Seeking Alpha

If there was any lingering doubt Samsung's (SSNLF.PK) Galaxy S line has an unrivaled cachet in...

If there was any lingering doubt Samsung's (SSNLF.PK) Galaxy S line has an unrivaled cachet in the Android universe, Strategy Analytics' Q3 data should remove it. The firm estimates 18M S III units were shipped, giving the device a 10.7% share of total smartphone shipments. It also estimates Apple (AAPL), which sold 26.9M iPhones overall, is believed to have shipped 16.2M iPhone 4S units and 6M iPhone 5 units. Samsung's total Q3 smartphone shipments were previously pegged at 56.9M. Key Galaxy S III suppliers: MXIM, SWKS, ADNC, BRCM.
Comments (37)
  • and this is based on the accurate numbers that samsung releases, right?
    8 Nov 2012, 01:54 PM Reply Like
  • They just announced total S III shipments have reached 30M in five months. That suggests Strategy Analytics' numbers aren't far off the mark.

     

    http://zd.net/RNT962
    8 Nov 2012, 01:57 PM Reply Like
  • 18M humans freed from Apple, good news :)
    8 Nov 2012, 01:57 PM Reply Like
  • pirota, I see your negative comments on Apple in almost every post. If you aren't a paid shill for Samsung then you really need to get a life.
    8 Nov 2012, 02:35 PM Reply Like
  • No I'm not paid by Samsung, actually I am big fan of HTC phones, but first of all I am fan of Android and I support companies that offer affordable technology to people
    8 Nov 2012, 02:53 PM Reply Like
  • Conversely Roback, the same thing could be said for those who believe AAPL can do no wrong... or go to $1000
    8 Nov 2012, 02:59 PM Reply Like
  • True, but I see pirota commenting on almost every article about Apple and they are all negative. If he is not a short and is not paid by Samsung, then why would anyone waste their time on commenting every time on a stock he allegedly has no interest in? Use your common sense.
    8 Nov 2012, 03:03 PM Reply Like
  • Why do analysts/retail ivnestors write articles if they have no position in them? Stop being upset that your AAPL position is bleeding $$$ every single day.
    8 Nov 2012, 03:13 PM Reply Like
  • We are two different worlds, I love technology, you love money, and Apple just like you want to use technology to get to more money, and that is something I don't like, all people are equal and they should be equal towards technology also, thus not only people in US should have latest tech
    8 Nov 2012, 03:36 PM Reply Like
  • Rocback, I see you trolling every Anti-apple thread. Tim Cook needs to give you more work to do!
    8 Nov 2012, 04:13 PM Reply Like
  • hahahahahaaa thanks chopchop0
    8 Nov 2012, 05:09 PM Reply Like
  • @ aapl critics - congrats on being temporarily correct, hopefully you've all made plenty of money on the downslide. Seems as if Emburns is the only one to gloat about it, Pirota the only one who doesn't want it, and Richbar the only one who changes his target prices and earnings growth rates on a daily basis.

     

