Samsung Fan Edition No-Go?
Last week we noted that Samsung (005930.KS) had reinstated production of the company’s Galaxy S21 FE (Fan Edition), which was originally to be released in August but postponed due to a shortage of Qualcomm (QCOM) application processors. While we noted that Samsung’s plans had yet to be finalized, expectations were that plans were to have the phone in production for a release some time in 4Q, with a Mid-October launch ‘event’. Media in South Korea is now reporting that the ‘event’ has been cancelled, although Samsung’s official comment is their usual, “It is difficult to confirm the product before it is released”, but it puts our conclusion that the shortage of Qualcomm 888 Application Processors in question, or does it?
The Korea media says that the reason (their words) for the cancellation is that the Galaxy Z Flip 3 has sold more than expected, leading to higher production demands for the foldable. Supposedly the AP’s from Qualcomm are now being redirected to the Flip 3, rather than to the FE, as the Flip is both a flagship item and carries a higher selling price. If true it does put the shortage of Aps in a bit more perspective, indicating that while production at 5um for Snapdragon 888 has improved, it has not improved enough to give Samsung all that it needs, although the good news would be that the Galaxy Fold 3 is selling well.
The Korea media says that the reason (their words) for the cancellation is that the Galaxy Z Flip 3 has sold more than expected, leading to higher production demands for the foldable. Supposedly the AP’s from Qualcomm are now being redirected to the Flip 3, rather than to the FE, as the Flip is both a flagship item and carries a higher selling price. If true it does put the shortage of Aps in a bit more perspective, indicating that while production at 5um for Snapdragon 888 has improved, it has not improved enough to give Samsung all that it needs, although the good news would be that the Galaxy Fold 3 is selling well.
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