Seeking Alpha

Samsung extends smartphone crown

  • Samsung (SSNLF, SSNGY) widened its lead over Apple (AAPL) in the smartphone market in Q3, with Gartner estimating that Samsung sold 80.36M smartphones vs 55M a year earlier and Apple 30.33M vs 24.62M.
  • The Korean company's market share held steady at 32.1% while Apple's dropped to 12.1% from 14.3%.
  • Overall, the number of smartphones sold increased to 250.2M from 171.65M.
  • By operating system, Google's (GOOG) Android accounted for 205M devices, or 81.9% of the market, Apple's iOS 30.33M, or 12.1%, and Microsoft's (MSFT) Windows 8.9M, or 3.6%.
  • The total number of cellular phones sold rose to 455.6M from 431M. Samsung was in first place with 117M units and Nokia (NOK) second with 63M. (PR)
Comments (75)
  • Tom Shaughnessy
    , contributor
    Comments (1131) | Send Message
     
    The beginning of the end for Apple and the continuation of Samsung and Android's growing strength.

     

    Honda made $6.5 billion dollars last year selling low priced cars that the market wants and needs. Ferrari made $328 million dollars last year selling high priced premium vehicles. The comparison is the same, in a simplistic sense. Go Samsung/Google!

     

    - Written from my Mac (I am unbiased)
    15 Nov 2013, 03:04 AM Reply Like
  • NYC Trader
    , contributor
    Comments (513) | Send Message
     
    Apple is likely going to sell 170 million units in 2014 at higher margins than the garbage phone you're promoting. What you're really saying is that Ferrari was keeping up in unit shipments with Honda... NOT BAD!
    15 Nov 2013, 03:23 AM Reply Like
  • Randal James
    , contributor
    Comments (2799) | Send Message
     
    Clearly the one to watch is Nokia/Microsoft. I am floored NOK moved so many phones!

     

    - Written from my Samsung (I AM biased)
    15 Nov 2013, 03:35 AM Reply Like
  • inakira
    , contributor
    Comments (11) | Send Message
     
    is this a cheerleading site?
    the interest here should be about where to invest and what makes more money.
    so either you take your cheerleading to some apple vs samsung bashing site or i take myself out of this site.
    i guess the second one is better.
    good luck.
    15 Nov 2013, 03:45 AM Reply Like
  • mvermaak
    , contributor
    Comments (289) | Send Message
     
    Can you comment how the samsung tizen will affect google? I must presume samsung is trying to move away from android
    15 Nov 2013, 05:08 AM Reply Like
  • jamesingram32
    , contributor
    Comments (632) | Send Message
     
    good point randall, and on top of that, after the HTC case,new Nokia, freed of making hand sets, but with a huge patent portfolio, will go after Samsung as well, and then every samsung sold will add to my NOK share price
    15 Nov 2013, 06:43 AM Reply Like
  • jjkiam
    , contributor
    Comments (378) | Send Message
     
    Yes Go Samsung!
    A company whose CEO is a convicted felon.
    A company that employs people to spread lies about it's competitors
    A company that infringes on patents to make copycat products
    A company that violates clear court orders about the use of sensitive information
    Oh and how many people does Samsung employ in this country compared to Apple? Yes clearly GO Samsung!
    15 Nov 2013, 07:51 AM Reply Like
  • BlurredLines
    , contributor
    Comments (117) | Send Message
     
    If only Nok could make money .
    15 Nov 2013, 08:59 AM Reply Like
  • Timothy Bryan
    , contributor
    Comments (762) | Send Message
     
    They can and do, just not with phones
    15 Nov 2013, 09:05 AM Reply Like
  • blejsmith
    , contributor
    Comments (237) | Send Message
     
    Wow! As a finance student to make that analogy is very surprising. Let me ask you, which company is more profitable for its shareholders? Honda or Ferrari? In the investment world, earnings PER share tend to be important - you've apparently not gone over that part of the curriculum.
    15 Nov 2013, 09:29 AM Reply Like
  • Randal James
    , contributor
    Comments (2799) | Send Message
     
    diablo,

     

    I'm sorry to see (in some ways) the Lumia line snatched away. But it'll be MSFT's burden to push those uphill until, like Samsung, they squeeze competition out and make money on their own.

