Why an analyst thinks Samsung will stop making smartphones in 5 years, and why I disagree.

by: Matthew BensonNovember 4, 2015
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ben bajarin

Ben Bajarin

As the market leader for Android, Samsung – both the company and the devices it makes – receives the lion’s share of attention from the media and many consumers. The world waits with bated breath for the next big thing to arrive, though some are lining up waiting for it to “fail”. The smartphone market has changed dramatically in the past couple of years however, and it is the latter sentiment which seemingly grows greater with each passing month. One analyst has now gone as far with the doom and gloom predictions to suggest Samsung will exit the market in 5 years time.

Specifically, Ben Bajarin, head of research at market research firm Creative Strategies, decreed that “Samsung will be out of the smartphone business within five years.”

His argument is largely centered around the idea that, essentially, the smartphone market has commodititized:

“Android’s new premium price point is between $300-$400 and the new mainstream Android smartphone price point is under $300. No other Android OEM, Samsung included, will sell in volume anything above those prices. At those prices, cutting edge innovation will be void, meaning the gap between iPhones and Android will grow.”

And:

“If you are not familiar with the Innovator’s Dilemma, it is that, as a market matures, the early innovators get disrupted by competitors who come into their space with lower priced products, similar specs (the specs that matter), and eat into the market share of the early innovator in the category. Once the market embraces good enough products, the innovator can no longer push premium innovations as their value is diminished once a good enough mentality sets in. Android devices in the $200-$400 range are good enough for the masses leaving Samsung’s $600 devices and above stranded on an island.”

 

Personally, it is difficult to believe that Samsung will ever “abandon” the smartphone market, as Bajarin suggests. Here’s why.

  1. Apple’s continued success is clear evidence people will pay premium prices. Bajarin’s thesis centers around the belief that Android smartphones have – on average – dropped in price point. Yet clearly, smartphone prices have not really changed. Apple not only managed to charge the same amount for this year’s 6S hardware refreshes, it actually sold more units than last year. Bajarin fails to account for the simple idea that customers who want to save money could just buy a cheap Android as an alternative.
  2. Bajarin’s thesis is largely centered around the idea that the smartphone market has essentially fallen into the same hole as the PC market. Most laptops now cost between $300-700 whereas they used to sell on average for almost three times that if not more. And yet. Microsoft’s Surface line is expensive. The Surface Book is super expensive. VAIO has an even more expensive product. The idea that the entire world will collectively have the same definition of pricing standards is both erroneous and narrow-minded, and is the exact reason why choice exists.
  3. Samsung has been making mobile phones for how many decades now? Bajarin explicitly mentions how the market has changed so much recently, yet fails to appreciate the fact that the market exists period. Jump back to 1998, or even 2004: were mobile phones the sensational tech-fest they are today? Nope. And yet Samsung – along with countless other OEMs – made, and continued to make devices even back then.
  4. Let’s be realistic here: Samsung, with all of its industries and divisions, is quite capable of competing directly with rival OEMs, the ones who are lowering prices. There is nothing actually stopping the company from lowering its prices, it just isn’t. This is exactly what Sony refused to do, however unlike the Japanese corporation, Samsung has been extremely aggressive about remaining competitive with new ideas and products. Why does Samsung continue to charge $800 for the Galaxy S line? Because it can. It’s the same reason Apple charges a small fortune for its products. If devices like the OnePlus 2, for example, can do high specs at a low cost, then why couldn’t Samsung as well? It certainly could, and at the very least – given the fact shareholders want results and not write-offs – the company would seemingly, sooner cut prices than exit the market entirely, thereby admitting defeat and sending investor confidence spiraling.
  5. Bajarin also mentions the idea that Samsung missed estimates this past quarter. It missed estimates, the likes of which are in part fueled by speculators such as himself. People who make bold claims about what might happen to any given company based on data that is often mathematically sound, yet fails to account for any kind of sudden change or unexpected occurrence.

Ultimately only time will tell how accurate this “death watch” proves to be. Just yesterday Samsung’s Vice Chairman had some very bold words to say about his company’s future, and indicated that significant, major changes were needed to continue on and survive.

  • Lol

    That ben dude is a load of crock shit.

    • rattyuk

      Fantastic insight from someone who knows nothing about the guys background.

      This stuff is not hard to understand. Samsung is selling more and more phones for less and less money. Worse still the high end devices are coming out faster and faster and Samsung are still not selling any more devices.

      Android market falls into two main customer groups. People who walk not a store and want a free phone and open fans who want to be able to have complete control as to how their hardware works and so they go with the Andriid option.

      The problem Samsung has is two fold. Firstly they are pushing to make their phones as iPhone as possible, removing the very features tha people bought their phone for. Secondly the competition is providing similarly featured phones for significantly less money.

      There will come a time when Samsung does the math and decides that it isn’t economic to continue. Especially considering how much money they are bringing in just by manufacturing the processors for Apple. It will come down to economics in the end. We’ll see how Samsung does then.

      • SnakeSplitskin

        wrong. You’re just plain wrong. What you should say is that Samsung has
        added more lower end phones to its line up which has added more sales
        to its overall volume. 6% increase due in large part to these lower end
        phones being sold in China and other emerging markets. This does not
        mean that Samsung has sold less of its higher end phones. It simply
        means that Samsung’s lower-end phones are booming in markets that will
        only pay for lower priced phones.

        You make this totally bogus assumption:
        “The problem Samsung has is two fold. Firstly they are pushing to make
        their phones as iPhone as possible, removing the very features that
        people bought their phone for. Secondly the competition is providing
        similarly featured phones for significantly less money.”

