Samsung Electronics logs surprise 80% jump in profit Q3 2015

[dawheat]

It boils down to a simple problem of trying to fit facts to a preconceived theory, rather than basing a theory on the facts.

The longstanding beef is that there's two predetermined conclusions at work: that Samsung's phones must always emerge triumphant, and that Apple's phones must always fail. Facts are either exaggerated or conveniently omitted to support these views. Are Samsung's profits recovering in one quarter in spite of its phone sales, not because of them? Don't mention that last part -- surely the inevitable Samsung mobile monopoly is back on track! Did Apple have gangbuster early iPhone sales? Try to pick them apart to claim they don't count.

It's disingenuous, especially when many of us now know the underlying agenda and refuse to simply accept the claims at face value. It's fine to talk about Samsung's earnings... just present the facts plainly, whether they reflect well on your favorite brand or not.

I'm mostly surprised so many people still engage him in direct conversation. The topic itself unfortunately is valid, so I just try to comment around him.

Honestly, I feel like a lot of people actually like him posting nonsense b/c it let's them unload in righteous indignation at him and by extension Samsung.

Even accusations of him being Samsung PR are satisfying to many when the truth is more likely that he's some random fanboy. When the company releases clear breakdowns of revenue and profit by segment in a short period of time, it's utterly stupid for "PR" to try to spin an opposite story. The fact that his arguments are so bush league point to the opposite.

And what may be a surprise to many, I doubt he's even Korean as most nationals I know are not fans of Samsung, how much sway they have in the country, and how they treat their employees.

 

[StrangerGuy]

If Samsung was breaking record sales handset numbers, you can bet Samsung PR would be pumping that shit up, no? At least that's what they used to do in the Galaxy S II days. They always made some announcement like "We have sold 5 million Galaxy S phones in xx days", "10 million in xx days", "25 million in xxx days", "50 million in xxx days", etc...

Since Samsung doesn't like to show us hard numbers, the next best thing we can do is use this - Aug 2015 Android Survey: http://opensignal.com/reports/2015/08/android-fragmentation/

Samsung highlights:
-No. 1 spot still held by a 3.5 year old i9300 S3 despite being long out of contract by now.
-Every premium device from theirs seem to do worse than before. In particular all Note 4 variants combined doesn't seem to even outsell the Note 3 N9005 LTE variant.
-S6 or S6 Edge not even in the top ten, and combined still convincingly outdid by the non LTE i9500 S4.

In contrast to Asus who already has Zenfone 5 overwhelming as #1 of their entire lineup in just a year or so.

 

[zaza]

Galaxy s6 is the worst android phone to date, it is a piece of redacted just like all the exynos phones, overheating underperforming piece of redacted . No removable battery, no sd card, no waterproof, no custom roms, poor gaming prformance, and has the pos android os installed.

Only morons would buy it, and fortunately for samsung the world is full of morons (especially in backward ignorant third world shitholes like China and India where everyone buys their redacted )





No profanity in the tech forums.


esquared
Anandtech Forum Director

 

[dawheat]

Since Samsung doesn't like to show us hard numbers, the next best thing we can do is use this - Aug 2015 Android Survey: http://opensignal.com/reports/2015/08/android-fragmentation/

Samsung highlights:
-No. 1 spot still held by a 3.5 year old i9300 S3 despite being long out of contract by now.
-Every premium device from theirs seem to do worse than before. In particular all Note 4 variants combined doesn't seem to even outsell the Note 3 N9005 LTE variant.
-S6 or S6 Edge not even in the top ten, and combined still convincingly outdid by the non LTE i9500 S4.

In contrast to Asus who already has Zenfone 5 overwhelming as #1 of their entire lineup in just a year or so.

I'd be cautious about drawing conclusions from this data source as it clearly isn't intended to show anything but the variety of devices.

For example - it includes 13 variants of the Note 3, including multiple international variants, Verizon, AT&T and Tmobile versions. For the Note 4, it only includes 3 versions that do not include the most common international version, AT&T or T-mobile.

