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Apple Inc. Message Board

  • michalisrael157 michalisrael157 Mar 15, 2013 10:34 AM Flag

    Brian White: The SIV : Heavier fatter and less refind than the iPhone 5

    After months of anticipation, Samsung unveiled the Galaxy S4 in a glitzy, heavily polished primetime event in New York City's Radio City Music Hall on Thursday. The company's new premium handset is its response to Apple's iPhone 5, which debuted last September.To analyst Brian White of Topeka Capital Markets, the Galaxy S4 represents a refresh for Samsung, but the new handset is not a game changer. He expects Apple's anticipated "iPhone 5S" to "handily outsell" the Galaxy S4 when it launches later this year.In his view, one of the strong points of the new Galaxy S4 is its Super AMOLED display, which has a pixel density of 441 per inch. That's a higher resolution screen than the 326 pixels-per-inch found on the iPhone 5.As for the rest of the Galaxy S4, White characterized it as "heavier, fatter and less refined than the iPhone 5." He noted that the iPhone 5 is 18 percent thinner and 20 percent lighter than its predecessor, the iPhone 4S, while Samsung only managed to trim 8 percent thickness and 2 percent of the weight from the Galaxy S III to the Galaxy S4. In addition, White said the plastic casing on the Galaxy S4 is simply "no match" for the aluminum unibody enclosure Apple adopted on the iPhone 5.We are amazed by how analysts and the media have turned on Apple during the recent stockdowndrafts with statements that Samsung is 'out-innovating' Apple," White said. "One would believe that Samsung is crushing Apple in the mobile phone market. We believe this is complete nonsense."Also largely unimpressed by Samsung's latest offering was Gene Munster of Piper Jaffray, who characterized the Galaxy S4 as an "evolutionary" update. He expects that Apple's iPhone will maintain its share of the high-end smartphone market in calendar year 2013.While the S4 is likely to be the iPhone's biggest competitor this year at the high-end of the market, we remain confident in our iPhone estimate for this year of 177.5 million, which includes a cheaper phone in the September quarter,

    Sentiment: Strong Buy

 
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