     

    I did have about 20 minutes to kill this week in a mall with a Radio Shack. They must have had a hundred different phones there including the latest iPhones and Galaxy Notes, pretty Sonys and HTCs along with the lower-rung cheapies. At the upper end, the phones are similar enough that you decide based on the details you find the most compelling. At the lower, you choose a price and see which one is acceptable. Heck, Google has announced a new Moto phone that is nearly like the Nokia 520/521 - designed to make a big splash on the low price end in an attempt to create brand loyalty for first users.

     

    I'm GLAD Nokia's out of that mess for now. In a couple of years, with their design expertise, they could bring phones to market that will sharply stand out from this pack of seQuel5s. More likely, they will design phones for someone who wants to have that advantage and let that company take the risk and expense in the retail market.
    15 Nov 2013, 09:36 AM Reply Like
  • Sam Johnston1
    , contributor
    Comments (520) | Send Message
     
    So you're interpreting the Iphone as the Ferrari here? I'll take that as a compliment.

     

    Much thanks,

     

    Yo
    15 Nov 2013, 11:48 AM Reply Like
  • heloise8
    , contributor
    Comments (439) | Send Message
     
    everybody knows Nokia phones are well made. I am not surprised. Long NOK
    15 Nov 2013, 01:05 PM Reply Like
  • heloise8
    , contributor
    Comments (439) | Send Message
     
    Is GOOG chasing NOK 520? I bought the cheap end NOK not because I could not afford the new iphone but because the NOK was cheap and damn good.
    15 Nov 2013, 01:07 PM Reply Like
  • Randal James
    , contributor
    Comments (2799) | Send Message
     
    Hi Heloise,

     

    Google bought most of Motorola and has been using the platform to introduce their own phones - sort of to steal a tiny bit of thunder from Samsung. The first one, the Moto X is a well received model that goes for $450-550 but has not really sold well.

     

    Visual:
    http://bit.ly/1gS0wtM

     

    They are introducing a new inexpensive device named the Moto G that sells (unsubsidized) for $179 & $199. As with the inexpensive Nokias, it is well made and feature rich for that price. Like the Honda Civic, which is a great inexpensive small car, the hope is users will like it and move up the company's product line as their situation improves. It is still quite a bit more expensive than the Lumia 520/521 but the point is to sell phones that the market can afford, not to just sit there staring at a few billion potential customers and wish they were richer.

     

    http://bit.ly/1gS0wtR

     

    I think you are still in great shape with the phone you have - until you want more. Nokia broke $8 today - first time in 2.5 years.
    15 Nov 2013, 03:29 PM Reply Like
  • jamesingram32
    , contributor
    Comments (632) | Send Message
     
    they make money when other companies sell phones, via their patents, and soon will do as well on samsung phones also.
    15 Nov 2013, 03:34 PM Reply Like
  • Sawamular
    , contributor
    Comments (2) | Send Message
     
    Are you really comparing Honda to android and Ferrari to apple? If you're that out of touch with the tech world you really shouldn't be commenting on it, let alone investing anything. Educate yourself before you embarrass yourself. Android flagship phones surpassed the iPhone in terms of overall quality in Q1 2012, and that's coming from an old iPhone fanboy. Let me guess, you use an iPhone and haven't owned or are even knowledgeable of any high end android phone? How'd I know.
    15 Nov 2013, 03:42 PM Reply Like
  • asifruman
    , contributor
    Comments (75) | Send Message
     
    size also matters sir
    IMHO
    16 Nov 2013, 02:49 AM Reply Like
  • Ruffdog
    , contributor
    Comments (1611) | Send Message
     
    "...Nokia sold 63M..." wjth what operating system? WP right? Something is wrong with these numbers, I think.
    16 Nov 2013, 09:36 AM Reply Like
  • Keep It Simple
    , contributor
    Comments (471) | Send Message
     
    Nailed it, jjkiam.

     

    Samsung is not a business, it's a sham and karma is a ____.
    16 Nov 2013, 10:00 AM Reply Like
  • rrose39
    , contributor
    , AAPL PRO Alerts subscriber
    Comments (781) | Send Message
     
    "The beginning of the end for Apple..."

