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Xoom sales numbers are tagged at 100k units. This numbers was generated by a Deutsche Bank analyst in early April. The number was reached by looking at the platform distribution number posted at the Android Developer website. According to Android Developer platform breakdown, March 15 - March 31 saw 0.2% of all devices accessing the Android Market app using honeycomb. Deutsche Bank guessed at 50 million android devices in the wild, and 0.2% of that number = 100k.
So let's check the veracity of this analysis.
Point 1: does anyone know how many android devices are actually being used on a daily basis? I've searched for but cannot find any concrete figure. Is 50 million correct? Who knows...it could be 75 million or it could be 25 mllion.
Point 2: wi-fi xoom went on sale March 27, and it sold better than the 3g. The UK, European, and Canadian 3g and wi-fi units were released in late march-early april timeframe. The data Deutsche Bank used to reach 100k did not include the lions share of the US wi-fi xoom sales, nor did it include the majority of non-US sales.
Point 3: sales numbers are a hot, important topic now because many investment analysts are motivated by MMI Q1 reporting, due on April 28. Don't think for a second that a bank analyst can be trusted. If Deutsche Bank wants to take a large position in MMI, it is silly to report solid sales and positively affect MMI's stock price. The "prudent" but unethical thing to do is create a reason for the stock price to drop, and then take a large position at the bottom value directly before earnings are reported.
Happens all the time. And don't think for a second that companies don't use sites like xda to spread FUD. Any user here should be considered "suspect" unless the user is a proven, bona-fide account and not a shill for an entity looking to profit from guerilla tactics.
Sent from my Xoom using XDA App
I'm not buying into the guesstimates provided by financial/investment firms. Especially if you don't know the firms motives, perhaps they trade Apple stock all day long..
It's all speculation until (if) Motorola releases hard numbers and the fact is, as competition comes out the price will likely be confirmed or drop slightly. Either way, buyers holding out for something will jump in and the tablet market will move.
250,000 units sold. Told ya!
I dunno about sales figures, but the first weekend it was out in Canada, I went to 4 best buys and 2 future shops in town to pick up a portfolio case.
in all 6 stores, the xoom section was BARREN. Nothing left. No xoom, no chargers, no cases, no screen protectors. In 3 cases I asked and the guy said they even sold the demos.....
androidlurker said:
250,000 units sold. Told ya!
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250K shipped, not sold.
who really cares about sales figures ...as long as your happy with your purchase
crxtasi said:
who really cares about sales figures ...as long as your happy with your purchase
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Word
Sent from my Motorola Olympus
almostinsane said:
250K shipped, not sold.
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Yes sold. Motorola is not a consigment manufacturer. Which means when they ship, its because they sold the units.
Sent from my Xoom using XDA Premium App
Unless you are a shareholder it doesn't really matter. The xoom is a great piece of hardware regardless of its lifetime sales totals
crxtasi said:
who really cares about sales figures ...as long as your happy with your purchase
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Now if only they will provide us with the update so the SD card slot will work!. I hear the needed updates wont be ours untill late summer.
almostinsane said:
250K shipped, not sold.
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Somebody paid for the 250k that are sitting on store shelves/warehouses.
The supply chain pays for the goods, after they are shipped Moto could careless where they actually reside.
so to get the actual figures of how many are in consumer hands they'd have to poll every retail chain?
madsquabbles said:
so to get the actual figures of how many are in consumer hands they'd have to poll every retail chain?
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Doubt it.
The device surely has a "phone home" or "check in" of some kind and Moto can tell how many have been turned on and connected. Likely the same way that the device checks for updates. Also, Google probably has a pretty good idea of how many there are out there, the device is linked to your account, so I assume that they also track a device ID/type.
Given it is possible there are a small handful of the devices out there that don't have a market account on them, or have never been put on line (VERY small handful), but the number is probably so small it wouldn't skew the numbers.
The reason why sales numbers are important to me - I am a shareholder and I have clients that are shareholders because of my recommendation to buy mmi.
Sent from my Xoom using XDA App
androidlurker said:
The reason why sales numbers are important to me - I am a shareholder and I have clients that are shareholders because of my recommendation to buy mmi.
