Samsung Expected to Earn $4B More Making iPhone X Parts Than Galaxy S8 Parts

[78Bandit]

I'm going out on a limb here and saying Apple won't sell 130 million of the iPhone X over the next 20 months. The market for a $1,000 phone is going to be satiated pretty quickly. With the anticipation of new models in different sizes expected in September 2018 I bet the sales volume of the X will plummet off a cliff after March. It is a luxury item tailor made for people who want exclusivity. Just like last year's clothes and accessories, the iPhone X is going to be passe' as soon as the new version comes out. Unless Apple does the equivalent of sending the old model to TJ Maxx and discounts it to under $700 then I think sales will be abysmal after nine months.

My prediction is the X will sell around 50 million before next year's models debut. After that it will probably be quickly killed so as to not cannibalize sales of the new models while the 8 soldiers on as the low-cost alternative.

 

[bigheadtz]

I bet you never heard of “PenTile”?

I guess Samsung Marketing Deparemrnt has been doing a very good job with those inflated PPI numbers.

What screen technology?

Samsung phones have had OLED displays for many years!

Lets compare:

iPhone x - 2436x1125 (458 PPI)
Galaxy S8 - 2960x1440 (570 PPI)
Galaxy S8+ - 2960x1440 (529PPI)

 

[LordVic]

Samsung can’t use Apple’s screen technology on their phone, this is very teasing.

if it hasn't been mentioned a few dozen times in response to this yet:

Apple doesn't have screen technology. The iPhone X is using Samsung's technology.

 

[69Mustang]

Hint: Major Apple competitor makes more money from Apple than from its own competing phone.

Still looking for the irony. When your best customer buys more of your product it's considered a success not an irony.
I sell 130 widgets to my customer for $1. I also sell 50 widgets to myself for $2. I get $130 + $100. I have $230.
Bob finds it ironic that I made more money off my customer than I made off myself. Bob doesn't know business.

 

[kdarling]

So basically some so-called research firm pulled numbers out of their rear end that would be good for clicks.

Analyst firms don't just "pull numbers out of their rear end", otherwise they wouldn't stay in business for years.

Moreover, Apple themselves often quote numbers from analysts (when they're favorable).

The OLED used by iPhone X is the true tone OLED with 3D Touch technology, which is totally different from Samsung’s OLED used in their phones.

True tone is about adjusting the white balance, not a difference in the display itself. That's why it's doable on both LCD and OLED devices.

3D Touch

Likewise, 3D Touch is done via a flexible glass overlay, not a difference in the display itself. That's why it's doable on both LCD and OLED devices.

 

[Dave.UK]

I bet you never heard of “PenTile”?

I guess Samsung Marketing Deparemrnt has been doing a very good job with those inflated PPI numbers.

I have indeed. The same PenTile that the iPhone X is rumoured to be using.

 

[DaveOP]

This is extremely sad. Apple just gave up on the mobile phones too. They gave up on the desktop and Operating system a long time ago. I want to read the excuses of the fan boys now. Did you read well ? Samsumg is making your screen and memory !. At least those components are gonna be of some quality now.

Samsung has been making Apple screens and memory for years, probably a decade. This is nothing new.

 

[Stella]

Samsung have a good business going, kudos to them.

As for costs, let the market decide. Isn't that what is often said?!! There's nothing stopping other companies from getting into the OLED / AMOLED business, is there?

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Can anyone confirm why its not possible to install cracked version of IOS on a galaxy s device? like OSX is done in hackintosh

Different hardware for starters.

hackintosh are Intel CPUs with other compatible hardware components. Its a night and day difference between the two.

 

[jamesrick80]

I bet you never heard of “PenTile”?

I guess Samsung Marketing Deparemrnt has been doing a very good job with those inflated PPI numbers.

And I bet you never heard that the new diamond sub-pixel arrangement gives you three times the resolution of other oled display arrangements and even negates needing 4K resolution since it's so sharp. PPI is actually correct and even more enhanced.

Therefore, the newly designed Pentile displays you are speaking of are a sight to behold. They are sharper and more beautiful and highly accurate. So that 500+ ppi can actually artificially appear as a 4K screen with 1000+ ppi in certain situations due to a diamond sub-pixel arrangement with a wide color gamut.

