Samsung has an Apple week, sheds $19 billion in market value

The world's smartphone market leader gets 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.

Posted in: Apple, Downgrades, Samsung, Smartphones, Tablets

• How PC makers are fighting the mobile revolution

  Embattled computer manufacturers are making new machines they hope can keep pace with phones and tablets.

  FORTUNE -- For PC makers, Charles Darwin's Theory of Evolution holds true now more than ever: adapt to their rapidly-evolving environment or perish.

  "The PC industry is like that scene out of Jurassic Park, where the little kid asks the professor, 'What happened to all the dinosaurs?' and he responds, 'We see them everyday: They're MORE

  JP Mangalindan, Writer - Jun 4, 2013 6:45 AM ET
  Posted in: Apple, Best Buy, Charles Darwin, Dell, Forrester Research, Google, IBM, IDC, Intel, iPad, Jurassic Park, Lenovo, Microsoft, PCs, Tablets

• '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
  Posted in: Android, Apple, Canalys, Google, Microsoft, Notebook PCs, Samsung, Smartphones, Tablets

• Pie charts of the day: Tablet sales grew 140% year over year

  Apple's iPad sales grew 65%. Samsung's shipments, according to IDC, grew 280%.

  FORTUNE -- How do you make the fact that sales of Apple's (AAPL) iPad grew 65% -- from 11.8 million to 19.5 million -- look bad?

  You bury it under a headline that points out, as several reports did, that its market share dipped below 40% for the first time.

  The data come from IDC's Worldwide Quarterly Tablet Tracker, which took iPad MORE

  Philip Elmer-DeWitt - May 1, 2013 7:45 PM ET
  Posted in: Apple, IDC, iPad, Market Share, Sales, Samsung, Tablets

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  Lenovo is the single PC manufacturer that is doing well. And even that company's worldwide sales are flat.

  FORTUNE -- Let's say the definition of "PC" is the same one we applied five years ago, before tablets. By that definition, the market seems to be collapsing.

  Shipments of PCs in the first quarter fell by 13.9% from the same quarter in 2012. The forecast decline had been 7.7%, according to International Data MORE

  Dan Mitchell, contributor - Apr 11, 2013 2:44 PM ET
  Posted in: Dell, Hewlett-Packard, Lenovo, Microsoft, PCs, Tablets, Windows 8

• Paper: Silicon Valley's favorite drawing app

  With Paper, a handful of ex-Microsoft employees are proving the iPad is more than just a consumption device, one digital brush stroke at a time.

  FORTUNE -- If you thought the iPad was still purely a consumption device, take a few minutes to doodle around with Paper by FiftyThree.

  Since co-founders Georg Petschnigg, Andrew S. Allen, Julian Walker, and Jonathan Harris launched the company nearly a year ago, its drawing app MORE

  JP Mangalindan, Writer - Mar 27, 2013 6:58 AM ET
  Posted in: Andrew S. Allen, apps, Georg Pettschnig, iPad, Jonathan Harris, Julian Walker, Paper, startups, Tablets

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  By Michael Fitzpatrick

  FORTUNE -- Best-man Toshiyuki hands out two iPads at a Japanese wedding reception. He's something of an early adopter while some of the older guests are unfamiliar with touch screens, despite their country's tech-savvy reputation. But the tablet's intuitive quality wins them over as they begin happily perusing a slide show of images MORE

  Mar 25, 2013 5:00 AM ET
  Posted in: Apple, apps, iPad, Japan, Tablets

• Chart of the day: Amazon beats Samsung in U.S. tablet sales

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  FORTUNE -- One of the surprises in ComScore's chart-packed Mobile Future in Focus "webinar" Wednesday was the relative sizes of the orange Amazon (AMZN) and red Samsung bands in the chart above.

  Apple (AAPL) maintained its position as the No. 1 tablet manufacturer, but in battle for dominance among the Android tablet makers in the U.S. market -- MORE

  Philip Elmer-DeWitt - Mar 21, 2013 7:01 AM ET
  Posted in: Amazon, Apple, comScore, Kindle Fire, Samsung, Tablets

• Japanese manufacturers finally take on the iPad

  Japanese - yes, Japanese - electronics manufacturers have gotten the memo about what customers really want. And they're finally fighting back against the iPad.

  By Michael Fitzpatrick

  FORTUNE -- Stung badly by soaring sales of foreign-made smartphones and tablets, Japan's electronics makers are fighting back with a bevy of hi-tech tablets they hope will turn the tables on the dominant Apple iPad.

  Sony (SNE) is setting its hopes on the svelte, bantam-weight, MORE

  Mar 13, 2013 5:00 AM ET
  Posted in: Fujitsu, Galapagos, iPad, Japan, Panasonic, Sharp, Sony, Tablets, Toshiba, Xperia

• What is a PC now?

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  FORTUNE -- The question "What is a PC?" has been bemusing analysts and industry observers since long before the introduction of the iPad -- but especially since. The answer is not so simple. In some ways, it's a question of mere rhetoric. But when it comes to analyzing markets and companies, it becomes a lot more MORE

  Dan Mitchell, contributor - Feb 27, 2013 7:26 AM ET
  Posted in: PCs, Personal computer, Smartphones, Tablets