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Samsung earnings disappoint as company blames competition in smartphone space - Page 2

post #41 of 117
Quote:
Originally Posted by sog35 

 

Remember all those analysis and media a-holes who said Shamdung was eatting Apple's lunch?

Those analysts were seeing Samsung eating all the celery.  Apple is getting the steak.

post #42 of 117
Quote:
Originally Posted by 512ke View Post

Eventually the cream rises.

Now the Apple-bashing media will turn to Xiaomi and herald them as the next Apple-destroyer, since Samsung is being dethroned.

The thing is, I don't think Xiaomi is a direct threat to Apple, at least not right now.

People will still pay a premium for Apple's awesome stuff.  People won't pay a premium for Samsung's stuff when they can get a Xiaomi that's just as good and nearly identical.

My question is, if Sammy keeps falling, is there going to be a premium Android brand that truly sells?  

Chinese are not oblivious to the fact that Xiaomi is a copycat company. If they can afford it, they will choose Apple products. Someone joked that mi phone stands for "mainland iphone" and mainland has a negative connotation.
post #43 of 117
Quote:
Originally Posted by mr O View Post
 

So, despite the phablet fad sales remained flat … ??

 

One more thing: How much did they earn producing retina screens for Apple?

 

Their Flat Screen Division made $USD220M in profits.   That's everything from 130in screens to watch screens.

post #44 of 117
Quote:
Originally Posted by quanster View Post


Chinese are not oblivious to the fact that Xiaomi is a copycat company. If they can afford it, they will choose Apple products. Someone joked that mi phone stands for "mainland iphone" and mainland has a negative connotation.

agreed.   Asian middle class are more about brand label [I can afford this] than knock offs that don't have the real branding marks.   They would rather have a 3 year old iPhone 4s than a iPhone 6 knockoff.

 

That's part of the thing about getting the iPhone shell prototypes photos... this is less about the Western Rumor mills and more about knock offs making something that looks exactly like the real thing from 3 feet away, for that scammy/scummy under market.

post #45 of 117
Quote:
Originally Posted by macxpress View Post
 


And when you ONLY run commercials bashing the iPhone instead of trying to convince people you're phone is better because of feature A, B, and C then people get disinterested very fast. How many iOS device commercials do you see bashing what others don't do vs what the device actually does and why its good. 

For as much as I disliked the Mac vs PC ads, they still made sense because the Mac was the ONLY alternative to Windows (please dont say Linux. You will be laughed out of the room).

 

Samsung's ads only tell you that iPhone is bad. People will look at it and go buy the best Android phone (which is rarely Samsung) or WP.

 

Which is why MS's anti-iOS ads are also dumb. Whatever effect they have, will only help Android manufacturers, since Android is the 2nd most prominent brand, not Windows Phone.

post #46 of 117
Samsung also blamed increased costs in the production of its flagship Galaxy S5 smartphone. If that's the case for their plastic phone, then they would be even more challenged to make money with a truly premium phone as exemplified by the iPhone 5S. Samsung must really be wondering where they go from here, having thrown a lot of form factors and designs at the wall, with fewer and fewer of them sticking. Well, at least they still have washers and dryers to count on.
post #47 of 117
Quote:
Originally Posted by Frood View Post

Apple is in a good spot.  Their fans love them, and they still have low hanging fruit to add to their offerings...  Basically a larger screen and widgets.  Those two things are going to make the iPhone a radical improvement and substantial change over prior offerings and are going to make the iPhone 6 a blockbuster.

Widgets? Seriously? I played with Dashboard for a couple of weeks when I first got Tiger—had it disabled ever since. Widgets are the most worthless idea anybody's ever come up with.
post #48 of 117
Quote:
Originally Posted by TeaEarleGreyHot View Post

$6 billion in profit is not exactly "going bankrupt", I think.  Besides, healthy competition is good for both Samsung and Apple.  If only Samsung would shift it's business model from imitation to innovation!



Seinfeld, 1989



Samsung, 1993

Dude. I draw the line here. There's no way samsung is THAT much of an imitator.

I mean they did innovate on the...
Well they were the first to...
They were a trend setter in...

S%#t you're right!
post #49 of 117
Quote:
Originally Posted by 512ke View Post
 

Now the Apple-bashing media will turn to Xiaomi and herald them as the next Apple-destroyer, since Samsung is being dethroned.

