Analysts: Samsung Galaxy S4 is not an iPhone killer, but Apple should be concerned

Samsung S4

Anyone involved in the tech industry knew what was going down yesterday evening in the Big Apple. Phil Schiller – in timely fashion – had a dig at Android the day before the show took to the stage (literally). And HTC and LG both had campaigns ready to campaign against their rival. LG decided to run a huge advert mimicking Samsung’s own in Times Square, where as HTC blatantly just trolled the line of media folk while they were waiting to go in, handing out chips and water in HTC One branded packaging.

Once the show was over, and the smoke cleared, all of our favorite Apple analysts came out of their shells and waxed lyrical on how they see the Samsung Galaxy S4 affecting Apple financially. Surprisingly, none of them were overly downbeat. Instead, they went along with the general consensus that the hardware wasn’t improved enough and that most of the new Samsung-exclusive software and interaction features will lose their novelty value after a while and could be easily copied. But that’s not to say that the Korean company isn’t posing a genuine threat. Apple should be concerned.

Here’s what they said:

Gene Munster (Piper Jaffray):

“The Galaxy S4 appears to be largely an incremental update to the S3 including a slightly larger screen (4% larger on diagonal), better camera and processor, and updated software, but largely the same body style and casing. We believe some of the software features are unique, including the tilt to scroll, video pausing based on facial recognition, and hand gesture based interactions, but view these software improvements as minor compared with what Siri was to the iPhone 4S or even Google Now to Android… Despite the launch and fanfare around the Galaxy S4, we continue to believe that Apple will maintain a low 40% market share in the high-end smartphone market in CY13.”

Peter Misek (Jeffries):

“We believe the S4 will certainly sell well and it is incrementally negative for Apple; however, the device is not revolutionary, in our view. Aside from the large screen size, which we believe gives Samsung a large advantage over Apple, we believe many of the features can easily be replicated. Additionally, a major complaint amongst Galaxy users is that they do not like Samsung’s customized software, especially when it is a downgrade in performance from stock Android features. We wait to see the real world performance for the many new features.”

Ben Reitzes (Barclays):

“In terms of competition vs. Apple, the GS4 seems largely as expected – and there could be some relief for Apple (certain versions of LTE won’t be available until later this year). However, as we stated recently in a recent report – we believe that Samsung’s momentum is a major issue for Apple. As a result, we need to see Apple expand its iPhone market this year in a big way – and improve its platform. However, Apple seems rather silent of late – and could be waiting until C3Q to make any competitive response outside of potential adjustments to pricing.”

Brian White (Topeka):

“Samsung introduced some interesting new features in the Galaxy S 4 many of which we expect newer smartphones to include as the year unfolds. As such, we view the Galaxy S 4 as a refresh but NOT a game changer. We believe the iPhone 5S will handily outsell Samsung’s new flagship smartphone in the second-half of the year, while we believe Apple will expand its world with a lower-priced iPhone in 2013.”

Via: Fortune, ZDNET

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  • BillThomas

    If Apple will redo iOS it will make a huge difference!!

  • jabombardier

    If apple really wows us with iOS 7 without gimmicks that Samsung crammed into their phone, then the iPhone will remain king. But as of right now, I would rather stick with my “boring” iPhone 5 than go with a GS4. I guess because I had android for so long that I am not impressed.

  • Leo L

    Apple will fight back and will do it hard. Wait and see….samsung will roll itself back to selling tvs

  • Leo L

    Plus,Tim Cook is on the leave…..he’s too slow to run the show at cupertino.

  • jabombardier

    @Leo L tim cook is really leaving apple? If so then I guess good because right now they need someone dynamic and uncommon as what jobs was.

  • Dwinbush2

    Apple really is going to have to do something special with the iPhone 5S in the fall. We all know the usual, A6X or A7 chip. Better camera. But they need to wow us with a better Siri and something new or people will just end up buying an iPhone 4S or iPhone 5.

  • jabombardier

    @Dwinbush2 it is gonna be more than a better Siri. That said for those looking for apple to change the cosmetic look of iOS, then iOS 7 is their only hope. Otherwise a well working OS is important and I believe that notion will be the reason that will keep people buying an iPhone.

  • Leo L

    @jabombardier hey Jabo….yeah thats what i’ve heard from some guys who work there. But hes not gonna leave the company. He’ll go back to his previous position. Apple needs a “stage man” with the magic to relieve the Jobs era. Cook wont leave now….but he’ll be sacked for sure.

  • Leo L

    Apple needs to keep its status as a “unique” company. Its the kinda of place that have what i call the “disneyland” effect. When you enter Disney, you feel good, you feel light and happy for no reason….its a different atmosphere….and Apple store has the same effect. It happens with starbucks coffee as well….some companies just have this “magic” effect. And apple cant let it disappear.

  • Leo L

    @Dwinbush2 i had some inside info saying it will bring a feature that allows you to use the back of the phone as a mouse pad. Using your fingers to scroll. It will have a instant siri. Like siri will be ON real time and whenever you prompt it, it will be there. But theres more to come, like simultaneous face time.

  • Dwinbush2

    @jabombardier I’m really hoping for a better iOS 7. I already know that it’s unlikely for Apple to change the size of the iPhone 5S and keep it the same like the iPhone 5. The iPhone 6 needs to blow Samsung out the water that the iPhone 4 did. It’s about time for a larger screen and I would like the iPhone 6 to look at the iPhone 2G. Get rid of the glass on the back. And it’s finally time to make more that two colors. They were able to do so on the iPod so 3 or four colors won’t hurt production cost. They had apart almost a year to make some changes so Apple fans are looking for something big and a make up for the screw up on Apple Maps.

  • Dwinbush2

    @Leo L thats sounds great. A better retina display and a smarter Siri will be good.

  • Leo L

    @Dwinbush2 yeah, they will kick ass. Theres some fuzz about apple’s fusion to google in the next 5 years to work together and get samsung out,as samsung is pushing google so hard these days, wanting to call the shots over there. Plus, we all gotta remember that google and apple are AMERICAN, and samsung is korean….patriotic all the way if you know what i mean. Can you believe that? Apple and google? Its the supreme monopoly of all times!!! Lol