Исследовательская компания IDC обнародовала данные по рынку смартфонов за 1-й квартал текущего года. Согласно выводам экспертов, стремительное снижение поставок в Китае на 21% заметно повлияло на глобальные показатели. Общие поставки коммуникаторов в 1-м квартале 2018 года оказались ниже, чем в прошлом году. Лидером рынка по-прежнему остаётся Samsung, контролирующий почти четверть (23,4%) всего мирового рынка смартфонов. Несмотря на снижение поставок на 2,4%, общемировая доля южнокорейской марки возросла с 23,3 до 23,4% за счёт падения продаж у большинства конкурентов. Следом расположилась Apple с долей в 15,6%, а на 3-м месте уже давно закрепилась китайская Huawei с 11,8%, чьи поставки за год выросли на 13,8%. Наиболее заметный результат продемонстрировала Xiaomi, которой за год удалось увеличить поставки своих аппаратов на 87,8% — с 4,3% до 8,4%. Благодаря этому она стала 4-м крупнейшим производителем смартфонов в мире. Замыкает пятёрку лидеров ещё один китайский брэнд OPPO, чьи показатели за год просели на 7,5% и теперь составляет 7,1% от общей доли рынка. Samsung is confidently leading the global smartphone market According to preliminary data from the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, smartphone vendors shipped a total of 334.3 million units during the first quarter of 2018 (1Q18), resulting in a 2.9% decline when compared to the 344.4 million units shipped in the first quarter of 2017. The China market was the biggest driver of this decline with shipment volumes dipping below 100 million in the quarter, which hasn't happened since the third quarter of 2013. "Globally, as well as in China, a key bellwether, smartphone consumers are trading up to more premium devices, but there are no longer as many new smartphone converts, resulting in shipments dropping," said Melissa Chau, associate research director with IDC's Worldwide Mobile Device Trackers. "When we look at it from a dollar value perspective, the smartphone market is still climbing and will continue to grow over the years to come as consumers are increasingly reliant on these devices for the bulk of their computing needs." "Despite new flagships from the likes of Samsung and Huawei, along with the first full quarter of iPhone X shipments, consumers looked unwilling to shell out big money for the latest and greatest devices on the market," said Anthony Scarsella, research manager with IDC's Worldwide Quarterly Mobile Phone Tracker. "The abundance of ultra-high-end flagships with big price tags released over the past 12-18 months has most likely halted the upgrade cycle in the near term. It now looks as if consumers are not willing to shell out this kind of money for a new device that brings minimal upgrades over their current device. Looking forward, more affordable premium devices might be the solution the market needs in the second half of the year to drive shipments back in a positive direction." Smartphone Company Highlights Samsung remained the leader in the worldwide smartphone market grabbing 23.4% share despite experiencing a 2.4% decline from Q1 2017. The new S9 and S9+ led the way as the new flagships launched a quarter early for the Korean giant compared to last year’s S8/S8+. Although the new flagships shipped late in the quarter, brisk initial sales of the new devices kept the overall yearly decline at a minimum as the bulk of the positive impact is expected to arrive in Q2 2018. Despite the late launch, the high-priced devices should significantly boost average selling prices (ASPs) in the quarter for Samsung. Outside of the new flagships, the A series and J series continued to drive most of the key volume in both developed and emerging markets. Apple's first quarter saw the iPhone maker move 52.2 million iPhones representing a modest 2.8% year-over-year increase from the 50.8 million units shipped last year. Despite rumors of an underperforming iPhone X in the quarter, Apple stated that the iPhone X was the most popular model each week in the March quarter. The success of the more expensive iPhone X combined with healthy sales of the iPhone 8 and 8 Plus helped grow ASPs 11.1% to $728, up from $655 last year. Rumors of three new bezel-less iPhones arriving this September are expected to bring new features such as a larger AMOLED display model, a more affordable mid-tier model, and increased performance and imaging capabilities across the board. Huawei climbed to a new market share high of 11.8% even as it remained