 

The thing is, I don't think Xiaomi is a direct threat to Apple, at least not right now.

 

That shouldn't stop analysts or tech pundits.  It's a pre-determined narrative they're pursuing - not facts.  I mean, what, should everyone just continually report something like "well, looks like Apple's doing great... still... and everyone else is either floundering or profiting by copying them"?  Where's the fun (read: link bait) in that?

You did not come into the world to fail. You came into the world to succeed.

- Gordon Hinckley

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You did not come into the world to fail. You came into the world to succeed.

- Gordon Hinckley

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post #50 of 117

Looking at Apple's share price collapse today, I take it Wall Street must be thinking the same thing will happen to Apple as it did to Samsung.  I'd say that's a pretty far-fetched way of thinking if that's the case.  For Samsung, it's the high-end Galaxy S5 not selling all that well and those tens of millions of low-end devices that are eating away at Samsung's profits.  They're going to have the same problem Nokia had trying to hold onto all that market share.  Some of these companies never learn to stop biting off more than they can chew.  It's like one country trying to dominate the whole world but eventually the troops get stretched too thin and the supply chain becomes nearly impossible to manage.  I'd say Samsung has had it for now and it will take them at least another year to recover.

post #51 of 117
Quote:
Originally Posted by AppleSince86 View Post

Samsung also blamed increased costs in the production of its flagship Galaxy S5 smartphone. If that's the case for their plastic phone, then they would be even more challenged to make money with a truly premium phone as exemplified by the iPhone 5S. Samsung must really be wondering where they go from here, having thrown a lot of form factors and designs at the wall, with fewer and fewer of them sticking. Well, at least they still have washers and dryers to count on.

You know what their strategy is for the low-end Chinese smartphones is?  Build more variety of smartphones with higher specs than the competition.  That's only going to eat into their profits more if they try that.  Samsung is fighting against rivals who's only desire is to gain market share at the expense of profits.  Unless Samsung can come up with some really unique smartphone, they're not going to succeed.  From what I've seen in the past, trying to hold onto market share AND high profits is nearly impossible unless you get really lucky with some hot high-end product.

post #52 of 117
Apple is DOOMED.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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post #53 of 117
Quote:
Originally Posted by SpamSandwich View Post

Hold off on releasing the iPhone 6 for a year and Samsung will go bankrupt because they have nothing to copy.

LMAO! They make other stuff too... like iPhone parts. 

post #54 of 117

There's also some poetic justice at play in this Samsung pickle...

While Samsung has been looking in the direction of Apple for something to copy and imitate, a slew of smaller Asian phone makers have been imitating Samsung's handsets and greatly undercutting Samsung's prices.

 

This situation points out what happens when your company has a lot of ambition, but much less strategy than ambition: you can find that you painted yourself into a corner in failing to have defined a distinctive level for your products and a clear path to follow through the competitive landscape.

post #55 of 117
Quote:
Originally Posted by TeaEarleGreyHot View Post
 

 

$6 billion in profit is not exactly "going bankrupt", I think.  Besides, healthy competition is good for both Samsung and Apple.  If only Samsung would shift it's business model from imitation to innovation!

 

Seinfeld, 1989

 

Samsung, 1993

+ 10 points for this.

post #56 of 117
Quote:
Originally Posted by jsmythe00 View Post

Dude. I draw the line here. There's no way samsung is THAT much of an imitator.

I mean they did innovate on the...
Well they were the first to...
They were a trend setter in...

S%#t you're right!

 

You forgot that they "lead by following".

post #57 of 117
Originally Posted by AppleInsider View Post
Samsung's net income of 6.18 trillion won, or $6 billion U.S., fell short of analyst expectations of 6.83 trillion won for the June quarter ...

 

Hey Samsung.  You know what to do.

Green-light that toaster-fridge!

