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published in(发表于) 2013/11/12 12:30:01
Cowhide blowing too much, Samsung shipped is an illusion

Cowhide blown too far, shipments is an illusion of the Samsung-Samsung, Apple, shipment-it information Cowhide blowing too much, Samsung shipped is an illusion

According to foreign media reports, at an Investor Conference on Wednesday, Samsung mobile said sales of its high-end models in 2013, the slow growth was much smaller than rival Apple. While overall shipments far beyond Apple, but only one-third shipments are high-end models that compete with the iPhone.



Ignore the sales efforts to increase acquisition


Many investors worried about poor sales of Samsung's high-end models, Samsung held the Investor Conference, aims to instill confidence of investors, said companies are more focused on the planned programme of accelerating the pace of mergers and acquisitions.


Before a report by Bloomberg News quoted Li Shangxun Samsung Chief Financial Officer (Lee Sang Hoon): "then, we will be in some target areas to expand business acquisition strategies, and pursuing business opportunities in a wide range of areas. ”


Samsung said that since 2010, only 14 mergers and acquisitions the company, totalling just over $ 1 billion. Compared with Google just days away in bad, Google acquired a company on a nearly weekly, and Apple also have done 15 times last year "strategic acquisitions."


Samsung smartphone sales beat Apple?


Bloomberg News said in a report: "Samsung smartphone sales beat Apple, relying on is to sell a lot of low-end phones in emerging markets to make a profit, and in a relatively saturated market for high-end sales have been growing slowly. ”


It also compatible with Samsung recently released quarterly earnings reports, Samsung said in its earnings report: "the mass market model sales rose on the back of overall shipments rose, while high-end models flat quarter on quarter. ”



In stark contrast to the September this year as of the first quarter sales of Apple's iPhone to record highs, compared with the same quarter last year increased by 26%. Apple sells all Smartphone positioning high-end users, while Samsung is still selling out of Galaxy y models. Executive Director of the Strategy Analytics Neil-moston (Neil Mawston) said the Galaxy y is a helping Samsung to enhance mobile phone sales "mass market models".




Samsung does not provide exact sales a Smartphone or niche high-end phones sold, running Android 2 versions of the old system of low-end mobile phones were sold, and the outside margins are thin. Samsung Smartphone shipments in the third quarter of this year than Apple (almost 3.5 times), but Samsung mobile profits but less than Apple's nearly $ 1 billion.


Samsung Galaxy s sales and sales of iPhone Note series two-thirds


Shen Zongjun, President of Samsung mobile service (Shin Jong Kyun), has said: "Samsung is sold 100 million units in 2013 Note and Galaxy s series phone. ”



Refer to Korea ETNews report, Samsung target smartphone sales this year of about $ 300 million per cent 2014 projected sales of 360 million units, of which 126 million "premium model." This story also said the flag ship model Samsung Galaxy S4 "sluggish sales this year", Samsung follows "the low-end model-driven business strategy." Samsung had forecast annual sales exceeded 100 million Galaxy S4, but this model was released its sales is quite weak.



Current levels of sales and plans for the future, according to Samsung, one-third reluctantly sell phone simply schmooze fight with the current sale models of Apple's high-end models. What's interesting is, Samsung's flagship model has actually lagged behind Apple. Samsung Galaxy S4 slightly worse than iPhone 5C on the run, iPhone 5s carrying A7 chip with 64-bit processor and a better battery efficiency, these two points all over the Samsung Smartphone on.



According to the CNET report, Apple iPhone sales reached 150 million last fiscal year, its sales growth in the high-end models 26%, far exceeding the industry average (7%). This is a serious problem for Samsung, at present their two-thirds profit from the smart phone business. Apple also is dependent on the iPhone business, but its equally lucrative Mac,iPad,iTunes, as well as software as a service business. Compared to Apple, Chromebook notebook, Samsung Android Tablet and Windows platform PC sales have been in the absence of thought following the trend.


