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IDC: Apple's iOS fell to 17% of smartphones shipped in Q1, Windows Phone passed BlackBerry - Page 3

post #81 of 109
Quote:
Originally Posted by jdnc123 View Post

The stock market is voting with its feet and saying Tim Cook isn't qualified to run this company.

 

Tim Cook added over $5 Billion value to AAPL since you made this comment.

 

How much will you make today?

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post #82 of 109
Quote:
Originally Posted by thataveragejoe View Post


It's specifically shipped to channel, not sold, so it's a useless number. ...and obviously you didn't really look since it took 1.5 seconds to find. 

 

http://techcrunch.com/2013/05/15/galaxy-s4-sales-6-million/

 

So 4 million in the first 4 days and another 2 million in the 16 days after that.

 

That is a serious collapse in shipments from one million a day to 125,000 a day, an 87.5% decrease.

 

Samsung is doomed!

 

Kwan Oh-hyun should be sacked.

 

/s

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post #83 of 109
Quote:
Originally Posted by hill60 View Post

 

What was that, dude?

 

 

 

The S4 and the S3 are similar externally.  The iPhone 4 and 4S were nearly identical.  The only external difference between them was some realigned sensors and different cut points in the band around the edges I believe.

post #84 of 109
Quote:
Originally Posted by jdnc123 View Post

I am just using a JP Morgan report on Samsung, but in it they have a comparison of historical and forcasted operating profits for Samsung and Apple in USD.

Samsung
2012 = 26 billion
2013 = 39 billion
2014 = 45 billion

Apple 
2012 = 55 billion 
2013 = 48 billion
2014 = 52 billion

This myth that Samsung isn't making money needs to stop.  They are very quickly converging to the profitability of Apple.  Now the businesses and capital needs are different, but its complete garbage that Samsung isn't making money.  The company is worth nearly $200 billion for a reason.

Edit:  I should note the JPM Apple analyst is bullish, so not like they have an axe to grind.

What myth?

I thought it was fairly common knowledge that Samsung is the ONLY Android manufacturer making money.

I wasn't talking about money anyway... my comment was replying to the notion that Samsung sells a lot of cheap junk phones which is why they have the most market share.

This entire article is about unit sales, market share and the like. You take all the phones sold from every manufacturer or platform... and see how they stack up.

Samsung sold 65 million smartphones last quarter... but only a small percentage were flagship phones. If "winning" means having the most number of phones sold... even though many of them are cheap phones... that's not exactly the greatest victory.

Samsung is the volume-leader in smartphone sales... so I guess that's something.
post #85 of 109
Quote:
Originally Posted by PScooter63 View Post

 

The question remains: why are you here?

 

Earn $$$ from home with only a PC?

 

Paid per comment could explain this constant stream of crap.

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post #86 of 109
Originally Posted by hill60 View Post
Earn $$$ from home with only a PC?

 

Oh, is THAT what those ads are all about? Forum trolls? Maybe I could get in on that.

post #87 of 109
Quote:
Originally Posted by KDarling View Post

Btw, #3 often confuses people, because Apple also reports presale numbers, many of which are not part of sales yet because they haven't been delivered yet.  Apple does not report direct end user sales until delivery.  Thus we can often ADD presales on top of the first weekend sales, to get a better idea of how many have actually been purchased by both end users and retailers.
 
(*) However, as it turned out later, the real cause for such low shipments was probably production problems with the aluminum case.  (Everyone had wrongly assumed that Cook, being a supply chain expert, wouldn't have had such supply problems.)

 

Didn't Samsung report a mythical 9 million pre-orders of the Galaxy S III?

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post #88 of 109
Quote:
Originally Posted by sflocal View Post


So you're having a childish hissy-fit that you bet wrong? Welcome to the Wall Street Casino. Don't blame Apple. Suck it up, put on your righty-whities and accept that you win some and lose some. I'm still ahead on AAPL right now, albeit not as much as when it was on the $700 days, but I don't blame them. I blame the a$$hats that manipulate the media and market to play their little games.

