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Android leader continues bullish tramp

Samsung Electronics Comp., Ltd. (KSC:005930) last year established itself as the new leader in both global smartphone sales and global feature phone sales.  The South Korean firm is also second only to California OEM Apple, Inc. (AAPL) in profitability.

Smartphones are not the only market dominated by Samsung.  The company also is on top of the heap in the DRAM and display markets.  Samsung's revenue came in just a bit lower than its 50T won forecast, at 47T won ($41.4B USD) in an earnings preview forecast aired late this week.

Earnings were driven, in part, by a highly successful international launch of the Galaxy S III smartphone.  Nho Geun-chang, analyst at HMC Investment Securities in Seoul, predicts sales of 19 million Galaxy S III smartphones for the June-ending quarter, in a statement to Reuters.  

He states, "Revenue is below our forecast, which suggests price pressure was more severe than had been expected in products such as televisions and home appliances.  Earnings will be stronger in the current quarter as sales of the high-end Galaxy S III will increase dramatically and drive the telecom division's earnings to above 5 trillion won."

The success is a welcome development given that the company is going through a leadership transition, with Kwon Oh-hyun taking the reins as chief executive officer this quarter.
 

Samsung is in rare air in the smartphone market.  Its Android counterparts HTC Corp. (TPE:2498) and Google Inc. (GOOGsubsidiary Motorola Mobility have stumbled, slipping to smaller market shares.

Both HTC and Samsung did share one common thread in their recent earnings reports, however.  Both companies were impacted by a weak Euro.

Samsung, however, is looking at aggressively moving to counteract these adverse affects.  An unnamed executive told Reuters, "Europe is our biggest consumer electronics market and we may have to initiate cost cuts and product price increases should the euro fall further from the current level.”

Our smartphones are flying off the shelves, with some outlets reporting 40-60 percent sales growth, but that's distorting the overall trading outlook which is more challenging due to the weak global economy and a weak euro."

In the U.S. Samsung did suffer some setbacks in the second calendar quarter with courts deciding to ban the Galaxy Tab 10.1 tablet and Galaxy Nexus smartphone, finding probable cause that they infringed on the patents of rival Apple, Inc. (AAPL).  The tablet was less of a blow, as it had struggled in sales, but the ban on the Galaxy Nexus, one of Samsung's prize models, was a major setback.

Samsung is currently appealing the Galaxy Nexus ban.

Source: Reuters



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Not surprising...
By retrospooty on 7/6/2012 7:36:15 PM , Rating: 4
They make some great phones. I have my Verizon Galaxy S3 on the way. I just got the ship notification today. Then I saw this bit of droolbait.

http://vr-zone.com/articles/samsung-galaxy-note-2-...

NICE!




RE: Not surprising...
By Pirks on 7/7/12, Rating: -1
RE: Not surprising...
By B3an on 7/7/2012 12:45:13 AM , Rating: 5
You have a son Pirks?

Thats extremely worrying.


RE: Not surprising...
By StormyKnight on 7/7/2012 3:14:58 AM , Rating: 5
Sounds like child abuse to me. What did your boy ever do to you, Pirks?


RE: Not surprising...
By retrospooty on 7/7/2012 8:18:14 AM , Rating: 5
LOL... Cool.

Pirks hands blackberry to his son.

[son] "Daddy, are you mad at me?"

;) j/k


RE: Not surprising...
By 1ceTr0n on 7/7/2012 1:46:35 AM , Rating: 2
Had a Galaxy Note since April, I freaking love the damn thing. I left being a Verizon customer for years and honestly, now I feel good giving them the finger with the crap they are pulling recently

Give me Note 2 now!!!!


RE: Not surprising...
By Reclaimer77 on 7/7/2012 11:42:47 AM , Rating: 3
quote:
Had a Galaxy Note since April, I freaking love the damn thing. I left being a Verizon customer for years and honestly, now I feel good giving them the finger with the crap they are pulling recently Give me Note 2 now!!!!


Yes and remember, the Note was the worst idea EVER! If you listened to the "Think Different" crowd. Ironic right? A big phone and, even worst, a stylus!!?!? Failure product clearly.

The Galaxy Note is closing in on 10 million units sold, I think we can say it was a big risk, but a qualified success.

In the Apple Universe, you would not have your beloved Galaxy Note. It wouldn't exist.


RE: Not surprising...
By lagomorpha on 7/7/2012 3:51:57 AM , Rating: 2
Posting from my new galaxy s3 now, you wont be disappointed. verizon must be overnighting them because it only took 1 day to get here. a physical keyboard wouldnt be such a bad thing though.