Sent from my Xoom using XDA App
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Wow, you recommend people buy MMI? How about RIMM too?
Yeah. They are clearly pissed at the 8% gain the stock made today. The only rimm recommendation I make is to buy puts. Or wait till it is in the low teens and buy it before it is acquired for its patent portfolio.
I also recommended armh and nvda last summer.
Yeah I have a lot of angry clients.
Sent from my Xoom using XDA App
Well ARMH is a great long hold. So is QCOM.
nubsors said:
Yes sold. Motorola is not a consigment manufacturer. Which means when they ship, its because they sold the units.
Sent from my Xoom using XDA Premium App
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In relation to this thread and its reasoning shipped figures are not relevant
Seems to be beyond my expectations.
How can the sale be so much without being released everywhere yet? (hint:US)
http://www.digitalversus.com/samsung-galaxy-ii-over-six-million-handsets-sold-news-20244.html
http://www.mobmit.com/samsung-galaxy-s2-iphones-imposing-rival-hits-6-million-sales/
What do you guys say? Cooked-up numbers or just inevitable success?
Because it is just the best phone ever.
WOW EPIC!!
Android App: A Free Performance Test For Your Handset
digtalversus.com do a performance test, you can get it on market, look up "vellamo" and download and try, my score was 938 on my sg2, just behind the samsung 10.1 tab
I'm doing my part... Just bought myself one of these bad boys ;-)
This kinda sucks lol
who wanna have a phone, wich almost everyone else has? c'mon i wanna be something 'special'... it's kinda like the iph*** almost EVERYONE has it, that sucks, lol i think i'm gonna sell my GS2 now lol
I've seen SGS2 prices drop by almost 20% starting from May and original SGS seems to sell good aswell.
jebus
That's ridiculous considering the fact that US hasn't seen their share of SGSII
Now we know why apple is trying to speed up the litigation process to get it banned
Sorrow1994 said:
This kinda sucks lol
who wanna have a phone, wich almost everyone else has?
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I know you are not being entirely serious but lots of people also means lots of support and development, so yeah, I do like it and actually haven't seen a lot of people walking around with it yet. Did get some comments about my phone being more bad ass than a laptop
ph00ny said:
Now we know why apple is trying to speed up the litigation process to get it banned
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I would not be surprised if Apple abandons the charges against Samsung after the new iPhone model is introduced in the US. The "game" is to stall SGS2 sales and keep the numbers down
nice that a phone finally is available in europe before the us ... considering how much of the innovation came from here
ph00ny said:
jebus
That's ridiculous considering the fact that US hasn't seen their share of SGSII
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So you think that 5% of the world population will do a huge difference for the sales of SGS2? Sure US is richer that he average country, so it might count for even 10 or 15% of the sales in the end but probably not more than that.
rd_nest said:
Seems to be beyond my expectations.
How can the sale be so much without being released everywhere yet? (hint:US)
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US aint the biggest consumer of mobile phone, they are even outranked by Asia and Europe, I read an article about mobile phone sales and IIRC, US was just ranked at 5th or 6th.
EarlZ said:
US aint the biggest consumer of mobile phone, they are even outranked by Asia and Europe, I read an article about mobile phone sales and IIRC, US was just ranked at 5th or 6th.
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Quite possible. I saw somewhere (no source to quote) China Telecom itself has arond 600million suscribers. That's more than the population of any country bar India/China.
If you conquer Europe and Asia, I believe the company would be more than satisfied with their result.
Looks like they're well on their way to hit 10 million units sold by years end. Best selling Android phone two years in a row. Way to go Samsung!
Approximately 2 million of the 12+ million SGS 1's sold were from North America, it didn't sell that well in the United States. I predict 3-4 million SGS 2's will sell in the United States before the end of the year, if the carriers don't **** it up.
Sent from my GT-I9000 using XDA Premium App
hansonator said:
Looks like they're well on their way to hit 10 million units sold by years end. Best selling Android phone two years in a row. Way to go Samsung!
Approximately 2 million of the 12+ million SGS 1's sold were from North America, it didn't sell that well in the United States. I predict 3-4 million SGS 2's will sell in the United States before the end of the year, if the carriers don't **** it up.