     

    That's funny.
    18 Nov 2013, 10:54 AM Reply Like
  • docnaka
    , contributor
    Comments (257) | Send Message
     
    Meanwhile, latest news from Canaccord Genuity claims that despite the decrease in smartphone market share, Apple's operating profit actually increased from 53% to 56%.
    15 Nov 2013, 03:09 AM Reply Like
  • NYC Trader
    , contributor
    Comments (513) | Send Message
     
    This is pure garbage. Keep in mind they're reporting on the quarter where Apple had no refreshes and people were likely anticipating a new phone. Samsung on the other hand had a new release at the end of Q2, which means that the majority of their smartphones were sold in Q3. Let's see what happens in Q4 - Gartner comes out with a report saying that "suddenly Apple takes an enormous market share lead, totally unexpected"

     

    I wrote about the iPad market share here... refuting the same exact garbage:
    http://seekingalpha.co...

     

    How dumb are these people?
    15 Nov 2013, 03:10 AM Reply Like
  • UnStopaBull!
    , contributor
    Comments (176) | Send Message
     
    Pretty dumb it appears.
    15 Nov 2013, 07:56 AM Reply Like
  • daugherty
    , contributor
    Comments (707) | Send Message
     
    They're not dumb, just corrupt. Nothing but PR firms on Samsung's marketing payroll. 80% of Samsung's "smartphones" are no profit, low end phones.
    15 Nov 2013, 08:27 AM Reply Like
  • NYC Trader
    , contributor
    Comments (513) | Send Message
     
    And here's the article I wrote about that silly Android market share argument:

     

    http://seekingalpha.co...

     

    Go down to competition section
    15 Nov 2013, 03:20 AM Reply Like
  • Randal James
    , contributor
    Comments (2799) | Send Message
     
    The Gartner data.

     

    http://tcrn.ch/1fG0thI

     

    Probably the most striking stat is not the increase in Samsung phones but the massive increase in Android Y-o-Y. All those small-fry Chinese and Indian companies are really moving product.
    15 Nov 2013, 03:44 AM Reply Like
  • Timothy Bryan
    , contributor
    Comments (762) | Send Message
     
    Samsung is kicking some behind in spite of their crappy phones...
    15 Nov 2013, 03:46 AM Reply Like
  • heloise8
    , contributor
    Comments (439) | Send Message
     
    Samsung is selling to people who can't read :)
    15 Nov 2013, 01:08 PM Reply Like
  • james.agada
    , contributor
    Comments (8) | Send Message
     
    1. Did Samsung sell those phones or shipped them?
    2. This is Gartner estimate - any checks on Gartner estimate accuracy?
    3. Here in Nigeria, Tecno is selling massively. The key product - a $70 android phone that cannot be upgraded.
    4. Will Samsung continue to be top dog in Android? I don't think so. Anyone can make android phone these days. I see more of a problem for Samsung than for Apple. Just a few years ago HP acquired Compaq in order to be top dog in a commodity business. Looked then as a great move. Think again.
    5. Given that the only selling point for Android phones is price, it seems to me that it will be easier for Apple to gain market share if it wants by lowering prices than it will be for Android manufacturers to ramp up profits by increasing prices.
    6. Samsung reports that a full two thirds of their shipment are low end sub $200 phones that cannot even run the latest Android OS. In this space Samsung is going to compete with a large number of companies coming out with sub $100 android phones. I can only imagine how it will end for Samsung.
    15 Nov 2013, 04:19 AM Reply Like
  • faramarz
    , contributor
    Comments (289) | Send Message
     
    Samsung is making most of it's profit by its' hi end smart phones. The crappy ones are +/- breaking even.
    If we isolate the high end smart phone market, then Apple has almost 50% of the this segment's market share & more than 70% of this segment's profits share.
    Google, FB & Twitter are the big winners of the global mobile market. But there again, more than 50% of their mobile ad revenue is coming from IOS devices from which Apple gets its' share of profit. Not bad.