It's a reason why Apple moved in on AMOLED when it actually became a truly advanced screen technology and the best display on mobile devices available period.

 

[Geurt]

What screen technology?

Samsung phones have had OLED displays for many years!

Lets compare:

iPhone x - 2436x1125 (458 PPI)
Galaxy S8 - 2960x1440 (570 PPI)
Galaxy S8+ - 2960x1440 (529PPI)

Yeah, let's throw some specs with it as well that nobody cares for (except geeks and people who are on the wrong forum) ... especially for those: the notch rules !

 

[LordVic]

The OLED used by iPhone X is the true tone OLED with 3D Touch technology, which is totally different from Samsung’s OLED used in their phones.

so much marketing lingo. not enough facts.

"True-Tone" is just the changing of the displays white ballance. Something that's been capable in AMOLED, especially samsung panels for a long time. My S6 features a mode called "blue shift" that lets you customize your own white balance. What Apple has done is just tired this technology into software that reads ambient light and auto-adjusts it for you. This isn't proprietary tech. My Kobo e-reader does this as well for e-ink.

3D Touch is an under-display technology and can be applied to AMOLED or LCD as evidented by the fact 3d Touch has been around since the iPhone 6s that was LCD.

so no. Nothing Apple is using in the iPhone X from a display technology is Apple's own. it's Samsung's.

 

[Abazigal]

I'm going out on a limb here and saying Apple won't sell 130 million of the iPhone X over the next 20 months. The market for a $1,000 phone is going to be satiated pretty quickly. With the anticipation of new models in different sizes expected in September 2018 I bet the sales volume of the X will plummet off a cliff after March. It is a luxury item tailor made for people who want exclusivity. Just like last year's clothes and accessories, the iPhone X is going to be passe' as soon as the new version comes out. Unless Apple does the equivalent of sending the old model to TJ Maxx and discounts it to under $700 then I think sales will be abysmal after nine months.

My prediction is the X will sell around 50 million before next year's models debut. After that it will probably be quickly killed so as to not cannibalize sales of the new models while the 8 soldiers on as the low-cost alternative.

I think the real constraint here is still how many iPhone X Apple can produce for sale. I am betting 100 million at least, assuming supply can hold up. Won’t be surprised if this spurs another mega-upgrade cycle.

And after nine months, people will start holding off for the next refresh anyways, so it’s hardly surprising that sales will peter off.

 

[DynaFXD]

More money for Samsung to develop the S9. Sweet.

More like, more reason for Samsung to invest in whatever subsidiary is producing OLED products even if their own phone making subsidiary can't afford them. Samsung is in the business of turning raw materials into products for the market place. If Apple is the one who is ready to pony up the dollars for the products, then they get the buy. Biggest down side if for Apple in getting too attached to a single vendor. Nobody wants to be beholden to one source, hence Apple trying to get others in the market place (which will then theoretically force Samsungs prices down). Samsung muse be making a killing on this deal.

 

[citysnaps]

Yeah, Samsung supplies components to Apple.

Just like dozens of other component suppliers, such as Texas Instruments, Cirrus, Broadcom, Corning, Qualcomm, Bosch, PMC, SK Hynix, LG, Toshiba, TDK, NXP, TriQuint, Maxim, Skyworks, STM, Avago, Alps, and on and on.

 

[joueboy]

Fanboyism hurts really bad isn't it? Knowing that they are not loyal to you despite you’re fighting all your loyalty for them. They surely loves more their your so called enemies more than you do. You cheers for your team and players then you buy their brands, you love looking down on somebody and willing to die for it. Yet they never knew you've ever existed and never care for you. They're more willing to partake your so called enemies and act they're opponents when they're playing the game. You've been fooled all along yet you deny it.

 

[Mike MA]

Samsung is kind of smart. If Apple at some point in time should be desperate in terms of revenue or growth, they could also sell or licence some of ttheir developments. But of course there's much more R&D done at Apple, at least from the outside view.

 

[69Mustang]

so much marketing lingo. not enough facts.