Sent from my GT-I9000 using XDA Premium App
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I have no authority in this subject, but I am sure that they will fcuk up the device royally. Already seen that Sprint has a different design. All rumurs point to AT&T having a different physical design/layout. Why do you have all these different versions? Surely something will miss the intended target and you will notice GPS not working or Wifi reception poor or some other piss poor performance. Just let it be like internation versions, and everything (well most things) will be in order.
Impressive.
I think Apple are in a bit of trouble, they will have to compete with the SGS2 with the iPhone 5 which with the A5 they can easily do but within 6 months or probably allot sooner they will also be up against SGS3 and Tegra 3 devices.
I just hope Samsung launch products in the US earlier next time and give Apple a real headache.
rd_nest said:
Seems to be beyond my expectations.
How can the sale be so much without being released everywhere yet? (hint:US)
http://www.digitalversus.com/samsung-galaxy-ii-over-six-million-handsets-sold-news-20244.html
http://www.mobmit.com/samsung-galaxy-s2-iphones-imposing-rival-hits-6-million-sales/
What do you guys say? Cooked-up numbers or just inevitable success?
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its been release in europe since june
Sent from my LT15i using XDA Premium App
Poker gypsy said:
its been release in europe since june
Sent from my LT15i using XDA Premium App
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end of april in UK and Korea, in May in many countries in europe
Elar said:
I would not be surprised if Apple abandons the charges against Samsung after the new iPhone model is introduced in the US. The "game" is to stall SGS2 sales and keep the numbers down
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Exactly. And they will NOT succeed.. End of.
what would be the price trend for HTC One in US?
giving that DNA price dropping like a stone after it released last year.
i played with it in ATT store and i liked it, just not sure if i should wait a little bit
ingalaxy said:
what would be the price trend for HTC One in US?
giving that DNA price dropping like a stone after it released last year.
i played with it in ATT store and i liked it, just not sure if i should wait a little bit
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$120-149 for the one on pre order DNA will porn be free or 49
Sent from my TF300T using Tapatalk 2
ingalaxy said:
what would be the price trend for HTC One in US?
giving that DNA price dropping like a stone after it released last year.
i played with it in ATT store and i liked it, just not sure if i should wait a little bit
Click to expand...
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It depends on how well both the One and SGS4 sell for AT&T. If the One holds its own AT&T will keep it at $199 for as long as they can. LG's having a launch event for the OG Pro on May 1 and AT&T usually carries their high-end devices. An iP5 is supposed to be available in June. There's going to be a lot on the shelves at AT&T this summer. Based on One inventory they've stocked or commited to if it's not making its numbers expect some discounting after 30-60 days. And usually the discounting starts with the VARS; at least that's what happened with the DNA. If you find a cheaper price at a (reputable) VAR AT&T will match it over the phone.
Paleryder said:
$120-149 for the one on pre order DNA will porn be free or 49
Sent from my TF300T using Tapatalk 2
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Sigh at least say AFTER 2 year contract. I know on t-mobile the The One is $579 outright. $99 upfront +$20 a month if you choose to pay it off over 24 months.
Looks to me the DNA just had a bad release time... it was in between the other major phones
Element515 said:
Looks to me the DNA just had a bad release time... it was in between the other major phones
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And what do you consider a release at the same time as the S4? Good time?
crawlgsx said:
And what do you consider a release at the same time as the S4? Good time?
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Along with articles releasing about Samsung having to pay kids to bash HTC? I'd say it's pretty good timing.
Releasing with the S4 isn't awful. That's the competition and people will pick what they want. Both were announced early enough ahead of time we all have discussed and watched every youtube video on them. The DNA if I am right came out in november/december time frame... it's nice, but the One is clearly better... and just 4-5months later? I'd be pissed.. and there, you are screwing your own costomers.
PapaRhino said:
Along with articles releasing about Samsung having to pay kids to bash HTC? I'd say it's pretty good timing."
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And I'm sure all the claims being made are totally without bias and Samsung will be treated fairly. And the supposed event occurred last year with the SGS3's launch and the "kids" weren't hired by Samsung they were working for a third party marketing company.
