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Thursday, Jun 6
Samsung (SSNLF.PK) has been meeting with investors to temper Galaxy S4 expectations, and the...
Samsung (SSNLF.PK) has been meeting with investors to temper Galaxy S4 expectations, and the consensus for Q2 and Q3 S4 sales has fallen to 20M/quarter from a prior 25M and 30M, writes Susquehanna. The firm adds Samsung is now placing a greater emphasis on mid-range sales (Chinese OEMs have been competing aggressively here), and sees lower S4 estimates as a negative for Broadcom (BRCM) and Maxim (MXIM). PANL, RFMD, SYNA, and ANAD could also be affected. On the flip side, Canaccord believes S4 sales have passed iPhone sales at Verizon, Sprint, and T-Mobile USA, and RBC offered an upbeat forecast last week.