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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.
Comments (8)
  • Esekla
    , contributor
    Comments (2493) | Send Message
     
    Sales were bound to taper off, but given that Samsung can sell all the OLED displays it can produce, I don't think this matters much for PANL:

     

    http://bit.ly/13JaHY8

     

    My most recent articles put a 35.17 price target on the stock:

     

    http://seekingalpha.co...
    6 Jun 2013, 05:06 PM Reply Like
  • Jack Baker
    , contributor
    Comments (894) | Send Message
     
    Let's face it, the S4 is the equivalent of a gimmicky firmware upgrade from the S3. This phone was not reviewed well and I think the actual sell through is much lower that Samsung wants you to think. Although we will never know.
    6 Jun 2013, 05:30 PM Reply Like
  • Esekla
    , contributor
    Comments (2493) | Send Message
     
    Not sure about the rest of it, but the screen is certainly better.
    6 Jun 2013, 05:39 PM Reply Like
  • WalkTheTalk
    , contributor
    Comments (378) | Send Message
     
    I googled several reviews regarding to comparison between iPhone 5 and S4. It is quite certain that S4 is preferred over iPhone 5, especially the display feature. PANL is the winner in the race as display supplier.
    6 Jun 2013, 06:23 PM Reply Like
  • Jack Baker
    , contributor
    Comments (894) | Send Message
     
    Walk,

     

    Both the screens in the iphone 5 and S4 are good enough that most people cannot discern one from the other. It's all about the software. A recent article stated that 70% of all Android phones are running Gingerbread an Android OS that is 2 generations old. Further AAPL's app ecosystem is better and more mature than Androids. Apps in the AAPL ecosystem run seamlessly and display much better on tablets in the AAPL ecosystem than on the innumerable different tablets produced by different OEM's in the Android ecosystem.
    9 Jun 2013, 11:19 AM Reply Like
  • Randal James
    , contributor
    Comments (2487) | Send Message
     
    I'd say mixed for Samsung, not so hot for a company formerly known as the world's largest (by market cap).
    6 Jun 2013, 05:53 PM Reply Like
  • Borpet
    , contributor
    Comments (12) | Send Message
     
    This is very useful - thank you.

     

    Do you have ANY good estimates for Samsung Exynos unit sales?

     

    -- How many in 2012?
    -- How many in 2013 or in any quarter

     

    Numbers I see are very conflicting to each other and unrealistic

     

    Many thanks in advance !!
    6 Jun 2013, 07:41 PM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (764) | Send Message
     
    A recent Digitimes article stated Samsung used 60M in-house processors in 2012, and 25M in Q1. The Exynos 4412 (used in the Galaxy S III) is said to have accounted for 70% of Q1 production.

     

    http://bit.ly/ZwxoPr

     

    The article also says 2013 consumption could be flat with 2012 due to shortages, but this sounds bizarre, since Samsung controls production. On the other hand, I've heard of Samsung dealing with manufacturing challenges for the Exynos Octa (used in the S4), which has led them to rely more on a Qualcomm Snapdragon 600 chip.
    6 Jun 2013, 07:57 PM Reply Like
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