"HTC’s operations have weakened, impacting Taiwan’s export figures, resulting in 5 successive months of negative growth and seriously affecting Taiwan’s economic growth. In order to stop the decline, Minister of Economic Affairs Shih Yen-shiang today (the 10th) called for his fellow countrymen to “Affirm and support HTC, starting with loving and using their mobile phones”. This statement prompted backlash on the internet,*PTT*saw countless posts slammed, criticizing HTC for considering themselves to be a mainland Chinese brand and belittling Taiwan, [with netizens] unable to agree with Shih Yen-shiang’s point of view.Shih Yen-shiang revealed that he and the Vice-Economic Minister both use HTC phones, that the government has a close relationship with HTC, provides assistance, and hopes that everyone will unite in supporting domestic companies. Netizens didn’t show any appreciation, wit some people with angrily digging out HTC chairman Cher Wang’s past statements, pointing to her having said “HTC is an indigenous Chinese brand”, so Taiwanese officials now calling for the masses to support a ‘non-Taiwanese brand’ is truly unpersuasive."
http://www.chinasmack.com/2012/stor...ent-calls-on-citizens-to-buy-support-htc.html
Due to relatively high inflation rate I think the trend will no more be so good.
patient care products
less than 150. a good price
After reading all the bad news yesterday about HTC (people leaving the company, articles about a "future without HTC", etc): I opened my dutch news app this morning when drinking my coffee and saw this:
http://www.nu.nl/gadgets/3481460/htc-one-vijf-miljoen-keer-verkocht.html
I expected to see an article about the Galaxy S4 being sold 10m times in the first month, but this nice dutch website preffered to focus on what HTC has done. Apparently, HTC has sold 5 million One's in "one month". So it has done 50% of what Samsung has done in the last month. And I guess that doesn't include what HTC has sold in March/April.
The weird thing is, I always read my twitter feed first. I have not seen a single report about this anywhere on Twitter. On the other side, NU.nl is a big and serious website here in the Netherlands.
What do you guys think? I am very happy to see this and it's far above my expectations. If this is true, HTC is not dying anytime soon!
Doesn't seem likely, as they had major production issues until late April.
I'm happy for them and hope they'll get through the rough time they are atm so they can continue making amazing phones!
ArmedandDangerous said:
Doesn't seem likely, as they had major production issues until late April.
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its reported by the wall street journal quoting an official HTC exec (wsj needs subscription)
the news was just posted by Android Authority
so i would believe it
demanding outstripping supply, why is this so hard to believe?
you missed the fact which stated that it's most likely orders done by the shops and carriers, not to customers themselves. meaning they aren´t real sales yet
However, I do hope they all sell in the end anyway though. HTC deserves this, and beyond this as well. at the end of this month, which means soon enough, their capacity to create Ones will double from the amount right now. (if not already)
hamdir said:
its reported by the wall street journal quoting an official HTC exec (wsj needs subscription)
the news was just posted by Android Authority
so i would believe it
demanding outstripping supply, why is this so hard to believe?
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Click to collapse
High demand with nothing to sell is still not a sale though, unless they are also including unfulfilled orders by their carrier partners and local stores~~ The phone has been launched in my country a whole month ago, and not a single store has more than 1 unit for sale at a time, with some stores getting 5 units per 3 days (that's on the high end) >.>
Making my 1-to-1 change for a faulty NFC chip all the more painful, as I'll have to wait 1-2 weeks for HTC to bring in stock ):
Cbxu said:
you missed the fact which stated that it's most likely orders done by the shops and carriers, not to customers themselves. meaning they aren´t real sales yet
However, I do hope they all sell in the end anyway though. HTC deserves this, and beyond this as well. at the end of this month, which means soon enough, their capacity to create Ones will double from the amount right now. (if not already)
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I didn't miss it, though I forgot to mention it in the first post. I'm not sure about the 10m from Samsung either, are those sold or orders done by shops/carriers?
Either way, I was expecting this exact message but with a 1 instead of the 5 million. Even if it's just orders done by carriers/shops, it's far above my expectations!
And it's good HTC are doubling their production, it's indeed awfull they often have 1-2 units per store also in the Netherlands.
