The second sentence suggests it will hurt Samsung more than consumers. Having a foundry on leading edge (let us exclude Intel, they are in their own universe) only makes sense if you have product(s) you can fab and sell in sufficient quantities. This is the moment of truth for Samsung. Either they step up big time in foundry business, allocate even more resources to develop their own processors (not just mobile, but servers as well) and gain other business to keep their foundries busy, or they reconcile themselves to forever being a third-tier also-ran.