Samsung Expected to Post Loses In The 3rd Quarter

[kerrikins]

Android is still growing while Apple is not. Go back to iPhone forums and leave us alone.

You realise that you're on MacRumors, right? This is pretty much the one place on the internet where you have no basis in saying that.

I don't think that Samsung is ~doomed~, but I do think that they have to figure their way out of the current tight spot that they are in - squeezed by Apple from the high end, and from other manufacturers from the low end. Regardless of whether they are 'fine' or not, their investors are not going to be happy and the pressure is going to be on them to pick things up and improve and find a way to increase their profits.

 

[Dontazemebro]

Samsung is another BlackBerry just waiting to happen.

What's really going to kill them is the race to the bottom, they weren't successful in moving upmarket.

I just got a OnePlus One, and despite some early software issues, the current release of CM is slick as whale ****.

$349 for a flagship Android phone is disruptive, if they can transition to traditional online sales, they have a winner on their hands, and I gotta tell you, Samsung is in trouble.

People have been comparing Android's adoption to Windows, and forgetting how the clones decimated so many established manufacturers, resellers. Chinese made and marketed smartphones are going to rule the world, and the days of Samsung making billions from smartphone sales is drawing to a close.

No Samsung is not another BlackBerry. Put the pitch forks away

 

[skratch77]

Samsung has nothing to worry about yet.I hate how the top dogs like apple and Samsung get so much hate and sites spin this crap for web hits.

All I ever see out in the real world are iphones and Samsung's.

I have never in my life seen anyone using an HTC one or lg g3.

 

[AustinIllini]

Samsung has nothing to worry about yet.I hate how the top dogs like apple and Samsung get so much hate and sites spin this crap for web hits.

All I ever see out in the real world are iphones and Samsung's.

I have never in my life seen anyone using an HTC one or lg g3.

Your anecdotal data is useless, because you don't see a sufficient sample size of people.

Time to bury Touchwiz and firm up their relationship with vanilla android. Call it the Moto model. Those guys are setting the Android world on fire.

 

[skratch77]

Your anecdotal data is useless, because you don't see a sufficient sample size of people.

Time to bury Touchwiz and firm up their relationship with vanilla android. Call it the Moto model. Those guys are setting the Android world on fire.

That's why google sold moto right? Seriously have you ever seen a one plus one? And the nexus 4 and 5 don't even work on Verizon and that is the biggest cell phone carrier in the world.

Moto,HTC,Sony are all in the red and not posting profits from there cell phones.huge difference from Samsung posting less profits from last year...they are still posting 4 billion in profits and not 400-500 million in losses like there competitors

Samsung software has nothing to do with it because pure android sells like crap and all other phones don't come close to Samsung in sales and they don't use touchwiz.

Did you all think Samsung would continue to grow at the same pace as it did last year? The market is saturated now and people were waiting for a bigger iPhone.

Samsung will somewhat recover with the alpha and note 4 but q3 is always hard for them because the iPhone cones out and people hold off on the galaxy s phones to see what the next note is like along with the next iPhone.

 

[CEmajr]

That's why google sold moto right? Seriously have you ever seen a one plus one? And the nexus 4 and 5 don't even work on Verizon and that is the biggest cell phone carrier in the United States.

US does not equal the world.

And it's not so much Sony/LG/Moto who are hurting them. It's Xiaomi, Huawei, ZTE, and Apple.

 

[AustinIllini]

That's why google sold moto right? Seriously have you ever seen a one plus one? And the nexus 4 and 5 don't even work on Verizon and that is the biggest cell phone carrier in the world.

The Nexus 4 and 5 are LG. Google only bought Moto for the patents and then unloaded it. They had no interest in owning Motorola long term.

If you honestly think any of the other android phones on the market have better software than the Moto X and G, I have a vacation plot in New Mexico to sell you. Wake up. Samsung needs to get the motorola treatment and fast.

----------

Moto,HTC,Sony are all in the red and not posting profits from there cell phones.huge difference from Samsung posting less profits from last year...they are still posting 4 billion in profits and not 400-500 million in losses like there competitors

I was beaten to it, but Moto and HTC are not the real enemy. Samsung gets its rear end handed to them in the budget realm by Chinese android OEMs and in the Premium markets by Apple.