     

    Apple lets the other dispute the market share war concentrating itself where it matters : $
    15 Nov 2013, 04:37 AM Reply Like
  • Yesterdays_news
    , contributor
    Comments (1358) | Send Message
     
    Apple's new Maverick has a ton of issues and bugs. It has been one of the most bug infested releases in a long time.
    They keep destroying functionality in the hub app iTunes. They took away coverflow and many features about a year ago. And now with Mavericks they have taken away the manual sync which is really upsetting companies that NEED the simple function for security. All Android phones and devices allow this. Why is Apple restricting access to the devices which already are heavily restricted for files and data transfer?

     

    This could be worse than the map app release screw-up!

     

    Read the 70+ pages of complaints that Apple is blowing off. Maybe these companies should talk to Carl Icahn to get things corrected? It does seem there is poor management at Apple, Maybe that is why the stock is so low and people are still leaving.
    http://bit.ly/1bQoGzh
    17 Nov 2013, 05:59 AM Reply Like
  • fauxscot
    , contributor
    Comments (518) | Send Message
     
    ...and in other news, Samsung is arguing in court how much damages they intend to pay to Apple for patent infringement (not FRAND patents, but proprietary ones.) Samsung isn't arguing guilt. That was decided by a jury and is settled. They infringed. They are arguing to keep from handing Apple nearly a half-billion bux. God knows how many quadrillion won that is. A ton of won. Won Ton? Whatever. A lot.

     

    and in yet OTHER news, Sammy lost US share. A lot. To Apple. Once the numbers are in for this quarter, that will get worse. Even the pro-Android segments of the press are having a hard time discounting a dozen Apple positives (5S, China, iPad Air, iPad Mini, Macbook Air refreshes, Mavericks, Mac Pro intro... A7/M7... ) Usage is through the roof on IOS devices, IOS7 adoption rates are huge, MS is reeling, and no one, other than Sammy, is making any money on the bottom tier.

     

    This metric of market share is vastly over-rated. Profitable market share and space is OWNED by Apple, as is the OS. Sammy, OTOH, has as OS owned by Google, a competitor (via Motorola.) There's a lot of bad news under this metric. For Android.
    15 Nov 2013, 05:02 AM Reply Like
  • mitrado
    , contributor
    Comments (2003) | Send Message
     
    Nokia is selling more smartphones than Apple!? That's a first!
    15 Nov 2013, 05:24 AM Reply Like
  • blejsmith
    , contributor
    Comments (237) | Send Message
     
    Sorry for disappointing you - Nokia sold 63 million CELLULAR phones. The article makes no mention of how many SMART phones they sold. Apple doesn't sell cellular phones...
    15 Nov 2013, 09:36 AM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1971) | Send Message
     
    Sorry to disappoint you even more, but that would not be a first. Nokia outsold Apple by a wide margin until Q3 2011 in smartphones. Respect man :)

     

    http://bit.ly/QC5yuZ
    15 Nov 2013, 09:44 AM Reply Like
  • blejsmith
    , contributor
    Comments (237) | Send Message
     
    Not sure what point you're trying to make. Would you agree that in the auto industry, they always compare luxury brands to non luxury brands? I don't believe you ever hear that BMW is losing market share to Kia do you? Comparisons are between the luxury brands (Lexus gaining on BMW, etc). The question that should be asked is how is Apple doing within the higher end smart phone segment - as that is the only segment they compete in, not how they are doing within the overall smart phone segment. When Nokia was killing Apple in market share, what % of Nokia's smart phones were in the high end category?
    15 Nov 2013, 09:59 AM Reply Like
  • jjkiam
    , contributor
    Comments (378) | Send Message
     
    Can someone please explain the large disparity between the number of phones Apple reported sold during this period and the Gartner estimate? Since Apple reports actual sales and Ssumg doesn't , how does the difference between Apple's miners and Gartners reflect on the accuracy of this report. I have always wondered at the methodology employed by companies like Gartner or IDC.
    15 Nov 2013, 07:45 AM Reply Like
  • daugherty
    , contributor
    Comments (707) | Send Message
     
    Gartner and IDC methodology are easy to understand--you pay them to "estimate" whatever number you give them to "estimate".
    15 Nov 2013, 08:11 AM Reply Like
  • docnaka
    , contributor
    Comments (257) | Send Message
     
    I believe that Gartner uses "sell-ins" and IDC "sell-thoughs" for their numbers, however NOT sure. Bottom line, BOTH companies have a terrible track records with their numbers meaning NOTHING.
    15 Nov 2013, 12:08 PM Reply Like
  • gofx
    , contributor
    Comments (788) | Send Message
     
    This isn't about which phones you personally like or which company you personally like.

