Samsung
Samsung has an Apple week, sheds $19 billion in market value
June 18, 2013: 5:11 PM ETThe world's smartphone market leader gets a taste of what Apple has been going through.
Click to enlarge. Source: Which?
FORTUNE -- Confession: Between Apple's (AAPL) developers conference (which I watched from afar) and the e-book antitrust trial (which I've been attending), I must have taken my eye off the Apple v. Samsung smartphone wars.
Otherwise, how could I have missed Miyoung Kim's report Sunday out of Reuters' Seoul bureau that triggered such memorable U.S. headlines as
- Wall Street Wakes-Up to the Folly of Samsung's Volume Strategy (Patently Apple)
- Samsung Goes The Way Of Apple On Galaxy S4 Fears (ValueWalk)
- Apple probably drank 6% of Samsung's milkshake (Quartz)
The Reuters report, titled Samsung analysts ask hard questions as S4 marketing charm wears off, cited a "massive wave of downgrades" -- including such high-profile brokerage houses as JPMorgan, Morgan Stanley and Goldman Sachs -- after analysts realized they'd made "hopelessly optimistic forecasts for [Samsung's] smartphone sales."
Between June 6 and June 13, Samsung shed 21.5 trillion Won in market value, or nearly $19 billion.
As Apple investors know all too well, a loss of value in the stock market can have a ripple effect in the media, leading to artifacts like the one above, created by Which? and spotted by BGR, that questions Samsung's oft-cited strategy of making smartphones and tablets in any shape or size a consumer might want.
-
Will President Obama veto the Apple iPhone 4 import ban?
It came the same day the White House proposed reforming the very agency that issued it.
FORTUNE -- The ironies underlying the U.S. International Trade Commission's order Tuesday banning the import from China of certain older iPhones and iPads are stacked up like planes circling Dulles International waiting for a chance to land.
But before we list them, we need to make an important distinction between two kinds of patents:
Standards-essential patents (SEPs), MORE
Philip Elmer-DeWitt - Jun 5, 2013 9:53 AM ETPosted in: Apple, Import ban, International Trade Commission, iPhone, ITC, Patents, President Obama, Samsung -
Apple, Samsung and the 'profit share trap'
The current state of affairs, writes an analyst from Hyderabad, is untenable.
FORTUNE -- In the midst of a loud debate over which matters most in the smartphone wars -- market share or profit share -- Sameer Singh calmly analyzes the situation from the perspective of disruption theory.
Writing on his Tech-Thoughts blog, the Indian analyst from Hyderabad describes the current state of affairs -- where Apple (AAPL) and Samsung share between MORE
Philip Elmer-DeWitt - May 28, 2013 11:36 AM ET -
Video: 'All eyes on the S4' for a free Samsung Galaxy
A Swisscom kiosk in Zurich's main railway station makes a clever Samsung promo.
FORTUNE -- Samsung and Swisscom, a major Swiss telecommunications carrier, have come up with a crowd-pleasing way to promote one of the things the Galaxy S4 can do that Apple's (AAPL) iPhones can't.
Link: YouTube video.
Philip Elmer-DeWitt - May 27, 2013 11:58 AM ET -
Why doesn't Apple cut its prices and sell more iPhones?
The market share vs. profit share debate rages on.
FORTUNE -- Android's Market Share Is Literally a Joke, John Kirk's provocative analysis of the smartphone wars, has caused quite a stir since it was posted Thursday on Tech.pinions.
"Scoring by market share alone and ignoring profit," he writes in one of several sports analogies, "is like saying that a baseball team won because it had more hits when the other team scored more runs."
Lines like MORE
Philip Elmer-DeWitt - May 25, 2013 8:04 AM ET -
Forecast of the day: iPhone and Galaxy June sales
Google Trends says Apple beats low expectations, Samsung momentum stays strong.
FORTUNE -- Morgan Stanley's Katy Huberty unveiled a new crowdsourced forecasting tool Tuesday. As explained in an April whitepaper, the AlphaWise Smartphone Tracker is based on an analysis of Google Trends, using different search terms for different regions and adjusting for seasonal trends.
The results of the first month's survey of the U.S., U.K., German, French, Japanese and Chinese markets are shown in the chart above.
As MORE
Philip Elmer-DeWitt - May 22, 2013 7:09 PM ET -
Contrasts: Apple's Tim Cook and Samsung's Lee Kun-hee
The U.S. is suing Apple. Lee's government pardoned him. Twice.
FORTUNE -- With Tim Cook scheduled to testify Tuesday before a hostile Senate subcommittee and the Department of Justice's antitrust trial against Apple (AAPL) set to begin the following week, this might be a good time to contrast how the U.S. and South Korean governments each treat their country's most valuable company.
Apple:
Cook is expected to be questioned sharply next week MORE
Philip Elmer-DeWitt - May 19, 2013 7:00 AM ET -
Galaxy S4: 10M in 4 weeks. iPhone 5: 5M in 3 days.
When Apple reported record iPhone 5 sales, the stock began a six-month free fall.
FORTUNE -- It's been years since Samsung reported any unit sales numbers at all for its mobile phones, so the tech press took notice Thursday when the South Korean manufacturing giant decided it had something to brag about.
Samsung Electronics co-CEO Shin Jong-kyun told reporters at an industry forum in Seoul that he is confident shipments of the Galaxy S4 MORE
Philip Elmer-DeWitt - May 17, 2013 10:31 AM ET -
Is Apple's iPhone really 'dead in the water'?
Business Insider, for reasons of its own, would have you think so.
FORTUNE -- Business Insider's Jay Yarow took some heat on Twitter Tuesday for the chart (at right) that he ran under the headline The iPhone's Market Share Is Dead In The Water.
His numbers, taken from the latest Gartner press release, were accurate enough, as far as they went.
There's no question that Android's share of the world smartphone market is MORE
Philip Elmer-DeWitt - May 14, 2013 7:32 PM ET -
'Smart device' shipments hit 308.7 million units, says Canalys
Tablet shipments were up 106% in Q1 2013, smartphones up 48%, notebooks down 13%.
FORTUNE -- Total shipments of smart devices, which Canalys defines as notebook PCs, smartphones and tablets, hit a record 308.7 million units in the first quarter of 2013, according to a press release issued Thursday.
Unsurprisingly, given recent trends, Google's (GOOG) Android platform dominated the smartphone market, Apple's (AAPL) iOS the tablet market and Microsoft's (MSFT) Windows the notebook shipments.
The MORE
Philip Elmer-DeWitt - May 9, 2013 12:27 PM ET
