Authoritative analyst Mark Newman (Mark Newman) from the Research Center Stanford Bernstein confirmed rating on the stock Samsung at "overweight" ("Outperform") and his assessment of the new flagship smartphone, the South Korean manufacturer.
According to the expert, the margin Galaxy S4 will be slightly lower compared to the predecessor of the third generation, however, the operating ratio would be about the same for the vertical integration of components produced by Samsung. The total cost of components used in the Galaxy S4, Newman estimates at $ 257 (considered a model with 16 GB of memory and support for HSPA), which is about 14 more than the same model Galaxy S III. By comparison, analysts IHS iSuppli components counted in the "three rubles" worth $ 236.
Samsung good saves by using their own parts. For example, about 63% of the components Galaxy S III (display, processor, etc.) produced in establishments Samsung Group. In the current generation will be the flagship of this figure is 68%.
Officer Stanford Bernstein suggests that the average cost of the model Galaxy S4 will be in the region of $ 520, about the price of Galaxy S III, but the margin is not in favor of the new items - 46% vs. 48%. Monthly Asian corporations can issue 10 million new smartphones, despite some production problems, which occurred in March, said Mark Newman.
Sales of Samsung Galaxy S4 in Russia will begin on April 26. Price of the device in Russia will be 29 990 rubles for a model with 16 GB of internal memory. On the Russian market smartphone operating system will come with Android 4.2.2 (Jelly Bean).
Counterpoint Research projected quarterly smartphone shipments Samsung Galaxy S4 with a monthly shipment of the order of 25 million units for the period from January to March - more than 70 million vehicles. At the end of 2012 the share of Samsung in the smartphone market was 32%, but for the first two months of this year increased its position to 35% of the market.
2013 Samsung expects to complete a record number of mobile phones sold - 500 million units, while the previous year had produced about 420 million units. It should be noted that Samsung does not publish data on the sales of their mobile gadgets, letting only the success of some models. So, officially known that less than a year since the introduction of Galaxy S3 was sold about 40 million of these devices.
According to the expert, the margin Galaxy S4 will be slightly lower compared to the predecessor of the third generation, however, the operating ratio would be about the same for the vertical integration of components produced by Samsung. The total cost of components used in the Galaxy S4, Newman estimates at $ 257 (considered a model with 16 GB of memory and support for HSPA), which is about 14 more than the same model Galaxy S III. By comparison, analysts IHS iSuppli components counted in the "three rubles" worth $ 236.
Samsung good saves by using their own parts. For example, about 63% of the components Galaxy S III (display, processor, etc.) produced in establishments Samsung Group. In the current generation will be the flagship of this figure is 68%.
Officer Stanford Bernstein suggests that the average cost of the model Galaxy S4 will be in the region of $ 520, about the price of Galaxy S III, but the margin is not in favor of the new items - 46% vs. 48%. Monthly Asian corporations can issue 10 million new smartphones, despite some production problems, which occurred in March, said Mark Newman.
Sales of Samsung Galaxy S4 in Russia will begin on April 26. Price of the device in Russia will be 29 990 rubles for a model with 16 GB of internal memory. On the Russian market smartphone operating system will come with Android 4.2.2 (Jelly Bean).
Counterpoint Research projected quarterly smartphone shipments Samsung Galaxy S4 with a monthly shipment of the order of 25 million units for the period from January to March - more than 70 million vehicles. At the end of 2012 the share of Samsung in the smartphone market was 32%, but for the first two months of this year increased its position to 35% of the market.
2013 Samsung expects to complete a record number of mobile phones sold - 500 million units, while the previous year had produced about 420 million units. It should be noted that Samsung does not publish data on the sales of their mobile gadgets, letting only the success of some models. So, officially known that less than a year since the introduction of Galaxy S3 was sold about 40 million of these devices.
