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RF Micro Devices Inc. Message Board

  • monrio1 monrio1 Apr 20, 2013 2:19 PM Flag

    Samsung Numbers: Crazy or Real?

    Haven't seen any numbers higher than these estimates from JP Morgan.
    ------------------------------------------------------------------
    Posted by Stefan Constantinescu on Apr 10, 2013 in Android Beat

    "I’ve been searching high and low for an analyst prediction on the success of Samsung’s Galaxy S4, and today, in the French paper Les Échos, I finally found one. JPMorgan says Samsung will likely ship 320 million smartphones in 2013, of which 80 million will be the high end Galaxy S4.

    Is that goal reachable?

    Last week I covered a DigiTimes report that said Samsung has an internal goal of hitting half a billion phone sales. If JPMorgan’s estimate of 320 million smartphone sales turns out to be true, that means 64% of the mobile phones Samsung will sell this year will be “smart”. Another analyst firm, Gartner, says 53.5% of the phones Samsung sold during 2012 were “smart”, so that 64% figure for 2013 does indeed sound right.

    What I’m curious to see now is how many GS4 sales Samsung will achieve during the first 100 days of product availability. Samsung managed to push 20 million GS3 units out the door during that span of time in 2012. In an earlier article I posited that they could easily double that this year. I’m now feeling quite confident that it’ll happen."

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    • we will soon know. let us hope

      • 1 Reply to speculamania
      • Every 1Q indicator is up except Nokia and Apple. Samsung upside will make up for both Nokia and Apple shortfalls in March quarter, even June quarter as well, as S4 really starts rolling.

        The only hit Rfmd probably will take is to June guidance. Instead of blow-out guidance expected a week or so ago, Rfmd will offer incrementally larger June revenue guidance than March actual results. This all changed in the last week with the Apple June news.

        June quarter will still be very positive for Rfmd. If Rfmd mentions Apple old business will be replaced by new Apple business beginning late June quarter, then the biggest hurdle for this CC will be handled.

        Still, my view is the numbers will hold this post earnings run-up well below your $6.30 target of a week ago, but we'll still get a decent pop or should get one. Whether we do or not is up to the PUKES.

        Every quarter more and more LTE will be shipping this year!!!

 
RFMD
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