Flexible OLED displays launched in January
In January 2013 Samsung officially launched their flexible OLED displays, calling them YOUM displays. YOUM panels are bendable – but it’s likely that the first products to use those displays will actually be rigid. The display can be “curved” thought. A plastic based AMOLED will also be shatterproof, and also lighter and thinner compared to glass based OLEDs.
1st product using flexible display in October
In October 2013, Samsung announced the world’s first product to use a flexible OLED display – the Galaxy Round curved smartphone. This is an Android 4.3 smartphone similar to the Galaxy Note 3, with the major feature being the 5.7″ Full-HD curved flexible display; samsung simply refers to it as a flexible Super AMOLED, strangely they are not using the YOUM brand.
Flexible OLEDs are lightier and thinner compared to glass-based panels, and they should also be much more durable. In fact in the past they were said to be shatterproof, although Samsung did not mention this during the Galaxy Round release.
When will we see the first YOUM product?
As we said, in October 2013 Samsung finally launched the first flexible OLED product, although this was not branded as YOUM. Samsung announced they have started to mass produce flexible OLEDs – 5.7″ Full-HD panels.
Samsung currently capacity is about 8,000 5.5-Gen sheets, which is about 1-1.5 million 5″ panels a month assuming 100% yield. But they are producing larger panels, yields won’t be that high and the line is also used for R&D which means that actual production will be a few hundreds of thousands of panels a month.
As you can see, Samsung’s capacity is very limited; consider the fact that they currently make around 10 million 5″ AMOLEDs in a month for the Galaxy S4. So at first Samsung will not use these panels in a mass market phone. As we said, some reports suggest that Samsung will unveil a Galaxy Note 3 variant with a flexible OLED – this phone will be lighter, thinner and more durable than the regular Note 3.
- The Samsung Galaxy Round: Why the Curved Smartphone Display is Truly Innovative (thedroidguy.com)
- Samsung Galaxy Round with flexible display likely to debut soon (thenewstribe.com)
- What you should know about flexible displays (FAQ) (news.cnet.com)
- Flexible Displays: FAQ (business2community.com)
- Samsung Galaxy Round tipped to come this week with flexible display (androidcommunity.com)
- LG begins mass production of flexible OLED smartphone displays (androidos.in)
Despite beating Wall Street expectations in terms of shipment volumes, Apple’s share in the worldwide smartphone operating system market posted a year-over-year decline during the second quarter of 2013 (2Q13). Meanwhile, Android and Windows Phone both managed slight increases during the same period. According to the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, vendors shipped a total of 236.4 million smartphones in 2Q13, up 51.3% from the 156.2 million units shipped in 2Q12. Second quarter shipments grew 9.3% when compared to the 216.3 million units shipped in 1Q13.
Smartphone OS Highlights
Android maintained its leadership position, with strong contributions from Samsung and its Galaxy S4. Not to be overlooked were LG and Chinese vendors Huawei, Lenovo, and ZTE, which each recorded double-digit shipment volumes in the millions. Combined, these vendors accounted for 62.5% of all Android-powered smartphone shipments during the quarter. Still, the remaining vendors within the Android ecosystem should not be overlooked, as many have developed a strong local presence within key developing markets.
iOS finished the quarter as the clear number 2 operating system, showing that, even without new product launches, demand remains strong. Moreover, Apple added new mobile operators to its camp, boosting short-term volumes and cementing long-term end-user relationships. What remains to be seen is how the new iOS 7 will be received once it reaches the market later this year, as much of the look and feel of the user interface has been revamped.
Windows Phone posted the largest year-over-year increase among the top five smartphone platforms, and in the process reinforced its position as the number 3 smartphone operating system. Driving this result was Nokia, which released two new smartphones and grew its presence at multiple mobile operators. But beyond Nokia, Windows Phone remained a secondary option for other vendors, many of which have concentrated on Android. By comparison, Nokia accounted for 81.6% of all Windows Phone smartphone shipments during 2Q13.
