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Samsung hopes to restore confidence with its concerned investors at strategy meeting

post #1 of 44
Thread Starter 
Samsung is organizing a "strategic conference" with 400 investors and analysts, in order to "fight a gnawing suspicion that its heyday may have come and gone."


Source: Reuters


According to a report by Reuters, Samsung's prior "series of record profits" from smartphones is now being seen by analysts as linked to a segment that "may have passed its peak this year as the market saturates and competition from cheaper phones intensifies."

Samsung began warning its investors in January that easy profits from smartphones were increasingly going to be offset by competitive pressures and satiating demand. However, the media hype machine continued to portray Samsung as the new, innovative powerhouse that would replace Apple.

Samsung's shares over the most recent quarter dropped 13 percent, largely in response to weaker than expected sales of its flagship Galaxy S4 smartphone, which was launched with great fanfare but delivered very little to incite sales excitement among consumers.

The company is largely dependent upon smartphone sales, which account for two thirds of Samsung Electronics' total profits. Reuters noted that other businesses, including solar cells and medical equipment, have failed to yield tangible results since they were first unveiled in 2010.

Apple vs Samsung



Apple's shares are also down significantly from their peak one year ago. However, Apple hasn't launched any major new products since its top to bottom refresh of its product line completed during the year-ago holiday season.

Apple has fought against incessant criticism and badgering predictions of doom throughout the year, despite maintaining a lock on the majority of industry profits across the PC, tablet, smartphone and mobile apps segments.

And while Apple hasn't released new smartphones and tablets, its existing iPhone 5 and iPad mini continue to lead every other competing model in both sales volumes and in profits.

In stark contrast, Samsung has spent the year floating on enthusiastic optimism while it launched new flagship models at regular intervals. In the previous quarter, it debuted both the S4 and the Galaxy Note 8, an iPad mini competitor.

While the S4 phone failed to meet lofty expectations, the Note 8 tablet failed to even maintain the company's tablet shipment volumes. Tablet shipment estimates by IDC and Strategy Analytics both agreed that Samsung's tablet shipments actually declined sequentially by millions of units in the quarter, despite the new model launch.

Data from Strategy Analytics further indicates that outside of subsidized phones and "phablets," Samsung's non-subsidized sales of tablets and the rest of its notebook, netbook, ChromeBook and other PC businesses account for very little, reportedly just $440 million in profits, or a tenth of what Apple earns from its comparable, non-iPhone products.


free!


Source: Samsung


Samsung has also released a series of products intended to duplicate Apple's iPod touch and Apple TV, but hasn't been able to strong demand for either category. Its own efforts to develop original products, including the Galaxy Camera, have also been insignificant, despite Samsung's efforts to boost sales by giving away free tablets from its inventory as an incentive.
post #2 of 44
L,FAO
post #3 of 44
And what are Samsung's innovations lately?

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iMac mid 2011 • 27 in • 3,4 GHz Core i7 • 32 GB RAM • AMD Radeon HD 6970M 2GB VRAM

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post #4 of 44
It hasn't come and gone%u2026 they just don't have any product to copy these days.

They need Apple to out some new stuff%u2026 or Sony%u2026 or anyone for that matter. They can't continue to release larger and more plastic phones and think they are fooling people into considering that "innovation"

Their smartwatch release sure shows they suck at innovating on their own%u2026.
post #5 of 44
Samsung's investors should be worried. Apple hasn't produced anything for Samsung to copy, so now they're copying things based on rumors of what Apple will produce (smart watch).

Well, Apple will be coming out with some new items in a few days. Samesong: get those photocopiers humming!
post #6 of 44
After seeing that hideous watch, I can see what the concern is.
post #7 of 44
Quote:
Originally Posted by AjbDtc826 View Post

After seeing that hideous watch, I can see what the concern is.

Lol you mean that phone strapped to your wrist?/s

And its tethered to the Galaxy Note III only for interactive functions, it won't work with there regular phones.

post #8 of 44
I thought this was "apple insider." What gives with all the Samsung coverage?
post #9 of 44
Is there anywhere that has actual sales figures for the S4?

I know there's been previous questions between shipped and sold units, but just wondering how many classifies as low sales vs lower than expected?
post #10 of 44

Samsung can't be in trouble.  I've been reading all over the internet how they completely dethroned Apple and became the #1 force in consumer electronics.

 

And I've been reading about how Apple is tumbling with declining profit margins and plummeting market share.

 

So how can Samsung investors be worried?  

 

Wait a minute, is someone suggesting that all the stuff on the internet wasn't true!?