        The
        above assumption is bogus because from the beginning starting with the
        Vibrant and Galaxy S phones, Samsung was accused of copying Iphone.
        Whether true or not, Samsung has become the number one OEM in sales of
        Android phones. So now it’s the latter part of 2015 and you’re still
        accusing Samsung of making their phone as Iphone as possible. Guess
        what, the Note 5 and S6 Edge (Plus) phones outperformed previous
        iterations of the Galaxy line without having an SD card or removable
        battery. If people did not want this in their flagship phone then the
        LG G4 and V10 would be selling like hotcakes. But clearly those two
        phones are struggling.

        Then you go on to make another boneheaded assumption:
        “Secondly the competition is providing similarly featured phones for significantly less money.”

        No!
        The competition is NOT providing similarly featured phones for
        significantly less money. There isn’t a single cheap phone that can
        compete with the current Galaxy line’s camera. Not a single 1. There’s
        not a single cheap phone that has a fully functioning stylus that
        actually adds value to the overall phone. Not a single 1. There’s not a
        single cheap phone that offers a stellar display that is on par with
        Samsung’s flagship phones’ display. Not a single 1.

        Hopefully
        there will come a time when you can actually do some simple but real
        analysis of the market and base your analysis on real world facts. Make
        no mistake, Samsung is the only Android OEM making a boatload of
        profit. They are NOT losing money in the smartphone market. You need
        to accept that reality.

        • Degus Jacoby Pradana

          Its waisting time when u reply isheep or samsung haters. They will not accept it

          • rattyuk

            The poInt being us that Samsung is making less and less money on mobile phones every quarter. Eventually that will be unsustainable, however many phones you sell…

  • 1213 1213

    Exactly, at the very least they could compete on price if they had to, especially since they can make their own stuff. They would have to cut costs to do that, and indeed they are. Advertising costs are a bit different though, because they’re proven to work.

    But is there a chance of Samsung abandoning the lower end? I wouldn’t think so as they are making a huge push for the J series in India. They seem dead-set on competing.

    • Tom Coock

      Samsung will not abandoning the low end. Samsung will redefine the low end.

      • abazigal

        Whatever that means.

        • Ayam Kampus Enak Rasanya

          It means samsung will survive

  • bob

    i’ve been reading your articles Benson, and you always seem to miss the gist purely (i suppose) out of your huge bias.

    do you understand what the analyst tried to say?

    -android phone are commoditized, they are all nearly the same, with china oems undercutting the prices

    -samsung cannot differentiate itself without its own software.

    -people are paying 300-400 bucks for android premium phones, not 600-700, like galaxy s6, number of sales confirm that

    -samsung doesnt want to be in a market competing with razor thin margins. – most important, you say they can, analyst says they dont want to. get it?

    -they will continue to be the supplier

    you cannot compare apple and samsung. samsung is just another android oem, you know, those regular plain phones ;)

    samsung cannot demand same prices as apple because its running android – thats the gist of it, and its true. nobodys gonna pay twice the price for a better cpu and camera, but they might if its running different software, like ios, or tizen.

    • Tom Coock

      “-android phone are commoditized, they are all nearly the same, with china oems undercutting the prices”
      Which is good for android ecosystem and for android user.

      -samsung cannot differentiate itself without its own software.
      Samsung sold more phone than Apple (2nd) + Huawei (3rd) + LG (4th). Samsung already towering their rival, and you say can’t differentiate?

      -people are paying 300-400 bucks for android premium phones, not 600-700, like galaxy s6, number of sales confirm that
      What number? Wrong number!!

      -samsung doesnt want to be in a market competing with razor thin margins. – most important, you say they can, analyst says they dont want to. get it?
      The only one who doesn’t want that razor thin margin is the GREEDY APPLE INVESTOR/ANALYST

      you cannot compare apple and samsung. samsung is just another android oem, you know, those regular plain phones ;)

      Agree. You can’t compare apple and samsung. Apple is JUST A COMPANY that follow samsung product. Not innovative at all. Without samsung producing their CPU/LCD/RAM, Apple product won’t be as good.

      • bob

        good for the user, bad for the companies. bad for the companies, bad for the user in the long term. shame you cant see beyond a month in the future.

        samsung cant differentiate itself, thats why every single 600+ dollar phone they tried to sell in 2015 failed. so they are left with budget phones or budget prices. this analyst says they wont be willing to compete in that kind of commoditized market. i know its a bit hard to grasp but try harder.

        yeah, s6 and note 5 failed to gain traction. s7 and note 6 will probably too fail. not because those are bad phones, its because they are running android. you can buy an android phone with the similar specs for half as much money. this analyst says samsung wont tolerate that and will quit that kind of market. i agree. i takes chinaese mentality to work for nothing, i dont think samsung is able.

        and any other firm, since they exist, you know, to make value.

        yet nobody is buying high prices android phone, and apple makes historic records quarter after quarter, purely because they saw through the bullshit called market share, unlike you, and didnt erode their brand by selling cheap phones like samsung did.

        apple designes their cpu, apparently much better than samsung. look at anandtech benchmarks ;)

        • SnakeSplitskin

          “samsung cant differentiate itself, thats why every single 600+ dollar phone they tried to sell in 2015 failed”

          Where are you getting this nonsense from?

    • John Doe

      But then so are iPhones .. They all look and act the same, with minimal changes from year to year ..
      Wow … apple lover much ..
      I actually just puked (a little) into my mouth while reading this horse $hit ..

