Apple’s iPhone Is Closing In on Samsung Smartphone Sales

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JAG87

Diamond Member
Jan 3, 2006
3,921
3
76
You really should stick to the topic, child, instead of veering elsewhere. I am not an Apple customer but investor and this clearly puts a smile on my face. I don't "hate" any firm. I just have zero respect for predatory firms that ape innovators. And the numbers speak for themselves. Samsung? Their numbers are nebulous. It takes an army of analysts to even guess what their sales are.


If you're an apple investor then why don't you focus on their numbers instead of bringing the competitor's numbers into the topic? I'm an Apple investor and I couldn't give a rats ass how Samsung is doing. Apple's numbers can shoot up or down regardless of the competition.

Sounds to me like you're just a shit disturber.
 

poofyhairguy

Lifer
Nov 20, 2005
14,612
318
126
I wonder how many people will continue to pay it?

I think a lot of people will. Apple established itself as the luxury smartphone brand. The class of people that drive Lexuses and BMWs will buy iPhones. I expect within three years the Chineseification of Android will make it so there is a $100-200 solid Apple Tax for their devices.

Apple has already started taking down the hardware value of their phones (aka cutting corners on the insides), I expect tablets are next. Honestly I am SHOCKED the Air 2 is so good given the lack of competition in Android.
 

Commodus

Diamond Member
Oct 9, 2004
9,215
6,818
136
Absolutely. A ton of pent up demand for a larger iphone is mostly going to hurt android as that's where the users will be coming from.

It'll be interesting when the cell companies finally kill subsidies for phones. Its obvious they're trying. The extra 'apple tax' will really become more apparent then. I wonder how many people will continue to pay it?

Well, here's the thing: if an end to subsidies hurts Apple (I don't think it will), it'll also hurt every company with a significant emphasis on high-end phones. Off-contract, the pricing for the iPhone, Samsung's Galaxy S series, LG's G series and other advanced hardware is about the same -- between $600-650 up front. If Android succeeded due to the pricing shift, it'd be because Apple simply doesn't sell mid-range phones as many would define them... and that's assuming that people in North America/Europe decide that mid-range is "good enough."
 

ControlD

Diamond Member
Apr 25, 2005
5,440
44
91
Well, here's the thing: if an end to subsidies hurts Apple (I don't think it will), it'll also hurt every company with a significant emphasis on high-end phones. Off-contract, the pricing for the iPhone, Samsung's Galaxy S series, LG's G series and other advanced hardware is about the same -- between $600-650 up front. If Android succeeded due to the pricing shift, it'd be because Apple simply doesn't sell mid-range phones as many would define them... and that's assuming that people in North America/Europe decide that mid-range is "good enough."

That would be interesting to see. I personally don't think a large portion of the public will be willing to pay $600+ for their phones. Even if they did, I would have to think the upgrade frequency would drop considerably. Then again, these phones have unreasonably high sticker prices in part due to subsidizing anyhow, so perhaps we would see a price drop across the board.
 

Midwayman

Diamond Member
Jan 28, 2000
5,723
325
126
Well, here's the thing: if an end to subsidies hurts Apple (I don't think it will), it'll also hurt every company with a significant emphasis on high-end phones. Off-contract, the pricing for the iPhone, Samsung's Galaxy S series, LG's G series and other advanced hardware is about the same -- between $600-650 up front. If Android succeeded due to the pricing shift, it'd be because Apple simply doesn't sell mid-range phones as many would define them... and that's assuming that people in North America/Europe decide that mid-range is "good enough."

It'll hurt the high end in general. Especially since there are a lot of 'good enough' phones at half the price. Iphones however get upto almost a grand if you get the big memory models. For android at least, nothing really sells at MSRP if you're not an idiot. Apple products are much more difficult to find discounted. It'll just make the real cost a lot more apparent.
 

dawheat

Diamond Member
Sep 14, 2000
3,132
93
91
You really should stick to the topic, child, instead of veering elsewhere. I am not an Apple customer but investor and this clearly puts a smile on my face. I don't "hate" any firm. I just have zero respect for predatory firms that ape innovators. And the numbers speak for themselves. Samsung? Their numbers are nebulous. It takes an army of analysts to even guess what their sales are.

Sigh, you can't be as petty as you are and then try to play the high road. As an Apple investor, I'm happy with their performance.