For the S6 and S6 Edge, it only includes the F version which is one international version while the S5 has 6 versions that includes Verizon and AT&T.

This could be a byproduct of it not being a particularly popular site (I never heard of it) and its goal of trying to map fragmentation over all Android history (over 1.5 billion devices). So the data will get better for devices over time, even after its peak sales cycle is over.

That being said, I don't think anyone disputes Samsung's flagship sales have been under pressure from the S3 onward. However I'd be careful not to be equally wrong the other way by using any data source.

 

[Achtung!]

Yes, according to the majority of iFans, Samsung was doomed since 2013.

Galaxy s6 is the worst android phone to date, it is a piece of redacted just like all the exynos phones, overheating underperforming piece of redacted . No removable battery, no sd card, no waterproof, no custom roms, poor gaming prformance, and has the pos android os installed.

Only morons would buy it, and fortunately for samsung the world is full of morons (especially in backward ignorant third world shitholes like China and India where everyone buys their redacted up)

According to the troll.

Since Samsung doesn't like to show us hard numbers, the next best thing we can do is use this - Aug 2015 Android Survey: http://opensignal.com/reports/2015/08/android-fragmentation/

Samsung highlights:
-No. 1 spot still held by a 3.5 year old i9300 S3 despite being long out of contract by now.
-Every premium device from theirs seem to do worse than before. In particular all Note 4 variants combined doesn't seem to even outsell the Note 3 N9005 LTE variant.
-S6 or S6 Edge not even in the top ten, and combined still convincingly outdid by the non LTE i9500 S4.

In contrast to Asus who already has Zenfone 5 overwhelming as #1 of their entire lineup in just a year or so.

Sample size: 24,093. 'nuff said. Nice try though.

Asus isn't even as big as LG. Where's the logic of comparing Asus with Samsung? And Zenfone? How many units did it sell?

 

[CurrentlyPissed]

Galaxy s6 is the worst android phone to date, it is a piece of redacted just like all the exynos phones, overheating underperforming piece of redacted . No removable battery, no sd card, no waterproof, no custom roms, poor gaming prformance, and has the pos android os installed.

Only morons would buy it, and fortunately for samsung the world is full of morons (especially in backward ignorant third world shitholes like China and India where everyone buys their redacted up)

I loled at the irony of this post.

 

[Mopetar]

Sample size: 24,093. 'nuff said. Nice try though.

The sample size is 682,00, where it says distinct devices for this report.

Also, 24k is more than large enough of a sample assuming it's properly random. U.S. political poll samples are typically done with a few thousand or less and those are generally accurate to within a few points.

 

[mrochester]

This is VERY surprising and it seems Samsung has made a surprise come-back. Most analysts were expecting ~$4 billion USD in operating profit. But Samsung is now expecting $6.29 billion USD, which, when extrapolated on an annual basis, means that they are making $26 billion USD in annual profits.

Samsung is more profitable than Toyota and Volkswagen, but less profitable than Apple.

It seems like the Galaxy S6, S6 Edge, Note 5 and S6 Edge+ are selling much better than expected. Since Apple is still using TSMC as its main supplier for the A9 CPUs for the new iPhone 6S and 6S Plus, I don't think the release of the new iPhones has much contribution to Samsung's surprise profit boost.

http://www.reuters.com/article/2015/10/06/us-samsung-elec-results-tech-idUSKCN0S033E20151006



The recent fall of Apple stocks has a lot to do with slowing momentum of shipments of the new iPhones. Sure, sales are up on a yearly basis, but that's because this time for the first time ever, Apple released the new iPhones in China.

I believe the iPhone 5S was launched in China at the same time as the USA, UK etc. The iPhone 6 went back to not having China as a launch country, and then back again with the 6S. In all cases, iPhone launch shipments have increased.

 

[StrangerGuy]

The sample size is 682,00, where it says distinct devices for this report.

Also, 24k is more than large enough of a sample assuming it's properly random. U.S. political poll samples are typically done with a few thousand or less and those are generally accurate to within a few points.

When somebody objects to a by far large enough absolute sample size it's a clear sign that they failed Statistics 101 in class.