    • SnakeSplitskin

      Keep in mind here that these Chinese OEM’s you refer to are booming in China and ONLY China. A boom in China for these lower OEM’s doesn’t mean that Samsung is hurting in its traditional markets. Samsung is answering back with its J series phones and managed to increase its oveall sales volume by 6% thanks to these lower end phones. Samsung CAN and HAS demanded same prices as Apple and is making the profit based on those sales. The only reason Apple is as huge (in terms of market share) as it is now is because they are selling like hotcakes in China. Samsung sells their phones in China but they don’t have access to Google Play Store or all the standard Google Services which is what makes an Android phone so outstanding. That will change if Google can decide to go back into China by acquiescing to the Chinese government’s demands.

  • abazigal

    “Apple’s continued success is clear evidence people will pay premium prices.”

    Here’s the problem. Apple’s continued success shows that people will pay premium prices for iPhones, but not necessarily Android smartphones.

    It seems to me that the smartphone has essentially splintered itself into 2 markets – the iPhone market, and the Android smartphone market, which is heavily commoditised. Apple will continue to rule the high-end phone market, and the profits that go with it, while the rest have only diminishing profits to look forward to in their future, simply because they can’t sufficiently differentiate their products.

    It’s worth pointing out that the Techpinions website is heavily pro-Apple in its bias, but they do have a pretty good track record in their analysis so far.

    • Tom Coock

      You say perfectly about apple.

      When I think about apple, I think this:
      https://www.youtube.com/watch?v=N5kWu1ifBGU

      But eventually, Apple will be like this:
      https://www.youtube.com/watch?v=I5ZR0jMlxX0

      • abazigal

        We shall see. I believe what we are seeing is simply the start of Apple’s ascent. All the way to the top.

        • bob

          apple already is a the top? how much higher can it go considering almost no android oems are even profitable let alone successful.

          jesus, what a fucked up market

          • mrochester

            It’s a shame the competition all sat around d while Apple ate their breakfast, lunch and dinner. Their lack of effective competition is pretty shameful for such big, well known companies.

          • Ayam Kampus Enak Rasanya

            Whaaaaattttt????

            If Huawei, Lenovo, Oppo, XiaoMi, Vivo, CoolPad, etc is NOT successful, they would not stay in the market. Only Apple paid journalist will say Android did Not make any money.

          • Sanka Muzikant

            bobbly, go to an apple site. I think you lost your sense of direction.

        • Ayam Kampus Enak Rasanya

          Apple market share is collapsing. In the past Apple never cut price for 1 year. Now, Apple do lots of special event price cuts, and it doesnt’ help at all.

          • rogifan

            Price cuts on iPhone? What’s your source for this?

          • mobilemann

            apple doesn’t really do sales, pretty much everything you said was completely inaccurate. Grats.

        • hoggleboggle

          not happening. The only reason Apple is able to show any increase in sales is because they simply include more an more markets in their reports to boost sales figures whilst their sales in established markets are stagnant. Now that the iphone is readily available in the Chinese market I wouldn’t be surprised if their market share there plummets after a couple of years as the brand looses its status appeal.

    • Modman

      I am a tech and most techs use android. They need to change the website name to isheep opinions.

      • mobilemann

        hi, i’m on an senior IT team, and co owner of a technology (automation buisness), and i use iOS. I would say it’s split down the middle, and would love to see your proof it’s otherwise.

    • SnakeSplitskin

      You’re sort of correct when you say 2 markets: Iphone Market & Android Market. The key here is that in the Android high-end market, Samsung can continue to best LG and HTC and perhaps force those two out of high-end contention just as they are doing now (see lagging sales for LG-G4, LG V10, and HTC M9). Once they are fully pushed out, the high-end Android market will be totally Samsung’s. Make no mistake, there are plenty of Iphone users that will go back to Android when given a reason to.

  • Modman

    All they need is a lot of low tier phones. By selling premium and discount Samsung will never go out of business.Galaxy J5 and J7 are selling like hotcakes in India.

    • bob

      by selling low tier phones, they are eroding their brand image, rendering them unable to compete in high end market.

      come on people, this is basics

      • My Name is khan

        by selling their premium phone cheaper, they made their competitor harder to get foothold in the industry…. this is the basis…

        • bob

          the question is, are they willing to tolerate low margins? this analyst says they are not.

          • Tom Coock

            What analyst? Greedy American Analyst who only want FAT margin??

            This is the KOREAN we’re talking about!!! The korean is NOT a cry baby like Greedy American Company (read: Apple)

          • bob

            companies exist to make money, i dont think you can grasp that concept, probably because you didnt earn a buck in your life and still live with your parents ;)

          • Ayam Kampus Enak Rasanya

            BUT GREEDY COMPANY who were avoiding tax, and put their money overseas is a useless company.

            The one that didn’t spend their $$$ on new R&D, and just put the $$$ in bank is even useless for economy. A money spend, will goes round and round. A money put in the bank is not useful.

            And who say samsung, lenovo, xiaomi, oppo, etc didn’t make money??? Or even HTC, Sony, etc. They made tons of money to pay for their employee salary, and contributing to the economy.

      • greg61

        That’s why nobody ever buys a Lexus, because they can buy a Tercel instead. Oooops

      • SnakeSplitskin

        No they’re not. Just look at Mercedes and their C-class cars versus their SL class cars. High-end vs. low-end. Hasn’t eroded their brand yet. come on people, this is basics.

    • rogifan

      Who cares how much cheap phones that are barely profitable sell. You can’t make money off that and money is needed to stay in business, pay employees, invest in R&D and manufacturing and customer service.

      • Modman

        Not true. 3rd world countries can’t afford expensive phones. By being all things to all people Samsung can make more money. Why not sell both. They have to keep top tiered phones selling in us Canada, and Europe. But that doesn’t mean they can’t sell a lot of low tiered phones in Asia and Africa and the Philippines. Mexico south america etc.

