I do not know if it was right track, but I assume most of you Samsung is associated in the mobile market, if spytałbym one product, the symbol of the company, confident in the answers would appear in smartphones. Mostly flagship. Only recently was this hardware wound the results of Korean corporations and allowed her to appear in the mass consciousness of the client. To appear in a good light. But these days go by, the flagship lose their importance. Only if that is the problem?
Yesterday I wrote about Apple’s quarterly report. The Corporation has earned several billion dollars, but the market has not reacted to the news with enthusiasm. Indeed, there was no shortage of speeches in which openly talked about the problems of corporations from Cupertino. One of these is the declining sales of the iPhone. This is a problem for Apple (iPhone is responsible for most of the company’s profits) is also a concern for suppliers and subcontractors whose financial results depend on sales of the smartphone.
One of the companies cooperating with Apple, is Samsung. Partner and competitor in one. Koreans also praised the results for the last quarter, they began to compare and draw joint conclusions. The first is that the worst selling iPhone hit the Samsung because this will provide less components from Apple. Someone may say: but worse iPhone sale is an opportunity for Samsung – after all, could sell more own smartphones, especially flagowców. The situation is not so simple.
The smartphone market has not increased dynamically increasing, but not as much as a few quarters ago. Demand is weakening, and the supply is growing – Samsung lived to strong competition from China, which offers equally good or better smartphones, often they cost less. Samsung does not hide that the next quarter may be difficult and quarterly reports see these troubles. And here comes the question of a new flagship: the Galaxy models S7 and S7 Galaxy Edge will allow the company to tweak the results?
It was meant to be in the case of the current top smartphones, but probably not – Samsung can not boast loudly sales results. On this basis, it can be assumed that the problem, which appeared on the occasion of “Fridays” continues – there is no longer mad at the flagship Samsung. Frankly, I do not know what would happen to this craze back. I wrote a few weeks ago that I do not expect fireworks after the premiere, for the time being of the opinion do not change. Even if the corporation seriously surprised equipment, it is said that he then had a great sell. The market has changed and you can not go past this fact with indifference.
At the same time it does not mean that Samsung stands to lose. They continue to sell mass of mobile equipment, is a leader in the smartphone market, second-placed in the tablet segment. I will be here to make money, competition will not succeed (at least in the near future) erode good Koreans. We must also remember that smartphones offer Samsung does not stop there – yesterday I was joking with her size, but the Samsung is not a joke, but money. Flowing from departments selling household appliances and televisions, and that will not change.
An important role is played and will play components. They saved the results when the situation on the mobile market seriously deteriorated. Now the demand for components weakens, but the organization should come out of this unscathed – if he ceases to dynamically grow the smartphone market supplied by Koreans, there will be other fields for growth: intelligent house, cars, drones, medicine – Samsung in each of these categories may sell some components.
The new flagship will be the locomotive of growth, but it is difficult at this traced really serious problems. Apple has more trouble, because addicted heavily from smartphones. At the same time it should be noted that the growing importance of services may relieve the iPhone. I wonder whether it is the beginning of the end of a great race flagowców Apple and Samsung? Even now it is not as exciting, in a few years can only be curiosity.
Finally, a few words about the outcome of the Samsung’s profit in the previous quarter was approximately $ 2.7 billion, which means a decrease of 40% Compared with the same period of 2014. Revenue has not changed much and amounted to 44.4 billion dollars. Worse than in the recent past, but it’s not bad.
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