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Maxim joins JPMorgan and Susquehanna in reporting of Galaxy S4 weakness: analyst Ashok Kumar...

Maxim joins JPMorgan and Susquehanna in reporting of Galaxy S4 weakness: analyst Ashok Kumar says Samsung (SSNLF.PK) is cutting shipments due to weak sales and rising channel inventory, and that checks indicate consumers are opting for the cheaper Galaxy S III. He thinks touch controller supplier Synaptics (SYNA -2.7%) could be affected; others possibly at risk include ATML, RFMD, BRCM, PANL, TQNT, ANAD, and SWKS. As far as suppliers go, much still depends on how much demand is simply shifting to mid-range phones, or to rival high-end devices such as HTC's One, Sony's Xperia Z, LG's Optimus G, and Lenovo's K900.
Comments (5)
  • Kurt Windibank
    , contributor
    Comments (1166) | Send Message
     
    More shifting to BlackBerry baby!!
    12 Jun 2013, 11:54 AM Reply Like
  • Alex_G
    , contributor
    Comments (1124) | Send Message
     
    It's more likely the shift is to very serviceable mid-lower range smartphones off contract. Y/Y pre-paid smartphone sales up over 50% to almost 1/3rd of all sales.
    12 Jun 2013, 12:30 PM Reply Like
  • michaelpotter
    , contributor
    Comments (2) | Send Message
     
    How about BlackBerry as a high end alternative?
    12 Jun 2013, 01:06 PM Reply Like
  • Jack Baker
    , contributor
    Comments (895) | Send Message
     
    Why does he surmise that just because the G4 isn't selling that people are buying the G3? G3 sales were slowing considerably before the launch of the G4. Maybe people are simply buying other brands.
    12 Jun 2013, 02:08 PM Reply Like
  • BMoney007
    , contributor
    Comments (26) | Send Message
     
    I agree with Jack--HTC, Nokia and LG are all getting back in the game
    26 Jun 2013, 05:41 PM Reply Like
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