We are amazed by how analysts and the media have turned on Apple during the recent stock downdrafts with statements that Samsung is ‘out-innovating’ Apple. One would believe that Samsung is crushing Apple in the mobile phone market. We believe this is complete nonsense. While the S4 is likely to be the iPhone’s biggest competitor this year at the high-end of the market, we remain confident in our iPhone estimate for this year of 177.5 million, which includes a cheaper phone in the September quarter. We view the S4 as unlikely to meaningfully impact iPhone share of the high-end over the full year, but do expect it to take share from other Android phones.
Separat de parerile acestui analist, altul sustine ca Samsung Galaxy S4 este comparabil cu iPhone-urile din seria “S”, adica update-urile implementate de catre Samsung nu sunt importante, ci doar constituie un upgrade pentru un model existent. Adevarul este ca Samsung Galaxy S 4 este un Samsung Galaxy S IIIS, coreenii preferand sa pastreze design-ul, sa mareasca ecranul si sa implementeze cateva functii noi, nu extrem de importante, lucru pe care in general il face si Apple.