Interesting? Samsung Shifts Focus: Exit from LED Business to Prioritize Semiconductor

Delps8 said:

They got out of a market that decimated dozens/hundreds of companies because there simply wasn't/isn't innovation in computer manufacturers — it was, and is, all about paying a fee to Microsoft for their OS and assembling the piece parts into a generic box. Some companies have made it through the gauntlet by value add of services but, lacking that, it was a "race to the bottom" to hold cost down. That was antithetical to IBM and the were wise to sell their product lines off to Lenovo.

I think they stalled a bit in the 90's but they got their mojo back when they introduced their Z series of mainframes that ran on Linux. That was an amazing combo - truly redundant systems running an essentially unlimited number of virtual machines.

Their focus is on end to end systems and software which is a completely different business than slamming together low margin computers.

My expertise is in writing business software for small businesses and workgroups in the enterprise so I really didn't follow them all that much after the early 90's.

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My take is IBM are a shell of what they used to be. They used to be #1 and employees all ego as 'only the best of the best get to work for ibm', and now they are afraid to admit they work for IBM. Now IBM moved into big 5 accounting auditing firm which was PWC I believe, which has nada to do with tech. They spun off mainframe business which is still alive because of the idiot firms that never got off mainframe and still use Cobol. DId a little revival with Watson and maybe the linux thing but still nothing. Would not say they couldnt have come out the other side if they stuck with PCs and invested, in PC business that is, they used to be big in corporate PC business and now corporates won't touch Lenovo so Lenovo crapped the crap out of it. Corps are only Dell and HP now, afaik. Dell took it all and is doing okay. Dell had some good engineers and investment in them that's part of their success from what I observed. Not that I love Dell but they did ok. So there is no telling what IBM might have done if they stuck it out they might have HP's #2 spot now. But really what I'm saying is the cost cutting out real talent from the company is bullshit and the long game aint what CEOs play these days and that's a shame, and Samsung is giving us a line of bullshit they just can't stand the heat.

Delps8 said:

And something else will come up that will be more efficient and cheaper.

Technology is relentless.

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But Samsung has the people and the wherewithal and they would come out with that better more efficient and cheaper thing not someone else and what they are going to do is eliminate high paying jobs to engineers who deserve it and those people are going to say fuck it and hang it up and maybe start growing pot in their basements and smoking it all.

raggyb said:

But Samsung has the people and the wherewithal and they would come out with that better more efficient and cheaper thing not someone else and what they are going to do is eliminate high paying jobs to engineers who deserve it and those people are going to say fuck it and hang it up and maybe start growing pot in their basements and smoking it all.

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Wait....so growing pot in the basement and smoking it all is still a good thing.....right?

This is a good thing, Samsung led is totally overrated and there are better options. People are very susceptible to hype, and Samsung with the help of hlg made a big impression at the right time.

I've been doing this for years, never used single Samsung diode.

driver77 said:

Wait....so growing pot in the basement and smoking it all is still a good thing.....right?

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Better than working for the man.

welight said:

The Gradual Exit of Samsung's LED Business
Samsung's LED business encompassed three primary areas: LED lighting for illumination devices, TVs, and automobiles. According to the company's roadmap, this exit process will unfold in phases. Initially, Samsung will halt the production of LED chips for illumination devices and gradually wind down the lighting business within its CSS division by the first half of 2026. Subsequently, in the second half of the same year, the TV LED lighting business will also be discontinued. Ultimately, Samsung aims to fully exit the automotive LED lighting sector by the end of 2030. These measures signify Samsung's steadfast commitment to executing its business restructuring strategy, redirecting resources from less profitable areas towards more growth-oriented directions.

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I could almost see this coming... White light is no longer most efficient in the 301 package from Samsung, and they never did make red, or blue in a 3030 package.

I do like their 437nm contribution, although their own tests show better flavinols coming from a non-437nm diode.

If they would have worked with Steve from HLG in a better way, they could have had a chance... Who knows, maybe if they still do they could. I'd like to see a violet, standalone 437nm blue, and a 670nm peak red from them.

Its funny how self centric thinking everyone here is about the canna industry.
Samsungs down fall is not solely tied to the 301 and horticulture.

They literally made, grew, then drove the 2835 market into an unsustainably low margin market and could not recover. The hort thing is a tiny tiny piece of samsung LED. Litigations with KSF phosphor in general lighting....so many reasons and hort is one of the last on the list.

Osram killing them in long term automotive market.

The thing is they don't care. It's emotionless bottom line decision...do we keep doing this or not. Numbers say no...so samsung shifts resources elsewhere.
They got into LEDs to support their TV making habits...found some other cool stuff to make along the way ot make a buck or two off. But in the end is going to be cheaper to put the LEDs on a BOM and just buy them. Will be cree or seoul leds in samsung TVs soon enough.