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Samsung ships 20M smartphones, besting Apple's 17.1M iPhones

post #1 of 143
Thread Starter 
Samsung reportedly shipped 20 million smartphones last quarter, pushing it ahead of rival Apple in terms of total units.

Citing a person familiar with the matter, The Wall Street Journal reported on Thursday that Samsung crossed the 20 million mark in the quarter ending on Sept. 30. While the number isn't official, it would best the 17.1 million iPhone shipments Apple reported during its quarterly earnings report on Tuesday.

Samsung is set to officially release its third-quarter earnings next week, when it is expected it will announce total smartphone shipments for the three-month span. If the 20 million number holds, it would place Samsung not only ahead of Apple, but also beyond Nokia, which shipped 16.8 million smartphones.

Samsung already made waves earlier this week when it and Google unveiled the new Galaxy Nexus smartphone running Android 4.0 "Ice Cream Sandwich." The device will sport a 4.65-inch Super HD AMOLED display and a 1.2GHz dual-core processor when it launches in the U.S., Europe and Asia this November.

In terms of total smartphone shipments, Apple overtook Nokia in the June quarter to become the largest vendor by units, with 20.34 million iPhones sold in a single quarter. But Apple's stay at the top may have been short-lived, based on the Samsung figures shared with the Journal.

Apple executives said on Tuesday that iPhone sales in the previous quarter were affected by a longer-than-expected wait for the company's next-generation iPhone. While Apple has typically launched new hardware at its annual Worldwide Developers Conference in June, this year the company waited until October to unveil the new iPhone 4S.

As rumors of the iPhone 4S built leading up to its formal introduction, there was a noticeable effect on sales of the iPhone 4 toward the end of the September quarter, Apple Chief Executive Tim Cook said. Analysts on Wall Street referred to the transition as a "hiccup," and said they expect sales to rebound in the holiday quarter with the launch of the iPhone 4S.

Of course, units shipped represent only part of the story in the smartphone market. In terms of revenue, Apple has been the largest mobile phone vendor in the world since January. One study from earlier this year found that Apple's 4 percent share of the worldwide mobile market rakes in more than half of the entire industry's profit.
post #2 of 143
eh, wake me when we see how many they actually sold.
post #3 of 143
Well that's really nice for samsung selling I wonder how many different models of their smartphones to get to the 20 million number, Apple did 17.1 million with just 1 device the iPhone, of course many different configurations, but it's still just one product.
post #4 of 143
And hence the reason why Apple is suing Samsung so aggressively... There is a ton of copy-cat products flooding the market...
post #5 of 143
If I'm not sick of this shipped as opposed to actually sold crap - stop posting articles if they are not actual sales.
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Where a calculator on the ENIAC is equpped with 18,000 vaccuum tubes and weighs 30 tons, computers in the future may have only 1,000 vaccuum tubes and perhaps weigh 1.5 tons.
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post #6 of 143
If I recall, Apple said they sold 17 million iPhones. Sold is most certainly not the same as shipped.
post #7 of 143
seems to me that if the 3 million iPhone 4S units sold in the first weekend is accurate then you could argue that at least a portion of that number represents sales that would have occurred during the previous quarter had the ship date not been pushed back. Yes I know that doesn't count for official numbers and SEC filings etc - but I would not get too excited about beating Apple in a quarter where they had a delay from the previous cycle - and unless the initial 4S sales ONLY represent a return to the prior trajectory then the future of iPhone vs the competition looks even better.

In fact - I am very seriously considering an upgrade from 4 to 4S for at least one and perhaps as many as four iPhones - which is a break from tradition for me as I kept the original iPhone for several years until the iPhone 4 came out.

Add in additional vendors and world phone etc - it would seem to me that the competition has a pretty steep hill to climb.
post #8 of 143
Quote:
Originally Posted by mbarriault View Post

If I recall, Apple said they sold 17 million iPhones. Sold is most certainly not the same as shipped.