  • s2weden2000

    Ben Bajarin wont be a analyst in 5 years …

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    • Hans Pedersen

      That’s an easy prediction as he’s clearly not one even today.

  • My name is KHAN

    Is this the same analyst that predict Windows phone will be 20% in 5 year after nokia-microsoft deal, and will eventually beat android, and android will be dead?

    “If you are not familiar with the Innovator’s Dilemma, it is that, as a market matures, the early innovators get disrupted by competitors who come into their space with lower priced products, similar specs (the specs that matter), and eat into the market share of the early innovator in the category. Once the market embraces good enough products, the innovator can no longer push premium innovations as their value is diminished once a good enough mentality sets in.”
    I fix what he say… it should be:
    If you are not familiar with Apple Dilema, it is that, as a android enter the market, Apple get disrupted by Android who come into their space with lower priced products, better specs (the specs that matter), and eat into the market share of apple in the category. Once the market embrace the better and cheaper products, Apple can no longer push premium price as their value is diminished once a better product cheaper price mentality sets in…

    • bob

      yeah, but thats actually not happening

      • Tom Coock

        That’s happening, and it’s called the peak iphone, which is apple is loosing the market share since 2012 by 1% every year…

        • bob

          who cares about the marketshare when you count 1 buck phones in it.

          lets try this market share, 95% percent of profits. or high end marketshare, phones above 600 bucks, 90%? how about that one?

          whats the bmw marketshare?

          • Ayam Kampus Enak Rasanya

            When you finish kindergarten, then elementary school, then high school, try take business 101.
            Profit doesn’t guarantee anything. Market share does.

          • Marco Lorenzo

            There has been companies that almost went bankrupt from too little profit even though they had a significant market share. Acer is one example. Maybe you should take your own advice?

          • Sanka Muzikant

            isheep

          • Marco Lorenzo

            I’m an Android user but why don’t you try to reply with an actual argument? What he is saying makes sense IMO.

          • Sanka Muzikant

            This whole article is a valid argument

          • Marco Lorenzo

            The topic itself is valid but you provided nothing of substance, only name calling.

          • Sanka Muzikant

            That guy was calling me names earlier in the comments 4 days ago. So I was just speaking to him in his own language.

          • Marco Lorenzo

            Fair enough, but nevertheless, I think he makes a good point. People often talk about Android’s dominance and large market share without taking note of the kinds of devices that help it boost this number up. The majority are budget phones where the manufacturer makes very little profit. Not to mention, owners of Android phones tend not to be very loyal to that particular manufacturer (I for one have switched between three different companies in the last 4 years). Apple on the other hand has mostly die hard loyalists. Combine this with their premium segment market share and you have a company that’s in a very safe and stable position compared to the rest.
            Not to mention, the Apple App Store sells far more apps than the Google Play Store regardless of the GPS’s apparent market share. As I’ve said, I’m not an Apple supporter and I just want to see Android doing well, but people have got to stop sticking their heads in the sand.

          • Sanka Muzikant

            True. Same here. I used to be on Samsung, now I got the LG G4. I’m buying an Asus Zenfone laser for my mom. My wife got the note 3. I’m only loyal to Android. I just don’t think that Samsung would drop out of the market when guys like HTC and Sony still here. But then again, who knows.

          • Marco Lorenzo

            I’m on Samsung now (first time since the feature phone days) but that’s only because they suckered me in with the Note Edge :P It’s a great phone but compared to my Z1 Compact (which was basically perfect until I wanted a bigger phone), the interface is just not as smooth which can often be very annoying. Before that I had a HTC One X which was a real piece of crap. Poor battery life, disappointing performance and slow updates. I just bought a LG G4 for my girlfriend actually, hope it doesn’t let her down!
            But anyways, I also highly doubt that Samsung will be out in 5 years. The “analyst” just comes across as being biased. But like Samsung’s CEO says, something needs to change.

          • Sanka Muzikant

            I agree. Although switching over to non-removable batteries imo is not the right strategy. Also, imo they are doing an extremely poor job promoting their devices while comparing them to iPhone. This way they are basically giving free advertising to Apple. Of course, Apple doesn’t need it. I think out its extremely difficult for any Android oem because a lot of Android people will easily switch from brand tho brand. And with so many brands, unles Samsung really creates a must-have product, it is hard to justify the price. I can get an LG V10 right now for $499 from T-Mobile. Why would I want to pay $700-800?

          • davejoson

            The elimination of the removable battery and external memory card was the beginning of the end for Samsung in the high end smart phone market. These 2 features were the only things that propelled Samsung to the top of the market, which they proudly promoted the advantages of these features in commercial ad’s, then greed took over and they eliminated these features that the consumers wanted, they have been in decline in the high end smart phone market ever since.

          • Sanka Muzikant

            Whatever

          • igorsky

            Don’t you have homework to do, junior?

        • igorsky

          People have been predicting “peak iPhone” for years now. Apple’s share of profits in the smartphone market has never been higher. Please stop it.

          • Sanka Muzikant

            isheep

    • Pablo Martin Podhorzer

      People that buy Apple don´t care about specs. People about Apple care about other people watching them buy Apple.

  • Sanka Muzikant

    that dude simply hates android, and passionately loves apple. he is stating his wish, not a fact. not even an educated guess. he is blinded with his hate for something that beats apple any day, i.e. android, and samsung.

    • bob

      do you have any kind of rationalization and statistic for that kind of statement? because theres plenty for his side, hence the analysis.

      i think this freedom of opinion is driving the human kind in the shitter. we’re still too stupid to have freedom of opinion, maybe we should wait till theres at least 20% educated people in the world, from todays 0.01%

      • Sanka Muzikant

        Yes, I do. It’s called common sense.