If you can't handle the losses that go with winning, then the market isn't for you.

 

A fool is someone who "vents about losing" by constantly trying to talk the stock down more.

 

Stupid is as stupid does.

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post #89 of 109
Quote:
Originally Posted by asdasd View Post

The only exception I can think of is the iPhone announcement itself; until then most posts in response to announcements or strategy were unhappy with some release or other; some pet project not started, some machine not upgraded, some screens not matte, or too matte enough, I forget which ( boy, that thread never ended). 

 

 

That's it, you've hit the nail on the head.

 

Apple needs a matte screen on iPhones and iPads otherwise they are doomed with those unusable, shiny, reflective screens.

 

/s

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post #90 of 109
Quote:
Originally Posted by clarker99 View Post

 

The S3 started out slow, as well.

 

Samsung reported nine million preorders, all over the Internet blogs were filled with sheep creaming their pants over the prospect of Apple's impending comeuppance.

 

Things

 

didn't

 

pan

 

out

 

so

 

well

 

for

 

them.

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post #91 of 109
Quote:
Originally Posted by asdasd View Post

Apple managed to ship 5 million, not sell. it shipped to Channel. 

Can you verify your point?
post #92 of 109
Quote:
Originally Posted by jdnc123 View Post

 

Kind of tough.  I invest for a living.

...figures.

And let me guess, you're also a stock analyst.

post #93 of 109
Quote:
Originally Posted by AdamC View Post

Try to get it right when Apple said sold it meant to the consumers and not stored in warehouses so somewhere.
 
Apple reports both end user sales from its stores, and shipments to retailers.  Please read a thread about the topic, starting from here.
 
Quote:
Originally Posted by hill60 View Post

Didn't Samsung report a mythical 9 million pre-orders of the Galaxy S III?

 

No, Samsung did not report that.  A Korean newspaper did, and Samsung declined to comment.

 

Quote:
Originally Posted by Michael Scrip View Post

I thought it was fairly common knowledge that Samsung is the ONLY Android manufacturer making money.

 

Samsung sells about 40% of the Android phones, and is individually making the most revenue, but they're not the only ones making money.  

 

Huawei, Lenovo, ZTE, and newcomer Xiaomi (supposedly called the "Apple of the East") are among many Android manufacturers doing well.

 

Quote:
Samsung sold 65 million smartphones last quarter... but only a small percentage were flagship phones.

 

Define "small percentage".  From a bunch of different sources, it's beginning to look like at least 20% and perhaps as many as 30%, are flagship phones.

 

 

 

Early last year was the year of making money from cheap phones for Samsung.  This year seems to be the year of the high end devices, partly because Samsung's low end had gotten competition from local makers in India and China.

post #94 of 109
Quote:
Originally Posted by jdnc123 View Post

Look up Carl Icahn's record....

You actually know Carl Icahn's record? Why don't you give us that data (say, 1-yr, 5-yr, 10-yr, against S&P), and provide a citation for the source?
post #95 of 109
Quote:
Originally Posted by drewys808 View Post

...figures.
And let me guess, you're also a stock analyst.

Strange how he whines that Apple should sack Cook and follow a company like Dell's lead, scraping the bottom of the market for market share.

That worked out well for them.
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post #96 of 109
Quote:
Originally Posted by KDarling View Post

No, Samsung did not report that.  A Korean newspaper did, and Samsung declined to comment.


Samsung sells about 40% of the Android phones, and is individually making the most revenue, but they're not the only ones making money.  

Huawei, Lenovo, ZTE, and newcomer Xiaomi (supposedly called the "Apple of the East") are among many Android manufacturers doing well.

Early last year was the year of making money from cheap phones for Samsung.  This year seems to be the year of the high end devices, partly because Samsung's low end had gotten competition from local makers in India and China.

More guesses.

