Print 40 comment(s) - last by zlyles.. on Jul 25 at 11:12 AM

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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By TakinYourPoints on 7/9/2012 11:08:20 PM , Rating: 2
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.

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.

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.

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