Oppenheimer analysts say Samsung has made some mistakes

Oppenheimer analysts say Samsung has made some mistakes
Investment banking firm Oppenheimer told clients in a research note that Samsung is imploding. As evidence of this, the bank points out that Samsung has shipped 10 million units of the Samsung Galaxy S6. That is one million units less than the number of Samsung Galaxy S5 handsets Sammy shipped in the same number of days last year. That might seem like a surprise considering how Samsung has generally been praised for re-designing its flagship phone. Even Samsung expected record shipments this year.

But Samsung has had to fend off tough competition from the Apple iPhone 6 and Apple iPhone 6 Plus. Apple increased the size of the screen from 4-inches on the Apple iPhone 5s to 4.7-inches on the iPhone 6. The company also added a 5.5-inch phablet and the moves have paid off for Apple in the form of increased sales from those who were waiting for larger-screened iPhone models.

China is a good example of what has taken place with Samsung this year. The company has dropped from having the largest market share of smartphone shipments in the country at 20%, down to 10% and has been replaced at the top by Apple. Oppenheimer says that Samsung has made a mistake by focusing on hardware instead of software. The firm's analysts say that in listening to its critics, Samsung went overboard and removed many of the things about its software that made its phones stand out compared not only with iOS, but with other Android manufacturers as well.

Besides mistakenly concentrating on hardware over software in the eyes of Oppenheimer's analysts, Samsung also chose to go with form over function when it comes to hardware. It eliminated the IP 67 dust and water resistant certification that was on the Samsung Galaxy S5, made the battery non-removable, and eliminated the microSD slot that allowed Galaxy S5 users to add additional memory to the phone.


source: WMPoweruser

Related phones

Galaxy S6
  • Display 5.1" 1440 x 2560 pixels
  • Camera 16 MP / 5 MP front
  • Processor Samsung Exynos 7 Octa, Octa-core, 2100 MHz
  • Storage 128 GB
  • Battery 2550 mAh(23h 3G talk time)
Galaxy S6 edge
  • Display 5.1" 1440 x 2560 pixels
  • Camera 16 MP / 5 MP front
  • Processor Samsung Exynos 7 Octa, Octa-core, 2100 MHz
  • Storage 128 GB
  • Battery 2600 mAh(26h talk time)

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81 Comments

1. seret6

Posts: 279; Member since: Aug 14, 2013

And what abt the lack of 4k resolution? :p hahahaha

19. cheetah2k

Posts: 2228; Member since: Jan 16, 2011

what is this shi7?

49. Peace

Posts: 23; Member since: May 22, 2014

Why no one on this page stands smallest criticize about Samsung? say SAMSUNG is not perfect and every one bashes you. my experience with SAMSUNG was disgusting(S3). Then I learned not to get fooled again with that shameless company. Even in Korea it is known that SAMSUNG has no shame in copying. But small bugs on these sites will be paid for each post, so they bash you. Just ignore them. They are pathetic already.

61. seret6

Posts: 279; Member since: Aug 14, 2013

Dear peace and cheetah2k, Didnt sammy mention in late '13 that they plan to intoduce 2k on s5 in 2015 and 4k in s6 in 2016 respectively? I read that article regarding their future plans right here on phonearena

65. seret6

Posts: 279; Member since: Aug 14, 2013

Why arnt they launching 4k phones?

71. waddup121 unregistered

69 rehehehehe

78. j2001m

Posts: 3061; Member since: Apr 28, 2014

Samsung are selling 305,000 s6 per day, way more than both what they sold s5 and s4 at the same time

2. arch_angel

Posts: 1651; Member since: Feb 20, 2015

Hog wash the s6's software is better than any other Samsung device.

17. Finalflash

Posts: 4063; Member since: Jul 23, 2013

The analyst is almost exactly right in this case because Samsung did kind of go full retard here. They went form over function more than people were used to in their fanbase. They did do the regular hardware update, but they dropped battery life and features for useless garbage like "thinness" and "lightness". Almost no one outside of Apple fans falls for that.