Samsung does not care how many are sold from the stores. They care how many phones the stores buy from them....which is shipped.
post #9 of 143
That means Samsung sent a bunch of smartphones to retail outlets. How many ended up in customers' hands? PLEASE note the difference in your articles, AI.
post #10 of 143
Just keep in mind that Apple has done this with a single phone. Samsung has how many smartphones out there? This is part of the reason Apple is so profitable at it. One product fits so many people's needs, yet Samsung has to have multiple phones out there to make as big of a dent. Also, keep in mind that Apple just got onboard with Sprint. I'm sure that'll kick in next quarter. iPhone 4S is a big hit, and only the the number of people that held off because of the delayed launch of the 4S and late-in-cycle release of the Verizon iPhone has dampened the numbers.
post #11 of 143
1) Like others I wonder what the total sell through is, not channel stuffing, not replacements for defective units, but actual sell through for the quarter. I'd bet money Apple would be winner.

2) Wow! That's 37 million devices that look like iPhones being sold last quarter. (not to be taken seriously)
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post #12 of 143
Maybe this site should be renamed to SI. No, not Sports Illustrated, but Samsung Insider.

Copy/Paste is so so easy and tempting.
post #13 of 143
Quote:
Originally Posted by robogobo View Post

That means Samsung sent a bunch of smartphones to retail outlets. How many ended up in customers' hands? PLEASE note the difference in your articles, AI.

Agree ... really getting tired of the headlines reading 'SOLD', when in all actuality the number that reached the end-customer is always much lower. We know when Apple states 'SOLD', it really means such.
post #14 of 143
The Samsung Galaxy S II was recently crowned 'best smartphone 2011' in the Netherlands (go figure what the dutchies were smoking).

I never saw it in real life, but just happened to stumble upon one this morning. My response: WTF, is this what all the hubbub is about? What a nintendo-cloning-piece-of-rubbish'! It's even worse than any HTC brick. Flimsy plastics that give when you ever so slightly squeeze the thing; way over the top brightness and contrast; no balance in weight; no craftsmanship; no... well nothing. Everything about this thing screams CHEAP, I'M CHEAP!

Even if it carries the 'smartphone' moniker, this is in no way competition for the iPhone (3GS, 4 or 4S). At best it's the first stop in the race to the bottom.

If this is the best Samesung can bring, I'm not worried. At all.


(Yes, I'm Dutch, and currently ever so slightly ashamed of it )
post #15 of 143
Just wait until the middle of January and then revisit this thread...
Hmmmmmm...
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Hmmmmmm...
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post #16 of 143
Quote:
Originally Posted by island hermit View Post

Just wait until the middle of January and then revisit this thread...

Exactly. I can't say for sure how the comparison will go then, but it will be a much more interesting comparison.
post #17 of 143
and samsung is reporting this, because...?
post #18 of 143
Quote:
Originally Posted by MatthewGavin View Post

Samsung does not care how many are sold from the stores. They care how many phones the stores buy from them....which is shipped.

It doesn't work like that. Stores don't buy phones from Samsung (or anyone else for that matter). Instead stores carry the phones and other electronic products as an inventory. Whatever is not sold is shipped back to the manufacturer. So, Samsung does care A LOT about what was actually sold from the stores.

Samsung's historical sell though for smart phones was only 50%, meaning that only ~10M phones were actually sold. The reason why Samsung announces the shipped numbers instead is to overinflate the actual performance and generate the excitement among developers. In a way if you keep telling everyone that your product is the best selling one, it might become a self-fulfilling prophesy.
post #19 of 143
Quote:
Originally Posted by dmitri View Post

It doesn't work like that. Stores don't buy phones from Samsung (or anyone else for that matter). Instead stores carry the phones and other electronic products as an inventory. Whatever is not sold is shipped back to the manufacturer.

That's not universally true. It depends on the product and the agreement between the manufacturer and the retailer.
post #20 of 143
Quote:
Originally Posted by lilgto64 View Post

seems to me that if the 3 million iPhone 4S units sold in the first weekend is accurate then you could argue that at least a portion of that number represents sales that would have occurred during the previous quarter had the ship date not been pushed back. Yes I know that doesn't count for official numbers and SEC filings etc - but I would not get too excited about beating Apple in a quarter where they had a delay from the previous cycle - and unless the initial 4S sales ONLY represent a return to the prior trajectory then the future of iPhone vs the competition looks even better.

In fact - I am very seriously considering an upgrade from 4 to 4S for at least one and perhaps as many as four iPhones - which is a break from tradition for me as I kept the original iPhone for several years until the iPhone 4 came out.

Add in additional vendors and world phone etc - it would seem to me that the competition has a pretty steep hill to climb.

