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Samsung warns profit to fall 60%

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Re: Samsung warns profit to fall 60%

#91

Earlier quoted context omitted.

I just had a conversation with somebody who asserted that Apple was bad (proprietary etc) and Samsung was good, and that Apple was 3rd phone maker behind Samsung and Huawei. He may be right about Apple being 3rd, but Apple looks to be the only one making a decent profit from their phones. How do they manage that when they have to pay for both hardware and software development, when all the others get the software for…

"How do they manage that when they have to pay for both hardware and software development, when all the others get the software for free? " Content and Apps. Apple takes a nice bite. Samsung sells a commodity. Then people use the Google Play store and google makes money. I guess Samsung dreams of it's own phone OS. Was it LG or Samsung who bought WebOS?

It was LG.

Re: Samsung warns profit to fall 60%

#92

Signals to the end of an era, smartphones have matured and are becoming ubiquitous like laptops. Moreover, the most profitable smartphones belong to Apple which held 86% of smartphone profits generated in the industry in 2018. Samsung was competing more in the mid to affordable segments so it was bound to start losing once others started catching up, especially since its Chinese competitors are basically giving up pr…

Laptops aren't ubiquitous.

Re: Samsung warns profit to fall 60%

#93
post #50
post #21

Earlier quoted context omitted.

They make high end phones, but their sales volume doesn't make up for the margins. In terms of manufactured phone volume, the Galaxy line makes up a tiny fraction of their total sales. I feel like the vast majority of the Android ecosystem foot gunned itself pushing its way out of reasonably priced device segments. There really are no modern equivalents to the Moto G or Nexus 5 or even early One Plus phones in the $1…

Nokia does what you want. See eg https://arstechnica.com/gadgets/2019/02/guidemaster-the-best...

I wish Nokia would release a cheap phone with an AMOLED screen, eg, like the Oneplus X 4 years ago...

Until there's another sub 300$ phone with an AMOLED upgrading seems pointless.

Re: Samsung warns profit to fall 60%

#94
post #21

Earlier quoted context omitted.

> Samsung was competing more in the mid to affordable I assumed Samsung’s android phones were the top of the range. Who do you think is the high end android phone brand

They make high end phones, but their sales volume doesn't make up for the margins. In terms of manufactured phone volume, the Galaxy line makes up a tiny fraction of their total sales. I feel like the vast majority of the Android ecosystem foot gunned itself pushing its way out of reasonably priced device segments. There really are no modern equivalents to the Moto G or Nexus 5 or even early One Plus phones in the $1…

The Moto G series are still good phones in the <$350 range

Re: Samsung warns profit to fall 60%

#95
post #61

Earlier quoted context omitted.

> Because when the iPhone came out it was very expensive but significantly ahead of competition. From a CPU perspective, they still are: https://www.anandtech.com/show/13392/the-iphone-xs-xs-max-re... (for the rest of the features, that's indeed debatable) Fun fact: Samsung made the chip for the first iPhone. Steve Jobs was so dissatisfied with the experience that Apple bought PA Semi to design the chips in-house.

The thing is, that CPU bit is not really relevant for the average consumer, anymore. Flagship phone CPUs have been good enough for web browsing and casual app use for about 2 years. Not that I'm against extra horse power, we'll find a use for it. But we're in "desktop land", almost, for smartphone CPUs. They're good enough. The real smartphone battles now are in camera quality, gaming oomph and battery usage.

CPU is far more relevant if you want to keep your phone for 4+ years. The 2 year upgrade cycle on a smartphone is a major expense for many people.

Re: Samsung warns profit to fall 60%

#96
post #2

Moore is less, I guess? People holding on to older phones longer.

Why should I upgrade my Huawei P9 I got in 2016, when it works perfectly fine* and has the adequate power to run everything smoothly. * I did change the battery twice though. Too bad it's not as easy as taking the back cover as on a Nexus One...

A lot of people get phones as part of a contract (here in Europe at least), and that's usually a year and a half or two years. After that you might as well take the phone upgrade.

Re: Samsung warns profit to fall 60%

#97

Earlier quoted context omitted.

I just had a conversation with somebody who asserted that Apple was bad (proprietary etc) and Samsung was good, and that Apple was 3rd phone maker behind Samsung and Huawei. He may be right about Apple being 3rd, but Apple looks to be the only one making a decent profit from their phones. How do they manage that when they have to pay for both hardware and software development, when all the others get the software for…

> How do they manage that when they have to pay for both hardware and software development, when all the others get the software for free? It's their ecosystem, all their hardwares work very well between each other. You have Apple messenger on a macbook connecting to your iphone. For android you need to download pushbullet. I'm not in the ecosystem I prefer Android but I can see why people such as consumer would cont…

If you use google messages you can text through https://messages.android.com/ .

Re: Samsung warns profit to fall 60%

#98
post #95
post #61

Earlier quoted context omitted.

The thing is, that CPU bit is not really relevant for the average consumer, anymore. Flagship phone CPUs have been good enough for web browsing and casual app use for about 2 years. Not that I'm against extra horse power, we'll find a use for it. But we're in "desktop land", almost, for smartphone CPUs. They're good enough. The real smartphone battles now are in camera quality, gaming oomph and battery usage.

CPU is far more relevant if you want to keep your phone for 4+ years. The 2 year upgrade cycle on a smartphone is a major expense for many people.

Smartphone tech has matured. A smartphone CPU from 2011 would have been a drag in 2015, a CPU from 2018 will probably still be adequate in 2022.

Re: Samsung warns profit to fall 60%

#99
post #96

Earlier quoted context omitted.

Why should I upgrade my Huawei P9 I got in 2016, when it works perfectly fine* and has the adequate power to run everything smoothly. * I did change the battery twice though. Too bad it's not as easy as taking the back cover as on a Nexus One...

A lot of people get phones as part of a contract (here in Europe at least), and that's usually a year and a half or two years. After that you might as well take the phone upgrade.

Keeping the phone and going SIM-only is much cheaper

Re: Samsung warns profit to fall 60%

#100
post #21

Earlier quoted context omitted.

> Samsung was competing more in the mid to affordable I assumed Samsung’s android phones were the top of the range. Who do you think is the high end android phone brand

They make high end phones, but their sales volume doesn't make up for the margins. In terms of manufactured phone volume, the Galaxy line makes up a tiny fraction of their total sales. I feel like the vast majority of the Android ecosystem foot gunned itself pushing its way out of reasonably priced device segments. There really are no modern equivalents to the Moto G or Nexus 5 or even early One Plus phones in the $1…

Loving my Xiaomi Mi A2 Lite aka the Redmi 6 I think.

In India this phone costs $100. It comes with Android One.. monthly updates directly from Google.

I'm not sure why technical people still prefer iOS. Such a PITA when it comes to development and app store (register! password!) and transferring files.

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