     

    Globally, it appears that Samsung has traction. There is no point in denigrating the quality of their products unless the wider consumer market reflects such viewpoints with their purchases.

     

    Comments concerning hardware turning into a simple commodity are a bit more on point. Apple does a good job of hitting a higher margin segment of the market and probably does a great job at this within North America.

     

    My take, buying a phone, or device, when you get beyond the brand wars is about what you can do with it. What software it will run. What is or is not accessible to you. And, last but not least, how much it will cost to use.

     

    Either way, once features stabilize they will turn into commodities. Anyone in the hardware business needs to consider ways to connect with customers and monetize that relationship -- if possible. Apple, of course, has done a great job of this and has cultivated a massive and loyal user/fan base.
    15 Nov 2013, 07:50 AM Reply Like
  • djfunkydj
    , contributor
    Comments (92) | Send Message
     
    Facts r facts and anecdotes about copying and quality don't put food on the table. The fact is samsung is leading the way..unless apple diehards have a new way of calculating sales and revenue which i fully expect we will have a chance to review soon. I love the ferrari comparison..not cuz its relevant ...its just funny. Most ferrari owners only drive their precious cars on weekends..and prob bring out their apple phones at the same time to reinforce their status in life..the apple cache is starting to wear thin and i just need car to get to work and a phone to make phone calls. It seems from the recent numbers, i am not alone.
    15 Nov 2013, 07:57 AM Reply Like
  • blejsmith
    , contributor
    Comments (237) | Send Message
     
    And the mast majority of individuals who disparage people who can afford a Ferrari are individuals who are disappointed with their lot in life, and to make themselves feel better, write comments like yours.
    15 Nov 2013, 09:42 AM Reply Like
  • djfunkydj
    , contributor
    Comments (92) | Send Message
     
    Ha ha.like i need a ferrari to feel good about my lot in life..my comments concerned facts not about feeling good.. i feel great reading comments from people who make ludicrous statements in response to logic...and i feel sorry for people who think owning a ferrari is a symbol of success in life.
    15 Nov 2013, 10:31 AM Reply Like
  • UnStopaBull!
    , contributor
    Comments (176) | Send Message
     
    The Ferrari comment is funny because such a tiny percentage of the population could ever afford to own one. But sticking with the original Ferrari vs honda commenter. NO ONE, if given a choice to pick one for free, would EVER pick a honda. The quality differences are obvious. I guess in that way samsung/others are like honda and Apple is like Ferrari. Except that, while maybe not affordable to everyone, they are affordable to most and people who want the quality will pay more to get it.
    15 Nov 2013, 10:50 AM Reply Like
  • Randal James
    , contributor
    Comments (2799) | Send Message
     
    Un stoppa

     

    "The quality differences are obvious."

     

    Sir, you are so right! (In order) Toyota, Ford and Honda have much better quality rankings than such 'premium' brands that Apple fans like to compare themselves to. BMW, Jaguar, Mercedes and Porsche are decidedly middle-of-the-pack or worse.

     

    http://bit.ly/1e816Ac

     

    But you'll look spiffy in the showroom while it is being fixed. Again.
    15 Nov 2013, 11:08 AM Reply Like
  • daugherty
    , contributor
    Comments (707) | Send Message
     
    You can take the bus to work and buy a cheap flip phone with a prepaid plan. However, if you have a need for the reliable connectivity offered by a pocket computer with a solid, upgradable operating system and well made, high quality hardware, which may cost a bit more up front but which holds its value and will offer years of solid service, you can't beat an iPhone.
    15 Nov 2013, 11:08 AM Reply Like
  • blejsmith
    , contributor
    Comments (237) | Send Message
     