What I don't have is the need to be petty:
How will Samsung respond? With new commercials talking about committed iPhones fans are to the brand (insulting the very people they're trying to switch, really smart marketing) or how iPhones are this, that or the third? I'm waiting with bated breath

or petty and wrong:
Compared to the Note 3, the Note 4 has more Samsung crap than ever before..

or just oddly insecure:
For some reason, Samsung has been ashamed to show their numbers for a couple of years

If you're a real investor, you'd be able to have a honest conversation about a major competitor, their missteps, their current steps, and their chances of making a recovery. Your tone and comments make it pretty clear you're unable to do so.
 

dawheat

Diamond Member
Sep 14, 2000
3,132
93
91
Absolutely. A ton of pent up demand for a larger iphone is mostly going to hurt android as that's where the users will be coming from.

It'll be interesting when the cell companies finally kill subsidies for phones. Its obvious they're trying. The extra 'apple tax' will really become more apparent then. I wonder how many people will continue to pay it?

Honestly I see an end to subsidies hurting flagship Android phones. Apple has built enough differentiation and loyalty where their flagship buyers will likely continue to buy their products (on Jump/Leap type programs).

Instead, I think it's Android flagship buyers who are likely to be willing to go with a year old phone or good enough mid-range phone to save a bunch of coin. Lowering subsidies would make the US closer to other markets where flagships make up a smaller sales percentage.
 

vi edit

Elite Member
Super Moderator
Oct 28, 1999
62,403
8,199
126
Honestly I see an end to subsidies hurting flagship Android phones. Apple has built enough differentiation and loyalty where their flagship buyers will likely continue to buy their products (on Jump/Leap type programs).

Instead, I think it's Android flagship buyers who are likely to be willing to go with a year old phone or good enough mid-range phone to save a bunch of coin. Lowering subsidies would make the US closer to other markets where flagships make up a smaller sales percentage.

I think you have a very good argument there. It's not much different than the $50 Lumia 52X variant being something like 85% of all windows phone market.

MotoX being sold for $350. Nexus 4/5 being in that $300-$350 range. Moto G. Plus the whole second hand market where I can get "best of last year" for an outright purchase around what my subsidy down payment would be.
 

sweenish

Diamond Member
May 21, 2013
3,656
60
91

You lose the argument right here. Ad hominem is a logical fallacy, and it takes away from your stance.

It says you are incapable of arguing the facts. You instead must resort to name-calling in order to try and save face. You are, in essence, conceding the point to the other side.
 

Commodus

Diamond Member
Oct 9, 2004
9,215
6,818
136
It'll hurt the high end in general. Especially since there are a lot of 'good enough' phones at half the price. Iphones however get upto almost a grand if you get the big memory models. For android at least, nothing really sells at MSRP if you're not an idiot. Apple products are much more difficult to find discounted. It'll just make the real cost a lot more apparent.

Eh, the discounts aren't necessarily reflecting the "real" costs so much as the companies' trouble selling their products. Samsung got much more aggressive about GS5 price cuts last year after it was pretty clear that it had overestimated demand. I actually kinda like it when companies hold their ground on pricing, because it means they refuse to sacrifice their long-term health for the sake of short-term gains. It's part of why Apple just became the most profitable company on the planet while Samsung/HTC/Sony are all wondering where the money went.
 

poofyhairguy

Lifer
Nov 20, 2005
14,612
318
126
Eh, the discounts aren't necessarily reflecting the "real" costs so much as the companies' trouble selling their products. Samsung got much more aggressive about GS5 price cuts last year after it was pretty clear that it had overestimated demand. I actually kinda like it when companies hold their ground on pricing, because it means they refuse to sacrifice their long-term health for the sake of short-term gains. It's part of why Apple just became the most profitable company on the planet while Samsung/HTC/Sony are all wondering where the money went.

Apple can hold their ground because their products are highly desirable. Doing that kind of crap when you don't have a product as powerful as the iPhone is how you end up with a FirePhone. People say that other companies need to be like Apple but unless they are going to find a magic way to build a whole new OS with a million apps that is impossible.

