Carolina Milanesi, Research Director, Gartner
When I see an Apple analyst that can actually see and speak the truth, I’m dumbfounded, and wonder if reporting it is a good thing, when I’m trying to put these guys in the proper light. But hey, you have to roll with it. Let’s see how Carolina fares with her projections at earnings.
On another note, the Korean Times is reporting something fishy over at Samsung. As big as Samsung is, selling everything from insurance to washing machines, there’s signs that this newfound growth in the mobile space is stretching their capability.
“You should always have a sense of crisis. You should run faster and always study to have insights,” Lee told reporters at Gimpo International Airport, arriving back from a three-month trip to Japan and Hawaii.
As impressive as Samsung’s rise has been, the company still is not in Apple’s league: Its devices lack the seamless integration Apple is known for, said Carolina Milanesi, a consumer-device analyst for research firm Gartner. As expectations for the Galaxy rise, consumers will eye Samsung’s products more critically, she said.
Samsung is also losing the battle of profits. Apple accounts for some 70 percent of all smartphone profits, Morgan said, while Samsung has most of the rest.
Also, Samsung users don’t show the loyalty for the brand that Apple enjoys from its customers.
The Yankee Group, which regularly analyzes consumer attitudes, said its recent survey of about 16,000 Americans revealed that 5 percent of iPhone users said they plan to jump to one of Samsung’s many models of smartphones for their next smartphone, whereas 14 percent of Samsung owners were planning to buy an iPhone as their next device.
“People in focus groups say things to us like, ‘If it’s from Apple, I will buy it,’ ” said Alan Nazarelli, CEO of Silicon Valley Research Group. “I don’t sense that Samsung has that today.”
Castro, the convert, underscores Samsung’s precarious position: Though he chose a Galaxy S3 over an iPhone 5 in the fall, he has not been completely won over by Samsung. His Galaxy lacks the software and app ecosystem of Apple, its messaging capabilities are not as “fluid” as the iPhone’s, and the device lacks the support system Apple offers at its retail stores, he said.
“They are on Apple’s heels,” Castro said. “But I don’t see them ever catching up.”
His next device purchase? It will probably be the next iPhone.
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