      • Sanka Muzikant

        Apparently you do not.

        • bob

          apparently? do you know what that word means? how is the lack of rationalization and statistic apparent from my statement?

          do you speak english? or are there some more complicated abstract problems in your being?

          • Ayam Kampus Enak Rasanya

            Because you were too childish to understand common sense

          • Sanka Muzikant

            yes, and it would be better for everyone if commies like you stayed off these sites.

          • Marco Lorenzo

            Why is he a commie?

      • Ayam Kampus Enak Rasanya

        You can start by entering kindergarten…

      • SnakeSplitskin

        Where this analyst fails to do is to provide an actual example where this theory has overwhelmingly proven to be applicable for other products in other industries. All he has is a theory that sounds good but if there isn’t any other product or any other industry where this applies then it’s complete hogwash. For an analyst to use a theory that isn’t based on some sort of historical, he must have some other motive for creating his article. It seems his only plan is to cast doubt on a manufacturer and its products and stock price.

  • Modman

    Making low tiered phones devaluing Samsungs image is simply untrue. They already have multiple budget phones on boost and metro. They can do it all they are Samsung.

  • Degus Jacoby Pradana

    Yeah always found negative argument and article if it was about Samsung. I dont know why american people really hate this giant korea company, maybe a thread?

  • JDMillest

    samsung aint going no where.

  • ASYOUTHIA

    As long as there is a financing option, people don’t care the price

  • mcbere

    The other reason he says Samsung will get out of the market is because they don’t have their own platform like apple and whatever innovation they come up with won’t matter since people will just buy the phone that’s good enough that uses android. My problem is he assumes everybody who uses android is price sensitive and that somehow a good camera and a long lasting battery is going to cost under 400. I guess this is more of an argument for high end android but for Samsung they won’t disappear from mobile like Nokia or Palm

    • SnakeSplitskin

      Samsung already has the high-end and low-end of Android sewn up. It’s just a matter of conquering the market in China. I think once Google Play Store and Google Services begin again in China that Samsung’s high-end phones will really take off.

  • Bilal Berk Berksoy

    when people said this kind of thing when nokia was the king we dont believe it either but welcome to global economy
    huawei is start making naxus phones and chinese manufacturers are doing great jobs
    samsung is on the other hand start making iphones of android world with shitty note 5 and s6 and s6 edge and plus models
    people want removable battery otherwise what is the point of samsung
    note 5 even doesnt have 128 gb option and 64 gb is hard to find
    if any person who doesnt need s pen so much just go with nexus 6p
    even if you need s pen so much just go with note 4
    samsung start making very very bad decisions in 2015 and will pay for it
    they cut the jobs of people but it wont be enough

    • John Doe

      English is obviously not your 1st language ..

      • Sherpa

        What is wrong with that? Is there a rule that says everyone’s first language has to be English?

        • John Doe

          Yes there does … lol

    • SnakeSplitskin

      I don’t mind the broken English. I get the point you are trying to make. What you’re not accepting is that you are in a very small minority. The majority of people don’t give a hoot about replaceable batteries or SD cards. If they did then everybody would buy the LG V10 or LG G4. But clearly not many people are buying them because both phones are struggling in sales. Every person that buys an Iphone also doesn’t care about replaceable batteries and SD cards. These people are in the millions and are potential S6, S6Edge, S6EdgePlus, and Note 5 customers.

      So just accept it. Nobody cares (especially Samsung) that you are angry that they no longer support replaceable batteries and SD cards. You don’t even care because you haven’t gone out and purchased one of those cheap looking LG products I just mentioned.

  • Marty

    If Sammy keeps lying and deceiving, sure, they’ll go out of the business. Nobody or nothing can crap on people and prosper. It’s a fundamental law of nature.

    • SnakeSplitskin

      Don’t worry, they’ll always crap on just YOU. and I applaud them for it. Keep it up Sammy!

      • Marty

        Heh…sounds like I have permanent residence in your head.

        • SnakeSplitskin

          Ohhhh, it’s you! lol. You know, i’ll have to admit my memory must be failing me in my old age. When I replied to your “crap” comment I saw your name but I didn’t make the connection to our previous “round and round” we had. But thank you for reminding me. With that said….

          You now have 3,137 comments. Thats over 100 comments since last week. Why do you hate Samsung so much and why do you go out of your way to bash Samsung on all the tech sites? Do you ever ever say anything good about any late model Android phone? The only time I’ve ever noticed you applaud an Android phone is when it is no longer relevant and then you use it as a better comparison to any new Android phone. It’s like your agenda is to bash any new popular Android phone but obscure that agenda by playing up an older Android phone.

          • Marty

            You’re windy, aren’t you…lol. My noggin went numb about halfway through your diatribe. Keep it short and sweet, won’t ya? :)

          • SnakeSplitskin

            Got it! I’m convinced you’re a paid troll on Apple’s marketing payroll. You’re the only Disqus member i’ve found to make posts across all tech sites from early morning til late at night.

            Goteeem!

          • Marty

            Got it all figured out, do ya? Lol

          • SnakeSplitskin

            there’s gotta be a reason why you’re buying all these phones, bashing them, but never bash Iphones. Why do you need all these Android phones AND Iphone too? You are ALL OVER these tech sites day and night. Why?

          • Marty

            Sounds like a personal problem you have. What’s it to you how many phones I have? And it goes to show you only see what you want to see because if you were seeing it all, you see my negative comments on Apple products, too.

          • SnakeSplitskin

            Nope! It sounds like you don’t enjoy being called out as a paid Apple troll. A way for you to end all this speculation about you being paid Apple troll would be to just answer the question. You could have easily clarified why it is you buy these Android phones, negatively comment about them across multiple tech sites, then return them all the while supporting the Iphone. You’re especially anti Samsung in your comments. Only an Apple troll would have these characteristics. So in your own defense, by all means clarify these things for all the readers.