    ".... Most ferrari owners only drive their precious cars on weekends..and prob bring out their apple phones at the same time to reinforce their status in life". This is your assumption, not logic. And I feel sorry for people who think that those who can buy more exclusive brands buy them solely because they believe it signifies success in their life. I suspect you were heading the charge at Occupy Wall Street
    15 Nov 2013, 11:44 AM Reply Like
  • blejsmith
    , contributor
    Comments (237) | Send Message
     
    Too bad Ford finished 26 out of 28 in Consumer Reports latest survey. But I'm sure you'll look spiffy waiting in the service department while its being fixed. Again.
    15 Nov 2013, 11:52 AM Reply Like
  • djfunkydj
    , contributor
    Comments (92) | Send Message
     
    Sorry that ur apple phone didn't come with a sense of humour app. Warren buffet drives a 7yr old caddy..guess he doesn't appreciate the good things in life or cries himself to sleep every night. Hope u enjoy driving your ferrari 60 miles an hour.
    15 Nov 2013, 11:57 AM Reply Like
  • blejsmith
    , contributor
    Comments (237) | Send Message
     
    I don't have one and can't afford one.
    15 Nov 2013, 11:59 AM Reply Like
  • Randal James
    , contributor
    Comments (2799) | Send Message
     
    daugherty

     

    "...you can't beat an iPhone."

     

    Well you can, but why stop there?

     

    http://bit.ly/1j9Fl3c
    15 Nov 2013, 12:09 PM Reply Like
  • blejsmith
    , contributor
    Comments (237) | Send Message
     
    Btw, I loved your comment from November 7th: "If samsung was a wall st darling like apple, apples shares would trade at half of where they are now and samsung would be the darling stock. There's no common sense in the market anymore.. ".

     

    Ok, let me see your common sense. At a market cap of $472 Billion, AAPL should be trading at half of that if common sense was restored to the market - so ~$236 Billion. With $150 billion cash on its balance sheet it could then buy back $150 Billion of outstanding shares leaving it with a market cap of $86 Billion. So under that scenario, AAPL will then be trading at a ttm PE of 2.4X and a dividend yield of 12.6%.

     

    Yup, you're a logical fellow
    15 Nov 2013, 12:13 PM Reply Like
  • Sam Johnston1
    , contributor
    Comments (520) | Send Message
     
    I bet you've never even used a fraction of what it offers since most of it is just useless.
    15 Nov 2013, 12:15 PM Reply Like
  • djfunkydj
    , contributor
    Comments (92) | Send Message
     
    U missed the point but don't worry about it. Ur astute analysis will get u that ferrari by xmas.
    15 Nov 2013, 12:46 PM Reply Like
  • docnaka
    , contributor
    Comments (257) | Send Message
     
    @djfunky= If you owned a business, what would be the most important number to you at the end of the year? Honestly, you could have several answers and not be wrong. I know that many are looking at "growth", eps, and possibly rev (or rev growth). However, if I can churn out $40 billion a year in profits every year, I would be ecstatic with revenues, growth, etc being irrelevant.

     

    Point being, Samsung may be the top selling smartphone company in the world, but Apple makes the most money on smartphones is the world. Both companies have their challenges, but the low-end smartphone market is extremely competitive and non-profitable. Samsung can likely dominate the mid-end market while still competing in the high end market. However, despite claims from the media, APPLE is dominating the high end market which will be evident after selling 52.5 million iphones this quarter compared to 27.5 million high-end Samsung phones and at a much greater profit margin.
    15 Nov 2013, 12:50 PM Reply Like
  • djfunkydj
    , contributor
    Comments (92) | Send Message
     
    As a shareholder i like margins. As an owner l like revenue growth and higher profits in $'s. U can't buy a ferrari with ur margin. And, if you don't have growth prospects..ur margin is going to take a hit at some point. I am NOT knocking apple, its success speaks for itself..but don't let sentiment cloud ur investment decisions..samsung has also performed very well. 10 yrs ago e1 said hyundai made crap cars....ya i know..but there's a lot of them on the road now and the corp has taken over a big share of the market at the expense of the other corps..hey, we r all just little folks trying to pick winning stocks..what colour do u want for ur ferrari.
    15 Nov 2013, 03:12 PM Reply Like
  • Randal James
    , contributor
    Comments (2799) | Send Message
     
    docnaka

     

    I realize one should never look in the rearview mirror, but if you follow trends, Samsung used to sell a lot fewer phones and lost money. With their 'shotgun' approach to having many models in assorted price ranges, they now sell more phones and make decent money.

