DaMan
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<center><a href="http://www.bgr.com/2012/02/03/apple-and-samsung-to-pull-in-90-of-smartphone-profits-in-2012-ubs-says"><img class="size-full wp-image-117268 aligncenter" title="BGR-T-Mobile-Galaxy-S-II-top" src="http://www-bgr-com.vimg.net/wp-content/uploads/2011/12/BGR-T-Mobile-Galaxy-S-II-top.jpg" alt="" width="652" height="489" /></a></center>
Industry watchers agree that smartphone sales will continue to balloon in 2012, but much of the projected growth will seemingly be enjoyed by just two companies. In a report to clients earlier this week, UBS analyst Maynard Um lowered his full-year unit sales projections for cell phones to 1.69 billion from his earlier estimate of 1.7 billion units. At the same time, however, he raised his industry revenue estimates to $242.8 billion from $238.8 billion thanks in large part to a huge year projected for both Apple and Samsung. Read on for more.<span id="more-125589"></span>
Um believes Apple and Samsung will combine to account for more than half of smartphone industry revenues in 2012. Each firm recently reported a moster holiday quarter — Samsung managed <a href="http://www.bgr.com/2012/01/26/samsung-makes-q4-official-record-4-7-billion-profit-on-42-billion-in-revenue/">a company record</a> in the fourth calendar quarter of 2011 while Apple posted <a href="http://www.bgr.com/2012/01/24/disappointing-iphone-4s-leads-apple-to-most-profitable-quarter-in-tech-history/">the most profitable quarter in history among technology companies</a> — and momentum is not expected to slow.
More telling than Um’s revenue predictions, however, are his profit estimates. The analyst believes Samsung and Apple will combine to record 90% of the smartphone industry’s pre-tax profits in 2012.
“Smartphones continue to grow strongly, now accounting for over 30% of total volumes and over 75% of total industry revenues,” the analyst wrote. “However, the performance disparity between the stronger players – Apple and Samsung – vs. the others remains stark and these two now account for over 55% of industry revenues and over 90% of total EBIT.”
Samsung has a number of exciting launches planned for the first half including <a href="http://www.bgr.com/2011/12/08/samsung-to-beat-apple-to-market-with-retina-resolution-tablet-in-february/">a new Galaxy tablet with a high-resolution display</a> and <a href="http://www.bgr.com/2012/02/02/samsung-galaxy-s-iii-said-to-be-launching-in-april/">the quad-core Galaxy S III</a>, Samsung’s sequel to the smartphone that drove much of its mobile profit in 2011. Apple is then expected to launch its next-generation iPhone <a href="http://www.bgr.com/2012/02/02/apple-to-unveil-iphone-5-at-wwdc-in-june-report-claims/">over the summer</a> or <a href="http://www.bgr.com/2011/12/27/apple-to-launch-completely-redesigned-iphone-in-fall-2012/">this coming fall</a>.
<img src="http://feeds.feedburner.com/~r/TheBoyGeniusReport/~4/a8ptLqNC5Rg" height="1" width="1"/>
Via BRG - Boy Genius Report
Industry watchers agree that smartphone sales will continue to balloon in 2012, but much of the projected growth will seemingly be enjoyed by just two companies. In a report to clients earlier this week, UBS analyst Maynard Um lowered his full-year unit sales projections for cell phones to 1.69 billion from his earlier estimate of 1.7 billion units. At the same time, however, he raised his industry revenue estimates to $242.8 billion from $238.8 billion thanks in large part to a huge year projected for both Apple and Samsung. Read on for more.<span id="more-125589"></span>
Um believes Apple and Samsung will combine to account for more than half of smartphone industry revenues in 2012. Each firm recently reported a moster holiday quarter — Samsung managed <a href="http://www.bgr.com/2012/01/26/samsung-makes-q4-official-record-4-7-billion-profit-on-42-billion-in-revenue/">a company record</a> in the fourth calendar quarter of 2011 while Apple posted <a href="http://www.bgr.com/2012/01/24/disappointing-iphone-4s-leads-apple-to-most-profitable-quarter-in-tech-history/">the most profitable quarter in history among technology companies</a> — and momentum is not expected to slow.
More telling than Um’s revenue predictions, however, are his profit estimates. The analyst believes Samsung and Apple will combine to record 90% of the smartphone industry’s pre-tax profits in 2012.
“Smartphones continue to grow strongly, now accounting for over 30% of total volumes and over 75% of total industry revenues,” the analyst wrote. “However, the performance disparity between the stronger players – Apple and Samsung – vs. the others remains stark and these two now account for over 55% of industry revenues and over 90% of total EBIT.”
Samsung has a number of exciting launches planned for the first half including <a href="http://www.bgr.com/2011/12/08/samsung-to-beat-apple-to-market-with-retina-resolution-tablet-in-february/">a new Galaxy tablet with a high-resolution display</a> and <a href="http://www.bgr.com/2012/02/02/samsung-galaxy-s-iii-said-to-be-launching-in-april/">the quad-core Galaxy S III</a>, Samsung’s sequel to the smartphone that drove much of its mobile profit in 2011. Apple is then expected to launch its next-generation iPhone <a href="http://www.bgr.com/2012/02/02/apple-to-unveil-iphone-5-at-wwdc-in-june-report-claims/">over the summer</a> or <a href="http://www.bgr.com/2011/12/27/apple-to-launch-completely-redesigned-iphone-in-fall-2012/">this coming fall</a>.
<img src="http://feeds.feedburner.com/~r/TheBoyGeniusReport/~4/a8ptLqNC5Rg" height="1" width="1"/>
Via BRG - Boy Genius Report
