In 2012, Samsung (SSNLF) and Apple (APPL-$463.58) remained the
dominant OEMs in the smartphone market, with the two companies accounting for
29% and 20%, respectively, of global shipments, up from 20% and 19% in 2011,
according to IHS iSupply.
Looking ahead, some
analysts have expressed concerns that Samsung, the world’s largest maker of
mobile phones, televisions and computer memory chips, could become too
dependent on mobile sales. In 2012, handsets and tablets accounted for 66.9% of
the $26.7 billion in operating profitability, up from 51.9% (of $14.39 billion)
in 2011.
“The high-end smartphone
market has largely become saturated, while the fast Chinese growth in the lower
segment will make it difficult for anyone to see strong profit growth there,”
noted Kim Hyung Sik, a Seoul-based analyst with Taurus Investment Securities.
Like Samsung, Apple is becoming increasingly
dependent on its mobile segment to drive top-line sales. In the first fiscal
quarter of 2013 (ended December 29, 2012), net sales of iPhones and iPads
totaled $30.7 billion and $10.7 billion, respectively, and accounted for 56%
and 20% of aggregate sales (up from 52% and 19% in the prior year).
Continue Reading at YCharts: That
Empty Feeling: For Samsung and Apple, Ruling the Mobile World Isn’t Enough
Editor David J Phillips does not hold a
financial interest in any stocks mentioned in this article. The 10Q Detective
has a Full Disclosure Policy.
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