- Wndows Phone shows signs of life while BlackBerry keeps crumbling (news.yahoo.com)
- IDC’s 2Q13 Smartphone Share Report: It’s iOS vs. Android, and Windows Phone vs. Everyone Else (globalnerdy.com)
- The Android Stat That Shocked the Smartphone World (mobilemarketingwatch.com)
- Apple loses ground to Android and Microsoft in smartphone operating systems (telegraph.co.uk)
Anytime Apple announces a new piece of hardware or changes its software, we get a lot of people weighing in on those developments. The news of iOS 7 wasn’t any different. There are hundreds of posts out there, but here are seven I like.
It has been one of those weeks where I have not had time to sit down and think about the various news announcements from Apple’a annual World Wide Developer Conference.
- There’s a parallax effect for 3-D-like motion for home-screen images. Basically, your background photo responds to the angle at which your phone is being held to make it seem like your icons are floating above the picture. Control Center gives you quick access to common settings (sound, brightness, connectivity options) by swiping up from the bottom of the screen.
- Multitasking has been expanded as well to include all apps instead of select ones like music apps or apps like Skype.
- AirDrop lets you quickly share photos with your friends around you wirelessly. Taking a dig at Samsung’s marketing efforts, Federighi added, “No need to wander around the room bumping your phone.”
- The revamped Photos app organizes your photos by location and date. Apple calls the feature Moments. Siri has been overhauled with a less-robotic female voice and the addition of a male voice.
- “iOS in the car” is a new initiative involving several major car companies in which they’ll build the ability to turn your car’s information screen into a stripped-down version of iOS, with access to Maps, messaging and voice-activated controls. Look for it in cars starting in 2014.
- The App Store will finally allow you to let your apps automatically update themselves.
- The long-rumored iTunes Radio feature has been realized. It functions very similarly to Pandora, letting you play custom Web radio stations based on particular artists. Songs can be purchased in iTunes or shared with friends; the service is free but ad-supported. If you’re an iTunes Match subscriber, the service contains no ads.
- Activation lock makes it so your phone can’t be used if it gets stolen, even if the thief wipes everything first.
- Apple Inc. (AAPL): No Surprises At WWDC, According To Analysts (valuewalk.com)
- 8 Apps Apple Killed Today At WWDC (cultofmac.com)
- iOS 7 vs iOS 6 - Side By Side Visual Comparison [IMAGES] (redmondpie.com)
- iTunes Radio will only be available in the U.S. at launch (thedroidguy.com)
- Apple Unveils iOS 7, 'Biggest Change Since the Original iPhone' (mashable.com)
- iOS 7 specs versus Android 4.2, Windows Phone, BlackBerry 10 (reviews.cnet.com)
The chart at right represents the worst case scenario for Apple’s share of the global SmartPhone market.
Using Apple’s own numbers for fiscal Q2, we calculate that iPhone sales grew 7% year over year in a sell-in basis while the overall smartphone market grew by about 36%. The net result is that Apple’s share of the global smartphone market fell from 23% last year to 17% share this year — the largest year-over-year decline in the iPhone’s history.
The situation won’t get any better by June. Based on Apple’s fiscal Q3 revenue guidance, we estimate Apple will sell about 25 million iPhones in the current quarter. If the overall market grows 30%, Apple’s share will fall to 12.3%. If it grows 36%, Apple’s share falls to 11.7%.
Given this, how can be maintained a $600 price target for Apple and an Outperform rating?
- Apple’s market share typically troughs before new offerings… Apple’s share could increase dramatically with the introduction of a lower priced device, and meaningfully with the addition of new carriers. We estimate that adding China Mobile would boost Apple’s global smartphone market share by over 100 bps in the first year, and that a successful low end iPhone could boost share by 500 bps or more.
- iPhone is still growing healthily. As gloomy as these market share forecasts appear, we model iPhone unit sales growing 15% in FY 2013, and 10% in FY14, and our model does not include the introduction of a lower-priced device. Yes, Apple is growing at a fraction of the market – because it is not participating in the fastest growing, low end segment – but we still expect it to grow.
- The size of the total iOS ecosystem remains staggering on both an absolute and relative basis – and Apple’s customer base remains intensely loyal. In short, iOS is in no risk of going away… Moreover, our consumer surveys point to iPhone repurchase intentions of over 90%, notably ahead of competing ecosystems, including Android.
- Market share does not necessarily correlate with profitability. Currently, Apple’s iPhone positioning is increasingly mirroring the Mac, which commands just 5% PC market share, but is highly profitable, accounting for an estimated 40% of total PC industry profits.