    Certainly you will all reciprocate the postive comments once aapl announces FQ1 results in January. For those long aapl and feeling the pain like myself - just take a quick stroll to your local aapl store and you'll feel much better about your investment!
    8 Nov 2012, 09:17 PM Reply Like
  • Samsung - a Corporate monster. No joy here.
    8 Nov 2012, 09:19 PM Reply Like
  • I like fairness and dont like people who steal other tech like the jury found Samsung did. So, yes, I like money but I want it to be earned fairly and not stolen like Samsung did. The jury not only found Samsung stole Apples tech but found it was "intentional" giving the judge the right to triple the billion dollar damges. That motion will be heard mid December. And no I am not an Apple employee like you apparently are with Samsung. I just like their products and dont like thiefs.
    9 Nov 2012, 12:36 PM Reply Like
  • Outside of that trial, every other trial seems to be going Samsung's way. Just look at the recent UK verdict which Apple tried to skirt around displaying the apology.
    9 Nov 2012, 01:53 PM Reply Like
  • That verdict will be certainly thrown out.
    9 Nov 2012, 01:57 PM Reply Like
  • Findings of law can be reversed by the appeals court but findings of fact are rarely reversed by the court of appeal. The jury found as a fact that Samsung infringed. In fact they also found Samsung INTENTIONALLY infringed which means the judge can triple the damages against Samsung. That motion will be heard on Dec 21. You are kidding yourself if you think the findings of fact will be reversed.
    10 Nov 2012, 10:40 AM Reply Like
  • yawn.... Maybe Apple should focus on putting out a better IPhone. Maybe start ripping off some features from the GS III
    10 Nov 2012, 10:48 AM Reply Like
  • It does not seem very innovative defending old technology in court, rather than producing new technology. There is nothing innovative in the latest round of product refreshes, which are all simply iterative product evolutions. While Steve Jobs had "one more thing", Tim Cook gives us "here is what you expected". Even the culture of product secrecy has slipped at Apple.
    10 Nov 2012, 02:05 PM Reply Like
  • Sold or shipped?
    Apple has never tried to be the largest, just the best. This argument goes back to those that compare Apple to Dell sales or BMW to Chevrolet. The point is what? Apple makes and sells very good products and is very profitable. Have you checked Dell and GM stock lately? Who cares what Samsung makes or sells. Very little original thinking. Apple has made me a lot of $$ and some great products. I am happy. And I like my Samsung refrigerator :)

     

    BTW, Maserati makes earth moving equipment, too.
    8 Nov 2012, 02:11 PM Reply Like
  • Wake up before it's too late ...
    8 Nov 2012, 02:35 PM Reply Like
  • I am very awake - have held some APPL since it was $18 a share before two 2 for 1 splits. I have no complaints and I have other investments. Been listening to the "Apple is Dead" mantra for years. Laughing all the way to the bank.
    8 Nov 2012, 03:18 PM Reply Like
  • Sure. You could also point out that Lamborghini has made farm tractors for many years, though the other fact about that "luxury" company is that they went through five bankruptcies and numerous worker strikes prior to the buy-out by Audi.

     

    The iPhone 5 supply issues are due to assembly quality control problems. People who are buying an iPhone 5 do not want to see scratches on it right out of the box. The finish choices could have altered this problem, so in some ways this could be a design issue.

     

    The sleek aluminum finish on my MacBook Pro looks impressive, but it also makes it tough to one hand it into a laptop bag. The surface is a bit slippery. I still like how it works, but I can understand the angst some people might get when such a device accumulates scratches. The buying public can often be demanding.

     

    http://seekingalpha.co...

     

    On the basis of "original thinking", we are now at a point in technology where there is little room for further innovation. Windows 8 is a radical departure from the decades of icons most computer users expect, though many people are highly skeptical of the changes in user interface. More people buy devices on brand name and design/style/appearance, though once they get a particular device, it better work easily.
    8 Nov 2012, 03:28 PM Reply Like
  • Apple counts delivered in hands of customer / activations.
    Samsung numbers are shipped big difference .

     

    They are comparing iPhone 4S (last years model) to the latest Samsung phone the same quarter the iPhone 5 was released...
    So what. means nothing.
    8 Nov 2012, 03:54 PM Reply Like
  • The term you are looking for is "sell through rate". The Strategy Analytics data counts shipments for companies, so they are comparing similar data. Strategy Analytics is not comparing Samsung shipments to Apple sell through rates. Obviously, you can pick other research data from a different company to get slightly different figures.

     

    Shipments go to carriers, or they go to retail stores, as inventory. The previously all important metric of "market share" counts shipments, and not "sell through rates". A lack of inventory for the lowest memory version iPhone 5 means that those shipments are approximately equal to sell through. If there is no inventory at retail or carriers, then shipments = sell through rate, but that rarely happens for any extended period of time.

