Samsung's smartphone shipments to see first-ever annual decline

[FFR]

TSMC cannot make enough chips to keep up with the demand. Why do you think Apple used two different companies for it? Unless Apple wants fewer sales, which they don't, they won't screw up and make it one company only. Especially not for 2-3% different performance in normal use cases.

Rumor is Intel might pick up the slack.

 

[Michael Goff]

Rumor is Intel might pick up the slack.

To be honest, that'd be great. Intel has been making chips longer than either TSMC or Samsung. Maybe we'll eventually get to a point where they make them all if they're good enough. The only downside is that Intel will continue to have no real competition.

 

[FFR]

To be honest, that'd be great. Intel has been making chips longer than either TSMC or Samsung. Maybe we'll eventually get to a point where they make them all if they're good enough. The only downside is that Intel will continue to have no real competition.

Yup

Tsmc couldn't do it in 2015, doesn't mean they haven't spent the year scaling up operations to be able to meet apples demands in 2016.

There is a reason 60% of a9 chip orders are from tsmc.

And if Intel does indeed join the fold, Samsung CB wave goodbye to the apple gravy train. Choo! Choo!

 

[jamezr]

To be honest, that'd be great. Intel has been making chips longer than either TSMC or Samsung. Maybe we'll eventually get to a point where they make them all if they're good enough. The only downside is that Intel will continue to have no real competition.

I think that it remains to be seen if Intel can produce a great mobile chip. There is a reason why no one has been using them so far. Now that could change in the future. It is always nice to have more competition in the mobile chip space too.

 

[Michael Goff]

I think that it remains to be seen if Intel can produce a great mobile chip. There is a reason why no one has been using them so far. Now that could change in the future. It is always nice to have more competition in the mobile chip space too.

They might not be able to make their own mobile chips, but if they're making the A10 they don't have to design anything. They are good at fab.

 

[jamezr]

They might not be able to make their own mobile chips, but if they're making the A10 they don't have to design anything. They are good at fab.

That's good point! I can't wait to see how it goes or if the rumors are true.

 

[tbayrgs]

They might not be able to make their own mobile chips, but if they're making the A10 they don't have to design anything. They are good at fab.

That's what this article seems to be articulating--Apple is possibly first looking to Intel for a LTE chip to replace some supply from Qualcomm. If that goes well, Intel would take on some of the fabrication of the A10. Ultimately, Apple/Intel would collaborate on a SoC that includes the Ax processor AND the LTE modem, all in one. If that was realized, Intel would take on all of the fabrication.

That would make for both an unhappy TSMC and Samsung.

 

[jamezr]

That's what this article seems to be articulating--Apple is possibly first looking to Intel for a LTE chip to replace some supply from Qualcomm. If that went well, Intel would take on some of the fabrication of the A10. Ultimately, Apple/Intel would collaborate on a SoC that includes the Ax processor AND the LTE modem, all in one. If that was realized, Intel would take on all of the fabrication.

That would make for both an unhappy TSMC and Samsung.

That will be interesting. Intel has a great track record for sure. They have the resources to handle the demand as well.

 

[Andres Cantu]

The more competition, the better, that's why I liked that 2015 was the year that Qualcomm was "dethroned" from their monopolistic pedestal by Exynos. Perhaps the Exynos chips will be more ubiquitous next year?

Anything that rivals Apple's A-chips is welcome

 

[Klyster]

Apple is actually doing very well in China. They sold three million iPhone 6s/plus in China on the launch weekend.

Samsung in the other hand is losing ground to Apple in the premium segment and the budget segment t simultaneously.

Which is why I said globally, not in China, the chart and numbers are global.

 

[FFR]

Which is why I said globally, not in China, the chart and numbers are global.

Ok where globally is the iPhone not doing well?
It's basically taken over in the us and Japan, and currently dominating the uk, Europe, the Middle East, and australia.

 

[Michael Goff]

Ok where globally is the iPhone not doing well?
It's basically taken over in the us and Japan, and currently dominating the uk, Europe, the Middle East, and australia.

He's referring to market share.

 

[FFR]

He's referring to market share.

So am I.

Market share figures ending in August, before the iPhone 6s/plus launch:

"International growth fueled Apple smartphone share gains before iPhone 6s launch

"The latest data published by Kantar on Monday shows that Apple's iOS posted smartphone market share gains in China, Great Britain, Germany, France, Australia, and Japan for the three-month period ending in August. In all six major markets, Apple's share of the smartphone space grew from the same three-month span of 2014, while Google's Android lost share.

Apple's greatest gains, percentage-wise, came in Australia, where iOS share was up 8.5 percent year over year, and Android tumbled 11.2 percent. As of August, iOS was estimated to account for 37.8 percent of the Australian smartphone market's handset sales for the preceding three months. "

http://appleinsider.com/articles/15...martphone-share-gains-before-iphone-6s-launch
International growth fueled Apple smartphone share gains before iPhone 6s launch

Again this is pre iPhone 6s/plus launch.

