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Samsung re-launches its signature innovation brand with Note 8 smartphoneAugust 23, 2017The Galaxy Note 8 demonstrates Samsung’s confidence in its design expertise because of the strong similarities between the Note 8 and the Galaxy S8 and S8+. Samsung’s decision to launch the Note across all regions means the Note 8 should be the most successful Note smartphone for at least three years. IHS Markit expects the Note 8 Bill of Materials (BOM) cost will exceed those of all previous generations of Note models from Samsung.
Samsung seeks to reestablish its reputation for innovation with “infinity display” Galaxy S8March 29, 2017The S8 and S8+ are visibly differentiated smartphones because of their large Samsung displays, tiny bezels, and fast chipsets which all play to Samsung group’s competitive strengths. Samsung’s initial Bixby AI implementation falls short of its goal of being a comprehensive AI assistant because of weak app integration and limited voice compatibility. Provided Samsung can manufacture sufficient volumes of S8 and S8 + smartphones, and has no new reliability issues, the S8 will be a success for Samsung. The strong industrial design will support the Samsung brand and provide a foundation for Samsung’s ecosystem ambitions with VR, Bixby AI, and enterprise offerings.
Samsung S7 range evolution, not revolution, is at the heart of improved 2016 revenuesJuly 28, 2016Samsung announced its Q1'16 earnings results today, 50.94 trillion KRW revenue and 8.14 trillion KRW operating profit which makes 16.0% operating margin rate. The handset business of Samsung has been showing constant growth in unit volumes. However, both revenue and operating profit have declined. Mobile division which includes handset business unit recorded 26.07 trillion KRW in revenue. Operating profit of IM(IT and Mobile) group recorded 4.32 trillion KRW, which makes 16.3% operating margin. This is the highest operating margin since Q3’14.
MWC 2016: Smartphone and Smart Accessory AnalysisMarch 17, 2016At MWC 2016, the major leading smartphone makers launched new flagship smartphones as well as a new range of VR 360 degree smart accessory cameras. Including, Samsung's Galaxy S7 and S7 Edge; Xiaomi Mi5; and notably LG's G5 with a modular expansion capability; and Alcatel's Idol 4S which is bundled with a VR headset .Subscribers Only
LG's modular G5 smartphone & smart accessories will energize channel partners with new profit opportunitiesFebruary 21, 2016IHS believes LG must take radical steps such as these to make its smartphone business stand out, because unless LG succeeds with the G5, VR camera and smart accessories, on LG's old trajectory IHS forecasted LG's smartphone shipments would decline 3% in 2016. Key to LG's differentiation will be its modular smartphone hardware, not VR. No other current smartphone maker has anything similar. Importantly, the modular smart accessories offer LG ways to generate profits adjacent to the commoditizing smartphone market.
Samsung's Gear 360 VR camera will be a halo product which will boost Galaxy S7 smartphone salesFebruary 21, 2016Gear 360 is a marketing vehicle for the Galaxy S7, as well as Samsung's Gear VR headset. IHS expects Samsung smartphones will outsell the Gear 360 by over one thousand times this year. In a mature smartphone market, smartphone makers compete with their older selves to drive consumers to upgrade their existing smartphones.