So we're channeling each other this morning.

Marketing department has earned it's paycheck. The only things missing in your comment are Bionic, Super Retina, and Animoji. Oh, and facts. The comment is definitely missing those.

 

[Minxy]

At meetings, Samsung executives are known to tell attendees who pull out iPhones: "It's OK. They're our best client," according to people familiar with the matter.

Samsung employees often refer to Apple with code names. One of the most popular is "LO," short for "Lovely Opponent," people familiar with the matter said. Apple's descriptor for Samsung, meanwhile, is Samsung.

Hilarious!

 

[HarryDevlin]

Quite an interesting and no doubt tricky position for Samsung - as a supplier and competitor they must have an almost unparalleled level of insight into the direction and future of the iPhone, even only supplying individual parts and not having full sight of the whole.

It doesn't matter much. The main selling point of the iPhone is in iOS. The iPhone has long lagged Samsung phones in terms of screen resolution, and other hardware features, which Apple adds at a measured pace in order to encourage users to upgrade. Apple was late with 3G, LTE, NFC, larger screens, and wireless charging, and still lacks fast charging, IP68, and a MicroSD card slot. The iPhone X was designed to compete against the Samsung Galaxy S8, but it still lags the Galaxy S8+ and Note 8. Apple has higher performance processors, but doing better on benchmarks is meaningless since neither Apple or Samsung have any lag on their high-end models, it's a non-issue but one which some people make a big deal about.

The iPhone 8/8 Plus were the real disappointments. Everyone was sure that they'd do something about the low-resolution screens, but they did not. The iPhone 8/8 Plus can now barely compete with mid-range Android phones selling for under $250. But if they had improved the displays it would have hurt iPhone X sales. And how can the Galaxy S8/S8+, which still have a headphone jack and a MicroSD card slot, achieve IP68, while the iPhone 8/8 Plus/X are at only IP67?

The iPhone X will compete well against the Galaxy S8, but hopefully we'll see an iPhone X Plus with a larger screen to compete against the Galaxy S8+ and the Note 8.

 

[rpat701]

Samsung’s Philosophy: If you can’t beat them, join them!

No, actually, Apple needs them to produce this type of screen. They aren't joining anything but rather suppling components. Samsung Group is a MUCH MORE diverse company than apple will ever be. Consumer electronics is only one of their revenue streams.

 

[blackcrayon]

This is extremely sad. Apple just gave up on the mobile phones too. They gave up on the desktop and Operating system a long time ago. I want to read the excuses of the fan boys now. Did you read well ? Samsumg is making your screen and memory !. At least those components are gonna be of some quality now.

You mean like Google is making Samsung's mobile operating system? At least the one people care about.

In any case, Apple has never manufactured iPhone screens- they did/do play a part in designing them though. I think the haters are more upset they can't say "teh EYeF0ne screen sux0rz!" since they would be insulting a mostly Samsung part
[doublepost=1506953083][/doublepost]

No, actually, Apple needs them to produce this type of screen. They aren't joining anything but rather suppling components. Samsung Group is a MUCH MORE diverse company than apple will ever be. Consumer electronics is only one of their revenue streams.

Yes, they make refrigerators, soundbars, and military weapons. Your tone makes it sound like it's somehow better, but it's neither, it's just how it is.

 

[Dave.UK]

Yeah, let's throw some specs with it as well that nobody cares for (except geeks and people who are on the wrong forum) ... especially for those: the notch rules !

So in a thread where we're talking about screens, and more specifically my post which was a reply about screen technology, you don't think screen specs should be mentioned?

From reading you response it sounds like "Don't mention specs unless Apples are better"

 

[zombierunner]

Please for goodness sake make 16:9 phones next year. Those tall displays suck for media consumption.

 

[djcerla]

Damn that iPhone looks so much better than the galaxy, which pretty much looks like every buttonless smart phone.

Gladly embrassing iPhones new style.

Yup. It looks way nicer indeed.

I can't understand the popular belief that the iPhone X's notch is "ugly"... I do really like it, it gives a very unique "shape" to the phone.

 

[MacLoveMacHate]

Oh, this piece of reality did make me chortle.