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The author:(作者)归海一刀published in(发表于) 2014/2/17 8:10:10 Shake up the Smartphone industry， Samsung’s rise to pick up，
The Smartphone industry reshuffle, rise to pick up the Samsung-Samsung, Nokia, BlackBerry-IT news Shake up the Smartphone industry, Samsung's rise to pick up
[Guide] prices decline, cost control will help Samsung get more share of the Smartphone market.
Judging from the recent share price, Samsung is like a company mired in financial trouble. In fact, Samsung is sitting on large cash reserves and enjoys incomparable advantages in manufacturing.
Despite the high-end Smartphone profit margins continued to decline, but in the long run, Samsung will be able to pick up the rise in the industry reshuffle, and from one third of the global smart-phone market share increased by more than half. Therefore, Samsung's share price is expected to rise in one year 30%.
Samsung is a company manufacturing electronic components, such as memory, processor, screen company, its revenues higher than the Apple. That itself is a manufacturer, costs can be directly controlled, so Samsung cameras, televisions, medical equipment and appliances and other products with a strong price advantage, particularly smartphones.
Today, manufacturers websites to try to put the most powerful computing power packed into most slim cell phone, the entire industry in the pursuit of the limits of physics and thermodynamics. But on the basis of the existing technological progress means high development and production costs. Meanwhile, the high-end smartphone market saturation and a slower pace. In other words, the higher-end compute power does not necessarily generate more revenue.
Because of rising costs and slowing economic growth, backward in the mobile phone industry in greater difficulty, the BlackBerry and Nokia have given warning. The two companies released was to control costs, and a massive market share eroded by marketing companies. Sundeep Bajikar company analyst at Jefferies, said: "when Samsung stand out industry reshuffle in the coming months, it will gain a stronger competitive advantage when just entering the market. ”
In the past year, Samsung's shares had fallen by 13% per cent South Korean won (approximately US $ 1224), compared with standard and poor's 500 index rose 20%. The fourth quarter of this year, Samsung's operating income fell by 6%. Went public last September the new iPhone stolen Samsung Galaxy devices during the holiday season, dampens the Samsung's revenue.
Analysts expect Samsung decline in earnings per share this year in the 1% and 5% growth will rebound next year, the year after rising again in 9%. According to its revenue forecast for this year, Samsung's stock trading at 6.7, while the standard and poor's 500 companies trading at 15.3. Subtracted from the share price of more than 50 billion dollars in cash (about one-quarter of the market), its earnings will fall to around 5.
United States investors want to buy shares of Samsung is too much trouble, because Samsung is not in United States listed. Many brokers do not trade Korea stock, or to receive additional transaction fees. Typically, by Fidelity Investments (Fidelity Investments) traded shares per lot charged $ 7.95. Purchase a Samsung shares per lot charged $ 32.95, plus a $ 50 "non-DTC clearing fees", as well as local 0.1% agency fee (minimum $ 50)-each transaction costs a minimum of $ 133. Either buying or not buying.
智能手机行业洗牌，三星趁乱崛起 - 三星,诺基亚,黑莓 - IT资讯智能手机行业洗牌，三星趁乱崛起
[导读]尽管股价下滑，但成本控制能力将帮助三星在未来获得更多智能手机市场份额。
从最近的股价走势来看，三星就像一家深陷财务困境的公司。事实上，三星坐拥数目庞大的现金储备，并在制造业上享有不可比拟的优势。
尽管高端智能手机的利润率不断下滑，但从长远来看，三星将能够在行业洗牌中趁乱崛起，并把全球智能手机市场份额从三分一提高到一半以上。因此，三星的股价有望在一年内上涨30%。
三星是一家制造内存、应用处理器、屏幕等电子零部件的公司，其营收比苹果还要高。由于本身是厂商，成本能得到直接控制，因此三星的照相机、电视、医疗设备和家电等产品拥有很强的价格优势，特别是智能手机。
如今，各大厂商都试图把最强大的计算能力塞入最轻薄的手机里，整个行业都在追求物理学和热力学的极限。但是在现有基础之上的技术进步都意味着昂贵的研发和生产成本。与此同时，高端智能手机市场趋于饱和，增速有所放缓。换言之，更高端的计算能力不一定能带来更丰厚的收入。
由于成本上升和经济增长放缓，手机行业中的落后分子将陷入更大的困境，黑莓和诺基亚已经给出前车之鉴。这两家公司腾出来的市场份额被能够控制成本和开展大规模营销的公司所蚕食。Sundeep Bajikar公司的分析师Jefferies表示：“当三星从未来几个月的行业洗牌中脱颖而出的时候，它将比刚刚进入市场时获得更强的竞争优势。”
在过去一年中，三星的股价下挫了13%至130.1万韩元（约合1224美元），相比之下标准普尔500指数上涨了20%。今年第四季度，三星营业收益下滑了6%。去年九月上市的新iPhone在假期旺季中抢去三星Galaxy设备的风头，挫伤了三星的营业收益。
分析师预计，今年三星每股收益的跌幅在1%之内，而明年将回弹增长5%，后年将再次上涨9%。按今年的营收预期，三星股票的市盈率为6.7，而标准普尔500公司的市盈率为15.3。如果从股价中减去超过500亿美元的现金持有（约为市值的四分一），其市盈率将下跌至5左右。
美国投资者想购买三星的股票比较麻烦，因为三星不在美国上市。许多经纪人不交易韩国的股票，或收取额外的交易费用。通常情况下，通过富达投资（Fidelity Investments）交易股票每手收费7.95美元。购买三星的股票每手收费32.95美元，外加50美元的“非DTC结算费”，以及0.1%的本地代理费（最低50美元）——每手交易成本最少为133美元。因此要么大量购入，要么不买。
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