It isn't correct. It was over 4 million.

But we see what happens when a company releases one new model a year. This dip has always been seen before the new phone arrives. The analysts were off on this one. Even they were feeling the iPhone frenzy.

But Samsung, as other manufacturers do, offers new phones several times during the year, so the ups and downs of their sales is almost entirely due to seasonal variation - something that Apple's sales are subject to as well.

Next quarter's results should be interesting considering Apple's very aggressive, and unusual, guidance.
post #21 of 143
Quote:
Originally Posted by ruel24 View Post

Just keep in mind that Apple has done this with a single phone. Samsung has how many smartphones out there? This is part of the reason Apple is so profitable at it. One product fits so many people's needs, yet Samsung has to have multiple phones out there to make as big of a dent. Also, keep in mind that Apple just got onboard with Sprint. I'm sure that'll kick in next quarter. iPhone 4S is a big hit, and only the the number of people that held off because of the delayed launch of the 4S and late-in-cycle release of the Verizon iPhone has dampened the numbers.

Apple is crying all the way to its 81 billion dollars in the bank....81 billion!?? damn!
post #22 of 143
Quote:
Originally Posted by superjunaid View Post

Well that's really nice for samsung selling I wonder how many different models of their smartphones to get to the 20 million number, Apple did 17.1 million with just 1 device the iPhone, of course many different configurations, but it's still just one product.

+1!!!!
Sammy sells like 30 different phones while Apple has just 1!
post #23 of 143
Yeah! Big news.
How many were actually sold?
And how many different Samsung phones against one Apple iPhone?
post #24 of 143
Does this mean that the trolls will finally go home, or is AI their preferred home now (with us being such a friendly bunch )?

The expression that is probably appropriate right now is that Apple is crying all the way to the bank!
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post #25 of 143
Quote:
Originally Posted by mbarriault View Post

If I recall, Apple said they sold 17 million iPhones. Sold is most certainly not the same as shipped.

Yes, sold just the same as Samsung would sell them. Once a reseller pays for them and they leave Samsung's control it's a sale, just as it is for Apple. In general the "sale" is counted once the devices are paid for and shipment made, whether to a Best Buy, ATT, Verizon or Walmart warehouse, or to an individual buyer. Apple is very clear on this. Read Apple's SEC 10-K filing to confirm how Apple recognizes a sale in it's financial statements if you have a question about it.
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post #26 of 143
With the free iPhone 3GS to compete with equally free Android phones, next quarter is going to be the one to really watch!
post #27 of 143
No wonder Apple is pissed. Samsung is kicking their tail. Wow.
post #28 of 143
Quote:
Originally Posted by macspotter View Post

The Samsung Galaxy S II was recently crowned 'best smartphone 2011' in the Netherlands (go figure what the dutchies were smoking).

I never saw it in real life, but just happened to stumble upon one this morning. My response: WTF, is this what all the hubbub is about? What a nintendo-cloning-piece-of-rubbish'! It's even worse than any HTC brick. Flimsy plastics that give when you ever so slightly squeeze the thing;

Flimsy eh? Square Trade drop tested the IP4s and Galaxy II S. Guess which one survived in better shape?

Yep, the flimsy one.

http://www.youtube.com/watch?v=elKxgsrJFhw
post #29 of 143
Quote:
Originally Posted by Gatorguy View Post

Yes, sold just the same as Samsung would sell them. Once a reseller pays for them and they leave Samsung's control it's a sale, just as it is for Apple. In general the "sale" is counted once the devices are paid for and shipment made, whether to a Best Buy, ATT, Verizon or Walmart warehouse, or to an individual buyer. Apple is very clear on this. Read Apple's SEC 10-K filing to confirm how Apple recognizes a sale in it's financial statements if you have a question about it.

But Apple makes it clear that 99.9% of phones shipped are actually sold to end users. What's also interesting is that the 1 year old 4 and the 2 year old 3GS was only 3 MM short of Samsung's current portfolio.

Also the reseller does buy the phones from Samsung, but if they don't sell them they will order less and may even ship the unsold ones back. so we'll see what this means for Samsung in future quarters.

Also, how many bought a galaxy phone because they thought it was an iphone .
post #30 of 143
Quote:
Originally Posted by maccherry View Post

+1!!!!
Sammy sells like 30 different phones while Apple has just 1!