 

[FFR]

More bad news for Samsung.
iPhone 6s/plus pre orders sold out in South Korea, in minutes.

iPhone presales: Gone in 7min

-INSIDE Korea JoongAng Daily
http://koreajoongangdaily.joins.com...aid=3010511&cloc=joongangdaily|home|newslist1

 

[Michael Goff]

So am I.

Market share figures ending in August, before the iPhone 6s/plus launch:



http://appleinsider.com/articles/15...martphone-share-gains-before-iphone-6s-launch
International growth fueled Apple smartphone share gains before iPhone 6s launch

Again this is pre iPhone 6s/plus launch.

And their share is still roughly 12%.

So that might be what he means.

 

[Klyster]

What I meant was they are both losing market share to Chinese manufacturers. Which is what I said in the first place.

No matter what company is doing well in China or whatever other superfluous reason why company x is doing good or bad, both Apple and Samsung lost global market share.

I'm sure they are both worried a bit.

 

[Septembersrain]

Well, they did kind of piss on their regular loyal customers by giving no choices at all for SD cards and removable batteries.

I can live with a non removable battery. SD card? No. I choose Android because of that feature. If they never bring it back, I'll never buy another Samsung.

 

[Klyster]

Had a note 3 and 4 and every S except the 6.
Now have a Note 5. I love my note 5.

I'm what you'd call loyal, to a point.
I was more peeved with the removal of the IR blaster.
I have an external fast charger which I haven't come close to needing and an OTG which I've never had to use.

I see how some could find it an issue but not that many.

 

[Robstevo]

The note 5 (which I have) and s6 Are fantastic devices.

The problem is, mid priced phones and high end phones are becoming so intertwined in terms of price for specs that there isn't really becoming a justification for spending 300/400 more on these flagships etc.

Moto are releasing mid prices phones with high end specs, a load of other Chinese makers are doing the same etc and its eating into samsung's share of the market.

I'm not sure if the same will happen with apple become they have a **** load of fanboys and a cult following, but yea interesting times

 

[GadgetSN]

Well, they did kind of piss on their regular loyal customers by giving no choices at all for SD cards and removable batteries.

I can live with a non removable battery. SD card? No. I choose Android because of that feature. If they never bring it back, I'll never buy another Samsung.

Why do you like the sd card so much. You cant store anything on it except music, own made vids and photos. The lack of internal memory on most android phones offering sd cards cripple the usefulness of that phone. Just buy a 64gb or 128gb phone.

 

[GadgetSN]

As for this post, market share means nothing. Market share will go to the manufacturer that makes the best cheap phone because there are more poor people in the world.

The more important stat is profit which is where Apple is in a league of its own.

 

[FFR]

As for this post, market share means nothing. Market share will go to the manufacturer that makes the best cheap phone because there are more poor people in the world.

The more important stat is profit which is where Apple is in a league of its own.

I don't know why everyone keeps saying apple lost market share. They didn't. Samsung did.

So am I.

Market share figures ending in August, before the iPhone 6s/plus launch:

"International growth fueled Apple smartphone share gains before iPhone 6s launch

"The latest data published by Kantar on Monday shows that Apple's iOS posted smartphone market share gains in China, Great Britain, Germany, France, Australia, and Japan for the three-month period ending in August. In all six major markets, Apple's share of the smartphone space grew from the same three-month span of 2014, while Google's Android lost share.

Apple's greatest gains, percentage-wise, came in Australia, where iOS share was up 8.5 percent year over year, and Android tumbled 11.2 percent. As of August, iOS was estimated to account for 37.8 percent of the Australian smartphone market's handset sales for the preceding three months. "

http://appleinsider.com/articles/15...martphone-share-gains-before-iphone-6s-launch
International growth fueled Apple smartphone share gains before iPhone 6s launch

Again this is pre iPhone 6s/plus launch.

 

[FFR]

What I meant was they are both losing market share to Chinese manufacturers. Which is what I said in the first place.

No matter what company is doing well in China or whatever other superfluous reason why company x is doing good or bad, both Apple and Samsung lost global market share.

I'm sure they are both worried a bit.

Ok you keep thinking that.
You do realize this thread is about Samsung officially declining mobile devices, this means
Samsung shipped less phones than they did last year, while Apple has increased iPhone shipments.

Don't know why you keep going back to market share. Wrong market share data, at that.

 

[Klyster]

Apple global market share 2Q 15.4%
Apple global market share 3Q 13.7%

I don't know what that is if it isn't a loss of market share?

 

[FFR]

Apple global market share 2Q 15.4%
Apple global market share 3Q 13.7%

I don't know what that is if it isn't a loss of market share?

What does 15.4% and 13.7% represent?
According to apple, they shipped more phones yoy which would signify growth not decline in mobile shipments.
Again the topic of this thread is smartphone shipments not market share.