 

[skratch77]

Why don't you haters wait for q4 numbers after Samsung sells 15 million alphas and note 4 combined

Anyone want to bet its higher then q3 numbers?

 

[AustinIllini]

Why don't you haters wait for q4 numbers after Samsung sells 15 million alphas and note 4 combined

Anyone want to bet its higher then q3 numbers?

Samsung is pretty concerned about fourth quarter, too.

Wall Street Journal mentions Samsung's chip business provides a solid baseline. Thank goodness Apple still uses them for the A8 chip.

 

[LIVEFRMNYC]

On the high end Samsung is beginning to learn that it doesn't have the brand loyalty of Apple. Android users will switch to other manufacturers without much issue. It's far easier and likely for an Android user to go from Samsung to Sony/LG/HTC than it is for an iPhone user to jump to Android.

It's not just about loyalty with Apple. It's about Apple ingraining it's consumers in it's ecosystem. Like you said "it's easier" for Android users to switch manufacturers cause very little(if anything) on Android is proprietary. Apple itself is a proprietary bubble.

Consumers will usually take the easy and known route when upgrading. And since iOS and most of Apple's ecosystem is exclusive to Apple products, it's expected that most users will stick with it if they have no real concerns.

The loyalty is to Android as an OS, not necessarily Samsung as the manufacturer. There have been several high end Android flagships to choose from this year so the Galaxy S series is no longer seen as the sole premium Android device. Add in that Apple just removed their large screen niche and phablet market domination with the 6/6+ and it spells further trouble.

I might be the minority of users in these forums who like TW and rarely had any problems, but I'm a part of the majority in the real world. Other manufacturers should be thanking Samsung, cause Samsung's TouchWiz has made Android more popular than Google itself. Samsung not giving in to the pressure of getting rid of sd card slots and removable batteries, along with setting a standard on larger screen sizes has also been a major factor.

 

[Dreday24]

Next year Samsung should make 3/4 devices the note, the s6, new alpha, and something like a moto g. I think that strategy would work well for them and would allow for better updates, but what do I know

 

[jrswizzle]

Samsung is pretty concerned about fourth quarter, too.

Wall Street Journal mentions Samsung's chip business provides a solid baseline. Thank goodness Apple still uses them for the A8 chip.

That still hasn't been confirmed according to the front page story on this topic.

Why don't you haters wait for q4 numbers after Samsung sells 15 million alphas and note 4 combined

Anyone want to bet its higher then q3 numbers?

15 million Alphas and Note 4s combined? That would be pretty pathetic....

You do know Apple sold 10 million 6s and 6+s in one weekend right? And they've ordered another 70 million to be available before year's end.

Samsung's biggest quarter ever saw them sell 86 million smartphones worldwide across all their models.

Apple is on track to best that with 4 phones.

Combined with Xiaomi, Huawei, ZTE etc flooding the low-end Chinese market, Samsung is getting squeezed and the brand loyalty they may have thought they had (or had been going after) is being tested.

 

[kerrikins]

Why don't you haters wait for q4 numbers after Samsung sells 15 million alphas and note 4 combined

Anyone want to bet its higher then q3 numbers?

Nobody is hating, they're discussing how Samsung is doing and what they can do to correct it. Simply posting an article about Samsung's ailing profits and discussing it is not 'hating'.

 

[AustinIllini]

That still hasn't been confirmed according to the front page story on this topic.

I have it on pretty good source.

 

[jrswizzle]

I have it on pretty good source.

Oh, ok....

 

[pdqgp]

Wall Street Journal mentions Samsung's chip business provides a solid baseline. Thank goodness Apple still uses them for the A8 chip.

That still hasn't been confirmed according to the front page story on this topic.

I think it was confirmed that Samsung is still involved in producing the A8. Would have to dig up the artical but it was linked somewhere in this forum at one point. I remember reading it because it was clear that this was the case vs previous ones where I didn't see it made official.

 

[jrswizzle]

I think it was confirmed that Samsung is still involved in producing the A8. Would have to dig up the artical but it was linked somewhere in this forum at one point. I remember reading it because it was clear that this was the case vs previous ones where I didn't see it made official.

Front page story on this topic says analysts are saying Samsung is still involved in A8 production, but none of the tear downs have produced a Samsung-made A8 chip.

That's all.