Apple currently sells 3 models in a total of 12 different configurations.
post #31 of 143
Quote:
Originally Posted by mbarriault View Post

If I recall, Apple said they sold 17 million iPhones. Sold is most certainly not the same as shipped.

I read it the same way. Maybe Apple should release their "shipped" info.
post #32 of 143
Okay, but how many did they actually "SELL"?
post #33 of 143
Quote:
Originally Posted by Nde View Post

I read it the same way. Maybe Apple should release their "shipped" info.

"The Company (Apple) recognizes revenue (a sale) when persuasive evidence of an arrangement exists, delivery has occurred, the sales price is fixed or determinable, and collection is probable. Product is considered delivered to the customer once it has been shipped and title and risk of loss have been transferred. For most of (Apple's) product sales, these criteria are met at the time the product is shipped."

Quoted from Apple's 10-K filing

http://biz.yahoo.com/e/110119/aapl10-q.html
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post #34 of 143
Quote:
Originally Posted by Nde View Post

I read it the same way. Maybe Apple should release their "shipped" info.

Sold or shipped - an awful lot of devices either way and I am pretty impressed. I have yet to see one in the wild but I probably will one day. I am presuming they are talking about many models against Apple's ip4? Not to downplay it but it does make a difference.
post #35 of 143
Quote:
Originally Posted by markm49uk View Post

If I'm not sick of this shipped as opposed to actually sold crap - stop posting articles if they are not actual sales.

Right! Like they made 20 million devices at 150$ each ($3,000,000,000) just to grab this headline
post #36 of 143
Quote:
Originally Posted by AppleInsider View Post

Samsung reportedly shipped 20 million smartphones last quarter, pushing it ahead of rival Apple in terms of total units.

Shipped != sold. Atari shipped 5 million copies of ET for their Atari 2600. Guess where nearly every copy is at now?

Quote:
Originally Posted by macspotter View Post

Flimsy plastics that give when you ever so slightly squeeze the thing; way over the top brightness and contrast; no balance in weight; no craftsmanship; no... well nothing. Everything about this thing screams CHEAP, I'M CHEAP!

You do realize that reviewers consider the iPhone 4 and 4S to be fragile because of the glass front and back. I dropped (well, my toddler) my iPhone 3GS numerous times against concrete and the case suffered numerous scuffs, but still intact. If my iPhone 4S suffered the same treatment, it would likely be shattered in under week. There is a reason the industrial design did not catch on with the rest of the cell phone industry.
post #37 of 143
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post #38 of 143
Quote:
Originally Posted by Jacksons View Post

Right! Like they made 20 million devices at 150$ each ($3,000,000,000) just to grab this headline

I'm as much of an Apple fan as anyone. (currently own an IPhone 4, IPad 2, and hope to buy a Mac later( on a college budget ATM)
But Apple got beat here (assuming the 20 mill were actually sold, probably not but let's say so)
Apple got best because they were slow at getting iOS out of the door. Yes, I'm sure with the 4S, they will sell more again. But for whatever reasons, Apple lost here, get over it.
That said, yes samsung are losers and copied apple.
But as long as the iPhone doesn't get too much thinner, (like the iPod touch), I'll always buy iPhones. But samsung won a battle, just admit it. Even the best football teams lose sometimes. Apple will reclaim 1st during this quarter.
Don't be son pro-apple that you are blind to the facts

Posted from my badass IPad2

(P.S. I've been following apple insider and many other sites since the accounement of the iPhone 3G. I used my 3G to following the iPhone.
Personally I thought iOS 4 was crappy but iOS 5 is nice
post #39 of 143
Quote:
Originally Posted by macspotter View Post

The Samsung Galaxy S II was recently crowned 'best smartphone 2011' in the Netherlands (go figure what the dutchies were smoking).

Or maybe, just maybe... the Galaxy S2 *GASP*.. is actually a good phone? And by that I mean it has a proven track record of being a dependable and capable smartphone after more than six months in the wild.

Who cares what some random organisation declares which smartphone to be the best this year? Just be happy with your fruit-devices and accept that there are other good phones out there which appeals to other people too. It's iFan extremists like you who gives the whole Apple community a bad name.
post #40 of 143
look at that, AI is trolling
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