     

    It is true that the upstart Chinese and Indian companies, running an untethered version of Android, will be nipping at their heels. But Samsung has tremendous clout in every market. You can go into any US carrier outlet and their products will be featured prominently. They are the alpha shark in this market and Apple is the whale. How to eat a whale? One bite at a time.

     

    I am NOT a Samsung fan, just callin' it as I see it.
    15 Nov 2013, 03:42 PM Reply Like
  • docnaka
    , contributor
    Comments (257) | Send Message
     
    @ Randal and DJ= Who says that I don't like Samsung? I think that they are a great company and stock (Pe 7). If I could, I would buy it. And believe me, as an AAPL investor, I FEAR Samsung. The truth is....BOTH companies face many challenges with the likelihood that smartphone profits will diminish significantly in the next 12-18 months. I just feel that Apple is positioned better and has a better business plan moving forward.

     

    Still, with each day, I am one step closer to closing my positions in AAPL (12-18 months) which is why I spend so much time reading about it. Good luck!!!
    16 Nov 2013, 03:44 AM Reply Like
  • Randal James
    , contributor
    Comments (2799) | Send Message
     
    docnaka

     

    Thanks for the clarification. Perhaps because they are so hard to trade, we rarely get comments from Samsung supporters on any of these threads. Say something dubious about Apple and one gets booed more than Foster Brooks at a temperance rally.

     

    Apple has been a wonderful company with the incredible luck to ride several waves of technology that it has been able to overlap. Each of those markets is now mature or even in secular decline. With every passing period of new model introductions, there is a perceptible expectation that this might be the time they bring out... and then a resigned sigh that it has been shoved another 6 months into the future.

     

    Is the iWatch or the iTV the next truly significant new field or simply hors d'oeuvres? Samsung's watch and curvy screens are being met with yawns. TV sales are stagnant. There is interest in Google's Glass, but no one knows how much. It feels a little like a New Year's Eve party at around 12:30 - the main event is over and it might be time to grab the car and head home.

     

    I am not convinced AAPL's time is over, just that we need to see something. That someone in the idea shop is still working nights. That Cook understands the $150B isn't a cushion - it's a tool that needs to be used. Until then, it's just another GM with new models every year and share gains or losses of a few percent.

     

    Good luck with your choices - and theirs.
    16 Nov 2013, 03:24 PM Reply Like
  • flybywire54
    , contributor
    Comments (724) | Send Message
     
    Samsung has an horrible business ethics and I will never buy anything from them . As for Android 80% market share 41% of it comes from China and Chinese don't have access to google services so google can't make money there . Chinese phone work on Baidu instead . Meaning google android has 48% market share , Baidu 32% market share , total 80% .
    15 Nov 2013, 11:27 AM Reply Like
  • Hope128
    , contributor
    Comments (128) | Send Message
     
    @fly, absolutely true. Google doesn't benefit from Android's huge market share in China. Chinese phones not only use their own search engine like baidu, China's local brand xiaomi has its own App Market, and people have no access to google's play store without rooting the phones.
    15 Nov 2013, 06:32 PM Reply Like
  • flybywire54
    , contributor
    Comments (724) | Send Message
     
    Thank you Hope128
    16 Nov 2013, 01:46 PM Reply Like
  • Sam Johnston1
    , contributor
    Comments (520) | Send Message
     
    I want my Android phone back.