 

Go Apple.  Eat Samsung's lunch.

post #11 of 44

....the lack of properly optimized apps is one of the reasons "why the experience on Android tablets is so crappy".

Tim Cook ~ The Wall Street Journal - February 7, 2014

Inside Google! 

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....the lack of properly optimized apps is one of the reasons "why the experience on Android tablets is so crappy".

Tim Cook ~ The Wall Street Journal - February 7, 2014

Inside Google! 

Reply
post #12 of 44

Consider that, in addition to the screwed watch announced today, Samsung's days of supplying tons of stuff to Apple are also numbered.

post #13 of 44

"We (Samdung) will copy the share buyback program like Apple did. We will keep on copying Apple products shamelessly till Apple Innovates!  We will build metal, plastic and other material products. We will capture many screen size for our products! We will keep on throwing various upgrades and features no matter how useful it is. We want people to believe that our products are the best! We will even copy the Rumored products of Apple and will leave no door open! We The Samdung believe in Innovation"


Edited by helicopterben - 9/4/13 at 4:34pm
post #14 of 44
Quote:
Originally Posted by einsteinbqat View Post

And what are Samsung's innovations lately?

Does size count? Obviously Sammy is just waiting for Apple to release something so it could have another crisis in design.
post #15 of 44
This is the perfect reaction to today's Samsung announcements! Kudos to Samsung for having their head in the right place 1smile.gif
post #16 of 44
Originally Posted by Modena360 View Post
L,FAO

 

"Laughing, Floor All Over"?

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
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Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
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post #17 of 44
Quote:
Originally Posted by Tallest Skil View Post
 

 

"Laughing, Floor All Over"?

 

"Lint, From Aspirin Orbit"

Proud AAPL stock owner.

 

GOA

Reply

Proud AAPL stock owner.

 

GOA

Reply
post #18 of 44
Quote:
Originally Posted by einsteinbqat View Post

And what are Samsung's innovations lately?

 

Bigger screens, overclocking the same CPU used in other high end Android phones, bloating their phones with duplicates of Google's software.

Better than my Bose, better than my Skullcandy's, listening to Mozart through my LeBron James limited edition PowerBeats by Dre is almost as good as my Sennheisers.
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Better than my Bose, better than my Skullcandy's, listening to Mozart through my LeBron James limited edition PowerBeats by Dre is almost as good as my Sennheisers.
Reply
post #19 of 44
Quote:
Originally Posted by Modena360 View Post

L,FAO

Lamentably, finding Apple opaque
post #20 of 44
Quote:
Originally Posted by SpamSandwich View Post
 

 

"Lint, From Aspirin Orbit"

Lumoxed, Floppy Alien Overlords

post #21 of 44

Even copying Apple share price fall ... unbelievable :p

post #22 of 44
Quote:
Originally Posted by Modena360 View Post

L,FAO

 

Longing, For Apple's Orders? :lol:

post #23 of 44
Samsung has peaked. Just wait until 5C hits China Mobile: you can smell the panic mode already.
post #24 of 44

lol is it me or it has occurred to you too that AAPL has gone up $10 after samsung introduced her new toys? :P

post #25 of 44

Samsung is all downhill from here. Time for Apple to switch it's lawsuit crosshairs to Google.

 

Pay, cheaters. Pay.

post #26 of 44
Quote:
Originally Posted by TBell View Post

I thought this was "apple insider." What gives with all the Samsung coverage?

 

Samsung envy :)

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply
post #27 of 44
The tide is turning back to Apple's favore
post #28 of 44
Nice to have you back Daniel!
post #29 of 44
“Eventually all the pieces will fall into place. Until then, laugh at the confusion, live for the moment, and know that everything happens for a season"... I mean reason.
Glory days are over samesong
post #30 of 44

Samsung is doomed!

post #31 of 44

  My  reaction to  samsung is that  they just announced  a wearable product just  to get a reaction of people.  Honestly, i think it will be a half baked  product.   The thing i love about Apple  is that Apple does not release products until they are ready .   Why do you think that it took Apple a bit longer  to roll out 4G with the IPhone?  This is simply  because  apple wants to make a great product for there customers.  I would  rather wait for something to be ready then have it be half baked.

post #32 of 44
Quote:
Originally Posted by jungmark View Post
 
Quote:
Originally Posted by einsteinbqat View Post

And what are Samsung's innovations lately?

Does size count? Obviously Sammy is just waiting for Apple to release something so it could have another crisis in design.