Sent from my iPhone Simulator

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Sent from my iPhone Simulator

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post #58 of 117

Blaming lackluster performance on competition is an admission that one's products are not exceptional. Not any better than anyone else's. Not as good as others.

post #59 of 117
Quote:
Originally Posted by Constable Odo View Post
 

Looking at Apple's share price collapse today, I take it Wall Street must be thinking the same thing will happen to Apple as it did to Samsung.  I'd say that's a pretty far-fetched way of thinking if that's the case.  For Samsung, it's the high-end Galaxy S5 not selling all that well and those tens of millions of low-end devices that are eating away at Samsung's profits.  They're going to have the same problem Nokia had trying to hold onto all that market share.  Some of these companies never learn to stop biting off more than they can chew.  It's like one country trying to dominate the whole world but eventually the troops get stretched too thin and the supply chain becomes nearly impossible to manage.  I'd say Samsung has had it for now and it will take them at least another year to recover.

 

I don't know much about "shorts" when it comes to trading, but I do understand the shorts need AAPL to be below $96 tomorrow, so voilà! 

 

It's amazing how this happens.

post #60 of 117
Quote:
Originally Posted by Constable Odo View Post
 

Looking at Apple's share price collapse today, I take it Wall Street must be thinking the same thing will happen to Apple as it did to Samsung.  I'd say that's a pretty far-fetched way of thinking if that's the case. 

I think Wall Street finds it hard to accept that Apple may indeed be a unique outlier.

post #61 of 117
Quote:
Originally Posted by Constable Odo View Post
 

Looking at Apple's share price collapse today, I take it Wall Street must be thinking the same thing will happen to Apple as it did to Samsung.  I'd say that's a pretty far-fetched way of thinking if that's the case.  For Samsung, it's the high-end Galaxy S5 not selling all that well and those tens of millions of low-end devices that are eating away at Samsung's profits.  They're going to have the same problem Nokia had trying to hold onto all that market share.  Some of these companies never learn to stop biting off more than they can chew.  It's like one country trying to dominate the whole world but eventually the troops get stretched too thin and the supply chain becomes nearly impossible to manage.  I'd say Samsung has had it for now and it will take them at least another year to recover.

You do realize that the market is down across the board today.

 

Not everything is a conspiracy against Apple.

post #62 of 117
I nearly want to cry... I'm over it.
post #63 of 117
Quote:
Originally Posted by Constable Odo View Post
 

Looking at Apple's share price collapse today, I take it Wall Street must be thinking the same thing will happen to Apple as it did to Samsung.  I'd say that's a pretty far-fetched way of thinking if that's the case.  For Samsung, it's the high-end Galaxy S5 not selling all that well and those tens of millions of low-end devices that are eating away at Samsung's profits.  They're going to have the same problem Nokia had trying to hold onto all that market share.  Some of these companies never learn to stop biting off more than they can chew.  It's like one country trying to dominate the whole world but eventually the troops get stretched too thin and the supply chain becomes nearly impossible to manage.  I'd say Samsung has had it for now and it will take them at least another year to recover.

 

Entire market has been down 1.5-2.0% the whole day.

 

Apple is down a bit more because its coming off of a 52 week high this week.

 

Don't worry.  We test $100 next week right before Ex-Div date.

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post #64 of 117

The race to the bottom is about to claim another victim.

 

This is what happens when you listen to Wall Street verse doing what is right for your business. Plus all that money Samsung spend of ads, celeb endorsement gone bad and paying local government to pay to advertise on publicly own properties. At least Samsung help pay for government over spending, oh lets not forget all the lawyer fees they had to pay to say out of trouble

post #65 of 117
It's a beautiful day...o o o o

I just opened a bottle champagne

Rest in peace, Shamesung (1938-February 2015)

 

 

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post #66 of 117
melior diabolus quem scies
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post #67 of 117

Bottom line is Android will enter full on commodity mode in the next 6-12 months.

 

Only a chosen few will choose to spend $700 on an Android phone instead of buying a phone almost as good for $300.  You can bet that carriers are itching to get rid of Android subsides as soon as possible.  And the best way to do that is to market $200-$300 Android phones.

 

Apple will dominate the high end $500+ phones.  They will probably gain 75% share of the top end. 

 

Its looking just like the PC market.  But it happening way faster.

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post #68 of 117

 

Big deal.

 

There will be another Chinese company that will be even cheaper than Xiaomi.

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post #69 of 117
Quote:
Originally Posted by TeaEarleGreyHot View Post
 

 

$6 billion in profit is not exactly "going bankrupt", I think.  Besides, healthy competition is good for both Samsung and Apple.  If only Samsung would shift it's business model from imitation to innovation!

