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CLSA: Smartphones could be Sony's "dark horse"

  • Analyst Christian Dinwoodie observes Sony's (SNE) smartphone shipments rose 30% Y/Y in Q2 to 9.6M, good for #4 worldwide. Strong Japanese/European positions (particularly for the flagship Xperia Z) have helped offset small U.S./Chinese shares.
  • He also notes Sony is doing brisk business selling image sensors and batteries for 3rd-party smartphones, and that its media and gaming assets could give it ways to differentiate.
  • A new flagship Android phone is expected to be unveiled on Sep. 4, along with innovative camera accessories.
Comments (3)
  • erblackiv
    , contributor
    Comments (16) | Send Message
     
    SNE is currently offering a very expensive smart phone with short battery life. Good that's waterproof. If only it was flushable.
    26 Aug 2013, 09:18 PM Reply Like
  • steveraf
    , contributor
    Comments (22) | Send Message
     
    To the previous comment, it's only expensive in the USA because it is unlocked and not available to any carriers outside sprint. The world's 4th largest smartphone producer is gaining added strength going into the fourth quarter. And Playstation 4? Let the games begin!! $26 by xmas.
    27 Aug 2013, 09:01 AM Reply Like
  • erblackiv
    , contributor
    Comments (16) | Send Message
     
    I would love to see a resurgence of SNE's tech design prowess. But making the world best tv is a small wonder if it costs $30K. The xperia smart phones and pads are VERY promising. But the two things they had to get right, were battery life and price point. Without those you take almost nothing away from Samsung. Also promising, if about 5 years too late, is the move into on-line entertainment. All these weaknesses can be overcome.....should be overcome. It's just not likely that SNE has the speed, agility and drive to do it. It's an ocean liner, and, should be broken up into to smaller more agile pieces. With the right moves SNE is a $200 company. Without them....enjoy the trading range. 35 is possible, but I wouldn't linger there.
    28 Aug 2013, 08:53 AM Reply Like
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