What is known is that, based on reported profit, Samsung made 94.7% of Android handset revenue, LG made 2.5%, and those companies you referred to made miserable earnings out of their share of the remaining 2.7%.

Apple made DOUBLE what Samsung made, compared to Apple all those other manufacturers add up to less than a rounding error.
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post #97 of 109
Quote:
Originally Posted by wakefinance View Post


The iPhone 4 and 4S were nearly identical.

So, in other words, "similar externally"!
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post #98 of 109
Apple is silent for a reason right now. They have been in overdrive with some new major technological breakthrough. Say bye-bye lithium batteries. Say hello to all mobile products updated at once. That is what I think.

What if Liquid metal was simply a mean to solve a problem related energy? What about having your iphone/ipad/macbook last a week without running out of power? What if you could then instantly recharge it in 2 seconds? Then what?

For those who think that Apple "simply ran out of ideas" are really not in touch with reality.
post #99 of 109
Quote:
Originally Posted by jdnc123 View Post

What is a lie is saying Samsung made half of what Apple did. That is a lie and can be verified as such via public filings. They are growing earnings MUCH quicker also.

So how much did Samsung electronics make last Quarter?

How much did Apple make?

I get a 70/30 split of smartphone market revenues, how about you?

btw you benefit out of market turbulence, if you lost on Apple, I wouldn't invest a brass nickel with whoever you work for.

In the field you're in there is only room for winners, now dump your AAPL and invest in Dell.

Their prospects are limitless.
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post #100 of 109
you may not like the data if you are in europe or america. the REST of the world in asia and afirca
use android.
post #101 of 109
So
Quote:
Originally Posted by tunde4eva View Post

you may not like the data if you are in europe or america. the REST of the world in asia and afirca
use android.

So true cheap sells better than expensive. Not because they are better only much much cheaper.

One more thing they are more manufacturers making android phones too with the aim of racing to the bottom in price.
post #102 of 109

OR........... Samsung just don't play the same games Apple do. 

 

It's well documented that Apple have for years released a new product then let it "Go out of stock" quickly to drive interest, Samsung however don't play that game, they simply make sure they have enough stock available to meet all demand. I work in the industry & I can assure you there's nothing more frustrating EVERY year when Apple do that, I can also state that demand for the S4 has been every bit as high as demand when a new iPhone comes out.

post #103 of 109
Quote:
Originally Posted by MrMisters View Post

OR........... Samsung just don't play the same games Apple do. 

It's well documented that Apple have for years released a new product then let it "Go out of stock" quickly to drive interest, Samsung however don't play that game, they simply make sure they have enough stock available to meet all demand. I work in the industry & I can assure you there's nothing more frustrating EVERY year when Apple do that, I can also state that demand for the S4 has been every bit as high as demand when a new iPhone comes out.

Working in the industry myself Samsung did exactly that, small shipment that ran out quickly, a larger shipment of white with no black for a week then plenty of both, there was a bit of interest which petered out, day in day out iPhone sales continued as normal.

Interest was nowhere near an iPhone launch, where queues back up, out the door and all staff are called in.

iPhone launch days are bigger than Christmas.

The S4 launch was nowhere near it.

The big losers are HTC and Sony where interest in the One and the Xperia Z dropped to zero.

Sales of the SIII also dropped and the S2 fell to zero, we have plenty of stock of those.

Galaxy Mini 2 and Ace sales are also solid.

Anecdotal evidence from an industry insider.
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post #104 of 109
Originally Posted by MrMisters View Post
It's well documented that Apple have for years released a new product then let it "Go out of stock" quickly to drive interest…

 

It's well documented that this DOESN'T happen, so don't say it does.


I work in the industry…

 

What "industry"?


…I can assure you there's nothing more frustrating EVERY year when Apple do that…

 

Well, maybe if you'd pay attention to what they're actually doing you wouldn't be frustrated.


…I can also state that demand for the S4 has been every bit as high as demand when a new iPhone comes out.