All that separates a Samsung from a Huawei is the fact that Americans know Samsung because they have a Samsung TV and they have seen "The Next big Thing" ads during NFL games. Up until now Samsung was all smoke and mirrors, basically relying on the average person being ignorant of Android to get a foothold. Maybe they can come out with the type of product is at an iPhone level where it changes everything- they are trying with wearables and VR. Until then they are basically a marketing company.
 

dainthomas

Lifer
Dec 7, 2004
14,612
3,458
136
Eh, the discounts aren't necessarily reflecting the "real" costs so much as the companies' trouble selling their products. Samsung got much more aggressive about GS5 price cuts last year after it was pretty clear that it had overestimated demand. I actually kinda like it when companies hold their ground on pricing, because it means they refuse to sacrifice their long-term health for the sake of short-term gains. It's part of why Apple just became the most profitable company on the planet while Samsung/HTC/Sony are all wondering where the money went.

I don't care how profitable a company is. It certainly isn't my responsibility to make sure they are (always odd how people brag about spending more). I'll just buy whichever device is the best for me. At this point that is the Note4.
 

Dari

Lifer
Oct 25, 2002
17,134
38
91
If you're an apple investor then why don't you focus on their numbers instead of bringing the competitor's numbers into the topic? I'm an Apple investor and I couldn't give a rats ass how Samsung is doing. Apple's numbers can shoot up or down regardless of the competition.

Sounds to me like you're just a shit disturber.

Because it's the subject of the damn article
 

Dari

Lifer
Oct 25, 2002
17,134
38
91
Sigh, you can't be as petty as you are and then try to play the high road. As an Apple investor, I'm happy with their performance.

What I don't have is the need to be petty:


or petty and wrong:


or just oddly insecure:


If you're a real investor, you'd be able to have a honest conversation about a major competitor, their missteps, their current steps, and their chances of making a recovery. Your tone and comments make it pretty clear you're unable to do so.

An honest discussion? Here? Look at the rules at the top of this subforum. They're there because many here have pledged allegiance to one brand or another. Me, I'm a SONY fan but I'm no fool. I don't put my money where my heart is. Never. And why attack my OP when it's exactly what Samsung has been doing for years? They've attacked Apple customers relentlessly and have nothing to show for it. Finally, what is so insecure about that last quote by me? When was the last time Samsung gave out numbers as far as how many phones they're selling? It's been, what, 3-4 years? They're obviously holding back for a reason and it certainly isn't because of pride in those numbers...
 

Dari

Lifer
Oct 25, 2002
17,134
38
91
You lose the argument right here. Ad hominem is a logical fallacy, and it takes away from your stance.

It says you are incapable of arguing the facts. You instead must resort to name-calling in order to try and save face. You are, in essence, conceding the point to the other side.

Cry me a river. Dawheat deserved it because he kept going off tangent about SONY, Japan, etc... Things that had nothing to do with the OP. It's obvious a nerve was struck or else he wouldn't have done it so many times. I just called a spade a spade.
 

StrangerGuy

Diamond Member
May 9, 2004
8,443
124
106
http://www.gsmarena.com/samsungs_earnings_report_reveals_declining_profits-news-10974.php

Count me as completely unsurprised, anyone with at least a bit of foresight would have seen this coming for a long time.

Apple can hold their ground because their products are highly desirable. Doing that kind of crap when you don't have a product as powerful as the iPhone is how you end up with a FirePhone. People say that other companies need to be like Apple but unless they are going to find a magic way to build a whole new OS with a million apps that is impossible.

All that separates a Samsung from a Huawei is the fact that Americans know Samsung because they have a Samsung TV and they have seen "The Next big Thing" ads during NFL games. Up until now Samsung was all smoke and mirrors, basically relying on the average person being ignorant of Android to get a foothold. Maybe they can come out with the type of product is at an iPhone level where it changes everything- they are trying with wearables and VR. Until then they are basically a marketing company.

The math is simple: If you want iOS, there is only Apple. While one can get a better Android experience than Samsung at <$200 or less.
 
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ultimatebob

Lifer
Jul 1, 2001
25,135
2,445
126
If Apple sticks to their release schedule, they will ship lame "S" revisions to the iPhone 6 and 6 Plus in 3Q that are only minor improvements to the shipping model.

If Samsung releases a seriously improved Galaxy S6 around that time, it shouldn't have any problem becoming a best seller.
 

Dari

Lifer
Oct 25, 2002
17,134
38
91
Here are Samsung's numbers:

link

(Reuters) - Samsung Electronics Co Ltd (005930.KS) on Thursday reported its first annual earnings decline in three years, as strong chip earnings failed to make up for weakness in the South Korean giant's smartphone business.

