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Print 47 comment(s) - last by TakinYourPoint.. on May 20 at 2:30 AM

Samsung's flagship phone is king of the Android market

Samsung Electronics Comp., Ltd. (KSC:005930) continues on its tear in the smartphone industry.  Nearly as profitable as arch-rival Apple, Inc. (AAPL) [1][2], Samsung is on pace to sell 390 million smartphones this year, an incredible number.

Early sales numbers from the Galaxy S IV are looking healthy.  Despite criticism over its plastic-body, strong marketing appears to have come through for Samsung.  The company's co-CEO JK Shin announced to The Korea Times that the handset will hit the 10 million unit sales mark next week, a mere four weeks after its global launch.

By contrast, Samsung's last-generation flagship phone, the Galaxy S IIItook seven weeks to hit that mark.

The Samsung handset had a rather bizarre unveil:


... but appears to be keeping pace sales-wise.  It should get another little boost on June 26, when an unlocked version comes to Google Inc.'s (GOOG) Play store, priced at $649 USD.

Source: Korea Times



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RE: Context
By TakinYourPoints on 5/18/2013 5:34:39 AM , Rating: 2
quote:
Over the course of the 2012 year, Samsung exceeded number of smartphone devices sold vs Apple.


Most of which are low end phones. If you isolate high end devices like the GS3, GS4, and GN2, those are a small portion of Samsung's total sales, only about a quarter of their total smartphone shipments. The GS3 was outsold by the old iPhone 4S last quarter, and the iPhone 5 outsold total GS3 shipments in only two months.

Samsung does own the Android handset market, no question. None of this has been at the expense of the iPhone, it still grows sales in the high end space. HTC, Motorola, LG, and Nokia have been Samsung's real casualties here.

If anything, this is proof that the low end market is where real growth is right now.


RE: Context
By Mint on 5/18/2013 6:16:56 PM , Rating: 2
quote:
None of this has been at the expense of the iPhone, it still grows sales in the high end space.
The latter does not prove the former. You can be damn sure that without Samsung, the iPhone would have more sales.


RE: Context
By TakinYourPoints on 5/20/2013 2:13:24 AM , Rating: 2
This is certainly true, you are correct. iPhone sales still dominate the high end but you are right that these are lost sales in the high end regardless.

It could also mean lost sales in the low end, but I think that the low end and high end are relatively discreet markets, much like it is for CPUs and GPUs. Someone who's going to buy a GTX 680 is going to buy a GTX 680 and someone who's going to buy a GT520 is just going to buy that, and they won't meet.


RE: Context
By Reclaimer77 on 5/19/2013 6:41:29 PM , Rating: 2
quote:
None of this has been at the expense of the iPhone


You're disillusional. Seriously turn off the Reality Distortion Field!

Claiming that "none" of Samsung's sales have been at the expense of the iPhone is, literally, the most warped and pathetic argument someone can make.

Also your "logic" doesn't support it at all. So because Samsung also caters to low and mid-end devices, that means NONE of the high-end devices compete head-to-head with the iPhone? HUH?

Being a fanboi is one thing, we're used to that from you. But claiming Samsung doesn't even compete with Apple is insanity on a whole 'nother level.

Also you disprove your entire "point" in your own words lol

quote:
If you isolate high end devices like the GS3, GS4, and GN2, those are a small portion of Samsung's total sales, only about a quarter of their total smartphone shipments.


Uhhh so wouldn't that mean the iPhone could potentially have the 25% of Samsung's halo-phone market if it wasn't for Samsung competing in that space? Hello?

quote:
HTC, Motorola, LG, and Nokia have been Samsung's real casualties here.


Umm that's illogical. Sure Samsung is beating those too, but again read the above post. Samsung IS competing with the iPhone, and quite well. To claim anything else is a fabrication.


RE: Context
By TakinYourPoints on 5/20/2013 2:30:37 AM , Rating: 3
quote:
Uhhh so wouldn't that mean the iPhone could potentially have the 25% of Samsung's halo-phone market if it wasn't for Samsung competing in that space? Hello?


You know, this is actually correct and I agree with it.

That said, the competing GS3, GN2, and GS4 are still a very small piece of the total iPhone pie if you look at the raw numbers. It would be more potential sales, but iPhone sales continue to grow and competition is always good, so I don't see the big deal.

quote:
Umm that's illogical. Sure Samsung is beating those too, but again read the above post. Samsung IS competing with the iPhone, and quite well. To claim anything else is a fabrication.


To put things in perspective, the iPhone 5 outsold the total number of GS3s sold in under three months. The GS4 shipped 10 million units in one month while the iPhone 5 sold 5 million units in only 2 days, and that was because they couldn't produce enough units to fulfill demand. They couldn't meet demand for months and sold every unit shipped.

Its also important to note that the GS3 made up about 25% of Samsung's total smartphone sales during its launch period and holiday quarter. Right now the GS4 is making up only about 14% of Samsung's total smartphone sales.

Samsung's percentage of their own high end devices has actually declined in the face of increasing total smartphone sales.

This is important context. Combined with Android's continued minority share in internet traffic, mobile ad revenue, and developer revenue, it supports the hypothesis that Samsung's growth (and Android's growth in general) is still mainly on the back of low end devices.

To be clear, Samsung is doing very well, I would never deny that. Again, this has been less at the expense of Apple simply based on the iPhone's dominance of internet traffic, mobile ad revenue, application support/profits, and continually increasing sales numbers.

I'll say it again, the real casualties have been HTC, Motorola, LG, Nokia, etc. HTC is the real bummer here, and I hope that they can pull it out.


"I f***ing cannot play Halo 2 multiplayer. I cannot do it." -- Bungie Technical Lead Chris Butcher














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