Comments on: Samsung – Barely a murmur

By: windsorr

windsorr — Tue, 25 Jun 2013 07:33:48 +0000

Totally correct….if the market massively segments this will rapidly change to the one that can address all the segments most efficiently…this means platforms will be required.

By: tatilsever

tatilsever — Mon, 24 Jun 2013 14:57:51 +0000

Large sales volume thanks to all these niches and lots of profits thanks to that one high volume platform? It actually makes sense, as the most profitable phone maker is also the one with the fewest SKUs.

By: windsorr

windsorr — Mon, 24 Jun 2013 07:00:45 +0000

They have not quite got it right….its success is because of the fact that it sells 20m units of one model with 3 SKUs. In the old days if one sold more than 1m units of any one model one was very happy now the market is much more concentrated there is no real need for a proper platform.

If the market fragments again as it matures then Smausng’s profitability will come under pressure and those that cab produce off a platform ill benefit once again.

By: windsorr

windsorr — Mon, 24 Jun 2013 06:58:19 +0000

we will see when it comes to battery life…but I am reasonably optimistic when it comes to the merits of Haswell.

By: tatilsever

tatilsever — Fri, 21 Jun 2013 04:15:57 +0000

> “It has no real platform strategy and a part of its profitability has been predicated on the iPhone-driven concentration of the smartphone market to huge volumes of just a few models.”
That is an interesting take. Most other analysts thinks Samsung’s success lies in its ability to have a smartphone for every niche of functionality, screen size, price and geography. If so, this may be no more than consolidation of its Android assets under Galaxy brand.

By: tatilsever

tatilsever — Fri, 21 Jun 2013 04:12:14 +0000

> “This allows the device to be 8.2mm thick and weighing in at 550g (less than an iPad 3) while still having reasonable battery life.”
Two exact quantities followed by waving hand, so I presume battery life is not that great. 🙂