26. Shocky unregistered

BS, arguably the best camera, best display, fastest SOC on the market, wireless charging, fingerprint scanner, fastest flash storage and that's form over function? The battery life fine, 4 hours on SOT gets you through the day, battery life on the M9 and G4 are hardly any better and iPhone 6 is even worse.

29. Diezparda

Posts: 941; Member since: Oct 23, 2013

uhm.. can we got all those feature as added feature instead of removing the previous & precious one like ip 67 and external memory expansion? But i won't complain much about touchwiz.

41. Shocky unregistered

We've had phones for years without IP67 and it's never been an issue for most users, it's not necessary and the flaps on the Galaxy S5 were a pain. There is no need for expandable storage when you have options up-to 128GB. Expandable storage is a pain and you can't install apps there, internal storage will always be king.

44. Diezparda

Posts: 941; Member since: Oct 23, 2013

it won't hurt you to have ip67 when you need it rather than not having it, but it's not a must have feature. The problem is the 128gb option which is very expensive.

52. Shocky unregistered

It's also expensive to buy a 128GB microsd card and even then the latest available is nowhere near as fast as the internal storage. For years I used a 64GB microsd card and rooted so I could manually copy over apps, having 64 or even 128GB internal is freedom in comparison.

83. pleezzzz

Posts: 30; Member since: Sep 03, 2013

I had a lgg2 which then before that the s4 and s3,this year I truely though i was to go back to LG but I got the s6 the day it came out and I love this phone no complains 9 and tens all around for all aspects of the a6,the back buttonsI miss you but as i contemplated what was best for I realize because there are so many cload storage options for 35 bucks a year for 100 gigs drop box and Googlecloud as well as google photo app which I already dropped 35 on Google for 100gigs and 35 on drop box for 100gigs, I take a lot of pics and the s6 is one of the beast cameras yet as far as the battery I get four and a half hours of WiFi and 4G on screen time 8 to 10 hours of talk time or if I switch it up use wifi ,talking,web searching ,games,and pics uploading ,the phone is optimized well so I get get about 13 14 hours then 51 minutes from 10% is charged up to 100% and thats at 6 o'clock at night from 4 in the morning and I decided I didn't need the edge verses the s6 regular,once you decide it makes sense to pay $600 for the 32 gig model , pay $60 for hundred gigs on Dropbox and G Cloud than $50 for class 10 SD card that's slower imo then what's on the phones music5gigs worth, on boar gaming 5 gigs also and when the raw and shutter speed come around in 5.1, the s6 is a winner by the default on the camera to after the speed update I wanted the LG 4 but next month the camera on the at 6 will be just as good and the no lag that I notice is nice I also turned down animation and messed with buffer speed so I fast the perfect size,I own two tablets Samsung s 10.5 and the new gpad which was suprising for my gaming graphics with only 305 gpu but 25 hours on shadow gun and I'm up to 32nd lever no lag and the sammy is butter,just like the lgg2 was and the s6 is and I hope the z4 does food this year but the HTC speakers are the only things that it has going for it now that samsung join the band,the moto x is no slouch but this phone I'm holding on to for two years it's my 7th phone in 8 years at verizon I have 9 on my more averting plan I pay 530 for 31 gigs and never had to use them all but got the promotion for 30 for 130 last year dropped my price by 140 so with 2 kick as pads and a lgg2 nexus 6 my g6 the g5 ,snore 3 and hotshot and a 40 dollar flip for gram and a 30 dollar with another 10*12 promotion I'm looking at a lowee price next month 520 between 7 (65 a piece all will insueance)all those phones and equipment, and everyone is alreadt jelious and up grading to the s6 and note 5,idk it's a good year for sammy I think note 4 is still awsome too as well as the 5 and the lgg2 but everyone has had their fingers on this and see the storage and battery my way so idk , and I thought I'd never own another sammy,well that's my rant.I'm was as bias pick as I could be after try out and reading phone reviews and hands on.I really do think samsung should build the next onwith waterproofing50 more bucks maybe in two years we'll see 128bit phones and tabs,tillthen s6

75. j2001m

Posts: 3061; Member since: Apr 28, 2014

Expandable storage was needed when you only had less than 10gb to install apps to the phone, this is not needed with the s6 edge, on top of that the speed of the phone included storage and how it works as fast as when I 1st got it back on the 10th of April and you soon easy give up on it

