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Samsung Reportedly Dethrones Apple as Top Smartphone Vendor in Q3 2011

i hate phones said:
i'd like to see a sub poll of if the people leaving samsung are sticking with android... would think they'd be more tied to the OS than to the phone manufacturer but apple/ios is like 1 in the same when it comes to the iphone. makes for hard comparrisons.
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it's hard to say with one survey... Samsung has a 28% retention (HTC 39%) and android has 55% - which, I think, implies that people with Samsung smartphone are leaving... but the RIM & Nokia are even worse.

Since Samsung & HTC is breaking records with smartphone sales, where are the people coming from? I would say, first time smartphone buyers (from the huge dumb phone market) and migration out of RIM /Nokia.

BUT, it hard to tell and somewhat unfair to Samsung (esp with the Galaxy line), since Android really exploded in 2009 and buyers of carrier subsidized phone at that time are just rolling off their plans. (in otherwords it's hard to say they are migrating, if they haven't been given a chance)


.
 
CounterCulture said:
exactly what i was thinking. my father who uses T-Mobile was past his contract and called in not too long ago to cancel his plan. When asked why, he told them that he wanted to get an iPhone 4S. In response, T-Mobile CSR asked what they could possibly do to keep him. My father then asked how much the Samsung Glaxay S II was and T-Mobile decided to just give it to him for FREE. Seems like a desperate giveaway.

C'mon Samsung. Although your statement MAY be true, shipping # ≠ sales #.
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if T-mobile gives away a phone thats a sell in Samsungs book. The main flaw in your reasoning is this: If Samsung are stuffing the channels, how come they can do it quarter after quarter? Why are middle-men taking on more stock if they can't sell the stock they currently have? Second, why are Samsung throwing money down the drain by producing phones they cannot sell?

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AppleFan1984 said:
I hear about this difference a lot, but I don't understand how Samsung can be expected to provide any other numbers since they're not a retailer.

What happens to all those supposedly unsold phones?
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According to Appleonian logic, they're thrown into the fire.
 
Vulpinemac said:
But Samsung isn't, are they? Samsung provides the manufacturing processes for Apple-designed chips, RAM, Flash memory, displays and numerous smaller components.
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Again I ask, "Why do you care how successful Samsung is or isn't? Seriously."


Further - I thought it wasn't an issue of specs anyway - that it's all about the iOS and ecosystem. How does Samsung have inside information on that if they are just providing the guts of the phone?
 
Heh...

KnightWRX said:
And Samsung did have great success with the SGS II, selling 5 million units (only 1 model remember) in 85 days before having any availability in the United States for that model, that's on top of all their other smartphone models.
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Well, in case you lived under a rock: the iPhone 4S is available in a limited number of countries, and sold 4 million pieces over the course of just a few days. This excludes the million or so pre-orders. Clearly Apple set a new standard here, and I truly doubt anyone will ever match that. Not that Samsung should mind, as they are an important component supplier for the iPhone.
 
basjhj said:
Well, in case you lived under a rock: the iPhone 4S is available in a limited number of countries, and sold 4 million pieces over the course of just a few days. This excludes the million or so pre-orders. Clearly Apple set a new standard here, and I truly doubt anyone will ever match that. Not that Samsung should mind, as they are an important component supplier for the iPhone.
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And what makes him living under a rock for saying that Galaxy SII has sold X number of units?
 
Oletros said:
And what makes him living under a rock for saying that Galaxy SII has sold X number of units?
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It doesn't. At best it's a lame attempt by the poster to bring in a level of competition where there is none.

It reminds me a lot of young kids at school. "I got 4 presents for Christmas."

"Oh yeah? Well I gots 5 presents so I win"
 
samcraig said:
It doesn't. At best it's a lame attempt by the poster to bring in a level of competition where there is none.

It reminds me a lot of young kids at school. "I got 4 presents for Christmas."

"Oh yeah? Well I gots 5 presents so I win"
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The original poster was implying that that was quite an achievement to sell 5 million phones in 85 days. But who cares, if someone else does that within a few days, with higher profit margins, and with a very loyal customer base? I know I do.

(Disclaimer: long on AAPL)
 
basjhj said:
The original poster was implying that that was quite an achievement to sell 5 million phones in 85 days. But who cares, if someone else does that within a few days, with higher profit margins, and with a very loyal customer base? I know I do.

