I am somewhat surprised I am 24 hours and 175 comments late and yet no one has mentioned what I thought was the answer.
Samsung is an extreme vertically integrated company. As far as I am aware there isn't any other company on the planet that is remotely close to this level of integration. Not even Cargrill.
Samsung doesn't just make Display, NAND/ DRAM / Battery, Assembly, Controllers, MEMS, SoC, Foundry but also down to the Chemicals and Materials as well as actual assembly. Think of it as 80% of the whole Shenzhen Ecosystem.
So while other companies have difficulties moving off that Shenzhen Ecosystem, the reality is Samsung was never part of it. Samsung Mobile is the front line to drive all volumes for each of its subsidiary to a sustainable level, before these subsidiary graduate to start selling to third parties. For Samsung, it is only a matter of government signing an agreement to tariffs, clean water, electricity and all these basic infrastructure. And if the government have trouble getting those up, not to worry, you could paid Samsung and Samsung will built those for you ( Samsung is also a construction company ) and promise to hire enough local workers.
This is in deep contrast to Apple which doesn't actually own any part of the supply chain.
Samsung is an extreme vertically integrated company. As far as I am aware there isn't any other company on the planet that is remotely close to this level of integration. Not even Cargrill.
Samsung doesn't just make Display, NAND/ DRAM / Battery, Assembly, Controllers, MEMS, SoC, Foundry but also down to the Chemicals and Materials as well as actual assembly. Think of it as 80% of the whole Shenzhen Ecosystem.
So while other companies have difficulties moving off that Shenzhen Ecosystem, the reality is Samsung was never part of it. Samsung Mobile is the front line to drive all volumes for each of its subsidiary to a sustainable level, before these subsidiary graduate to start selling to third parties. For Samsung, it is only a matter of government signing an agreement to tariffs, clean water, electricity and all these basic infrastructure. And if the government have trouble getting those up, not to worry, you could paid Samsung and Samsung will built those for you ( Samsung is also a construction company ) and promise to hire enough local workers.
This is in deep contrast to Apple which doesn't actually own any part of the supply chain.