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牛皮吹得太大,三星的出货量只是假象 - 三星,苹果,出货量 - IT资讯
牛皮吹得太大,三星的出货量只是假象

据国外媒体报道,在周三举行的一次投资者会议上,三星移动透露其高端机型在2013年销量增长缓慢,远逊于竞争对手苹果。虽然总体出货量远超苹果,但仅仅三分之一出货量是与iPhone竞争的高端机型。



无视销售额,加大收购力度


不少投资者对三星高端机型销量不佳感到担心,三星召开此次投资者会议,旨在为这些投资者灌输信心,表示公司更专注于之前的既定计划,加快起并购速度。


之前彭博社的一篇报道曾引用三星首席财务官李尚勋(Lee Sang Hoon)的一句话:“接下来,我们将在一些目标区域拓展企业并购战略,在广泛领域内追求商机。”


三星方面表示,自2010年以来,该公司仅仅有14次并购行为,总金额仅为10亿美元。这与谷歌相比简直是天差地别,谷歌几乎每周都会收购一家公司,而苹果日前也表示去年已经完成了15次“战略性收购”。


三星在智能手机销量上击败苹果?


彭博社的报道中表示:“三星的智能手机销量打败苹果,依靠的是在新兴市场卖出大量低端手机赚取利润,而在相对饱和的高端市场其销量却增长缓慢。”


这也与三星最近发布的季度收益报告相符,在收益报告中三星称:“大众市场机型销量增长带动总体出货量环比增长,而高端机型环比持平。”



形成鲜明对比的是,今年九月份截至的这一季度苹果iPhone的销量创下历史新高,和去年同一季度相比增长26%。苹果销售的所有智能手机都定位高端用户,而三星却依然在销售过时的Galaxy Y机型。Strategy Analytics执行董事尼尔-莫斯顿(Neil Mawston)表示,Galaxy Y正是一款帮助三星提升手机销量的“大众市场机型”。




三星几乎不提供一款智能手机的确切销量,也不细分高端手机卖出多少,运行Android 2.0等老版本系统的低端手机卖出了多少,而这些低端手机往往利润很薄。今年第三季度三星智能手机出货量远超苹果(差不多是3.5倍),但三星移动的利润却比苹果要少上差不多10亿美元。


三星Galaxy S和Note系列销量达到iPhone销量的三分之二


三星移动业务总裁申宗钧(Shin Jong Kyun)曾表示:“三星计划在2013年售出1亿台Galaxy S和Note系列手机。”



参考韩国ETNews的一份报道,三星今年的目标智能手机销量约为3亿至3.1亿台,2014年预计销量为3.6亿台,其中1.26亿台为“溢价型号”。这篇报道还称,三星旗舰机型Galaxy S4“今年销售缓慢”,三星遵循“低端机型驱动的商业战略”。三星公司本来预测Galaxy S4的全年销量突破1亿台,但这款机型发布之后其销量却相当疲软。



按照三星目前的销量和未来的计划来看,售出的手机中仅仅三分之一勉强算得上是和苹果目前在售机型抗衡的高端机型。有意思的是,目前三星的旗舰机型其实已经比苹果落后一代。三星Galaxy S4手机在跑分上比iPhone 5c稍差一些,搭载A7芯片的iPhone 5s拥有64位处理器和更好电池续航效率,这两点上压过所有三星智能机一头。



据CNET报道,上一财年苹果iPhone销量达到1.5亿台,其高端机型销售增长26%,远超业界平均水平(7%)。这对于三星而言是个严肃的问题,目前其三分之二的盈利来自智能手机业务。苹果同样非常依赖iPhone业务,但其Mac,iPad,iTunes以及软件服务业务同样获利颇丰。相比苹果,三星Chromebook笔记本、Android平板和Windows平台个人电脑的销量一直处于无以为继的态势。


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