          • Marty

            I’m not a paid Apple troll. I am nothing but a common, ordinary gadget lover. I have all the phones I have because I enjoy gadgets like these. I don’t own an iPhone currently and don’t care to own one when I have a much better experience with my Nexus 6 and all things Google…especially with Project Fi.

            Are we good now?

          • SnakeSplitskin

            should I believe you or should I believe this from your previous comment found here:http://www.androidauthority.com/iphone-6s-6s-plus-release-specs-640994/

            Marty•toJerry Rich•2 months ago
            “I was stuck with a serious piece of dog turd…the GS6. It’s no
            longer a hindrance to me now so I’m fleeing away from the sinking
            Samsung ship to the safe harbor of Apple. The 6S just happens to be in
            time for me…serious giddyness in anticipation of a 6S. :D”

          • SnakeSplitskin

            Like I said. You pawn yourself off as an Android fan but go out of your way to bash Samsung (Apple’s biggest competitor) yet defending Iphone like the real paid Apple troll that you are. you can’t undo your trail of evidence.

          • Marty

            All true. I was going to go with an iPhone. But then the Nexus 6 went on sale and I bought one. Got a 32GB black one from Best Buy for 350. I’m enjoying it so much that I changed my mind about the iPhone. Don’t want one now. I took the sim out of the GS6 turd and put it in my Nexus 6. Then I had to manually flash a stock Google system to get away from the AT&T update they snuck past me thanks to using the AT&T sim card.

            That was then, this is now. Currently using Project Fi on my N6 and its outstanding.

          • coldspring22 .

            Exactly, Marty is a loser who has nothing better to do with his time than post isheep garbage day and night across dozens of sites!!

        • coldspring22 .

          No it looks like Tim Cook has permanent residence in your isheep head!!

    • coldspring22 .

      Say that about Apple and you would be on to something!

  • Daikenkini

    Samsung is a lot bigger than he thinks :)

  • Arman

    Its very simple, demand and supply, if there is no demand Samsung or any other company has to lower their prices to survive, that means they will lower the quality of their product to be able to compete and not necessarily a good thing for anyone that wants a good quality product, but sadly will happen sooner or later to all companies.

    Most of us want everything to be cheap but that’s not always good. That’s what China has done to all products in the world and sadly its now time for smartphones to go downhill. In the beginning they produce high quality products at lower price and then make crap once all high quality competition products are wiped out. Its up to consumers to not let that happen, there should be balance between price and quality.

    • SnakeSplitskin

      Iphones are selling very well in China. This is the only thing that’s holding up its worldwide marketshare compared to Android. If I’m not mistaken, Iphones are high-end.

      • Arman

        As I said if the consumers are not iSheeps and don’t buy iPhones then the Apple prices will go down too.. But those are different consumers with different mindsets we are talking Android here.

  • mobilemann

    “Why does Samsung continue to charge $800 for the Galaxy S line? Because it can.”

    …that’s why samsung was down 7 quarters straight, pointing directly at it’s mobile division? Yay for not knowing the facts.

    • SnakeSplitskin

      You haven’t pointed out any real facts though. Are you saying sales were down for 7 quarters straight or profits? Are you saying that Samsung sold less S6, Note 5’s, and S6 Edges combined than what they sold in the Note 4 and S5 combined? Be specific man!

      • mobilemann

        i wish samsung was more specific myself.

  • ag2

    Why to spend so much time and efforts discussing complete nonsense? Many Chinese phones are more innovative than Apple iPhones. I actually like many Apple products, but stop this bukshit about Apple and innovation – they are great in picking up some nice concept from someone else and combine it to nicely packaged product, but making true innovation themselves – they are not doing it for years. There is barely anything truly exiting since iPhone 5 and they are clearly running out of any new ideas (unfortunately). Samsung is clearly incapable to focus and it is illustrated by avalunch of different phones and tablets they are making every year. Add less then average programing and designer skills in customising their UI and what you see is great hardware ruined by mediocre user experience. Is it possible to make great product with price tag below 300 and make some profit. Answer is clear yes as it is demonstrated by companies like Xiaomi, Asus, OnePlus, Lenovo and even Motorola. So is it possible to imagine that Samsung will not make phones in 5 years? Yes, it is possible, but not for these silly reasons. Well, IBM is not making any PCs nowadays, isn’t it. Who know, maybe Apple will stop making iPhone one day too.

  • Modman

    OK not arguing the percentage. But if you are an it person you are supporting a company that is a fraud. You know better. IOS can’t do anything that android cant . doesn’t it bother you that people are paying three times more for iOS devices? The lies about android tablets are ridiculous. Are you an apple shareholder? If you really had a passion for technology why would you support apples walled garden? I think real techs like to tinker and have a passion for technology. IOS walled garden doesn’t allow it. Give me one thing iOS can do that android can’t that’s actually important. That’s a hard one. IOS gets viruses also. Have you heard about the new zero day malware? Do you think that by supporying iOS you a traitor to the tech community and are supporting a patent troll company that is killing innovation?

  • Trace Myers

    I agree with most here. Ben seems to be missing a lot. That said, Samsung is missing sales points and dropping market share for the same reasons HTC did…It stopped paying attention to its customers and started reading the press. Samsung innovation has kept it in business but not without losses. The press says the market wants beautiful phones with metal frames and doesn’t need things like micro sd or removable batteries. The market says different. The data they need to look at are people moving from Android to Apple and vice versa. Much of Apple’s market share will not move from it, they aren’t even aware of the advantages or disadvantages, simply Apple or not Apple. Samsung plays into Apple’s hands producing phones that have the disadvantages of iPhones without the cachet of the name.