76. j2001m

Posts: 3061; Member since: Apr 28, 2014

Also when a customer buys a phone it's how the phone works in. 6 to 12 months time, in the past the iPhone will have had no problems after this time on the other hand Samsung phone will always be lagging bad, not with the edge, this phone will run the same if not better, due to updates even in 3 years time, Samsung is going to have to send an apple type update out to users to slow the phone down, I.e. This phone will keep users unlike past phones

53. Macready

Posts: 1818; Member since: Dec 08, 2014

In theory of course, but would you be willing to pay $100 extra? Or more relevant, would the market be willing? Maybe in a future model, by the time the current features have become cheaper to produce, so margins can be sustained. It's all about margins, Samsung already gets slammed by investors for smaller margins now than 2 years ago. Despite the fact we're still talking billions....

70. Shocky unregistered

No theory necessary, 128GB microsd card will set you back between £50-100 depending on performance, fact. Would I pay an extra $100(£50)? damn right I would. I don't care about Samsung's margins, they may have small margins but they sell a huge amount of phones.

72. Macready

Posts: 1818; Member since: Dec 08, 2014

Like I said, it's not about what you want, it's what the largest market wants or is willing to pay. You are just another meaningless anecdote, just like me. You're not the investor that drives (read: breaks or makes) a company either.

34. Finalflash

Posts: 4063; Member since: Jul 23, 2013

Right but what is the defining problem of the smartphone era? Battery life. They sacrificed it for "thinness", which is what Apple did, which is widely seen as the dumbest move in history outside of iFan-circlejerks. It literally breaks the deal altogether because that is not what people want. Samsung used to deliver all of the above and a battery life upgrade before. Making it thinner doesn't justify that battery life AT ALL.

82. chenski

Posts: 762; Member since: Mar 22, 2015

Yes in terms of specs nothing beats s6 or edge, however it has never been about the specs, by sacrificing sd card and removable battery samsung has lost some identity, and its new phones are almost like android iphones

35. Jason2k13

Posts: 1461; Member since: Mar 28, 2013

wait, whats wrong with the S6 battery life? with such a small battery, QHD screen and still last longer than htc m9 and LG g4 both with much bigger batteries? Dam soo many samsung haters here, Samsung is the only manufacturer thats putting something new to their flagships while the rest are pretty much all recycled from 2014. People need to love technology, not the brand.

45. hound.master

Posts: 1044; Member since: Feb 27, 2015

It won't last longer than S5. (failure)cough...

67. medicci37

Posts: 1361; Member since: Nov 19, 2011

You don't think anything is wrong with the battery? Wow I have a hard time believing it lasts any longer than the M9 in real the real world. The battery in my S6Susually drains faster than the 1 on my M8

40. Macready

Posts: 1818; Member since: Dec 08, 2014

Nonsense, battery life is similar to the S5 (better in some, worse in others), still about top 5 and better than all competing flagships released the past year, minus the Z3. They focused on what most wanted and had to trade some features that less people found necessary. Whichever group you and I fall into is anecdotal and not relevant.

46. hound.master

Posts: 1044; Member since: Feb 27, 2015

I can name dozens of phones with better battery life lets name some. Nokia Lumia 1520 & 1320. Huawei ascend mate 2 & mate Sony Z3 and Z3 compact and Z2 and E4. Note 4&3. LG G flex. Motorola Droid turbo. HTC one m8 & E8. Samsung s5 & a7. IPhone 6 plus. LG g2 and g2 mini. Ave the list go on.

48. Ordinary

Posts: 2454; Member since: Apr 23, 2015

But none of them uses QHD, thats why S6 has pretty good battery optimization.

50. hound.master

Posts: 1044; Member since: Feb 27, 2015

Quad HD is only battery consumable for phones with LCD display amoled don't suffer from it that much but it puts pressure on gpu anyway and it's still pretty useless on 5.5 below full HD serves better in my opinion.

64. marorun

Posts: 5029; Member since: Mar 30, 2015

More pressure on GPU = More battery draw as the GPU also use battery.. yeah its affect a bit less than on LCD but its almost the same.

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