The semiconductor division was a bright spot as Samsung posted fourth-quarter operating profit of 5.3 trillion won ($4.88 billion), in line with the 5.2 trillion won profit the firm guided for earlier this month.

Notice the low variance when it comes to the official numbers vs forecasts. Nothing to back up the numbers. There is no doubt in my mind that they are man-made. Who knows how bad things are at Samsung Mobile.
 

dawheat

Diamond Member
Sep 14, 2000
3,132
93
91
Cry me a river. Dawheat deserved it because he kept going off tangent about SONY, Japan, etc... Things that had nothing to do with the OP. It's obvious a nerve was struck or else he wouldn't have done it so many times. I just called a spade a spade.

I bring up Sony to highlight your inability to be honest or objective when it comes to Samsung. One one hand you have a train wreck of a business division that's done nothing but hemorrhage money and signs now point to a sell-off. Yet you seem to think they're on the right track for growth and profits with very little reason to support it.

On the other hand you have a hugely successful business division suffering through profit declines that has been responding to pressure. While you may disagree with what they're doing, their newest products show they can complete and produce best in market devices.

However you refuse to concede that anything they can do can reverse their trend and basically only want to believe that they're doomed. While you're free to have that opinion, trying to pretend you're objective or looking at it as an "investor" is laughable. Honestly your intent with this thread simply seems to be another chance to slag Samsung and not actually have a discussion.

For example - from Qualcomm's earnings report:

Some more evidence that Samsung chose Exynos 7420 for the Galaxy S6 (at least launch versions):

...Our lowered outlook for our semiconductor business for the second half of the fiscal year and our lowered EPS expectations, largely driven by the effects of a shift in share among OEMs at the premium tier, expectations that our Snapdragon 810 processor will not be in the upcoming design cycle of a large customer&#8217;s flagship device and heightened competition in China.

http://files.shareholder.com/downlo...B5C81/FY2015_1st_Quarter_Earnings_Release.pdf

There are signs of life at Samsung and weaknesses during the previous year are shaping up to be multiplying strengths in 2015.

Honestly, I'm not as optimistic as the analysts from Jeffries that 2015 will be the "year of Samsung", but I do think we'll see a recovery from them.

http://blogs.barrons.com/asiastocks/2015/01/27/samsung-will-beat-back-xiaomi-in-2015-says-jefferies/
 
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sweenish

Diamond Member
May 21, 2013
3,656
60
91
Cry me a river. Dawheat deserved it because he kept going off tangent about SONY, Japan, etc... Things that had nothing to do with the OP. It's obvious a nerve was struck or else he wouldn't have done it so many times. I just called a spade a spade.

And lost your argument in the process. For the reasons I stated. You may have had points, but you swept your own feet out from under you.
 

postmortemIA

Diamond Member
Jul 11, 2006
7,721
40
91
+1

I recently took the leap from an S3 to the note 4. TW seems a lot lighter than it was with on the S3.
Because TouchWiz, Samsung is one-and-done thing for me.

It is not that TouchWiz as launcher itself is bad, is their suite of unwanted apps plus the carriers bloat plus locked down firmware is too much too swallow.
Damn software would ring like crazy when battery gets to 15%. There was no way to tone that down, and woke me up countless times. Just forget to plug it in at night, and there you go...

I got seriously fed up when Uber spyware was added in ATT update that had 0 useful changes for end user.

So this might be just my case, but Samsung is known for low number of return users, while Apple has the highest.

After having Moto, HTC, Samsung, I don't see how I'm going to look for another android phone if I care what I get for my $.
 

game_boy

Junior Member
Jan 29, 2015
7
0
0
I don't think this is possible. The last time, I checked Samsung's market share was way ahead
 

Oyeve

Lifer
Oct 18, 1999
21,939
838
126
Who cares. Collectively Android is killing apple and that's all that matters to me.
 

Mopetar

Diamond Member
Jan 31, 2011
8,005
6,451
136
Notice the low variance when it comes to the official numbers vs forecasts. Nothing to back up the numbers. There is no doubt in my mind that they are man-made. Who knows how bad things are at Samsung Mobile.

The amount of trouble that they would be in for cooking the books would be astronomical, an therefore highly unlikely.

If they were significantly off of their guidance released just earlier in the month, I would say they have a problem. Given that they updated their guidance it would suggest that they were off from their initial estimates which suggests a high variance.

You've disproved your own theory.
 
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