Global Business News: Samsung smartphone market to seize the initiative

This time, Apple really proud up! Data, the first three Android 4.0 OS quarters of this year, Samsung smartphone shipments Apple twice.
From the A-share market in the apple industry chain, Anjie Technology (002635.SZ) Ushimata GoerTek (002241.SZ). Apple stocks is not high compared to the attention of the Samsung stocksWith the Samsung smartphone Hot Company's ability to win a share of the A-share market, the high growth of the performance?Samsung smartphone sales in the first super AppleNovember 8, the latest data published by market research company Strategic Analysis, the smartphone flagship product of Samsung GalaxyS Ⅲ shipments over the third quarter of this year Apple iPhone4S, first became the world's best-selling smartphone.
According to data of the foreign research institutions, the Samsung 2012 third quarter ended September 30 smartphone shipments reached 56.9 million, accounting for 35% for the iPhone 2 timesSamsung expects smartphone sales in the fourth quarter and three quarters of an equally strong. There are indications that in the smartphone market, Samsung was beginning to leadingInvestment Advisor in Senior Fellow in China, He said: "Samsung's product sales in the country better than Apple's the main reason for its rapid adaptability and business advantage of the growing market in Asia. Apples the Chinese market as a low-end consumer market, posture pendulum high, warranty service, product innovation capabilities but not enough. relative to Apple, Samsung serious about every consumer product innovation is less than Apple, but the corporate attitude to get a good reputation in the country, coupled with the support of the local government, beyond Apple expected. "
The financial sector, principal analyst Zhao Huan said Android 4.0 google When the process of the development of the smart phone market to a certain extent, will be getting smaller and smaller room for improvement of the hardware, applications and intellectual property rights, such as soft effort to become an important bargaining chip manufacturers Competition, the current market on wave after wave of patent war is the most powerful evidenceHe believes that, compared with Apple, Samsung in terms of hardware may barely cope with, but there are drawbacks in terms of software and patent Samsung smart phone industry chain link will open up in the future, seek volume-profit integrated to enhance the new profit point for local manufacturing businesses, which it is an excellent opportunity.
In addition, there are reports that the Samsung is likely to be only temporary leading. With the re-listing of the iPhone5, this new product is expected to help Apple regain the title of best-selling smartphone in the fourth quarter.The Samsung industrial chain VS Apple industry chainSelling the Apple phone, Apple stocks touted in the capital markets, many public offering of private persons are excavated in the apple industry chain "Ushimata, such as GoerTek and Angela.Then, Apple industry chain and the Samsung industrial chain in the end who is superior to it?Believes that a new era in Shanghai Securities strategist Fu Shaoqi whether Apple industry chain or the Samsung industrial chain, the A shares of the company are mainly to do parts of Samsung's industry chain is much better than Apple because Samsung shipments is significantly higher than Apple, Apple left to the profit margins of suppliers is not that great.
He believes that the Apple phone profits are high, but günstige umts handys their suppliers and other suppliers and is no different from Leybold Tech (002106.SZ) is a typical example, after 2010 because Apple concept stir The share price decline, on the one hand, the company itself, the reason the other hand to the small profit margins of suppliers and Apple-related.
Contrast, Samsung's market share and the large shipments, so its supplier of scale, lower marginal cost, volume and price have the profit situation may be better than AppleAnalysts have a different view. Shanghai a brokerage analysts said, "Financial Business" of First Financial (microblogging) Daily reporter interviewed related companies by selling Samsung phones Samsung upstream and downstream integration ability, relatively Apple should a lot. For this reason, not many studies on Samsung stocks.
Samsung stocks may wish to focusThe current situation, the economic growth rate slowed down, the traditional industries hard to find bright spot. Emerging industry with Apple, Samsung released a new product, with Apple, Samsung industrial chain listed companies by the dual concepts and results support Apple stocks sought after by the market, Samsung stocks expected to become the market speculation successor. investors will be institutional and small investors favor, investors may wish to focus on Samsung stocks. "Zhao Huan saidHe in China, said: Samsung industry chain is the world's most perfect of industry chain, even Apple some hardware is also required from Samsung's procurement, by virtue of its powerful industrial chain, Samsung in the market seem more flexible, profit margins telescopic range is also somewhat expand With products selling on the A-share companies in the industry chain is also expected to benefit. "
He believes that the real benefit from Samsung mobile phones selling battery charger, electro-acoustic element, high-grade coating composite segments, domestic Samsung set up in Shaanxi, and part of the hardware and outsource production to domestic manufacturers, companies, including more than a few segments on competitiveness Desai battery (000049.SZ), GoerTek Wo Shing new materialAccording to reports, in addition to the above-mentioned several companies, the Samsung industrial chain on the A-share company also includes Master Bader Jin Sheng sharesCheuk-wing technology (002369.SZ), Kant new Ophelia lightWind statistics show that in the eight Samsung stocks, six companies to achieve positive growth in net profit in the first three quarters of this year, the Wo Shing new material, Zhuo wing Technology's net profit, respectively, year-on-year decrease of
In addition, Kant new and Master Bader profitability billige iphones 4 performance is better, the sales of the first three quarters of the gross profit margin of 33.6% and 30.02%, respectively. GoerTek Ophelia light and also to maintain a 20% gross profit margin.
In fact, the market for Apple industry chain is much higher than the Samsung industrial chain, Fu Shaoqi said before on the Samsung industrial chain up the A-share company currently about three or four times the price-earnings ratio, although relative to the broader market relatively high, but in the electronic components industry point of view, and not too high.