Wall Street biggie says Samsung Galaxy Fold could hurt Apple, but not in the way you're thinking of

Wall Street biggie says Samsung Galaxy Fold could hurt Apple, but not in the way you're thinking of
Yesterday, Samsung introduced the Galaxy Fold, and the device that turns itself from a 4.6-inch phone into a 7.3-inch tablet all of a sudden became real. Even with an outstanding spec sheet, the price of $1,980 might prove a bit steep for the majority of the public. Still, global investment banking firm Goldman Sachs says that the introduction of the foldable phone could prove to be a problem for Apple, but not in terms of being additional competition for the iPhone.

According to Seeking Alpha, analysts at Goldman say that the Galaxy Fold  offers "a compelling form factor that only Samsung's foldable OLED technology can deliver," and if the form factor catches on with the public, Samsung could make Apple wait to obtain its foldable screens. A timeline created by a Korean research firm late last year, suggests that Apple will be the last of the major phone manufacturers to release a folding smartphone. This timeline has Apple launching such a device in the second half of next year.


A couple of days ago, we showed you a render of a foldable iPhone produced by Let'sGoDigital. The latter based it on a recent patent filed by Apple that shows an iPhone folding vertically (similar to what we expect for the Motorola RAZR) instead of horizontally like the Galaxy Fold.

Apple currently uses Samsung as its major source of OLED panels for the Apple iPhone XS and iPhone XS Max.

Related phones

Galaxy Fold
  • Display 7.3" 1536 x 2152 pixels
  • Camera 12 MP / 10 MP front
  • Processor Qualcomm Snapdragon 855, Octa-core, 2840 MHz
  • Storage 512 GB
  • Battery 4380 mAh(32h talk time)

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19 Comments

1. mahima

Posts: 739; Member since: Nov 20, 2014

Nice going samsung...haha

5. maddy996

Posts: 128; Member since: Jan 06, 2014

Nice going Samsung... Kudos

19. sgodsell

Posts: 7433; Member since: Mar 16, 2013

No the real problem is Apple has separate apps for iPads and iPhones. Android from day one never needed separate apps for tablets or smartphones. It's up to developers to create an app that supports both smartphone and tablet form.

2. CreeDiddy

Posts: 2246; Member since: Nov 04, 2011

What Apple needs to do is come out with two products: 1. A Note equivalent. 2. A foldable phone. There is no need for 3 identical phones again for 2019. They need a budget XR2 priced under $650, XI Max starting at $899, XI Note version starting at $999. This will help increase sales.

3. bucknassty

Posts: 1350; Member since: Mar 24, 2017

i think they need to do a note equivalent as well.. but look how expensive their pencil is! that profit and the ability to drop it and lose it somewhere from being exposed so much! no way would they make the equivalent.

4. scarface21173

Posts: 700; Member since: Aug 17, 2014

Apple would charge at least $2000 for a note equivalent.

9. lyndon420

Posts: 6822; Member since: Jul 11, 2012

And it will do considerably less than most other OEM's devices...as per usual.

16. mootu

Posts: 1527; Member since: Mar 16, 2017

"What Apple needs to do is come out with two products: 1. A Note equivalent. 2. A foldable phone." And in the Samsung Fold thread you wrote - "Not impressed! Why do I need to fold a phone. You can not pull out of your pocket. It's a two step process. Pull out of pocket and unfold and now begin to search." You really are a hypocrite

6. tari4022

Posts: 11; Member since: Sep 19, 2016

At 1980$ I don't see the Fold catching on I mean you can buy an s10 AND the Samsung s4 for hundreds less I just don't see many opportunities throughout my day besides when I get home to really be able to enjoy a tablet size screen at which point you might as well enjoy a bigger screen in the s4

7. Cicero

Posts: 1137; Member since: Jan 22, 2014

Maybe it can replace my laptop on daily work. Sure, not for all the things, but for office suite, browser stuff, emails, local and cloud file explorer, and so on. Basically I do 80% of this stuff already on Android phone. Why not?

8. CreeDiddy

Posts: 2246; Member since: Nov 04, 2011

I agree...S10+ and Tab or better yet...a XS Max and iPad. This combo is better for $2G's. I know the intent of the Fold is portability. But Samsung is pricing themselves out of the market. I would guess that this phone should cost no more than $1200. Not $1980.

18. sissy246

Posts: 7124; Member since: Mar 04, 2015

Why would they charge $1200 for total new innovation by them. I do think almost $2000 is high but $1200 is to low. I think about $1500 would be about right.

11. luis.aag90

Posts: 277; Member since: Aug 12, 2014

Being a first generation device Samsung never intended to sell that many Galaxy Folds. It's intended to create hype, brand recognition and limited availability for a niche price. I believe Samsung will sell every one of them and release a second gen foldable device next year for the mainstream buyer

10. ultimatewarrior

Posts: 16; Member since: Feb 19, 2014

What I find strange I about the Fold is the size. Screens have been growing year by year and at the same time phone heve been getting thinner. I guess that's down to what OEMs believe the consumer wants. Now Samsung have doubled the thickness and reduced the screen size to 4.6" when folded and 7.3" open. There already exists 7"+ phones that can be used in 1 hand and also have bigger batteries. I cant see myself carrying a thicker phone and having to unfold it to use it properly. But it's early yet.

12. worldpeace

Posts: 3135; Member since: Apr 15, 2016

This 7.3" screen have much bigger surface area than 7" smartphone due to it's screen ratio, and this phone is more pocketable than 7" smartphone

13. kEaNu

Posts: 43; Member since: May 10, 2018

And watching with it 16:9 content (like Netflix) sucks ass, has more screen area a 5.5" 16:9 phone than this 7.3" 4:3

17. odachek

Posts: 127; Member since: Sep 01, 2012

Samsung just want to start and lead the foldable technology while others only can follow including Apple. The foldable iPhone conceptual 3D is absolutely unrealistic, the design needs resources from Samsung in order to develop. If Samsung don't support Apple, Apple has to seek LG or BOE for help which is not a pretty sight for Apple to beg for flexible screens & their developments.

20. nodes

Posts: 1160; Member since: Mar 06, 2014

Nah, it won't hurt any company. The design still needs a lot of work, do you really yourself using that thick and bezels all over with weird aspect ratio when it's in phone form factor? This is not a foldable device we are looking for. Samsung shouldn't rush it, it looks too much like a prototype.

21. drunkenjay

Posts: 1696; Member since: Feb 11, 2013

Samsung made edge phones and adopted it into the galaxy phones. the fold is a gateway for future phones.

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