Wednesday, September 7, 2016

Samsung’s troubles and Note 7, a boon for Apple and … – Les Echos

The way seems clear for the iPhone 7 which baptism is scheduled during the traditional Apple reentry keynote held Wednesday evening. In recent days, its main competitor, Samsung was forced to launch a major recall campaign of its latest “PHABLET” the Note 7, because of the risk of ignition of the battery for some of these devices.

As in the summer of 2015, the worldwide leader in smartphone market chose to take speed Apple by unveiling its latest top model in the middle of August. A window of less visible and media-exposed that September, but intended to allow the South Korean not to leave his place in the shadow of the iPhone. In 2013 and 2014, the group launched its Note 3 and Note 4, days after the iPhone 6 and iPhone 5S.

Before this hitch, the Note 7 was very well received by critics and saw its pre-orders exceed the expectations of the south Korean manufacturer. After several years trying in vain to fight with the California firm in the segment of high-end smartphones, Samsung seemed to have finally found a good momentum after the success of its Galaxy S7 earlier this year.

In its last quarter, Samsung would have passed 15 million copies, according to Bernstein Research estimates. The point between late March and late June, the company increased its market share from 21.7% to 22.4% year on year, according to IDC data.

the Note 7 looked set to consolidate this trend, but Samsung has just lost all the benefit of its launch in August. “The advantage in terms of time they had taken on the iPhone has now vanished,” said Bryan Ma, an analyst at IDC in Singapore, quoted by Bloomberg. In the short term at least, as some experts believe that ultimately the consumer appetite for this model will not be questioned and that the effect on Samsung’s reputation will be relatively neutral.

“It’s a blow but we can not talk about bad buzz, Samsung has managed about playing with this great safety recall campaign,” Jérôme Colin judge analyst Roland Berger. For the record, the “antennagate” that marred the iPhone 4 in 2010 did nothing to prevent the range of Apple’s recently enter the exclusive club of products sold over a billion copies.

Stay with this recall, Samsung leaves more room for Apple and its product cow to milk, which accounts for nearly two thirds of its revenues. “The iPhone 7 Plus ( with a 5.5 inch screen diagonal and considered a PHABLET like the Note 7: Ed ) is the natural alternative to Note 7 in this price, “judge Geoff Blaber, analyst at CCS Insight, quoted by the Financial Times.

” this could be the loss of hundreds of thousands, if not millions, of sales and customers, for the benefit of his great rival, “approved in January Dawson, an analyst at Jackdaw Research. Always good to take. The Taiwanese media Digitimes believes that Apple would have increased 10% components of the controls used to manufacture its new iPhone.

“We can not talk about opening boulevard iPhone 7, especially as the smartphone market is not just for Apple-Samsung, Huawei premium appliances work very well, “nuance Jérôme Colin. The iPhone 7 will have to convince its intrinsic quality.

After seeing sales of its smartphone, year on year, while the decrease consecutively two quarters, Apple should pass it three, according to forecasts by Wall Street anticipates a decline of 8% for the quarter, with nearly 44 million copies, advance the Financial Times.

Maturity of the smartphone market, difficulties in China become its biggest market, the less sharp innovations for very high prices remaining as shown in the infographic below for Statista performed by Les Echos, customers who replace their smartphone less regularly: the iPhone shines less and Tim Cook has even felt compelled to move that it was “not dead” at the beginning of May.

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And most analysts are pessimistic about the chances of the iPhone 7 to restart the machine. The reason ? This new model is unlikely to settle with its predecessors, while several years, Apple comes out with a real new features device every two years. This time it will be three and consumers will have to wait until the 2017 school year, year of the 10 years of the iPhone.

Nicolas Richaud

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