tommo_uk

The difference is that the iPhone X was a paradigm leap forward, hence it being the world’s best selling smartphone last quarter, and doubling market share in South Korea at Samsung’s expense, and the S9 is just like an ... S8. Apple have 51% of the market by revenues on only 17% market share globally. Their ASP is triple Samsung’s because their phones are that much better. And you know what? People who love their phones - ie. the 20% of the smartphone market that really care about the product and have a tactile relationship with it and the brand will carry on buying $1000-1400 phones because they can get them on contract paying little more on a monthly basis over two years than their old-gen iPhone. Samsung? They don’t innovate. They have no differentiating features. They have no excitement. Worst for them, they have no control over the software, or the chipset which is chiefly just generic snapdragon processors and other controllers bolted together to try and work as best it can with a Frankenstein version of android. Samsung have blown it spectacularly. Apple are even moving OLED production to LG and CPUs to TSMC. Orders for the S9 are 50% lower than Samsung expected because it’s late, it’s boring, it’s expensive, and compared to an iPhone X which is truly innovative and fresh, looks like last year’s pro, queen looking for attention while wearing a new but badly fitted dress. 2018 will be noted as the year Android OS forked, google produced their own proprietary version vertically integrated with their own hardware (which unlike Apple they don’t have the expertise to design and pull off) and the fracturing of the Android army. It’s toast. The Technology in the iPhone X is at least two years ahead of anything else. While Samsung wails about the S9 Apple are gearing up to launch three new top end phones and possible a new low end model too. You know that OLED production cut Samsung we’re blaming Apple for? A) part of the reason was due to Apple moving to LG and b) the other SA sad pathetic reason is Samsung overproduced OLED panels for their own phones and expecting other manufacturers to follow suit. Well, they didn’t, and Samsung’s sales are only 50% of the target, yet they blame Apple for their underperformance. Odd that that smartphone selling the most units in the entire world - the iPhone X - breaking all records for units and price and ASPs should somehow be a failure? Erm, maybe Samsung just totally screwed up and lost a shit load of money on bad manufacturing forecasts and producing a lousy next gen phone which was more like your last year’s phone. Apple jumping for, 16% to 29% of the market in South Korea with their new highest-value phones, and Samsung losing 9% to 51% of the market across their entire product range, in their home market, tells you all you need to know.. South Korea is bored of Samsung devices and wants iPhones. The writing is on the wall. Android was a nice idea but it’s broken and like Humpty Dumpty won’t ever be quite put back together again.