     

    Activations are counted in "user base" though it is tough to get an accurate figure on that from Apple, or Samsung. The recent lawsuits between both companies provided some data on this. Apple prefer to lump all "iDevices" into the same figures, which conceals separate data on iPhones. So far only BlackBerry provide total user base figures with any accuracy. Google provide "user base" data just for overall Android users across all vendors. As the smartphone market becomes saturated, the "user base" will become more important, because that will be an indicator of how companies might monetize their user base.
    8 Nov 2012, 04:13 PM Reply Like
  • Well then perhaps you should/could/would have sold when AAPL was at its all time high of $705.07? Today they are at $537.75. Who knows what will happen next? I suppose you would have lost nothing much until it reaches $18? Except perhaps all this compounded time?

     

    http://bit.ly/WHUG5A

     

    Or do you truly believe that what goes up never goes down? Some believe in never say never.

     

    Those who hold forever collectively have already lost $157,396,250,800 in about a month or so.

     

    Time is of the essence.

     

    One of the funny things about the stock market is that every time one person buys, another sells, and both think they are astute.
    ~ William Feather
    8 Nov 2012, 06:29 PM Reply Like
  • @who?
    Please spare us the FUD.
    8 Nov 2012, 06:31 PM Reply Like
  • are you still at it?
    10 Nov 2012, 10:40 AM Reply Like
  • One does have to point out that there is a big difference between shipped and sold. The only thing we know for sure is that Apple sold 3M iPads in 3 days when the iPad Mini was released.
    8 Nov 2012, 03:38 PM Reply Like
  • But but but.... Samsung is just a copycat made of cheap plastic
    8 Nov 2012, 04:14 PM Reply Like
  • I have a Galaxy GS III and it rocks and yes those with Iphones try them and even like them, I will say that waaaaay more people in my unofficial tally have Iphones, Just saying once you have a cover on the phone you do no even care about the Polycarbonite (or as the Apple folk say plastic)
    8 Nov 2012, 05:04 PM Reply Like
  • For Samsung to ship that many units, I agree that it is good news for MXIM, SWKS, etc. But the claim to be #1 in Q3 for just one quarter is meaningless, since there were many people waiting for iPhone 5 in Q3, which was the reason for less shipment on iPhone 4S. I am sure that iPhone 5 will reclaim its #1 spot in this Q and coming Qs
    8 Nov 2012, 05:13 PM Reply Like
  • The market share between Android phone and iPhone is not apple to apple comparison. iPhone only has Apple building it, and Apple is not in the low end smart phone market which has no margin. On the other hand, there are 100s of companies building smart phone using Android, and many of these are targeting at low end market which Apple dose not want to address
    8 Nov 2012, 05:13 PM Reply Like
  • Most of the posts imply that only one OS can win. The main message of the report is that the other Android players are getting hurt by Samsung's success.

     

    In a market that grew 10% last quarter, both Samsung and Apple are winners. It is the other players who have been kicked to the curb, including HTC, RIMM, and Nokia / Microsoft.

     

    According to the report, Apple sold 22.2M phones in Q3 2012 and Samsung sold 18M Galaxy S3 phones. Good numbers from both players, and a huge improvement for Samsung.

     

    Q4 2012 may turn the tide for Apple, and may not. Samsung and Apple will continue to have a combined stranglehold on smartphone market share.

     

    In addition, it is likely that Apple will continue to hold a dominant market share in tablets. Does it hurt Apple to have their growth reduced by Samsung's success? Sure it does, but their growth will still be very good.
    8 Nov 2012, 06:28 PM Reply Like
  • Samsung has a terrible corporate rep and much deserved. See consumeralerts.com concerning lawsuits against Samsung.

     

    Just another Korean copycat - no friend to the U.S.
    8 Nov 2012, 09:19 PM Reply Like
  • I think I heard that Samsung acquired the UK based company that provides the Wi-Fi connectivity. It is related to Samsung S III suppliers. I don't think that BRCM is the supplier for Samsung any longer. I know for sure that QCOM is the main processor supplier for Samsung phones.
    9 Nov 2012, 01:31 AM Reply Like
  • Samsung has been found to be a thief by a federal court. The jury found they intentionally infringed apples products. On Dec 21st the judge will likely triple the verdict to $3 billion.
    10 Nov 2012, 10:43 AM Reply Like
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