RE: Not surprising...
By teldar on 7/7/2012 7:20:18 AM , Rating: 2
I just installed the Swype keyboard and it is much better than the Samsung keyboard


RE: Not surprising...
By Mitch101 on 7/7/2012 2:15:03 PM , Rating: 2
Buddy of mine who started to really hate droid is liking this new device. He says its going to take time to convince him 100% but so far he likes the new shiny. If in 6 months hes back to how his last droid device treated him hes off to another OS. But so far so good such is typical with New its the long term that decides the fate.


RE: Not surprising...
By retrospooty on 7/7/2012 2:19:45 PM , Rating: 3
Ya, it's easy to see over hte past few years someone getting an Android 2.x device and being frustrated and turned off by the platform... But, Android 4 rocks, and 4.1 looks way better still. It has finally matured as a platform and is poised to have a great couple of years at least.


RE: Not surprising...
By V-Money on 7/7/2012 4:07:30 PM , Rating: 2
I agree completely, I had put ICS on my Nexus one back in January and it was a HUGE improvement. Now I am running Jellybean on my Galaxy Nexus and it is pretty awesome. Jellybean isn't as huge of an upgrade, but it is definitely nicer in a lot of ways. Its smoother, the taskbar is better, and google now is kind of cool.Its predictions are definitely getting to be more accurate. I will admit thought that I only really use the voice assisted feature to screw with people who have Siri :-)


RE: Not surprising...
By W00dmann on 7/9/2012 3:17:06 PM , Rating: 2
quote:
They make some great phones. I have my Verizon Galaxy S3 on the way. I just got the ship notification today. Then I saw this bit of droolbait.

http://vr-zone.com/articles/samsung-galaxy-note-2-...


That does look like an awesome phone. I wonder what the resolution of the screen will be?


RE: Not surprising...
By retrospooty on 7/9/2012 4:52:17 PM , Rating: 2
Prolly 1280 x 800 just like the 1st note. It's more than plenty at that size.


AND they should be flying off the shelf
By jakeflow27 on 7/6/2012 11:48:55 PM , Rating: 3
AND they should be flying off the shelf.. for the simple reason that Samsung works their butt off to give consumers the best experience ever, not just a confined environment to be subjected too




By TakinYourPoints on 7/9/2012 1:02:21 AM , Rating: 1
TouchWiz on top of an OS they get from Google (one that is rife with malware and has an inferior app market) is working their butts off? K.


By Reclaimer77 on 7/9/2012 1:02:10 PM , Rating: 2
Troll /10


RE: AND they should be flying off the shelf
By retrospooty on 7/9/2012 1:43:53 PM , Rating: 2
"TouchWiz on top of an OS they get from Google (one that is rife with malware and has an inferior app market) is working their butts off? K."

LOL nice try, but I'll feed the troll.

SGS3... Better screen, better form factor, thinner, better battery life, better OS, already announced its getting jelly bean upgrade so then its a WAY better OS, micro sd, and FFS, it uses micro USB like all other phones built on planet Earth in the past 4 years (except of course, yes, you guessed it, Apple phones)

iPhone: better apps store, by a small margin. Gauranteed OS upgrades (although, there isnt a whole lot of change in the past several versions)

Oh, yea, its pretty clear there.


By TakinYourPoints on 7/9/2012 11:08:20 PM , Rating: 2
quote:
iPhone: better apps store, by a small margin


Really, marginally better app store? What fantasy world are we living in? I'll remember this the next time I see yet another app announcement with the typical "when's it out for Android?" comments.

As for the other stuff, I compared the screens myself yesterday and the S3 isn't better. Lower PPI pentile display, meh. Better battery life is also false, Anandtech benchmarks put it at much lower with web browsing and only marginally better in talk time. As for performance, you'd hope that a new phone would be faster than one almost a year old, and even then the 4S outperforms it in GPU tests...


By retrospooty on 7/10/2012 8:10:19 AM , Rating: 2
Yes marginally better app store... Barely. You put way too much on that, but that is what fanboys do. All major apps are available on both, and as you said yourself, both do everything most people need.

As for the battery and speed, you pick and choose what benchmarks you want, but yes, Apple put one hell of a GPU in the 4S a year ago. But lets not play games with the screen. The 3.5 inch puny screen is a weekness for Apple. That is why they are copying Android manufacturers and going larger and you know it.