I think samsung is aiming the same, 10 million orders but not all of them sold; they're still in storage of retailers / carriers.
Also when i went for accessory shopping, I was told everytime that they didn't have any since they got such few phones (1 - 5 maybe a day). saying it was not worth it yet buying accessories for such a scarce phone. it affects a whole deal.
5 million since launch, not just the last month:
http://www.theverge.com/2013/5/23/4358378/htc-one-5-million-smartphone-sales
Very respectable number to be honest, sure Samsung has double that in less time but people wanted another S3 and well, thats basically what they got.
Learned people got the One and now word of how good it is, is spreading.
But HTC, why did you release the HTC First? /sigh
5 million Seems like a stretch actually... Supply is still a serious issue..... The unlocked versions in US have been in backorder status for the entire month.... HTC ONE launch has been delayed by over 1 month in most Asia countries....
If they are counting confirmed orders then 5 million may be accurate... But it's highly unlikely that 5 million have been sold already....
Sent from my HTC One X using xda premium
amazing to see htc do so well after all the production delays!
i think this is the first time im hearing them declare how much they sold.
go htc go!!! brilliant stuff
When executives start BS'ing you know your company has issues.
mnshzz said:
If they are counting confirmed orders then 5 million may be accurate... But it's highly unlikely that 5 million have been sold already....
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Well Samsung counts confirmed orders, and brags about those numbers. HTC would likely want to do the same in this case.
Sent from my HTC One using xda app-developers app
i think if supplies are enough,it will surpass S4 sales.here in riyadh,One were sold out in two days in all carriers/online stores here..and we are not so lucky to get one..they told us stocks will be avail in 2 to 7 days ..just sayin
sixpoint1 said:
When executives start BS'ing you know your company has issues.
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Click to collapse
And how do you know they're BS'ing? Do you have your own sources within HTC, or are you just pulling stuff from the place where the sun don't shine?
For Samsung or HTC or any other vendor the important part is shipping them. They don't care if the units are sold to end users, warehouse or aliens. The sales figures are important and they start when they exit the production storage facility. From business point of view the numbers are quite accurate. 150+ operators all around the globe importing the phones, add also independent companies, import export business, BestBuy or Media Markt type of electronics mall bla bla bla.
Samsung, LG, HTC, Apple... They all trade stocks so sales figures are important. Especially when quarterly earning reports behind the doors. Once they sign an agreement, let's say with Vodafone, for 1,000,0000 units worldwide, that goes as 1,000,000 units sold to Vodafone in sales figures. When the end users get it is not their concern.
Well, probably not so many units in reality. Never seen a "One" besides on Champions League game )
Sent from my Nexus 10 using Tapatalk 2
HTC One is selling good in Turkey aswell. I saw many people who doesn't even know HTC but after seeing review unit they are amazed by quality.
bnbasarir said:
For Samsung or HTC or any other vendor the important part is shipping them. They don't care if the units are sold to end users, warehouse or aliens. The sales figures are important and they start when they exit the production storage facility. From business point of view the numbers are quite accurate. 150+ operators all around the globe importing the phones, add also independent companies, import export business, BestBuy or Media Markt type of electronics mall bla bla bla.
Samsung, LG, HTC, Apple... They all trade stocks so sales figures are important. Especially when quarterly earning reports behind the doors. Once they sign an agreement, let's say with Vodafone, for 1,000,0000 units worldwide, that goes as 1,000,000 units sold to Vodafone in sales figures. When the end users get it is not their concern.
Well, probably not so many units in reality. Never seen a "One" besides on Champions League game )
Sent from my Nexus 10 using Tapatalk 2
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Exactly. HTC sells to the carriers so those are their sales numbers. They have already made their money.The carriers and other suppliers sell to us, and their numbers reflect that.
ataft said:
Well Samsung counts confirmed orders, and brags about those numbers. HTC would likely want to do the same in this case.
Sent from my HTC One using xda app-developers app
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Click to collapse
Samsung and the general industry counts what they have pushed through to their sales channels... That number may or may not sell but that is what gets reported... Which is why at times manufacturers take a hit on unsold inventory at a later point....remember blackberry tab?
