Research report, Samsung Galaxy Note II or S4 Both phones have painless transition from the iOS platform convenience, plus the manufacturing cost advantage and channel strategy properly, optimistic about the future performance of Samsung's share, and back on the PE ratio a record 11 times.
Phone features excellent, painless conversion
Industry research firm Jefferies Equity Research in a research report that the two phones come for the iOS platform users to convert functional design is very simple and perfect for users who strive for Apple camp is key weapon. Cell phone Smart Switch software that can directly convert contacts and calendar data, music, partly by way of Google Music Manager, which can also be easily transferred to from iTunes on Google Play. Also Google Books (Google Book), an application-interface Google Google magazines and film and television, in Note II 5.5-inch large screen has a good performance. Of course, we know that music, books, magazines, movies and television services in Taiwan Jiewei four open.
Samsung devices greater flexibility in the cloud applications.
The report also reminds the body Samsung Android open camp as part of the two phones in terms of cloud applications, and other aspects of future expandability with incentives for existing iPhone users more choice, but also painless conversion. To Note II, for example, the flagship of Samsung AMOLED screen, stylus functions tied to the U.S. market price of about $ 249 for two years, are competitive. Also Samsung announced in April 1400 in the U.S. electronics retail chain Best Buy launched the "Samsung Experience Center", so that consumers have the opportunity to experience the product performance, which is to emulate Apple's channel marketing strategy.
Channel strategy rosy
Jefferies Equity Research has actually visited the San Francisco Bay Area nine Samsung Experience, each covering about 20-40 square meters, configure two to four staff, regardless of size and number than Apple's counters to be more. Samsung's clerk said, whether it is for the iPhone user or you want to upgrade a new smart phone users, Note II should be attractive than the S3. The situation in the sales terms, S4 listed on the first weekend of sales per store about 25-50 or so.
Samsung Experience Hall where four cases, you can find Apple's counters (labeled A) are disproportionate compared.
Summary feature excellent platform conversion convenient, Android camp resources, 14 nm fin transistor (FinFET) cost advantage and channel strategy successfully, Jefferies Equity Research optimistic about the future development of Samsung's mobile phone market with the share performance. Report and recommended that Samsung continued focus on core technology and intellectual property, can be extended to their own advantage and other platforms such as Windows 8, and remind the Samsung in the smartphone market has slowed down, memory capacity increases, exchange rate, and so be prepared for North Korea .
(Photos Credit: Jefferies Equity Research)
