A Deep Dive on Samsung Electronics

As I was digesting Samsung’s Q2 2017 results last week, I realized that I’ve never really taken the time to come up with a robust mental picture of Samsung Electronics as a company, where its revenues come from, and how it all hangs together. I have lots of charts that I produce every quarter for my clients, but in many cases the labels on the charts don’t have a lot of meaning behind them for me. As such, over the last few days, I’ve spent a little time diving deeper and really understanding the moving parts beyond the mobile division that dominates most coverage of the company (and my view of it). Today, I’m going to share what I’ve learned.

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Jan Dawson

Jan Dawson is Founder and Chief Analyst at Jackdaw Research, a technology research and consulting firm focused on consumer technology. During his sixteen years as a technology analyst, Jan has covered everything from DSL to LTE, and from policy and regulation to smartphones and tablets. As such, he brings a unique perspective to the consumer technology space, pulling together insights on communications and content services, device hardware and software, and online services to provide big-picture market analysis and strategic advice to his clients. Jan has worked with many of the world’s largest operators, device and infrastructure vendors, online service providers and others to shape their strategies and help them understand the market. Prior to founding Jackdaw, Jan worked at Ovum for a number of years, most recently as Chief Telecoms Analyst, responsible for Ovum’s telecoms research agenda globally.