- Philip Elmer-DeWitt: Analyst: Apple’s smartphone share in single digits by Sept. (tech.fortune.cnn.com)
- CHART OF THE DAY: The iPhone’s Market Share Is Dead In The Water (AAPL, GOOG, MSFT, GOOG) (businessinsider.com)
- Analyst: Apple’s smartphone share in single digits by Sept. (forums.pinstack.com)
- Analyst: Apple’s Smartphone Share Could Drop to 9% by Q3 2013 [Chart] (iClarified.com)
- IDC on Smartphones in Q1: Android Dominant , WP up , iOS down (techysants.wordpress.com)
- Verizon iPhone First Take (reviews.cnet.com)
- What does the iPhone 5 mean to Android? Not a lot (reviews.cnet.com)
Since 2012, no major innovation comes from Apple. The company collapses on Wall Street since September 2012, and the Dow Jones with, in April 2013.
Greater the success, greater will be the fall?
While Apple’s stock had exceeded U.S. $ 700 in September 2012, she fell yesterday to U.S. $ 380 in the stock market on Wall Street, nearly half! As a result, the New York Stock Exchange finished well in the red and the Dow Jones dropped 0.94%. Worse, Apple action now displays a price / earnings ratio of nine times, it is ie very low, worthy companies deemed (“Permanently screwed”) by the markets. group at Apple, must publish the results of its first quarter results on Tuesday, April 23 through a difficult period, punctuated by disappointments. Admittedly, expectations are so strong!
What ignited the powder?
Cirrus American company said this week that its unsold inventory “of a product from a customer” were greater than expected in the first quarter 2013. Yet the company is a leading provider of audio components for Apple on the supposed flagship models such as the iPhone and iPad and it generates 90% of its sales through Apple!
This concern on sales adds to doubts about the future of the company: the management team have a vision for the company? Did Apple really revolutionary new products in the hood? How to improve its margins in decline since its flagship products become commonplace?
On mobile phones, the lead taken by Samsung
In terms of mobile phones, Samsung, selling 25 million smartphones per month, continues to steal market share at the California firm. According to forecasts from research firm Strategy Analytics, the South Korean should hold 38% market share in 2013, while Apple on the other hand do have more than 19%. In 2012, the gap was much thinner since Samsung had 32% and Apple 21% market share.
2013 financial perspectives
If in 2012, the company has still reached $ 43 billion, up 10%, some analysts predict that Apple’s net income could decline by 18% in the first quarter compared to the same period of the last year it would be an absolute first: the benefits have not declined over the past decade!
Some data still green
Apple has $ 150 billion in cash reserves, and has no debts. It helps to relative the health of the company. Who can say the same?
- Action Apple baisse chute ventes (economiematin.fr)
- Biz Break: Has Apple reached rock bottom, or can it slide more? (mercurynews.com)
- What to Expect of Apple Inc. (AAPL)? (insidermonkey.com)
- Apple Shares Falls Below $400 Amid Slow Sales (gadget.com)
- Apple Inc. (AAPL) Will Regain Glory (insidermonkey.com)
- Crunch time: investors punish Apple (smh.com.au)
Innovation isn’t this abstract thing that some companies have and some don’t. Innovation is actually a business skill that executives and employees can develop and master.
No. 1: Everybody might be an innovator
Innovative companies believe that all employees should be creative. That means that all employees are looking for better ways to do things in their jobs. They are rewarded, not shunned, when they try to alter the status quo. With that as a corporate culture, new ideas thrive and so do new products.
No. 2: idea-generation measured
Whatever a company values, it measures. Companies that value innovation measure how many of the ideas they generate turn into development projects. Most companies Booz surveyed convert fewer than 20 percent of their ideas into products, but a few say they convert up to 60 percent. Size matters here in a surprising way. The smaller the company, the more likely they are to act on their ideas, the report said. That’s because even though smaller companies have fewer resources, they also have less bureaucracy.
No. 3: Ideas change a lot before becoming a product
The magic of innovation doesn’t really come at the idea stage or the winnowing stage. It comes at the feedback stage where iterations of the idea are developed and tried. Successful companies incorporate what a customer asks for with new things that the customer didn’t know were possible, so the iteration stage is as much about education as it is about feedback.
