Why Lenovo could be a far bigger threat to Samsung than Apple

[iMore.com]

It's no secret that both the iPhone 6 and the Galaxy S5 will be battling it out later this year, but the two most popular phone makers on the planet, Apple and Samsung, have already shown markedly different trends as of late. Both sold a ton of phones, none more than Samsung. However, while Apple's average selling price rose by nearly $60 quarter-over-quarter, Samsung's fell by $30. Likewise, while Apple's 0% share of the under $400 phone market remained unchanged and their share of the over $400 market rose to 65%, Samsung's under $400 share dropped to 21% and they were left precious little space on the top end. Ben Thompson writes on Stratechery:

Full story from the iMore Blog...

 

[the_tech_eater]

I can see that happening.


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[John Yester]

Look at the size of that Phone!!!!

 

[the_tech_eater]

Look at the size of that Phone!!!!

Eye problems?


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[Timhewitt]

Lenovo will hurt Samsung sales by capturing the low price customer. They will end up the third largest mobil phone company, however they won't change Apple's strategy significantly.

 

[iOS Gravity]

Apple is Samsung's only competition. I would never see Lenovo as a threat to either of these companies. Not even Microsoft.

 

[Timhewitt]

Apple is Samsung's only competition. I would never see Lenovo as a threat to either of these companies. Not even Microsoft.

Lenovo is #2 in the world in PC sales behind HP, and #3 in smart phone sales. They are not a bit player here...

 

[iOS Gravity]

Lenovo is #2 in the world in PC sales behind HP, and #3 in smart phone sales. They are not a bit player here...

They are competition in the PC market. I don't think that they are going to be a threat to Samsung in the smart phone market.

 

[Beyond Fire]

Lenovo still has a long way to go before they are a threat to anyone in the smartphone market. I really doubt Samsung has much to worry about right now unless they pull a blackberry.


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[Timhewitt]

Lenovo still has a long way to go before they are a threat to anyone in the smartphone market. I really doubt Samsung has much to worry about right now unless they pull a blackberry.


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I suspect Dell said the same thing when Lenovo entered the PC market.