It's possible that HTC managed to send 5 million devices through their sales channels as the article suggests... but looking at the acute supply issues that still exist this means that there are approx 5 million devices out in the wild in the hands of customers..... That appears unlikely as apart from UK and US its really not available easily anywhere....
Sent from my HTC One X using xda premium
bnbasarir said:
For Samsung or HTC or any other vendor the important part is shipping them. They don't care if the units are sold to end users, warehouse or aliens. The sales figures are important and they start when they exit the production storage facility. From business point of view the numbers are quite accurate. 150+ operators all around the globe importing the phones, add also independent companies, import export business, BestBuy or Media Markt type of electronics mall bla bla bla.
Samsung, LG, HTC, Apple... They all trade stocks so sales figures are important. Especially when quarterly earning reports behind the doors. Once they sign an agreement, let's say with Vodafone, for 1,000,0000 units worldwide, that goes as 1,000,000 units sold to Vodafone in sales figures. When the end users get it is not their concern.
Well, probably not so many units in reality. Never seen a "One" besides on Champions League game )
Sent from my Nexus 10 using Tapatalk 2
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Click to collapse
You are completely right. I would add thought that more of those 5 million units are in consumers hands then the 10 million from Samsung. HTC is pushing this phone out fast. Last one I got was made 6 days before it came into my hands. I would imagine there is a decent stockpile of S4 in some places where I do not think that is true of the ONE.
---------- Post added at 08:49 AM ---------- Previous post was at 08:46 AM ----------
mnshzz said:
Samsung and the general industry counts what they have pushed through to their sales channels... That number may or may not sell but that is what gets reported... Which is why at times manufacturers take a hit on unsold inventory at a later point....remember blackberry tab?
It's possible that HTC managed to send 5 million devices through their sales channels as the article suggests... but looking at the acute supply issues that still exist this means that there are approx 5 million devices out in the wild in the hands of customers..... That appears unlikely as apart from UK and US its really not available easily anywhere....
Sent from my HTC One X using xda premium
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Click to collapse
So then where are these units. What warehouse are they hiding in? Why did some guy pay $800 on ebay for my ONE? No one has stock of the HTC ONE. There is no surplus anywhere that I have heard. I have only heard their are not enough to go around.
Wonder what the reasons on this are?
I know a few people who decided it wasn't worth the upgrade over the S3.
After breaking sales records in its first month the Samsung Galaxy S4 may not be as popular as first thought, as reports roll in suggesting the Korean firm is reducing its orders.
According to ETNews, Samsung has slashed its July orders for Galaxy S4 handsets by almost half, as it looks to ship in 6.5 million units next month compared to the 12.2 million in pushed May.
Sales have apparently begun to slow at faster rate than expected, which has led Samsung to reevaluate its monthly orders to meet the reduced demand.
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http://www.techradar.com/news/phone...y-s4-popularity-on-the-slide-already--1160366
Still, it's a lot better upgrade to go from an S3 to S4 than iP4S to iP5.
For me. Battery life is one massive reason. Easily get a full day of full use on the s4 where I was struggling on the s3 with the same usage.
Sent from my GT-I9505 using xda premium
It's their own fault for diluting their brand with 20 different versions of the same phone
That and HTC really stepped up this year
Sent from my GT-I9500 using Tapatalk 4 Beta
I wonder if all these other Galaxy branded products that have appeared from Samsung has had an effect?
I think the main reason is the S3, S3 LTE & Note II being so popular and also being alot cheaper now aswell both simfree & on contract.
Alot of people apart from us on here, will look at the S4 and think it looks no different from the S3, so no point in upgrading.
I also think brand dilution is also starting to having it effect aswell, moreso with the S4.
Next year Samsung need to go back to the drawing board with the S5, bring out something that looks totally different & fresh from the S3/S4, redesign touchwiz make it lighter & more upto date, instead of adding more bloat.
Those numbers imply that Sammy are on target for 50/80 m sales of the s4 as they projected
Ever heard of the term "market saturation" ?
There are tons of S3 everywhere around me and none of them is planning to update any time soon.
Sent from my GT-I9505 using xda app-developers app
I've had an S3 i9300 since it was launched and I bought an S4 i9500 yesterday.
The only important difference I see is in the camera software.