 

I also don't buy that.

post #105 of 109
Quote:
Originally Posted by KDarling View Post

Likewise, Samsung sales are in progress.   I'm sure you'll acknowledge that they will sell at least 10 million to end users, even if it takes a few weeks after the retailer count is reported.

Don't forget that Apple is very often in the exact same situation of end user sales taking a while, after they get their production caught up.  They also count shipments that are filling up the inventory channel.  Heck, at least count there's over 11 million iPhones like that.  

Most products sell through eventually.  
Unless it's a real sales dud (like that Facebook phone seems to be), debating sales vs. shipped is just picking temporary nits.  Good mental exercise, but meaningless in a few months.



It will affect Apple first, because their average prices are higher, but yes... high end saturation is expected to affect Samsung as well.
Again, it seems to me there is a big difference. When the iPhone 5 launched and Apple announced 5M sales in 3 days it was pretty much out of stock everywhere. Maybe some 64GB black models but for the most part out of stock. Which leads me to believe it was 5M sales to consumers (even if many didnt get their phones that weekend). In this case I'm not seeing the S4 out of stock anywhere or anecdotal stories about how difficult it is to get. Now maybe Samsung has millions of phones in a warehouse somewhere based on estimated demand and is able to easily keep resellers stocked. But I'm not really buying that. Most likely this is 10M in to the channel, which no doubt Samsung will sell, but they want to give the impression they're selling them a lot faster then they probably are.
post #106 of 109
Quote:
Originally Posted by hill60 View Post

Working in the industry myself Samsung did exactly that, small shipment that ran out quickly, a larger shipment of white with no black for a week then plenty of both, there was a bit of interest which petered out, day in day out iPhone sales continued as normal.

 

What kind of phone store do you work at?  Is it large?  Or a kiosk? Is it in a good location?

 

Quote:
Originally Posted by hill60 View Post

What is known is that, based on reported profit, Samsung made 94.7% of Android handset revenue, LG made 2.5%, and those companies you referred to made miserable earnings out of their share of the remaining 2.7%.

 

You might notice from other posts that I don't think much of percentages without knowing actual numbers.  I've also been around long enough to usually think in terms of years, and not just about right now. 

 

  • Remember when Apple only thought they could get 1% of the world smartphone market?  Huawei is already over 4%.

 

  • In 2008, Apple's net profits from iPhones were around $1.4B to $2.0B.   Huawei's current net profits are $2.5B.

 

It's doubtful that Huawei thinks their earnings or share are "miserable", any more than Apple thought theirs were miserable a few years ago.

 

Everything is relative. Everybody starts from nothing  :)

post #107 of 109
Quote:
Originally Posted by KDarling View Post

blah blah blah

 

blah blah blah

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post #108 of 109
Quote:
Originally Posted by hill60 View Post

blah blah blah

 

*laughing*  

 

Yep, it's great that Apple and Samsung make a ton of money.  More power to them.  Yet there's also smaller makers who are happy with their own share of the market.

 

There are smartphone firms springing up all over the place in Asia.  Some are like custom boutiques.

 

For example, little Xiaomi has many hardcore fans, because even though it only sells a few million phones a year, it constantly accepts and implements fan suggestions, so there's an update almost every WEEK to the software.  Talk about responding to customer feedback!   That's pretty cool.

 

There's room for all sorts of phones and makers.  Not everyone needs billions to survive.

post #109 of 109
Quote:
Originally Posted by realitychecks View Post

Why do so many people seem mad that OEMs can use Android to allow less developed nations and their citizens to access a mostly compatible smartphone and tablet OS?

Why must these Android users be deemed less worthy and by some as less human?

That's really disgusting but yea.

 

No problem with that, my problem is with those who automatically assume that Android is based on high end devices due to applying their world view on others then constantly harping on about it.

 

Fact is, and here is where we agree, it's not.

 

Apple and the bulk of Android occupy different spaces.

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