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Samsung profit share has nowhere near caught up with Apple. http://appleinsider.com/articles/13/07/27/samsung-has-not-dethroned-apple-in-mobile-profits http://

Samsung profit share has nowhere near caught up with Apple. http://appleinsider.com/articles/13/07/27/samsung-has-not-dethroned-apple-in-mobile-profits http://appleinsider.com/articles/13/07/27/samsung-has-not-de... Looks like you've been taken in by misinformation.

ZeroGravitas 13y ago
Strange, my Appleinsider link, from a few days after yours, shows that Samsung have closed the gap massively over the last year or so and was within 3 percentage points at the end of last quarter, a whole two months ago and just before the new iPhone announcement. Not generally a big sales period for Apple. http://appleinsider.com/articles/13/07/31/apple-takes-53-of-smartphone-profits-samsung-at-50-remainder-lose-money http://appleinsider.com/articles/13/07/31/apple-takes-53-of-... They've been publishing that data for years and never once questioned it before. I wonder what happened that got one of their staff so riled up about the issue? Oh yes, probably Samsung overtaking Apple in smartphone profit share.
- engrenage 13y ago
  Presumably you didn't read your link. It just passes through the analyst report which has been debunked: https://mobile.twitter.com/asymco/status/362256388342284292/photo/1 https://mobile.twitter.com/asymco/status/362256388342284292/... Samsung PCs tablets, dumbphones, and smartphones all combined are about the same size as the iPhone alone. Feel free to continue basing your position on wrong information though.
  - ZeroGravitas 13y ago
    Nope. Completely different analysis from a different group. You'll notice one claimed that Samsung was now in the lead while the other had the same trend but thought Samsung was still slightly behind.
    - engrenage 13y ago
      It's still clearly a totally false comparison, combining Samsung's other businesses with their Android businesses and comparing that with just the iPhone.
      - ZeroGravitas 13y ago
        I see you edited to link to Asymco. http://www.asymco.com/2013/08/21/amp-index-update/ http://www.asymco.com/2013/08/21/amp-index-update/ His estimate puts it at 57% to 43%, but with the same trend. Could easily crossover by his method this quarter too, may have already happened. It really all hinges on what kind of jump 10 days of sales of the new devices (in limited countries) can achieve.
        engrenage 13y ago
        That chart puts Apple's profit share at above 60%. So you are flat out wrong. The AMP is an average of several metrics including units shipped, both smart and non-smart, and revenue where we know Samsung surpasses apple.
        ZeroGravitas 13y ago
        You realise all these estimates are for two months ago, right? What's happened in the last 8 weeks to change this trend? edit: look at the dots, the line is a trailing average over the last 12 months.
        engrenage 13y ago
        What's changed is Samsung not doing as well as their PR would have you believe: http://allthingsd.com/20130607/fears-of-slowing-galaxy-s4-sales-sink-samsung/ http://allthingsd.com/20130607/fears-of-slowing-galaxy-s4-sa...
- mwfunk 13y ago
  Are you emotionally invested in Samsung's success (or Apple's failure)? Because if so, Gizmodo's right over there dude. I come to HN to read insightful analysis, not to read a bunch of people Grubering about whatever imaginary tribe they think they belong to.
  - deleted 13y ago
    [deleted]
  - engrenage 13y ago
    The linked article is pretty Gruberish. If you don't like analysis of an opinion piece, perhaps this was the wrong comment section to read.
    - mwfunk 13y ago
      Yeah, very true. My grumpiness gets the best of me sometimes.:( I guess I wish the HN response to a Gruberish article would be people analyzing it for what it is, not people gloating about how they think their team is, uh, winning or whatever, then arguing about the numbers that they think proves it. Maybe the post I was responding to was some sort of pro-Android Gruber parody or something. If that's the case, then it was awesome, because it really captured some very subtle nuances about how that brand of commentary operates.
      - ZeroGravitas 13y ago
        I'm just fascinated by the myth-making that surrounds Apple. How could anyone read an Apple pundit claim that profit is the only metric that matters and not nearly die of cognitive dissonance after so many years of excuses/reasons why beleaguered Apple's Mac OS 9 and X was better. And yet it's par for the course. And now here's an article which claims to be about Ballmer (a figure of fun for the Apple crowd) but is really about how Apple is morally superior for not being capitalist!? It's hilarious, fascinating and a bit sad. And strange to be at the inflexion point where they go back to all the stories from the Windows vs Mac OS days e.g. they've already cast both Google and Samsung, to play Microsoft's role as the evil villain who copied all their good ideas and didn't deserve success. And have you read the Appleinsider piece that gets trotted out to defend Apple's profit share lead? It's a very, very odd read. But you mention that Apple have not got the profit lead anymore and you get several links to it, and several repetitions of the "Samsung numbers are dodgy" talking point. It's a very organised media bubble.
- acchow 13y ago
  It seems like Apple Insider is conflating operating profit with profit (net income); specifically, Apple's net income vs. Samsung's operating profit.