(Disclaimer: long on AAPL)
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So, is not an achievement.
 
lilo777 said:
As if somebody prevented Apple from selling 23 models. Each company has its own strategy. Apple likes to see the waiting lines for their products - hence limited number of models. Do you think people would be lining up to buy iPhones if there were 23 versions of them? But it appears that Samsung may win in the end (just like PCs did it to Macs).
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Nobody is preventing anything, but the number of units sold isn't an indication of anything, if you don't sell units that are at least comparable. And you can't compare a manufacturer whose units span almost the whole market range, and one that focuses only on the mid to high end.

It is only natural that the PSA group will sell more cars than BMW, or VW more cars than Mercedes. Doesn't mean ****, as they don't sell comparable product, at best, their lines overlap in a few areas.
 
basjhj said:
The original poster was implying that that was quite an achievement to sell 5 million phones in 85 days. But who cares, if someone else does that within a few days, with higher profit margins, and with a very loyal customer base? I know I do.

(Disclaimer: long on AAPL)
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implying? really? did you read his post. His cup runneth over with condescension.
 
lukarak said:
Nobody is preventing anything, but the number of units sold isn't an indication of anything, if you don't sell units that are at least comparable. And you can't compare a manufacturer whose units span almost the whole market range, and one that focuses only on the mid to high end.

It is only natural that the PSA group will sell more cars than BMW, or VW more cars than Mercedes. Doesn't mean ****, as they don't sell comparable product, at best, their lines overlap in a few areas.
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Ah, until last quarter units sold was a great indication, as it was in their moment the market sahre, the number of apps in the store, etc, etc, etc.

In the moment someone has better numbers they doesn't mean nothing.
 
I am happy for Samsung. However......

Do you think any cell phone company would sign a contract to guarantee $20Billion in sales,(Like sprint did) just to carry any Android device? The iphone is number one selling single phone and is what brings people into the store.
 
CounterCulture said:
exactly what i was thinking. my father who uses T-Mobile was past his contract and called in not too long ago to cancel his plan. When asked why, he told them that he wanted to get an iPhone 4S. In response, T-Mobile CSR asked what they could possibly do to keep him. My father then asked how much the Samsung Glaxay S II was and T-Mobile decided to just give it to him for FREE. Seems like a desperate giveaway.

C'mon Samsung. Although your statement MAY be true, shipping # ≠ sales #.
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I love how some people think free and for no extra money after signing a 2 year contract are the same thing.
 
RWinOR said:
I am happy for Samsung. However......

Do you think any cell phone company would sign a contract to guarantee $20Billion in sales,(Like sprint did) just to carry any Android device? The iphone is number one selling single phone and is what brings people into the store.
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More importantly - it keeps people from leaving your store. Meaning - without the iPhone and with Verizon and ATT having the iPhone, Sprint's customers as they are due for a renewal are likely to jump ship.

How many NEW subscribers do you think Sprint got? I'm sure a decent amount given their rates/unlimited plan vs tiered. But I imagine it was their retention rate which really excelled
 
samcraig said:
Again I ask, "Why do you care how successful Samsung is or isn't? Seriously."


Further - I thought it wasn't an issue of specs anyway - that it's all about the iOS and ecosystem. How does Samsung have inside information on that if they are just providing the guts of the phone?
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You really don't understand data mining, do you? By looking at what and how many of a certain kind of component another company is purchasing, it's pretty easy to make a guess as to what kind of device those components are going into and how many of that device that company is selling.

Why do you think Apple is so tight-lipped about the parts they buy and legally bind their suppliers to no-talk contracts? You look at the hype and rumor mill and you can see where even the smallest bit of data can generate all kinds of speculation as to what Apple is doing and a lot of that speculation is remarkably accurate--though guessing at two different iPhones models this year was obviously in error. Still, if you look at the guesses and what really got announced, Apple did release an "iPhone 'mini'" (i.e. the 3GS as the entry-level phone) along with an all-new iPhone in the old-style case; so maybe they did do the two-phone shuffle.

You can go to almost any major manufacturing enterprise and pretty much know what they're planning to release in the future; despite efforts to keep details secret. Apple, remarkably, is able to keep that data relatively safe usually up until the month before announcement. However, if you have an inside source--like being the primary supplier for most of that company's devices--you have an inside track that gives you a non-competitive edge over all other manufacturers. Right?
 
emulator said:
Why do people keep thinking if Apple had 11 different kind of iPhones then their numbers would be 11x more? :confused:
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I am sure they know Apple would only sell about 4 times as many due to the fact they have 3 phones already. Don't underestimate people.

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rockrigo said:
so the iPhone is made out of 100% Samsung parts?
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I guess this explains why Apple and Samsung products look alike :)
 
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