     

    Post from SDJ Iphone
    15 Nov 2013, 11:49 AM Reply Like
  • Sam Johnston1
    , contributor
    Comments (520) | Send Message
     
    I drive a Model S and own an Iphone because I only buy quality.
    15 Nov 2013, 11:51 AM Reply Like
  • BlurredLines
    , contributor
    Comments (117) | Send Message
     
    Now it looks stupid for Nok to sell phones div to Msft .Hope shareholders or Gov stops it.
    15 Nov 2013, 11:53 AM Reply Like
  • Sam Johnston1
    , contributor
    Comments (520) | Send Message
     
    They won't block it because my options and massive holdings won't allow them. Sorry
    15 Nov 2013, 12:13 PM Reply Like
  • jmtz57
    , contributor
    Comments (110) | Send Message
     
    Wow there are some hard headed dumb self described analyst .
    They just lack common sense. They continue to ignore the bottom line. The profit margin.

     

    If they would just google what company is the most profitable company is . Guess what Samsung doesn't even come close . Black Berry is on life support.
    Apple has the cash to develop a TV , a refrigerator , trash phones a space ship, etc.
    If they wanted to take over the trash phone market share, they could easily do that literally over night.
    And still have more cash on hand then all of the other smartphone manufacturers combined .
    So what good is market share if your not making any $MULA
    15 Nov 2013, 12:30 PM Reply Like
  • adrian816
    , contributor
    Comments (177) | Send Message
     
    Samsung counting phones shipped from the factory instead of sold ignores the purchaser returns and obsolete phones which have to be disposed of. I bought an android phone and sent it back after a week for a refund (awful battery life and a dim screen), not a samsung though.
    15 Nov 2013, 03:48 PM Reply Like
  • Fanebrb
    , contributor
    Comments (567) | Send Message
     
    If you have no 1 to talk to (like me), don't buy any phone (like me).
    16 Nov 2013, 09:40 AM Reply Like
  • djfunkydj
    , contributor
    Comments (92) | Send Message
     
    I hear ya bro..very funny..
    16 Nov 2013, 10:41 AM Reply Like
  • Keep It Simple
    , contributor
    Comments (471) | Send Message
     
    I love how market share is what's important to Wall Street. Meanwhile, 66% of Android's 81% smartphone share are junk phones selling for $215... Source: IDC - http://bit.ly/1iiK1X3
    16 Nov 2013, 10:04 AM Reply Like
  • flybywire54
    , contributor
    Comments (724) | Send Message
     
    Looking at the war of OS , I think that Microsoft/Nokia have the potential for the highest growth if they can add more apps . Apple makes good phones by now no doubt , but price remain an obstacle . Compared to MS/Nokia even an iPhone 4S where I live is
    still more expensive then a Lumia 925 which has a larger screen and much better camera .Buying Apple is buying the ecosystem first ... the apps ....
    Android has a huge appeal especially to young people because of its almost infinite capability for customisation and its open system philosophy. But the cost of this is complexity of use , malware and bugs in apps causing the phone to freeze ,squandering of hardware ressources ( bloatware ), fragmentation that affects upgrades ,and so on . More an OS for would be geek then a tool for business where dependability is key .
    Faced with those 2 , MS/Nokia offers the best compromise . Robust OS , fluid and speedy , no fragmentation , best use of hardware ressources at every price point from the 520 entry level to the upcoming 929 very high end . With more apps on the way , Vine and Instagram added recently , we should see MS/Nokia continue its meteoric growth .
    16 Nov 2013, 02:41 PM Reply Like
  • krames
    , contributor
    Comments (176) | Send Message
     
    If Apple wants the cheaper smart phone market they could have it immediately!! But why would they do this, it would be crazy!! The reason is because ONLY apple can continue to sale a LOT's of high end phones at their price points. They practically can not supply their high end phones to people now that want them. That is the market share apple wants. If apples decides they want a 100 % of the phone business like samsung.. Samsung would be the only other company in the space and they would hate it. Because people would want the BEST cheap phone!! Probably not 100% maybe 90-95%..
    16 Nov 2013, 02:42 PM Reply Like
  • StuartKats
    , contributor
    Comments (40) | Send Message
     
    oy vie, this "analysis" is so flawed I almost didnt want to comment and yet here I am. Short and sweet - Android is NOT a single operating system and to suggest otherwise is WRONG. What is the installed base of each android system vs. iOS, what's the break down of Samsung's phone sales vs. iphone. These are the more relevant questions. And now i'm done wasting my time on another pointless metric
    17 Nov 2013, 09:54 AM Reply Like
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