that followed.

Furthermore, it'due south not at all articulate how Bixby generates profits for Samsung, unless those profits are being driven entirely by the sale of user data. Is anyone going to buy an all-Samsung home for the joy of running Bixby across multiple products, in the faint hope that this will create some sort of useful synergy? Hundred-to-one. The kind of integrated AI banana that could actually run on top of many different platforms and serve the best interests of consumers is more or less the opposite of what the private companies creating these products want. For Amazon, Microsoft, Apple, and Samsung, the entire point of a digital banana, ultimately, is to lock y'all into an ecosystem. Any secondary device-level or platform-level compatibility is ultimately towards this purpose.

DRAM-Revenue

Image by Statista

As well, fun fact: When we talk almost the DRAM shortage currently making RAM most impossible to beget, we're mostly talking near Samsung. Of the three RAM manufacturers that are left, Micron + SK Hynix's total DRAM sales are merely slightly larger than Samsung'south. Samsung'south global high revenue is anybody else'due south pain betoken. The company is facing some foundry headwinds this yr as Qualcomm moves some of its production dorsum over to TSMC, which may exist function of why it'south keeping RAM scarce, to outset the loss. Only either way, the visitor is making a dandy deal of money in the market every bit a result of these shortages.