Yeah, "The Galaxy of Deceive".
In the last year several of my friends finally got tired of Android and switched to an iPhone.
Even those who were very stubborn at the beginning, finally switched.
Yep. The number of Android switchers to Apple is much larger than those going the other way. Why? Once you surpass only cost as a limiting factor in your choices, then you have more choice and Apple products become options. Long life, reliability, and high integration become over a 3-6 year lifespan with good resale value along the way gives a better per year cost than others.
I expect these ads are pretty effective for the down-market, anti-apple demographic they're aiming for. Ignoring the fact that those phones simply wouldn't exist in the form they do without Apple's design leadership.
Anti-Apple users for whatever reason will claim software or choice faults, high initial costs, “I can always buy a new phone every 2 years cheaper so why worry about long OS upgradability?”, and various other reasons. They just don’t like Apple for whatever reason and they stick to something else, not really having any brand loyalty.
That’s perfectly ok, they have and made their choices. Apple does perfectly well without them.
Anyone who thinks an iPhone is cool in 2022 has no clue. Sure back in the days of the original iPhone-iPhone 5 yes. But now everyone and their mom has one. It's not cool it's basic. hahaha
Wait, 3.5 billion Android users vs 1.3 billion iPhone users and every who and their mom has one? And each year, Apple has, what, 17-22% of the unit sales marketshare and still everyone has an iPhone? Even in the US, just over 50% have iPhones, the rest have something else.
Perhaps it’s just that iPhones are noticeable and visually or otherwise memorable for whatever reason, and the rest, well, maybe they’re mostly forgettable, fleetingly (maybe recognized) and just as quickly forgotten despite having a much larger numeric advantage workdwide. Or maybe specific demographics have and use their iPhones more frequently while Androids just aren’t seen as much or as well?
As for cool, well, that’s in the eyes and minds of the beholders. The fact that the 14-25 middle to upper class demographic overwhelmingly wants and prefers iPhones (see Piper-Sandler teen survey) which then bleeds into young adulthood as jobs and incomes allow, well, that’s where these Samsung ads are aiming at, aren’t they?
Oh, but that just gives you a unique phone!
Yup!
Yeah screaming Desperation for a company that is going on its 4th Gen flip phone. How about apple?
Screaming desperation is 4 generations of Flips and having sold 1M-2.5M-5M and probably 6.5M for 4 full years of sales through 2022-23 sales years. That’s about 14M total over 4 years. Apple sold 237M total iPhones in 2021, 75% or 178M were iPhone 13 models. Even with the supply disruption, Apple will sell, conservatively, 230-235M iPhone in 2022 FY, with higher Pro Model mix, so probably 60% Pro and Pro Max (141M). Is it possible the unloved iPhone 14 Plus, at maybe a low 5% of sales (11.75M) by next September still outsells either the S22 Ultra or all Samsung Foldables for the 2022 sales year? We’ll see.
What I wonder is how much revenue foldables really make for Samsung. Basically aren't they also trashing their own brand by telling their own customers who don't have/want foldables that they are somehow lacking as well?
In 2021, Samsung sold about 7.1M Foldables, with a 70:30 Flip:Fold ratio, of course split on price and affordability. If we choose $1050 ASP for Flip, and $1850 ASP (not counting any discounts or bundle costs - marketing eats at revenues and profits so this is a best case scenario), then
Flip = 7.1M x.7 X $1050 = $5.2B USD
Fold = 7.1M x .3 x $1850 = $3.9B USD
Total revenue = $9.1B. Pretty decent but I suspect gross profitability is only around 25-30% due to low yields of folding displays and pretty low volume to amortize chassis and R&D development costs, not to mention repairs and warranty issues.
This is backed up by Samsung’s recent Sept. Quarterly earning report showing MX (Mobile) division up 13% revenue YoY but profits falling almost 4%. Net profit for MX division was 10% showing the smartphone division relies mostly on mid to low price (but poor margins) tier sales (A, J, and M series) for the vast bulk of Samsung unit sales. From my research, in 2021, Samsung sold 273M smartphones, and I believe the premium and above S22, Ultra, & Foldables totaled ~47M, or just 17.2% of unit sales.