Wasn't worth the purchase. Should have waited for the Note 3.
You kind of have to put the SGS4's sales "decline" in context:
High-end smartphone sales are slowing. Primarily because the market has matured and penetration is now high. This is an issue that affects every high-end smartphone manufacturer equally. And in emerging markets high-end phones aren’t what sell. As an example, high-end smartphones over $400 USD only made up 2.5% of smartphone sales in India in 2012. Phones between $100-130 USD were 30% of sales.
Samsung may have outpaced Apple in smartphone sales last quarter, but it’s facing the same slowdown risks as its biggest competitor. Both companies are battling to dominate the world’s smartphone market. In places such as the United States, nearly everyone who’s interested in buying a smartphone already has one, decreasing demand overall. But the smartphone revolution has yet to hit the world’s most lucrative markets such as China and India in full force. That leaves smartphone companies in a bind. High-end devices provide the lion’s share of smartphone profits, and are still too expensive to appeal to customers outside of the major cities in the world’s most important markets.
Samsung, overall, is well-positioned to navigate this split. The company is already the market leader in China and picking up more customers across the globe, thanks to its strategy of offering a wide range of devices apart from its premium iPhone competitor, the Galaxy S 4. Apple, meanwhile, offers older versions of its phones at lower prices rather than specifically making cheaper phones.http://articles.washingtonpost.com/...one-market-smartphone-sales-smartphone-makers
The SGS3 sold 50MM units over twelve months. Analysts have lowered their estimates on SGS4's shipped; primarily because of the above. But in this example the analyst dropped his estimate from 80MM to 60MM this year. Since the SGS4 launched in April that allows for nine selling months. On an annualized basis 60MM is equal to 80MM SGS4's a year. That's a 33% increase over the SGS3's annualized selling rate.
JPMorgan now expects Suwon, South Korea-based Samsung’s shipments of the S4 to be 60 million this year, compared with a previous estimate of 80 million. Samsung sold 10 million units of the S4 within 27 days, the company said.http://www.bloomberg.com/news/2013-...pmorgan-cuts-estimates-on-s4-seoul-mover.html
Samsung itself never disclosed actual SGS4 sales targets for 2013. All the numbers being talked about were unofficial analysts estimates. In terms of overall mobile sales revenue Samsung will probably still meet analysts’ expectations. This year Samsung's got a ton of products launching in the same time frame (SGS4, SGS4 Active, SGS4 Zoom, SGS4 Mini, Mega, N3, a bunch of mid-range phones, and four new tablets). The concern becomes "profit" rather than "sales" because Samsung makes less on non-Flagship devices. Here's what Samsung's CEO said about the SGS4's sales.
"I can say sales of the Galaxy S4 smartphone are fine. It’s been selling well. The report (by JPMorgan) was based on its own analysis. Probably, the bank may have corrected its previous bullish estimate about the S4 sales."http://www.gsmarena.com/samsung_ceo_says_galaxy_s4_sales_are_fine-news-6210.php
Samsung, because of their dominance, has become like Apple. They are the company the investment community and media "love to hate." A headline like "Samsung loses $20B of market value" gets a lot more clicks than "HTC reports another disappointing quarter." So at every opportunity expect to see some tidbit regarding Samsung's performance to become "major news." They and Apple generate 95% of mobile device profits. There may be fewer profits because of changes in the market place but the 95% of profits they both share isn't going to change. And if Apple and Samsung are "challenged" where does that leave the dozen manufacturers sharing 5% of mobile device profit?
Maybe you could install s4camera on your S3 by an rom update.... ?
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oicirbaf said:
Maybe you could install s4camera on your S3 by an rom update.... ?
Sent from my ZP810 using Tapatalk 2
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I use Omega ROM. Maybe Indie could implement that mod. I don't think it's available because I've been waiting for it since the S4 was launched. There are several S4 imitation ROMs for the S3.
Dunno if the above claim is true or not, but the reason is pretty simple.
Increased Competition.
The competition for an android based smartphone is never like before, During the days of s2 and s3 those phones were the only dominant performers with the rest of the manufacturers catching up. But now thats not the case any more, making an android based phone has become much simpler for phone companies. Get a cheaply available LCD, get a cheaply available soc like mediatek or some other, put it inside a mobile body and voila!!! there we have a new android device ready.