By zlyles on 7/25/2012 11:12:44 AM , Rating: 2
Your points on the screen and battery life are pretty much pointless.

quote:
Lower PPI pentile display


Seriously, your counting PPI on a screen under 5"? How does this even matter? No matter how hard you try, on any of these modern high resolution screens, you couldn't see individual pixels if you wanted to, so pixel density is pretty much a moot point. If you held the phones side by side, the words and pictures on the screen would appear just as crisp on either.

quote:
Better battery life is also false, Anandtech benchmarks put it at much lower with web browsing and only marginally better in talk time.


Oh, imagine that, the iPhone 4S with it's puny 3.5" screen gets better web-browsing battery life than the GS3 with a higher resolution 4.8" screen? Huh... that's suprising, yet another moot point.

Imagine what would happen to battery life if say, Apple made a new iPad with a Retina display. Imagine that they put a drastically larger battery in this said new iPad, and still the previous generation iPad beat it in battery life. Wouldn't that be something.


Can't Wait
By Reclaimer77 on 7/7/2012 11:10:56 AM , Rating: 5
To see how our usual suspects spin this one. If they bother showing at all. Proclaiming the failures of the Android platform, the fragmentation, the "lack of quality", the low profitability of the app "ecosystem", the ICS update woes.

What we're seeing here, much like ANY market, is when you put the power in the hands of the creators you get innovation and advancement. Android allows hardware makers to compete in the smartphone space while doing what they do best: making stuff.

Could Samsung create a competitive OS with app environment and all the associative services that comes with it? Debatable, but it would take a LOT more time and resources, with a high risk of failure. That's not what they do best.

Can Samsung leverage their huge R&D department to focus on competitive handsets, faster and better components, larger screens and form factors? I think that's been answered for us, big time.




RE: Can't Wait
By testerguy on 7/7/2012 1:07:17 PM , Rating: 1
No doubt this is the best phone on Android... (the SG3)

For me the choice will come down to iPhone 5 vs SG3... I am looking forward to seeing which one is more advanced and innovative.

I don't really mind which wins, either.


RE: Can't Wait
By retrospooty on 7/7/2012 2:04:02 PM , Rating: 2
"I am looking forward to seeing which one is more advanced and innovative"

Why? You say that as if its a choice that isn't already made... It's pretty clear by the IOS 6 beta that the SGS3 is more advanced and innovative, and you will of course see it as the iPhone 5 is more advanced and innovative. That is just comparing IOS6 to Android 4

They have already announced that the SGS3 will get a jelly bean update very soon. So in the end, you will have a far better OS with flick to close and delete gestures compared to the 5 year old IOS icon interface and you will still think IOS is better.


RE: Can't Wait
By testerguy on 7/9/2012 7:07:50 AM , Rating: 2
Honestly, I'm relatively confident that I'll be able to do what I want on either operating system.

I think they both make using a phone effortless and I don't think I'd find anything I want to do but can't on either. I've owned both iPhones and Androids and they both allow you do to do whatever you want. iOS makes it simpler, but also requires that you download apps to do some things you may expect to be native, so I'm pretty indifferent.

In terms of Apps, the previously most compelling reason to get an iPhone, I believe Android has caught up or is catching up too.

I don't think SGS3 is particularly advanced, it doesn't innovate at all as far as I can see.. they added some gimmicky features like closing when you close your eyes - honestly that doesn't interest me. It doesn't put me off either. I can't see much on their phone which doesn't exist elsewhere.

Due to my indifference to the operating systems, it'll probably come down to battery life, performance and specifications when I make my decision, including things like size, weight, network speeds. I can't make that decision until the new iPhone gets released.

For me to buy a Samsung I would also need to get some confidence that the phone would get Android updates for the life of my mobile contract.


RE: Can't Wait
By retrospooty on 7/9/2012 8:30:50 AM , Rating: 2
"I think they both make using a phone effortless and I don't think I'd find anything I want to do but can't on either. I've owned both iPhones and Androids and they both allow you do to do whatever you want."

True... That's a fair assessment that covers 99% of the purchasing public. It's a very different tone than I have ever heard from you, but fairness is a good thing, so +1 to that.

"I don't think SGS3 is particularly advanced, it doesn't innovate at all as far as I can see"

It's not really. It's using the latest and greatest stuff and has great specs and a killer screen. Samsung has stepped its way to the top. Not by releasing a single major jump, but baby steps all the way. This is just the latest step.


RE: Can't Wait
By nofear4COMment on 7/9/2012 1:17:29 PM , Rating: 2
I will say a 4" screen for iphone5 and maybe HULA-DANCING icons and it lesser than 4.3" screen for Android crowd and it is still no SD card or micro SD feature, ICONIC-phobia.