 

 

Quote:
Originally Posted by hill60 View Post
 
Quote:
Originally Posted by einsteinbqat View Post

And what are Samsung's innovations lately?

 

Bigger screens, overclocking the same CPU used in other high end Android phones, bloating their phones with duplicates of Google's software.

 

 

Yeah! That's what I thought, too. In other words, no innovation.

iMac mid 2011 • 27 in • 3,4 GHz Core i7 • 32 GB RAM • AMD Radeon HD 6970M 2GB VRAM

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iMac mid 2011 • 27 in • 3,4 GHz Core i7 • 32 GB RAM • AMD Radeon HD 6970M 2GB VRAM

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post #33 of 44
I was wondering why Japanese customers claimed Korean/Samsung products are low quality! I had personal experience now. My daughter got a Galaxy Note II 6 months ago; and, it is already broken. At first that she could not text out any more, than phone could not be charged. I took it back to Sprint, the dumb tech claimed that battery is bad; and wants me to buy a replacement battery for $54 after some testing. I took it to a Chinese battery shop; and he said that the battery is ok. It is just the phone jack is broken. Got me a $15 battery direct charge and phone is fine now. If it were iPhone, I would got a new phone and out in 15 minutes; whereas I spent 2 hours driving around for nothing. Thank god iPhone 6 is out in few days. Will switch phone and the phone company!!
post #34 of 44
Quote:
Originally Posted by AjbDtc826 View Post

After seeing that hideous watch, I can see what the concern is.

According to TabTimes: "Analyst slams Galaxy Gear smartwatch as ‘a prototype masquerading as a commercial product'."

It's not only ugly, has a short charge life, but doesn't do much more then a dumb watch.
"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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post #35 of 44
Quote:
Originally Posted by Cpsro View Post

Consider that, in addition to the screwed watch announced today, Samsung's days of supplying tons of stuff to Apple are also numbered.

AI hasn't mentioned it but Quallacom came out today with a watch as well. This one seems to have some design behind it...

CREATOR: gd-jpeg v1.0 (using IJG JPEG v80), quality = 90
"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
Reply
"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
Reply
post #36 of 44
Stupid vs stupid act
post #37 of 44
Samsung is doomed!


No, really... They are. 1smile.gif
post #38 of 44
Quote:
Originally Posted by joeliu58 View Post

I was wondering why Japanese customers claimed Korean/Samsung products are low quality! I had personal experience now. My daughter got a Galaxy Note II 6 months ago; and, it is already broken. At first that she could not text out any more, than phone could not be charged. I took it back to Sprint, the dumb tech claimed that battery is bad; and wants me to buy a replacement battery for $54 after some testing. I took it to a Chinese battery shop; and he said that the battery is ok. It is just the phone jack is broken. Got me a $15 battery direct charge and phone is fine now. If it were iPhone, I would got a new phone and out in 15 minutes; whereas I spent 2 hours driving around for nothing. Thank god iPhone 6 is out in few days. Will switch phone and the phone company!!

 

I can definitely second that.

I've had Motorola, Sony Ericsson, Samsung, HTC, and Apple phones, and the only brand that failed before I chose to replace it was the Samsung. It specifically stopped receiving calls. Calls always went to voicemail. Sprint said, "too bad, sucks to you. Can I sell you a new phone?" I switched carriers and phone. My dad had an earlier Samsung phone (Android 1.6) where half of the screen stopped responding to touch input before the contract was up. And when it did work, it was stuttery and slow (frankly all Android phones were of that era) and you had to tap buttons several times for it to respond. He replaced it with the iPhone 4S, which is way better. I'm not claiming my personal anecdotes are a large enough sample size for drawing conclusions about quality, but it's enough to convince me not to spend my money on it.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply
post #39 of 44

The competition in the smartphone market is definitely heating up. Especially for the makers of Android phones. Samsung's offerings are definitely being matched by Sony and LG at the moment. It will however take a while for these companies to come up with something that will be able to match the Apple iPhone in terms of functionality and ease of use.

post #40 of 44
Quote:
Originally Posted by helicopterben View Post
 

"We (Samdung) will copy the share buyback program like Apple did. We will keep on copying Apple products shamelessly till Apple Innovates!  We will build metal, plastic and other material products. We will capture many screen size for our products! We will keep on throwing various upgrades and features no matter how useful it is. We want people to believe that our products are the best! We will even copy the Rumored products of Apple and will leave no door open! We The Samdung believe in Innovation"

 

Well, didn't realize that Apple invented the share buyback program. /s  At least Apple is consistent in taking credit for stuff they didn't invent. 

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