HTC and Samsung

choi

(1)
(a) In my Oct 24, 2011 posting,
http://www.yilubbs.com/forum.php ... &extra=page%3D2
, One itenm was:

"(4) Paul Mozur, HTC Gets a Taste for Deals; Taiwan handset makers is eager to extend reach with additional acquisitions. Wall Street Journal, Oct 24, 2011
http://online.wsj.com/article/SB ... 44563772847424.html
("Of the Android handsets in use in the US and Canada, HTC makes some 53%, according to research firm ARC Chart")

(b) Press release: HTC Takes the Lead in the US Smart Phone Market; A steller performance from Samsung sees it become the world's number one vendor. Canalys. Oct 31, 2011
http://www.canalys.com/newsroom/ ... -smart-phone-market

Quote:

"Samsung shipped 27.3 million smart phones under its own brand to capture a 23% share, becoming the number one vendor * * * ahead of Nokia, Apple and RIM respectively. * * * In addition, Samsung shipped an estimated 500,000 units worldwide under the Google and T-Mobile brands.

"In the United States, the world’s largest smart phone market, HTC shone in Q3 2011, edging out Apple and Samsung to become the leading vendor. HTC shipped 5.7 million smart phones in the US under its own brand, giving it almost a quarter of the market, as well as an estimated 70,000 units under the T-Mobile brand. * * * Samsung pushed Apple into third place in the US market, with shipments of its own-brand devices reaching 4.9 million units. Apple’s US smart phone shipments totaled 4.6 million in the quarter and it was affected around the world by consumers waiting for the launch of the next-generation iPhone.

(c) A few days ago, Financial Times had heralded Samsung as world's new champion, citing another source. this report did not mention HTC.

Song Jung-a and Joseph Menn, Samsung Takes Top Slot in Phone Sales. FT, Oct 29, 2011.
http://www.ft.com/intl/cms/s/2/a ... 7-00144feabdc0.html

Quote:

"Only a year ago the South Korean company was a minor player in the booming smartphone market, but it has quadrupled smartphone shipments over the past year by turning to Google’s Android software for its Galaxy products.

"Samsung did not give exact shipment figures for its smartphones in an effort to avoid further damage to its relationship with Apple, which is its main competitor but also its biggest customer.

"But UK-based Strategy Analytics, a market research firm that follows the smartphone market closely, on Friday said Samsung shipped 27.8m smartphones in the last quarter, taking 23.8 per cent of the market, compared with Apple’s 17.1m shipments and 14.6 per cent market share.

"Apple had no immediate comment about the slip in its share of the market, where it took the top spot only a quarter ago. But iPhone sales declined in the third quarter largely because consumers were waiting for the release of the next model, the iPhone 4S. When that phone went on sale, after the third quarter ended, it broke Apple’s sales record with 4m orders in the first three days.

Note: Good news. This report is free.


(2) Loretta Chao and Owen Fletcher, Disrupt Beijing: Android’s China Troubles, Can Chinese Compete Abroad?  China Real Time, Oct 31, 2011
http://blogs.wsj.com/chinarealti ... ese-compete-abroad/
("Ultimately, speakers on the panel agreed that there aren’t many people making money on Android in the world’s largest mobile market by number of subscribers")