Hands down GS3 is a winner! in my book.


These kinds of numbers cannot be ignored...
By bupkus on 7/8/2012 12:54:49 PM , Rating: 2
The writing is on the wall my friends. Apple has turned to litigation because they fear the Samsung Juggernaut. The boat has set sail with those still holding tickets left waiting.

Why?
Apple is giving too much attention to the legal battle and not creating the next big thing. Steve is gone and the myopic will to litigate has replaced the visionary drive to "innovate".




By retrospooty on 7/8/2012 1:19:26 PM , Rating: 2
"Apple is giving too much attention to the legal battle and not creating the next big thing. "

That's a very good point. They need to do some work on IOS to modernize it. Innovate instead of litigate or the world will pass you by.


RE: These kinds of numbers cannot be ignored...
By testerguy on 7/9/2012 7:10:33 AM , Rating: 2
Why do tech guys make these silly assertions. Apple has a legal team. It can shrink and grow INDEPENDENTLY to the rest of the organisation. Much like the design team can. Since Apple has more money than it could ever need to employee anyone it wants, clearly they are not having to choose between lawyers or designers.

If you don't think they're working on the next big thing or that legal cases has changed their development department in any way, you're wrong.


By retrospooty on 7/9/2012 8:38:05 AM , Rating: 2
Of course the legal team doesn't interfere with design teams... The comment is more pointed to Apple's IOS 6 and it's apparent lack of innovation. It looks alot like more of the same. It's not that the legal team has effected anything, just more like Apple as a company seams more interested in stopping the competition with lawsuits than with innovation.

Apple can of course at any moment release some surprise that changes minds on that, but looking at IOS6 beta, its not there. I am lucky enough to get to play with all 3 major modern OS's (and Blackberries too) on a regular basis as I set them up for users. To me, the iPhone is just looking aged. The iPhone 5 with a larger screen and I assume faster guts will change that hardware-wise, but IOS6 is still IOS3 IMHO.


By testerguy on 7/13/2012 2:59:54 AM , Rating: 2
If you had worded your original comment like this, I wouldn't have disagreed.

I think a lot of people think that Apple pursuing legal cases means that they suddenly prioritise that over development, which is simply not true.

In terms of IOS6 - I agree they have kept it largely the same, but to be honest I expect that's probably a conscious and deliberate choice they made (whether that is good or bad). They probably believe that if something isn't broken, don't fix it - they could alienate existing users if they changed something and the users didn't like it as much.

I personally don't judge innovation of a product on whether or not they gave it a lick of paint - the visual side interests me very little (provided it's easy to use), I'm more concerned about what it can do, how stable it is, how fast it is, how well it handles battery etc.


By bug77 on 7/11/2012 9:42:18 AM , Rating: 2
You're on to something. Apple's strategy was release something, hype it up for a few years, release something else, rinse and repeat.
Since Jobs came back, the released the Macbook(Pro), advertised the hell out of it then moved on to ipods. Then they moved to iphone. And then the ipad. Within a year or two, we should be ready for their next announcement, if the trend continues.


Flying off the shelves
By StormyKnight on 7/6/2012 7:42:00 PM , Rating: 2
quote:
Our smartphones are flying off the shelves

I'd be snatching phones off the shelves too on the advent of an impending Apple-ban.




RE: Flying off the shelves
By BB33 on 7/6/2012 9:16:58 PM , Rating: 2
Most ppl that I know do not even know about the bans that apple has on any samsung products.


RE: Flying off the shelves
By jeffkro on 7/7/2012 12:21:59 AM , Rating: 2
Damn, you beat me to it.


I, for one, welcome our new South Korean overlords...
By Boze on 7/6/2012 7:39:40 PM , Rating: 4
...because unlike Apple, they'll at least tell me when I'm getting fucked, instead of trying to spin the fucking into a wonderous new "feature" that was absolutely beyond the realm of technical possibility until they stol-, sorry, created it.




Nice to see...
By JimboK29 on 7/9/2012 8:42:54 AM , Rating: 2
That DT is fair and not ignoring these non-Apple phones. The media has a love affair with Apple and ignores the rest.

I'll get an iPhone if I ever decide to wear Abercrombie or Hollister hoodies and attend an Occupy Wall Street rally with my Starbucks in hand. Yes - I'll get an iPhone because 'they're cool' and all of my friends have one.




works for all
By PittmanKen18 on 7/6/12, Rating: -1
"Death Is Very Likely The Single Best Invention Of Life" -- Steve Jobs














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