Originally Posted by pdq2
Samsung doesn't report sales, they report shipments. ...
Samsung doesn't report either one. Analysts try to figure it out, using supplier and store info, and even by checking what's coming into a country through customs.
As for channels getting stuffed and sales dropping the next quarter, the exact same situation happens several times a year with Apple as well. It's just the way things go.
Originally Posted by anantksundaram
The difference, however, is that Apple also provides channel inventory data (so that we can infer actual sales), and relatedly, provides data on numbers sold. Samsung hides both those numbers. I am guessing they do that because they like their hyped-up market share estimates (put out by consulting firms that don't know the first thing about data analysis), and the ASP on their 'smart'phones is embarrassing.
For 4Q 2012, Samsung had about $26 billion in revenue on smartphones. Some analysts claim they sold as many as 70 million smartphones. That's a wholesale ASP over $370.
For 1Q 2013, they made about $23.6 billion with 65 million smartphones, or an ASP of $363.
The industry average selling price in early 2012 was about $258
. (Apple is way higher than that, but they're unique.)
Of course, if we claim that the analysts' sales estimates are high, the ASP goes up. And if we note that around 1/3 of them were low end phones, then that raises the ASP of the mid and high end phones.
Like other east Asian companies, Samsung never used to report sales numbers. They only did so for a short while around 2010, then went quiet again after all the lawsuits started. That seems a likely reason. They do still report milestones, though.