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Technology Stocks : Apple Inc.
AAPL 272.99-0.3%Dec 30 3:59 PM EST
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To: pyslent who wrote (179961)3/10/2015 3:05:41 PM
From: slacker7111 Recommendation

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pyslent

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Samsung seems to be doing a lot right with the S6. Is it too little too late for the premium Android market (by dint of the large screen iPhone and the cheaper midtier offerings)? Or will the S6 spur a huge upgrade cycle, like the iPhone 6 did for the iPhone userbase? By my count, there are roughly 200m Galaxy S/Note users out there-- what will their next phones be?


That is a big question for 2015. Almost all of the Apple-centric commentators have written off Samsung as a Nokia/Motorola redux. I think Samsung reacts far faster to market trends than the previous mobile "kings" that then faded into oblivion. They also have internal hardware advantages that are unmatched in tech.

I would say that the trend is positive for Samsung right now. They actually stabilized their smartphone business in the 4th quarter and the Kantar data indicates that US share was stable YoY for the three months ending in January. The reported carrier interest in the S6/S6 Edge has all been very positive as well. Samsung has fixed most of the design issues that critics had with the S5 and the Edge looks like it has a chance to be a substantial hit with a look that competitors wont be able to copy.

I really dont have a strong idea on how this is going to play out. Samsung has stopped the bleeding and it looks like they have a very good product offering, but the way I look at it, Apple has nearly become the "default" choice for high-end buyers. It was easy to have a reason to buy something other than Apple when there was no large screen iPhone...but now? Customer loyalty to Samsung/Android looks like it would be the primary reason.

I'll say this, if Samsung cant compete with the S6, then the high-end Android market is doomed until they see a real break through on the hardware side (foldable displays possibly). We'll know quite a bit more in a few months.

Slacker
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