No. 4: Ideas tested with customers
Innovation isn’t just about coming up with ideas, it’s about choosing between them. The best companies know how to pick which ideas to pursue because they have good idea-picking systems in place. Many of them line up customers to be guinea pigs, trying things out for them. They find risk-taker customers who are likely to buy new things. They also build a network of internal employees and partners to be guinea pigs, too.
No. 5: An internal “idea Caesar”
Innovative companies make one or more execs responsible for finding new ideas and turning them into products and services. The Booz report calls these folks “innovation champions” and says they are assigned “to coordinate the capture, development, and internal promotion of new ideas.”
No. 6: Customers & partners associated to innovations
Creating ideas means knowing customers really well. Most creative companies say they find their best ideas by talking to customers. And “talking” means having senior execs converse with actual people about new ideas. It doesn’t mean hiring a market research firm to talk to people, although one-third of the most innovative companies do that, too. Nothing beats direct, unfiltered input from real-life customers.
No. 7: Ideas found everywhere
Innovative companies don’t care where ideas come from. They look inside their company and they look outside. Acquisitions can be a way of bringing in innovation. A company might make a purchase to open up a new area of expertise, a new market, or to bring in entrepreneurs with cutting-edge thinking.
No. 8: Ideas generated in 3 basic ways
Innovative companies fall into three categories, according to how they most frequently generate ideas, Booz finds:
- Need Seekers talk to customers to find out what they want and generate new products based on that.
- Market Readers closely watch the market and then quickly create incremental improvements on hot up-and-coming ideas already in the market.
- Technology Drivers create brand-new stuff by letting their tech experts experiment.
No. 9: R&D spent thoughtfully & not reckless
The 10 most innovative companies aren’t the ones that spend the most on R&D.
Of the list of the most innovative (Apple, Google, 3M, Samsung, General Electric, Microsoft, Toyota, Procter & Gamble, IBM, and Amazon), only three of them — Toyota, Microsoft, and Samsung — are among the companies with the biggest R&D budgets, as listed in this chart from Booz. (Click here to see the chart.)
For example, Apple, Google, and 3M together spent $9.2 billion on R&D. Samsung alone spent $9.0 billion in total. Yet Samsung was ranked as more innovative.
No. 10: New ideas created systematically
Any company can come up with one or two great ideas. But to do so year after year requires systems for:
- Generating ideas.
- Choosing which ideas to pursue.
- Iterating on those ideas in response to feedback.
- Knowing that customers will buy new products before investing in production.
- Measuring success.
Simply put, innovative companies create systems for all five steps.
See more details
- Getting Crazy Ideas Off the Ground (blogs.hbr.org)
- 4 Ways to Turn Your Company Into an Innovation Machine (printforms.wordpress.com)
- Innovation for Small Businesses (prweb.com)
- 5 Customer Experience Innovation Killers (business2community.com)
- 4 Rules of Innovation: What Nike And SAP Know (business2community.com)
- Is Samsung sacrificing innovation for marketing? (ibnlive.in.com)
The previous photo shows the TOP5 SmartPhone on Feb 2013: Samsung Galaxy S3, Nokia Lumia, iPhone 5, Google Nexus 4 and Motorola Droid.
1 main winner if we compare Feb 2012 & Feb 2013: Android with Samsung phones over 50% everywhere.
In American countries, the progress of Windows is not significant. Black Berry OS and Symbian are not representing anythink in 2013. In Mexico, the progress of Android in incredible from 25,9 to 55,8 in one year.
In Europe, there is 2 main winners. Of course Android with Samsung phones over 70% in Germany! But also Windows with Nokia phones more that 5% everywhere and more than 6,5% in GB and Germany. In Italy Windows is over than 10% with 13,1%. Symbian is nothing in Europe now. RIM is over 5% in GB and Germany.
- Android continues to grow as iOS and BlackBerry shrink (androidcommunity.com)
- Android And Windows Phone Gain, BlackBerry Loses In Smartphone OS Share According To Kantar (techcrunch.com)
- New Quad Core Android Smartphone from China Challenges Leaders Supremacy (prweb.com)
- Windows Phone Increases US Market Share Ahead Of BlackBerry (techweekeurope.co.uk)