  • ERYREB

    I suspect the analyst may be right. However, he’s completely missed two key points:

    1. “At those prices, cutting edge innovation will be void, meaning the gap between iPhones and Android will grow.” This is a ridiculous assertion, and show’s a distinct lack of knowledge about the smartphone marketplace. Google is driving much of the innovation in the marketplace. Google wins when more people are connected to the Internet. If handset prices continue to lower, Google will have more earnings and will continue to innovate. Also, he’s made the assumption that Apple can continue to keep its prices high.

    2. “If you are not familiar with the Innovator’s Dilemma, it is that, as a market matures, the early innovators get disrupted by competitors who come into their space with lower priced products, similar specs (the specs that matter), and eat into the market share of the early innovator in the category.” Absolutely true. That’s precisely what is happening to Apple, who’s market share is down to 13.5% (Q3 2015). Samsung is THE main reason Apple’s market share is dropping. Huawei, Lenovo, LG etc. are going to cause damage to both Samsung and Apple.

  • HotelQuebec

    These clowns are wishful thinking if not trying to manipulate the stock market in favor of other companies. Samsung phones are currently the best on the market for specs, functionality, build quality and design.

    • Fred

      Exactly. There are so called experts/analysts, who are paid to drop some nonsense in order to manipulate the stock market, even by 0,01%.
      Saying that Samsung will not make any phones in 5 years, is like saying Apple won’t sell iPhone next year. Totally ridiculous.

  • Degus Jacoby Pradana

    https://youtu.be/6Afpey7Eldo
    How big is Samsung? They have fckn TANK!

  • Akira Tabuchi Yagui

    I think that in 5 years some kind of new tech will replace all smartphones… so his prediction is not bad at all… something like an hologram watch or some kind of wearable (google glass 2.0?)…

  • Gaurav

    Ben Bajarin has obviously been paid by Apply, to advocate their case, since Samsung, for the nth Quarter counting, has done better than Apple, and will most likely wipe out Apple from their Mobile Phone Division.

    Also, maybe Ben Bajarin should do some homework, and use his brains, instead of his money for a change. Samsung has huge advantages over Apple, in that it makes its own processors, is very soon going to be making and using only own own camera sensors, makes its own RAM and other components, makes its own screens etc etc. Apple only picks up bits and pieces from everywhere and puts them together, at a premieum, and then over-charges all the fools in America, who stand for days outside an Apple Store buying products they don’t need, and cannot afford, on loans that they never plan on paying back.

    Samsung is the leader in electronics around the world. Maybe Ben Bajarin should do some homework, and then express his ignorance.

  • Scr-U-gle

    What a joke, a professional analyst or a part time blogger? School kids and the McJob massive or a professional analysts?

    What are these innovations? Eyescroll, fingerprint scanner that mimic touchid, 64-bit encryption that doesn’t exist, 64-bit processors from standard designs supplied by arm three years late? OLED that fades within a couple of months nicked from Sony?

    Maybe a curved screen that just has a standard screen on it so it looks terrible?

    The Similarsung iphoney has never been innovative, and never will.

    Even in South Korea they are hated and fall well behind Apple in their own backyard.

    They need to bargain bucket within a week of release of every device in the hope of selling in a year less than half of iPhone sales in a products last quarter.

    The only way they have a hope of survival in the mobile space is to drop insecure data rape android and get Tizen off the ground.

    Otherwise they are gone

    • ERYREB

      I think you’re letting your emotions get the better of you. You refer to Android as “insecure data rape android”. Yet Android is the world’s most popular operating system and runs on more devices than any other OS in history. As to market share in South Korea, even in 4Q2014, what some are calling the peak quarter ever for Apple (ie. they will never sell more iPhones), they didn’t surpass Samsung. Care to share your source?

      • Scr-U-gle

        I just spend a month in South Korea, the first two locals I spoke to stated how shit Similarsung iphoneys are, and I was talking about local food!

        Then I observed the local usage, 15 iPhones for every 6 other devices, because android devices are just factory devices, they all look the same I couldn’t really tell what brands were which.

        Did you hear your facts from another bottom of the ring it helpdeskers?

        Maybe ask your boss why he prefers Apple laptops, desktops and iOS tablets and phones?

        • coldspring22 .

          Oh dear, iphone has 14% market share in South Korea. Yea it looks like they are totally crushing Samsung who has 60% market share. LMAO! Android totally dominates South Korean market smart phone share despite what you want to see/believe with your isheep eyes.

          • Scr-U-gle

            Great made up figures. I must remember to not actual go to these places and see for myself.

            Good joke, Similarsung are rightly hated in South Korea.

          • Pablo Martin Podhorzer

            It seems that you were only in Gangnam. Look, the wide world is not paying to be a hipster, damn those feminists beard lovers. We just want a smartphone. I don´t need more reminders from rich-daddy Hipsters of my inadequacy as an adult, we get it, we are crap. OK. Now give me a Samsung/whatever phone with Android and let me enjoy the technological advances that GOOGLE, the real player in town, makes possible in my little shitty 130 USD phone.

          • Scr-U-gle

            Name one ‘technological advance’?

            Google Sooner and G1 for the win! Oh wait, failue phones, let just copy the iPhone.

            So being in South Korea and seeing mostly iPhones doesn’t suit your made up facts?!?

            Guess what, everyone in Asia loves Apple, Macs, Watches, IPhones, iPads, I’ve been to nine countries in six months and everyone wants one if they don’t already have one.