ZeroGravitas 13y ago

Strange, my Appleinsider link, from a few days after yours, shows that Samsung have closed the gap massively over the last year or so and was within 3 percentage points at the end of last quarter, a whole two months ago and just before the new iPhone announcement. Not generally a big sales period for Apple. http://appleinsider.com/articles/13/07/31/apple-takes-53-of-smartphone-profits-samsung-at-50-remainder-lose-money http://appleinsider.com/articles/13/07/31/apple-takes-53-of-... They've been publishing that data for years and never once questioned it before. I wonder what happened that got one of their staff so riled up about the issue? Oh yes, probably Samsung overtaking Apple in smartphone profit share.

engrenage 13y ago
Presumably you didn't read your link. It just passes through the analyst report which has been debunked: https://mobile.twitter.com/asymco/status/362256388342284292/photo/1 https://mobile.twitter.com/asymco/status/362256388342284292/... Samsung PCs tablets, dumbphones, and smartphones all combined are about the same size as the iPhone alone. Feel free to continue basing your position on wrong information though.
- ZeroGravitas 13y ago
  Nope. Completely different analysis from a different group. You'll notice one claimed that Samsung was now in the lead while the other had the same trend but thought Samsung was still slightly behind.
  - engrenage 13y ago
    It's still clearly a totally false comparison, combining Samsung's other businesses with their Android businesses and comparing that with just the iPhone.
    - ZeroGravitas 13y ago
      I see you edited to link to Asymco. http://www.asymco.com/2013/08/21/amp-index-update/ http://www.asymco.com/2013/08/21/amp-index-update/ His estimate puts it at 57% to 43%, but with the same trend. Could easily crossover by his method this quarter too, may have already happened. It really all hinges on what kind of jump 10 days of sales of the new devices (in limited countries) can achieve.
      - engrenage 13y ago
        That chart puts Apple's profit share at above 60%. So you are flat out wrong. The AMP is an average of several metrics including units shipped, both smart and non-smart, and revenue where we know Samsung surpasses apple.
        ZeroGravitas 13y ago
        You realise all these estimates are for two months ago, right? What's happened in the last 8 weeks to change this trend? edit: look at the dots, the line is a trailing average over the last 12 months.
        engrenage 13y ago
        What's changed is Samsung not doing as well as their PR would have you believe: http://allthingsd.com/20130607/fears-of-slowing-galaxy-s4-sales-sink-samsung/ http://allthingsd.com/20130607/fears-of-slowing-galaxy-s4-sa...
mwfunk 13y ago
Are you emotionally invested in Samsung's success (or Apple's failure)? Because if so, Gizmodo's right over there dude. I come to HN to read insightful analysis, not to read a bunch of people Grubering about whatever imaginary tribe they think they belong to.
- deleted 13y ago
  [deleted]
- engrenage 13y ago
  The linked article is pretty Gruberish. If you don't like analysis of an opinion piece, perhaps this was the wrong comment section to read.
  - mwfunk 13y ago
    Yeah, very true. My grumpiness gets the best of me sometimes.:( I guess I wish the HN response to a Gruberish article would be people analyzing it for what it is, not people gloating about how they think their team is, uh, winning or whatever, then arguing about the numbers that they think proves it. Maybe the post I was responding to was some sort of pro-Android Gruber parody or something. If that's the case, then it was awesome, because it really captured some very subtle nuances about how that brand of commentary operates.
    - ZeroGravitas 13y ago
      I'm just fascinated by the myth-making that surrounds Apple. How could anyone read an Apple pundit claim that profit is the only metric that matters and not nearly die of cognitive dissonance after so many years of excuses/reasons why beleaguered Apple's Mac OS 9 and X was better. And yet it's par for the course. And now here's an article which claims to be about Ballmer (a figure of fun for the Apple crowd) but is really about how Apple is morally superior for not being capitalist!? It's hilarious, fascinating and a bit sad. And strange to be at the inflexion point where they go back to all the stories from the Windows vs Mac OS days e.g. they've already cast both Google and Samsung, to play Microsoft's role as the evil villain who copied all their good ideas and didn't deserve success. And have you read the Appleinsider piece that gets trotted out to defend Apple's profit share lead? It's a very, very odd read. But you mention that Apple have not got the profit lead anymore and you get several links to it, and several repetitions of the "Samsung numbers are dodgy" talking point. It's a very organised media bubble.
acchow 13y ago
It seems like Apple Insider is conflating operating profit with profit (net income); specifically, Apple's net income vs. Samsung's operating profit.