With the emergence of snapdragon all over in high end devices and samsung struggling to get their big little architecture right(5420 might fix all those issues), its pretty apparent that things are not looking good for sammy.
In India currently almost all mobile manufacturers have launched a quadcore phone with 720p LCD, So how will you differentiate those mobiles from the high end ones? For now the only differentiation between s3,s4 and the rest of cheaply available android phones is the amount of software goodies samsung provides as an addon and the high quality soc inside.Only time will tell on how long this will go.
The HTC One is certainly a much closer competitor to GS4 than the competition the GS3 faced last year.
If the s5 comes in one hardware version with all wcdma and lte bands enabled it will be the next best seller guaranteed!
I would be interested to see how many google gs4's will be purchased. I almost grabbed a gs4 before I heard about the google one and thats on my list to purchase two of them next week.
Sales might go up with google edition.
Sent from the state where marijuana is not illegal !
thedadio said:
If the s5 comes in one hardware version with all wcdma and lte bands enabled it will be the next best seller guaranteed!
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I'll tell you what, if the specs of the Sony Xperia Homani are real, Samsung, HTC, Apple, are all going to have to go back to drawing board. Spec wise it's going to embarrass everyone.
bala_gamer said:
The competition for an android based smartphone is never like before, During the days of s2 and s3 those phones were the only dominant performers with the rest of the manufacturers catching up. But now thats not the case any more, making an android based phone has become much simpler for phone companies. Get a cheaply available LCD, get a cheaply available soc like mediatek or some other, put it inside a mobile body and voila!!! there we have a new android device ready.
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All those reasons are why everyone that's not Samsung and Apple are screwed and why the two of them own mobile device profits. Samsung and Apple control the supply chain because of their massive component commitments. They also get components on hugely favorable terms because of their volume. In Samsung's case, they even make a good deal of their own components further driving up their profit.
I'm not picking on HTC but they are a good example. They don't build a single component used in their devices. All they do is assemble the pieces they buy from third parties. Because their volume has dropped, they aren't even a tier one vendor any longer. That means they pay more per component than their competitors, don't get first priority for in-demand parts, and can have their supply chain disrupted as seen by the botched launch of the One. How are they or anyone else every going to compete against Samsung and Apple if their vendor status is lower, their component prices are higher, and have to sell products at prices determined by the market?
Micromax is a great example. They compete on price and sell largely average devices with mid-range specs and features. No one in India aspires to a Micromax phone. They buy them because Samsung and Apple are more expensive. Samsung's pushing low and mid-range devices in countries like India and China and are making more profit than companies like Micromax because their overall component costs are lower.
Samsung and Apple spend billions on promotion and branding and are both aspirational brands and have become synonymous with "premium" much like BMW, M-B, and Audi are. Between Samsung's global distribution and support infrastructure, lower component costs, and a cache brand the only thing keeping them from owning the low-end market is its lack of profitability compared to other segments their dominant in. Why would they sell a $100 USD phone in India if they didn’t have to? If someone in India could buy similarly spec'd phones from Samsung and Micromax which do you think they'd choose. Much like Apple's moving out of the premium tier with a lower-cost iPhone, Samsung will eventually push down in to lower ends of the market to protect their market share and revenue growth. And there's not a damn thing any other manufacturer can do to compete against that once they do. If phone are a commodity now like you say, and cost<>feature is relatively equal, people will buy the brand they equate with “premium.” And that’s not Micromax, Oppo, ZTE, and Huawei. At the same prices as Samsung and Apple even well-known brands like LG, HTC, Sony, and Motorola are having a hard time competing and making absolutely no profit doing it.
vapotrini said:
I'll tell you what, if the specs of the Sony Xperia Homani are real, Samsung, HTC, Apple, are all going to have to go back to drawing board. Spec wise it's going to embarrass everyone.
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I doubt Honami will be THAT great, the S800 will make it a powerful phone, sure, but other than that? I think it will be more of a Xperia Z+ type thing, better CPU/GPU and Camera, much like Xperia S to Xperia T.