Samsung Follows Footsteps Of Apple, HTC, Nokia - Wasn't That Quick?
I believe I was one of the first financial types to extol both the virtues and the potential of Samsung in the handset space early on. Way back in the days of (3 years ago) the Galaxy S2 I said that Samsung, with the assistance of Google’s Android, will eat Apple’s lunch. Those who don’t regularly follow me should reference A Quick Peek Into the REAL WORLD Logic That Went Into Building the BoomBustBlog Apple Model: It’s Called Compression!!! and Deconstructing The Most Accurate Apple Analysis Ever, to wit…
Well, nothing lasts forever and I’ve said it before, and I’ll say it again…
- Smartphone Hardware Manufacturers Are Dead Nov 29, 2012 - Two and a half years ago I declared in my mobile computing wars series that Google would commoditized the mobile computing space, th…
- Computer Hardware Vendors Are Dead, Part Deux! Dec 10, 2012 - Last week I told the world that hardware vendors are DEAD! At least the fat margin business model hardware vendors (like those whose name
- What Sell Side Wall Street Doesn’t Understand Jan 25, 2013 - Or at least the fat margined hardware model. Reference SmartphoneHardware Manufacturers Are Dead and Computer Hardware Vendors Are
- Angels, ArchAngels and Data Demons Jun 7, 2013 - Remember, I proclaim smartphone hardware vendors are dead! Google’s recent comments support that assertion, as well as recent market
You have to keep innovating in the mobile handset space or your margins will start dropping and your product will be commoditized. This is guaranteed! Paying subscribers should feel free to email me about this if they have any questions. Institutional and professional subscribers are free to call me and chat in depth as well.
I’ve written several articles on this topic, with Samsung, Apple, RIMM, NOK and HTC used as prime examples:
n early 2010 I warned on Blackberry (then RIMM), with market share loss to Android being the prime determinant… Many More Black Eyes for the Blackberry? A Complete Forensic Analysis of Research in Motion. I put significant data out in the public domain to illustrate my point and put explicit price points out for subscribers, ie. RIM Smart Phone Market Share, RIP? Was I right?
Apple Gears Up To Combat The Margin Compression That Apparently Only It, Google & Reggie Middleton Sees Coming, it’s impressive. This tech is moving lightning fast and the price points aren’t budging, although the margins are collapsing in this fast moving space.
The Apple Profit Engine Has Stalled & Is Rolling Downhill
Apple is facing a shart decline in the margins of its top two value drivers. May I also add that these two value drivers are 83% of Apple’s revenues and an even greater portion of its profits. Such a drastic concentration in only two products who have reached their zenith is not a good thing!
Click the graphic once to view, twice to enlarge to printer quality…
Reggie Middletonss Ultimate Apple Value InfographicReggie Middletonss Ultimate Apple Value Infographic
Of course, there is a point at which Apple is a good buy. After all, they have a lot going for them. The question du jour is, exactly what is that point? I refer my subscribers to the research documents below for the answers…
The following articles explain margin compression in what seems like market leaders:
- Looking Through Windows To See The Big Data On Fruit - Or Aug 7, 2013 - …and this was exactly as predicted in Samsung Will Be Ready To Do ThatFruit Thing … and Smartphone Hardware Manufacturers Are Dead
- Samsung Will Be Ready To Do That Fruit Thing … - BoomBustBlog Mar 7, 2013 - applecutsabreandriod3d Two and a half years ago I declared in my mobile computing wars series that Google would commoditize the mobi…
- Apple Gets Sliced and Diced As Google Enjoys Fruits Of Long Jul 25, 2012 - First things first, those who still believe Apple can walk on water are setting themselves up for a big one. I haven’t received so much flak abou…
- Blackberries, Apples & Fruit Borne Successitis May 27, 2013 - Blackberries, Apples & Fruit Borne Successitis – The Problem With the original trajectory of the original vision, which was to make the thing an
- Android Now Outselling iOS? Explaining the Game of Chess That Google Plays in the Smart Phone Space
- How Google is Looking to Cut Apple’s Margin and How the Sell Side of Wall Street Will Enable This Without Sheeple Investor’s Having a Clue
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Proof of this is found in the very moderate, “evolutionary” progression of the Samsung Galaxy Note 3.Being a proponent of these high end Samsung products, there’s not a lot that would prompt me to change from my LG Optimus G Pro to the note, and that should make Samsung very nervous. From a functional perspective, Sony, LG and HTC likely have it beat – as well as some Chinese manufacturers. That’s pretty quick seeing as Samsung just made it to the top last year. Yes, like Apple, Samsung can ride its consdierablbe brand recogntition for a couple of years, but the end of the day, it will have to continue to innovate. The Galaxy Gear smartwatch is also equally unimpressive. There just doesn’t seem to be enough practical innovation or usage argument to warrat a purchase from a high end user such as myself.
The functionality of the Gear smartwatch, like most smartwatches that I’ve seen seem to be akin to a solution searching for a problem to solve. Contrast this to the truly revolutionary, game changing, paradigm shifting Google Glass and you will get the picture.
Crowdfunding and Investing In Wearable Computers and Google Glass Projects – Table of Contents (click on any link to access)
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Introduction to Reggie Middleton and the Contextual Computing Project
Old School vs New School, Wearable Computers Send The Keyboard & Laptop The Way Of The Dodo Bird 4m 42s
How Big Is The Market For Wearable Computers & How Much Money Can Be Made? 5m 26s
Why Focus on Google Glass? 7m 41s
Restaurant Glass? Contextual Computing For The Hospitality Industry 9m 35s
Watch Us Change The Way The World Computes 12m 50s
Glass In The Healthcare Industry 14m 20s
Glass In The Real Estate Industry 27m 43s
Addressing Security & Privacy Issues 31m 29s
What Does Reggie Plan To Do Next 33m 37s
Long story short, the only company that is positioned to come out on top of this hardware battle is Google, at least thus far.
Subscribers, see also…
- Google Q1 2013 Valuation Note – Retail
(Technology) - Google Q1 2013 Valuation Note – Professional & Instititional
(Technology) - Google Q1 2013 Valuation Note – Professional & Instititional
(Technology)
Subscribers, download the Q3 2013 valuation reports (click here to subscribe).
- Apple 3Q2013 Valuation Update – Retail
(Technology) - Apple 3Q2013 Valuation Update – Pro & Institutional
(Technology)
The update from two months ago is also of value for those who haven’t read it. It turns out that it was quite prescient!
Related reading…
Wednesday, 17 July 2013 10:50
Source: http://boombustblog.com/blog/item/9142-samsungs-already-following-the-footsteps-of-apple-wasnt-that-quick?
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