Is Samsung The Next BlackBerry?# Stock
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Is Samsung The Next BlackBerry?
Benzinga
By Louis Bedigian 8 hours ago
SAMSUNG ELECT LTD (OTCMKTS:SSNLF) mobile business declined 74 percent in the
third quarter, highlighting the company's ongoing struggle at retail. Is
this a sign of things to come?
"In their current shape and form, every indication is that Samsung is going
to be the next BlackBerry Ltd (NASDAQ: BBRY) and Nokia," Global Equities
Research analyst Trip Chowdhry told Benzinga.
IHS Technology (NYSE: IHS) Senior Analyst Daniel Gleeson said that this is a
"danger" that Samsung and other manufacturers need to recognize.
"It's something that's not just affecting Samsung," said Gleeson. "If you
look at Sony, HTC, LG -- they're all under fierce, incredible pressure just
simply to generate profits and to break even. Samsung has a bit more of a
cushion than the others, but it's something that affects all of them because
they're being pressured at the top-end from Apple, who has now come out
with those larger phones."
Related Link: Will Apple Pay Consumers Billion For Deleting Their Music?
Galaxy S6: More Of The Same?
Samsung is reportedly rethinking its strategy for the Galaxy S6, but a new
leak suggests that the device might offer more of the same.
The rumored specs include a 5.5-inch 1,440 x 2,560 pixel display, a 64-bit
octa-core processor and a 20MP rear camera. This would provide Samsung with
a better display than the iPhone 6 Plus (on paper, at least), but the
processor may be playing catch up to Apple's A8 chip.
"In terms of the screen size, I think Samsung is probably limited with what
it can do [with the S6] because it must leave space above it for the Note,
obviously, so it can't get too big," said Gleeson. "I think we're probably
at the limit with all of the flagships next year that they won't increase in
size massively."
If nothing else, Gleeson expects Samsung to bring the Edge display (featured
in the Galaxy Note Edge) to the Galaxy S6.
"In fact, one of our display analysts thinks that it's going to be curved on
both edges instead of just one to really make it stand out," Gleeson said
of the display. "I think, realistically, that sort of innovation is what
Samsung is best at. They're not the best at software. They do have strengths
in their display technology. That's definitely one of the things we very
strongly think they should be looking at in terms of [product
differentiation]."
Specs Are A 'Recipe For Disaster'
Chowdhry warned that Samsung needs more than upgraded specs if it wants to
survive.
"Specs, by itself, is a recipe for a disaster," said Chowdhry. "That is the
fundamental problem of Samsung. I don't think you can take specs in
isolation."
Instead, Chowdhry thinks that Samsung should focus on software -- but not
necessarily the OS.
"Everybody is doing Lollipop, so what is unique?" Chowdhry questioned. "What
is Samsung's differentiation? Can you remember the last time you went to
the store to buy a phone and asked for technical specifications?"
Disclosure: At the time of this writing, Louis Bedigian had no position in
the equities mentioned in this report.
Benzinga
By Louis Bedigian 8 hours ago
SAMSUNG ELECT LTD (OTCMKTS:SSNLF) mobile business declined 74 percent in the
third quarter, highlighting the company's ongoing struggle at retail. Is
this a sign of things to come?
"In their current shape and form, every indication is that Samsung is going
to be the next BlackBerry Ltd (NASDAQ: BBRY) and Nokia," Global Equities
Research analyst Trip Chowdhry told Benzinga.
IHS Technology (NYSE: IHS) Senior Analyst Daniel Gleeson said that this is a
"danger" that Samsung and other manufacturers need to recognize.
"It's something that's not just affecting Samsung," said Gleeson. "If you
look at Sony, HTC, LG -- they're all under fierce, incredible pressure just
simply to generate profits and to break even. Samsung has a bit more of a
cushion than the others, but it's something that affects all of them because
they're being pressured at the top-end from Apple, who has now come out
with those larger phones."
Related Link: Will Apple Pay Consumers Billion For Deleting Their Music?
Galaxy S6: More Of The Same?
Samsung is reportedly rethinking its strategy for the Galaxy S6, but a new
leak suggests that the device might offer more of the same.
The rumored specs include a 5.5-inch 1,440 x 2,560 pixel display, a 64-bit
octa-core processor and a 20MP rear camera. This would provide Samsung with
a better display than the iPhone 6 Plus (on paper, at least), but the
processor may be playing catch up to Apple's A8 chip.
"In terms of the screen size, I think Samsung is probably limited with what
it can do [with the S6] because it must leave space above it for the Note,
obviously, so it can't get too big," said Gleeson. "I think we're probably
at the limit with all of the flagships next year that they won't increase in
size massively."
If nothing else, Gleeson expects Samsung to bring the Edge display (featured
in the Galaxy Note Edge) to the Galaxy S6.
"In fact, one of our display analysts thinks that it's going to be curved on
both edges instead of just one to really make it stand out," Gleeson said
of the display. "I think, realistically, that sort of innovation is what
Samsung is best at. They're not the best at software. They do have strengths
in their display technology. That's definitely one of the things we very
strongly think they should be looking at in terms of [product
differentiation]."
Specs Are A 'Recipe For Disaster'
Chowdhry warned that Samsung needs more than upgraded specs if it wants to
survive.
"Specs, by itself, is a recipe for a disaster," said Chowdhry. "That is the
fundamental problem of Samsung. I don't think you can take specs in
isolation."
Instead, Chowdhry thinks that Samsung should focus on software -- but not
necessarily the OS.
"Everybody is doing Lollipop, so what is unique?" Chowdhry questioned. "What
is Samsung's differentiation? Can you remember the last time you went to
the store to buy a phone and asked for technical specifications?"
Disclosure: At the time of this writing, Louis Bedigian had no position in
the equities mentioned in this report.