So how many think that Samsung lost $30 Billion in market shares because of Apple launching the iPhone 6 + before Samsung launch the Note 4
Samsung lost market share not to more expensive Apple products.
They lost market share to cheaper, lower end Chinese products
Technology investors are like fair weather fans, they throw their money towards whatever they think is hot atm. And yes samsung probably took a hit due to iphone 6. Will it last... Probably not, samsung has already sold out the note 4 in korea and is rushing the release. Soon as it comes out watch apple take a hit and samsung receive a boost. Once the big waves are over it will be a holiday race of who has the better sales pitch and product.
Just a point of reference, Samsung only shipped 10 million note 3s.
Total sales or in the first month?
For some reason, I thought Samsung were selling about 10 million Note's a month? Am I mistaken?
Nope totals sales.
Samsung utilizes sell-in when talking about sales not sell through.
They basically saturated the market and are waiting for inventory to dry up. That's one of the primary reason their revenue from mobile phones and semiconductors are getting hit hard.
10 million iPhones in 3 days, 4 million in 24 hours, that's just in 8 markets not including China.
How many pre orders did Samsung sell?
100,000?50,000?10,000?
Not very many apparently, no figures were released.
Just a point of reference, Samsung only shipped 10 million note 3s.
Is that right? So when Samsung talk about sales, they're talking essentially about number of units shipped to retailers/telcos, not necessarily the number of units purchased and in the hands of consumers?
Do Apple use sell-in when talking about sales as well?
Just for reference samsung sold 10million note 3s in 60 days last year.
Samsung however sells way more products than apple releasing them all year round.
The note 3 did very well on it own last year even with apple selling 9 million.
Just for reference samsung sold 10million note 3s in 60 days last year. Apple always has big numbers at their launch dates because they only do it once a year. Samsung however sells way more products than apple releasing them all year round. They have not only the Note4 but also the note edge and the gear s and the alpha comeing out this holiday season, all of which im sure will do well. I beleive last year iphone sold 9 million units by release date... So... They broke their record by 1million. The note 3 did very well on it own last year even with apple selling 9 million. Im sure they will do just fine again this year. Dont jump to the hype and keep a level head in todays markets.
Yes they did.
Samsung shares dropped when Apple announced 10m iPhone sales. Samsung's high-end larger screen offerings (ie; the Galaxy S and Note lines) don't seem to be attracting enough consumers away from Apple's devices. The major reason Samsung established themselves as a major smartphone player is because they made large screened phones and marketed them aggressively. The high sales of the iPhone 6/6+ suggest that Apple are now playing Samsung's game of phones with larger screens, and are succeeding at it. Samsung being the first mover in that market segment, having multiple years of established product lines of very large screened phones (Galaxy Note in particular) should have been able to establish themselves as the premier large-screen smartphone manufacturer in the world. However, it seems consumers are still attracted to iPhone's moreso than Samsung's devices. And the scary part is that Apple didn't even release the 6/6+ in China....
So that's what investors are worried about and why Samsung's shares dropped suddenly this week. Absolutely had to do with Apple and the iPhone launch.
They're also losing to that too. Other OEM's like Huawei, Xiaomi etc are beating Samsung's 'race to the bottom' with good-enough products at a cheaper price point than Samsung.
But it's primarily the iPhone 6/6+ release that's hit Samsung's shares to lose 30 billion suddenly this week, not because of the lower end phones.
Chinese companies have been out-selling Samsung for a couple of years now. That's not the reason why the shares suddenly dropped. It's not like a whole bunch of Samsung investors all woke up on Monday and thought "Wait a minute, Chinese phone manufacturers are outselling Samsung in developing markets. SELL SELL SELL!" No. They woke up and heard 'most successful iPhone launch ever', 'iPhone sells 10 million units on opening weekend', and now they're thinking 'crap, Apple are beating Samsung at the larger-screen game, and Samsung have been losing the lower end market too.....what's next for Samsung?'
Nope totals sales.
Samsung utilizes sell-in when talking about sales not sell through.
They basically saturated the market and are waiting for inventory to dry up. That's one of the primary reason their revenue from mobile phones and semiconductors are getting hit hard.
They've sold more than 10 million in its life time. The note 3 sold 10 million in the first two months. So are you saying that they didn't sell a single note 3 after the first 2 months?
http://bgr.com/2013/12/10/samsung-galaxy-note-3-sales-10-million/
Posted from my S5