And even so - at this point, Samsung is simply an assembly line for the chips. TSMC's 20 nm process, Apple's SoC designs......Samsung just takes their marching orders and cranks them through their machines.

 

[pdqgp]

Front page story on this topic says analysts are saying Samsung is still involved in A8 production, but none of the tear downs have produced a Samsung-made A8 chip.

haven't read todays front page story, I'm referencing one from 1-2 weeks back. not sure where I read it though. too much info too fast these days. that's all.

And even so - at this point, Samsung is simply an assembly line for the chips. TSMC's 20 nm process, Apple's SoC designs......Samsung just takes their marching orders and cranks them through their machines.

never implied it was anything other than production hence why I used the word production. that that know Samsung and Panasonic, know they are major manufacturers underneath it all.

 

[jrswizzle]

haven't read todays front page story, I'm referencing one from 1-2 weeks back. not sure where I read it though. too much info too fast these days. that's all.

Here's the quote from that story:

"While its mobile device division struggles, Samsung's components business is expected to increase 10 percent over the coming year, accounting for more than 40 percent of operating profits in 2015.

One of Samsung's main component customers is Apple, although the iPhone maker has cut back significantly on its usage of Samsung parts. One major move away from Samsung came with the main A8 chip used in the iPhone 6 and 6 Plus, with Apple turning to TSMC for the first time for chip production. Some industry sources believe Samsung to still be producing a portion of A8 chips, but so far it does not appear any have been seen in teardowns of the new devices."

never implied it was anything other than production hence why I used the word production. that that know Samsung and Panasonic, know they are major manufacturers underneath it all.

Oh I know - but that is a shift. Previous A# chips used Samsung processes. The fact that Apple has moved to another group for that likely means Samsung, if they are being used at all, is only being used as an overflow to get more chips out the door more quickly.

While still business for Samsung, it does represent an important shift away from them.

 

[skratch77]

That still hasn't been confirmed according to the front page story on this topic.



15 million Alphas and Note 4s combined? That would be pretty pathetic....

You do know Apple sold 10 million 6s and 6+s in one weekend right? And they've ordered another 70 million to be available before year's end.

Samsung's biggest quarter ever saw them sell 86 million smartphones worldwide across all their models.

Apple is on track to best that with 4 phones.

Combined with Xiaomi, Huawei, ZTE etc flooding the low-end Chinese market, Samsung is getting squeezed and the brand loyalty they may have thought they had (or had been going after) is being tested.

When did I ever compare Samsung to apple sales?

 

[jrswizzle]

When did I ever compare Samsung to apple sales?

I was just pointing out that you may have mis-typed when you said "15 million Alphas and Note 4s combined" would make for a bigger Q4 than Q3.

That's not a lot of smartphones....at all. I would think Samsung would be extremely disappointed in those numbers.

In fact, I just did a Google search and they are hoping to sell 15 million Note 4's within the first month of sales.

I would think they'd be looking for somewhere around 25-30 million for the two devices in a quarter.

But considering the topic of this thread is "Samsung sales decline", a comparison to their biggest competitor isn't unwarranted. One is setting records for sales, the other is seeing it's lowest profits in 3 years.

 

[The Game 161]

I don't think anybody is expecting Samsung to sell more than apple did with the 6.

The cult following is not at that level yet even if the product clearly is. Going forward there's no reason why it can't get even stronger with the new look devices though.

 

[Dontazemebro]

Your anecdotal data is useless, because you don't see a sufficient sample size of people.



Time to bury Touchwiz and firm up their relationship with vanilla android. Call it the Moto model. Those guys are setting the Android world on fire.

Well we know that's not gonna happen seeing as how Samsung wants to branch off on their own. Honestly, aside from optimization and less bloat, I think touchwiz is fine as it is.

 

[Shanghaichica]

US does not equal the world.

And it's not so much Sony/LG/Moto who are hurting them. It's Xiaomi, Huawei, ZTE, and Apple.

This is what I keep saying. It's the cheap android OEMS that are effecting their sales. HTC et al are not selling.

 

[AustinIllini]

Well we know that's not gonna happen seeing as how Samsung wants to branch off on their own. Honestly, aside from optimization and less bloat, I think touchwiz is fine as it is.

I respect your opinion, but to me saying "aside from optimization and less bloat" is like saying "yeah, that car is fine, except it has cement tires".

Touchwiz is far from fine.