With all the doom and gloom we have been hearing about Samsung, it's time for a little good news. Jefferies & Co.'s Sundeep Bajiker is saying that this will be the “Year of Samsung” and it's time to buy more shares.
He also says they will provide “The High-End Cure for Xiaomi,” who has taken a huge chunk out of Samsung's share in China. Speaking of China, yesterday's numbers show Apple as being an even bigger threat, but Bajikar thinks Samsung is a better investment than Apple.
Bajiker believes that Samsung has the edge with flexible displays and their own Exynos processor with 14nm technology. Both of these features will elevate the high end offering. However, the middle of the road is where the real competition is at present and the use of metal will help Samsung, which is something Xiaomi won't be able to match.
I just don't think flexible displays will be enough to boost Samsung, at least in the short term. Consumers don't seem to care too much about it, and as to Exynos processors, mainstream consumers also don't seem to care about that either. Of course the move to Exynos processors will help Samsung's profitability, but not market share. Profitability might be more important to investors, but they do look at market share growth as well.
Bajiker has a hold rating on Apple, which seems crazy when you consider the numbers they showed last quarter. That was all because they finally launched larger iPhones, which brought record sales. Now the question is what can Apple do for an encore? It's going to come down to innovation because going larger isn't going to do it anymore. They already used up that card. Is flexible displays that “innovation?” If it is, Samsung seems to have the edge. No pun intended.
source: Barrons
I’m a long time Samsung owner, my family has had no less than a dozen flagship phones, we have a couple TV’s and refrigerator too. Plus 6 tablets and a couple watches. If Samsung had a color, that’s what I would HAVE bled. But during the last year or so, the quality isn’t there anymore and the service has been abysmal. I will be replacing with a different brand my next purchase.
Year of the corrupt company? Swinesung’s rain of low quality garbage is over. Other Android manufactures are making much better products. From Sony.LG.HTC,Nexus ect.
It’s embarrassing owning a Samesung phone.
Don’t be ridiculous the only reason why Xiaomi tops Samsung is price. But let them go global and you will see if there pricing structure can hold up. And as much as HTC is good, who had the better sales, don’t even mention Sony as they have be an also ran. The fact is Apple is winning because of Software. Which is what people are paying for, to be different. Google as clipped Samsung with android restrictions. The real crook is Apple who charges for everything. But who can afford it ain’t complaining because it makes them feel on top. People who bought Samsung can attest to build quality and durability. However they have to go back to the drawing board because the world has caught up.