 

Seinfeld, 1989

 

Samsung, 1993

 

Samsung:  "A company about nothing....."  :lol:

 

Quote:
Originally Posted by Gatorguy View Post

Google is probably rooting for Apple to grab more market share than Samsung if truth be known. In fact they'll be pleased as can be when iOS gets at least 20% of the overall European market and maintains it.


Would they not be rooting for HTC, the upcoming Lenovo/Motorola combine and other non-forking/less bloatware adding Android makers instead....??

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post #70 of 117
So many trolls are butt hurt over this reversal of fortune. Don't be. Samsung is winnnnnnning. Because everyone is comparing their smartphones to Apple's Samsung's.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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post #71 of 117
Quote:
Originally Posted by bigpics View Post

Would they not be rooting for HTC, the upcoming Lenovo/Motorola combine and other non-forking/less bloatware adding Android makers instead....??

At the moment reducing Android market share by a few percentage points in the EU is probably more important. Rooting for iOS only makes sense.
melior diabolus quem scies
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post #72 of 117
They've run out of things to copy.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

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post #73 of 117
I lo
Quote:
Originally Posted by dasanman69 View Post

To paraphrase Drexl from True Romance
"they musta thought it was Samsung day.... it ain't Samsung day, is it?"

Minion "no man it ain't Samsung day"
I love that reference!
post #74 of 117
Quote:
Originally Posted by sog35 View Post

Hilarious.  Funny they mention everything except the iPhone6 for weak sales.

You must mean the iPhone 5c/5s because I checked the Apple Store and they've never heard of the iPhone 6. 1smile.gif

"Apple should pull the plug on the iPhone."

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"Apple should pull the plug on the iPhone."

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post #75 of 117
If Apple wanted to really put a nail in Samsung's coffin then lower the price tag on iPhone6 by about $100 adjusting/keeping the memory: $99 - 8Gb, $199 - 32Gb, $299 - 64Gb, $399 - 128Gb (hoping here).
post #76 of 117
So the headline says that Samsung blames competition. I did not see any quotes in the article of any Samsung employee saying that. Who at Samsung is blaming competition? Names? Dates? Quotes?
post #77 of 117
Quote:
Originally Posted by thevofl View Post

If Apple wanted to really put a nail in Samsung's coffin then lower the price tag on iPhone6 by about $100 adjusting/keeping the memory: $99 - 8Gb, $199 - 32Gb, $299 - 64Gb, $399 - 128Gb (hoping here).

 

Apple doesn't do cheap.

 

With your plan they would be throwing away $15,000,000,000 ( $100 x 150,000,000 phones)

 

They can't keep up with demand as it is and you want them to drop prices?  They don't need to drop prices to destroy Samsung.

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post #78 of 117
Quote:
Originally Posted by kent909 View Post

So the headline says that Samsung blames competition. I did not see any quotes in the article of any Samsung employee saying that. Who at Samsung is blaming competition? Names? Dates? Quotes?

 

Read the earnings report from Samsung directly

 

http://www.samsung.com/us/aboutsamsung/ir/ireventpresentations/earningsrelease/downloads/2012/20140731_conference_eng.pdf

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post #79 of 117
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Originally Posted by Suddenly Newton View Post


You must mean the iPhone 5c/5s because I checked the Apple Store and they've never heard of the iPhone 6. 1smile.gif

 

The threat of the iPhone6 is causing people not to buy phones right now

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post #80 of 117
Quote:
Originally Posted by sog35 View Post
 

 

Apple doesn't do cheap.

 

With your plan they would be throwing away $15,000,000,000 ( $100 x 150,000,000 phones)

 

They can't keep up with demand as it is and you want them to drop prices?  They don't need to drop prices to destroy Samsung.

I didn't say cheap.  Cheap implies reduced quality.

 

They wouldn't be throwing 15B away.  Cost of memory has dropped.  Apple hasn't had an adjustment to the pricing/memory in a number of generations; they are due for one.  Also they would be more attractive to a great number of other customers who are looking for a more cost effective phone.

 

If this strategy was so ineffective and against their goals, then why is there an 8Gb iPhone in some markets?

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