Yes, we are currently at IFA 2014, which is being held in Berlin, Germany. The exhibition space is very large; it almost feels like we've rented out an entire building. Are you using the S24? Yes, I am actually using the S24 Ultra. How is it? What do you like about it? The reason I use Galaxy is that I don't like the unique features of Apple's iOS. So, I am definitely a Galaxy user. The reason the S24 is not being exhibited is probably due to the upcoming release of the Galaxy S25, which is expected around January next year. The reason the S25 is currently a hot topic is that it will feature Samsung Electronics' 3-nanometer GAA process, which is a highly specialized manufacturing process unique to Samsung. This technology was successfully commercialized by Samsung in June 2022, and it is expected that the Exynos 2500, which incorporates this technology, will be included. However, due to yield issues, it seems that the Exynos 2500 will not be included.

Actually, this time Qualcomm's Snapdragon Generation 4 is said to be equipped, but the problem is that the price is over $240, which is almost 300,000 won for one unit. Since the cost is over 300,000 won, the production cost has to go up, right? Then, the price of the Galaxy S24 will naturally have to increase as well. That’s a significant issue right now. For example, PD, you are using the Galaxy S24 Ultra with 1TB, right? If I remember correctly, it’s quite expensive, around 1.7 to 2 million won. But if the price goes up by about 20 to 30%, let’s say to around 2.2 to 2.5 million won, it would be quite a burden to purchase, wouldn’t it? In the case of Snapdragon Generation 3, the price was $200, and with the next generation being $240, that’s almost a 20% increase in price.

If the cost increases by 20%, our consumer prices will likely rise as well. However, if we were to use the Exynos 2400, which Samsung Electronics has not officially disclosed, it would be around $100. This means that using the Exynos would significantly reduce costs, allowing us to provide consumers with a better-priced Galaxy. The problem is that it has become difficult for Samsung Electronics to equip the S25 with the Exynos 2500, which they developed. Naturally, if Samsung Electronics' smartphones used Samsung Electronics' semiconductors, it would be cheaper, right? In fact, the cost would decrease by more than half. However, due to current demand issues, unfortunately, there is a very high possibility that the latest semiconductor chip, Exynos 200, made by a different company, will be used instead. Because of this, there have been many reports indicating that prices are likely to increase significantly.

There are still almost three months left until January, so we can't be certain yet. However, the likelihood of prices increasing has become very high, which may not be good news for Galaxy users. But, already, Samsung Electronics has made a name for itself in the world with new form factors through smartphones like the Flip 6 and Fold 6. Recently, I came across an article while passing through Germany that reported a Chinese company has overtaken Samsung Electronics in the holder smartphone market. In a way, Samsung Electronics has various divisions like DS, DX, and MX, but the news is quite concerning for the MX division, which oversees smartphones. Additionally, the semiconductor chips used in these smartphones are not Samsung Electronics' chips.

I think that Qualcomm's involvement may not be such good news for Samsung in the long run. By the way, why is the PD using the Ultra instead of the Flip? I would like to try the Flip, especially since it looks really pretty this time. The last time I saw Juyun using it, the sky blue color was really beautiful. That's right, Juyun actually uses the Flip 6. I'm thinking that I want to try it out for my next phone. However, seeing that Juyun has given such good feedback on the Flip 6, it seems that it resonates more with women than the Fold 6. Why is that? Is it because it's lighter? I think smartphones have reached a certain level of saturation now. Smartphones are almost...

The price ranges from 1.5 million won to 2 million won, and I think it's hard for the average person to feel the difference in performance, right? Whether you're using the Fold 6 or the upcoming Fold 7 next year, the noticeable difference will be in how much thinner it is. Other than that, I think it would be difficult to perceive a significant performance difference. So, what is important? Personally, I believe it's about the design and the overall image. I have a small hope that even if the S25 is slightly lacking, they could lower the cost by including the Exynos chip, allowing more customers to use Samsung's Galaxy. Of course, there are those who want to use the best chip, even if it’s a bit more expensive, but the prices are really high. If the Snapdragon price increases by about 20%, what does that mean? Even if a company raises the price by 20%, it still represents just one product.

The margin will depend on how much profit can be made, especially since it is in the manufacturing industry, where the margins are generally a bit better. So, from Samsung Electronics' perspective, what strategy should they adopt? Should they increase the purchase price or the unit cost, or should they lower their own margins? Personally, I would prefer if there were no price fluctuations. From the consumer's standpoint, the Samsung Galaxy S24, which PD is currently using, features the Exynos 2400 developed by Samsung and the Snapdragon 3rd generation chip produced by Qualcomm. However, Samsung Electronics is set to release the Galaxy S25 in January next year, and the type of semiconductor used will significantly impact the price of the Galaxy S25. It will also affect its performance, as the Exynos 2500 will be an upgraded version.

There are increasing indications that the possibility of not being able to equip Exynos is high. This is because the semiconductor yield is not coming through. What it means when semiconductor yield is low is that, for example, if we produce 100 chips, only 30 are functional, and 70 are defective and must be discarded. When I visited KAIST in the past, one of the leading semiconductor experts in South Korea, Professor Yoo Ye-jun, mentioned something similar. I will display a card in the upper right corner, so if you are curious, please click and take a look. Professor Yoo Ye-jun stated that Samsung Electronics is a company that has grown based on a sense of crisis. It is always in a state of crisis; Samsung is always in crisis. This awareness has driven the company to continuously improve and strive for excellence, which is why Samsung Electronics has become number one. To borrow Professor Yoo's expression, Samsung Electronics has faced numerous challenges over the years.

During that time, it wasn't so great to be number one. That's why I think if we gather ourselves and challenge again, we can solve the current issues. Well then, let's see more in the next video. However, the price of the iPhone doesn't increase by much across series. The iPhone, you know, that part has to be removed; one component increases by about 50,000 won. If we say it goes up by 100,000 won, then for one series, if it only increases by 100,000 won, that's not a huge amount, is it? Excuse me, but isn't that right? I mean, when the iPhone and other generations change, the prices jump significantly. But you know what the smart thing about the phone is? They didn't raise the price in the previous generation. What did people say back then? They said, Hey, the price of the iPhone...

I mentioned that not raising the price seems to be an innovation. I believe that not increasing the price is indeed innovative. I think there is a slight difference in perception compared to yesterday. In our country, Samsung Electronics has always been regarded as the top company, consistently ranked first. However, the number one company often faces criticism. While there are many citizens who support Samsung, there are also many who do not, which means they are constantly under scrutiny. 

Looking at the global perspective, Apple is in first place, and Samsung Electronics is in second place, trying to catch up. As a follower, Samsung inevitably faces such criticism, and overcoming this is perhaps the destiny of a challenger. I might be digressing, but I wonder if raising the price by 50,000 won should really invoke such a strong sense of crisis. It seems that Galaxy, being in a more challenging position, is compelled to either freeze or adjust its prices.

Lowering it might be a good way to catch up with Apple. The much smarter employees at Samsung Electronics will take care of that well. I don’t know. Okay, let’s go then. Let’s go see something else. It’s blocked over there. Come this way.

내년에 나오는 갤럭시S25 벌써 난리난 이유.. 독일 현지에서 전해드림 | IFA Ep1

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