Mid and Low-end Smartphone drove the shipment growth of SamsungNovember 02, 2015Samsung grew revenue and profit in Q3 2015 on the back of improving mid and low end smartphone shipments. M Business unit which includes smartphone business posted 26.61 trillion Korean won (KRW) revenue in Q3'15. This is up 8% YoY and 2% QoQ. Operating profit was 2.4 trillion KRW, which reflects 9% of margin rate.Subscribers Only
Samsung foregoes global release for an early Note 5 launchAugust 13, 2015Samsung launched two new flagship smartphones, the Galaxy Note 5 and the Galaxy S6 Edge+. While these releases were anticipated, Samsung is launching ahead of schedule to try to maximise its momentum before Apple launches new iPhones in late September. The cost for this early release appears to be a staggered regional launch. Samsung also finally launched its payment service which it initially announced in February 2015.Subscribers Only
How Apple will evolve its iPhone display strategyJuly 03, 2015The iPhone 6 enjoys undying popularity. Apple’s share in the global smartphone market received a boost thanks to overwhelming response to the makeover in its flagship smartphone.Subscribers Only
LTE Broadcast gives operators new content opportunitiesFebruary 03, 2015LTE broadcast has garnered interest from operators and vendors alike in 2014. 19 operators in 13 countries have already trialled it, with 1 operator already operating a service. This reports looks at the benefits of LTE broadcast and the applications it can be used for.Subscribers Only
Samsung’s long awaited Tizen launch will not ruffle Google’s feathersJanuary 16, 2015Samsung is finally launching a smartphone powered by its homemade operating system, Tizen. Samsung is launching the Z1 exclusively in India. Unusually for an OS launch product, the Z1 does not feature high-end hardware to show off the new software. Despite the launch, IHS does not believe that Tizen will make a significant impact on the smartphone market. It is much more likely that Tizen's impact will be felt in the wearables market.Subscribers Only
Samsung on the defensive embarks on cost cutting initiativesNovember 19, 2014Samsung has announced two moves aimed at reducing its cost base as it struggles to maintain its level of profitability and its market share. Samsung is moving more manufacturing to Vietnam and reducing the number of different devices in its portfolio next year. Samsung has come under intense pressure from low cost smartphone brands such as Xiaomi and Micromax in emerging markets which has stalled its growth.Subscribers Only
Sony is in stuck in the "Smartphone Catch-22", which all OEMs must navigateSeptember 18, 2014Japanese consumer electronics manufacturer Sony drastically lowered its financial outlook, increasing the loss it expects to make this financial year to 230 billion yen (approximately $2.15bn or €1.65bn). This is an increase of 180bn yen (approximately $1.67bn or €1.3bn) and Sony attributed the entire change to its mobile business unit. Sony now finds itself stuck in a "catch-22" situation where the prospects of it being successful at either the high-end of the smartphone market or the low-end are slim.Subscribers Only
Samsung seeks curved differentiation with Note 4 and Galaxy Note EdgeSeptember 03, 2014Samsung launches two new flagship smartphones, the Galaxy Note 4, and the curved screen Galaxy Note Edge. But with increasing competition in the smartphone market, Samsung is being forced to use numerous tactics to maintain differentiation and head off the threat from Apple, including: content bundles, innovative software, cutting edge hardware, and brand spending.
Samsung's first Tizen smartphone is the first step to an Android divorceJune 13, 2014Samsung launched the Samsung Z smartphone in Russia. While Samsung's first Tizen smartphone is small scale, the move demonstrates how Samsung is seeking to reduce its dependency on Android. There are numerous challenges for Samsung, not least creating an app ecosystem which makes Tizen a compelling smartphone.
Operators trial LTE Broadcast at major sporting eventsMay 23, 2014Qualcomm has partnered Verizon Wireless to deploy LTE Multicast video distribution technology at the Indy 500 US motorsports event. The trial used Verizon’s existing LTE infrastructure. In France, Orange will trial LTE broadcast for the duration of the French Open tennis tournament at Roland Garros. It has partnered Alcatel-Lucent, Qualcomm, Expway, Sequans, and Samsung...
LTE Market Monitor Q4 2013: Free triggers French 4G price dropMarch 21, 2014A quarterly report looking at the state of LTE globally in Q4 2013. Includes: 4G milestones and market developments; maps illustrating the LTE footprint by region and technologies; and an overview of spectrum auctions that took place.Subscribers Only
Google continues to disrupt the smartphone market with competitive pricingNovember 01, 2013Google unveiled its latest smartphone from its developer-focussed Nexus line. It will launch in the US, Canada, the big 5 in Western Europe, Japan and South Korea from November 1st. The Nexus 5 features...
Monetising mobile messaging: Asian apps' content strategies lead the wayNovember 01, 2013Social and communications apps came second only to games in terms of mobile application store performance in Q2 2013. But many apps are looking beyond core communications to drive revenue growth with more complete mobile content strategies. Asian apps lead the way so far with KakaoTalk, Line and WeChat all looking to use content to generate revenues...Subscribers Only
The Galaxy Gear smartwatch is a bold experiment and a new kind of smart accessorySeptember 05, 2013The Galaxy Gear is a statement of intent by Samsung that if the smartwatch category is to prove successful, then Samsung will be one of the winners. Samsung has done an outstanding job securing a wide range of apps for the Galaxy Gear launch. But this ini