            Or shall I quote Scr-U-glee CEO “we didn’t see that coming, that’s why we are behind’

            Or the leaders of Android ‘compared to the iPhone, android is so 90’s’.

            I suggest you have a look at Scr-U-gles marketing, it’s full of hipster, and mostly shows how a terrible phone is going to get you a girlfriend.

            I know, how ironic is that, none of you are fashionable, trend setters or
            ‘hip’ in any way, but you do think a phone will get you one of those mythical ‘girlfriends’.

            How is life in your mothers basement?

          • Pablo Martin Podhorzer

            You have been to nine countries in six months: you haven´t “been” really. Yes, people in Thailand likes Apple, but most of them will have a generic smartphone.

            Now to Google: Yesterday night Google informed me that I was 45 minutes from home, that the Bus 166 was my best choice, that the bus was 5 minutes away, and that I have other choices too. Also proceeded to inform me that I have a meeting tomorrow, that I need to get out one hour before to reach it, and that my friend Asaf is one year older.

            And then I read in the bus a selection of articles based on my previous searches, a suggested Youtube video of things I really like, and because I forgot the name of the restaurant I was last week, I reviewed my Timeline to discover the exact location of the restaurant and when I was there.

            Back at home I told Google to “wake me up in eight hours please”. He did.

            In a 130 USD Samsung phone.

          • Scr-U-gle

            Google invented what of that list? Oh that’s right, nothing.

            Maps by TomTom, as written in google maps T&Cs, bus schedules, there were apps in the apple App Store for that for years. YouTube, not created by Google.

            Calendars, first time I heard someone call that a Google invention. Voice control, invented by Google a year after Siri, and the reason Andy Rubin was fired from his own project.

            While TSCM and ARM, long term Apple partners, are looking to put 7nm into the iPhone first.

            Still waiting for one Google original idea, everything you state is either direct from Apple, Apples App Store or from iPhones jailbreak community.

            Next!

          • Pablo Martin Podhorzer

            In a 130 USD phone. You forgot that part. Google does not talk to me like I am a little child or a lonely “nice guy”. I get what people like about Siri, but I am an adult. The only good thing about Apple stuff is how their high price make signals to a girl. And that is why our phone earbuds and cords are all white today.

          • Rezeya Montecore

            After browsing your comment history, I’d dispute the “adult” part. You’ve got a defensive, dismissive streak about your ideology that labels you pretty clearly as an arrested adolescent. You’re obsessed with your own masculinity and defining other people by it, and I think the fact you’re bringing nice guy tropes and “what the girls will think” into a discussion of a bloody cell phone is a fine example. You’re not half the tower of reason you think you are.

          • Pablo Martin Podhorzer

            I am not the one defending Shiny Apple. About products and women: it is called conspicuous consumption. It fulfills a function in this society, in both sexes. Welcome to the real world. Or you think that you buy stuff due to your own independent desires?

            About your feeble attempt at psychological emasculation: I do not even believe in psychology as a valid science. So up yours.

          • Pablo Martin Podhorzer

            Do you know the concept of “conspicuous consumption”? Or about marketing, and how it works? You can try to get your sense of what is common sense (around you and your peers) to the discussion, but reality has a way of working around your understanding of what is “right” to say about the world. Lots of earbuds are white for a good reason. It is a signal. A fleeting Schumpeterian artificial monopoly about a status symbol. What I think in other discussions (really? that´s low-level SJW trolling, what´s next? Doxxing an independent dude that lives in the Third World?) about dating, is not related to this issue.

          • Scr-U-gle

            you said it.

            Shitty little iphoney.

          • Pablo Martin Podhorzer

            I use the extra 700 USD to get my ass to Thailand, so yes, thank God for my 130 USD phone.

      • Scr-U-gle

        Ps: taken outside Similarsungs headquarters in Seoul with an iPhone

        • coldspring22 .

          So what about Chinese workers protesting against Apple? Isheep see no Evil, near no Evil, Speak no Evil against Apple?

          • Scr-U-gle

            Apple own no factories Androne.

            Apple tell Similarsung to make stuff for them.

            You need to get your facts straight.

  • #Note5 IsBoss

    Samsung is technology and Android ever since May 2011 they aren’t going anywhere they own 67 to 75% market share of the entire android platform that’s no accident.

    Samsung users will always buy Samsung just Apple users buy Apple every day you walk down the street in small town USA or major city all you see are Samsung Galaxy products and Apple products nothing else matters to people.

    If I was the pathetic remainder of the android platform Htc, Sony, Motorola, LG, Huawei and Nexus handset users I’d pack up my tent those manufacturers are the dregs of the android platform.

    Bottom line Samsung will do whatever they want when they want nothing will stop them they are technology and Android worldwide.

    • TheBagging Man

      With the iPhone 7 and 7 plus coming out in 11 months nothing is coming close to the 6s and the 6s plus from now until then. People who want reliability and stability without compromises only buy Apple products. People who are jealous of Apples success buy a Samsung!

      • coldspring22 .

        Sorry, Apple products are just as failure prone as any other smart phone. who builds iphone? Answer that yourself!! Here is a big clue – It’s not Apple. Anecdotally, you may cite uber reliability of iphone, just the same, I can cite reams of flaky iphone failing that I observed, never mind famous incidents like antenna gate as evidence of poor design by Apple. And like wise, also cite reams of first hand experience of uber android phone reliability. End of the day, it’s chinese factory that makes both Apple and Android phones, and if anything, Android phones (or even a 10 year old windows mobile phone still going strong! Beat that!) can be far more reliable and stable than a silly iphone

  • Paul M

    If B Bajarin was right, then Samsung would have stopped making tv’s and kitchen appliances, because they’re commodity items too.