in third overall. Huawei has toed the line between maintaining a strong domestic position while slowly upscaling its brand image in international markets with dividends paying off as it beat the average global growth rate, reaching 13.8% year over year. While its high-end smartphones are popular in China, the bulk of its shipments are of the more affordable class of smartphones, and it also introduced a few new models in the low-end and mid-range segments. Outside of China, Huawei is growing and gaining market share across the Western Europe region, an otherwise declining market, and is particularly strong in Spain, Germany, and Italy. In these markets, the Lite versions continue to be the company's bestselling devices, but the P10 and the Mate 10 range are in a much better position compared to predecessors P9 and Mate 9. The share of the midrange and ultra-high-end devices improved substantially year over year. Huawei is in a strong position to compete at the higher end of the smartphone arena with the opportunity to grow its share in Europe. Huawei also reintroduced its Honor brand in a couple of markets in Southeast Asia, where the high-end P series and Mate series are less popular. Xiaomi's strong performance has no doubt been due to its strong growth outside of China with 1Q18 the first quarter that less than half of its shipments were domestic, a transition that very few Chinese companies have reached. Xiaomi continues its retail expansion in India and Southeast Asia; however online channels remain the key contributor in India, its second largest market. Its low-end Redmi 5A made up almost two-fifths of its volume in India. In its commitment to the "Make in India" campaign, Xiaomi also recently announced PCB assembly in India, becoming the second vendor after Samsung to do so. OPPO held the fifth position with its year-over-year decline of 7.5% more a result of the China slowdown than of its performance overseas, as both share and shipment volumes abroad increased in the first quarter. OPPO has also pruned some of its retail partnerships to focus on those with higher contribution to sales. To counter Xiaomi's strong growth in the India market, OPPO has also shifted some focus to online channels where it had been solely focused on offline channels in the past.
Беспрецедентный дисконт акций Samsung Electronics Co. стимулировал торговую активность в минувшую пятницу, хотя цена акций оказалось ниже прогнозов, сказал оператор биржи. Торговля акциями южнокорейского техногиганта возобновилась 4 мая после 3-дневного перерыва, чтобы провести операции по снижению их номинальной стоимости (так называемой сплит-операции или разделения). Теперь базовая цена составила 53.000 вон за акцию, в то время как до разделения каждая ценная бумага стоила 2.650.000 вон по состоянию на 27 апреля. После колебания между положительным и отрицательным балансом во время первой торговой сессии в пятницу стоимость акций просела на 2,08%, составив 51,900 вон. Объём торгов вырос, так как фондовый рынок привлёк больше инвесторов в связи с тем, что количество обыкновенных акций увеличилось в 50 раз и превысило 6,41 миллиарда. По данным Korea Exchange (KRX), количество акций Samsung, торгуемых в течение дня, достигло рекордного уровня в 39,33 миллиона. До разделения средний показатель составлял 294.000 акций в день. 4 мая оборот почти удвоился до 2,07 триллиона вон (1,92 миллиарда долларов США), составив 19% от общего оборота Корейского товарного индекса (KOSPI). «Ожидается, что увеличение числа инвесторов и свежая ликвидность благодаря разделению акций окажет положительное влияние на цену», - сказал эксперт Eugene Investment & Securities Ли Сын-ву. Разделение акций нацелено на то, чтобы повысить акционерный капитал в результате получения рекордных доходов в прошлом году, при этом повысив доступность мелких инвесторов к тому, что ранее называлось «императорскими акциями» из-за их высокой цены. В пятницу розничные торговцы расхватывали акции Samsung, хотя объёма сделок не хватило, чтобы их стоимость повысилась. «Снижение цены за каждую акцию помогло снизить входной порог для розничных торговцев и, естественно, уменьшило долю иностранных компаний, что снизит риски для структуры управления Samsung», - сказал эксперт Mirae Asset Daewoo Co. Пайк Вон-джей. В целом 4 мая индекс KOSPI снизился на 1,04% до 2461,38 на фоне возобновления опасений по поводу торговых противоречий между США и Китаем. Samsung Electronics returns to market after stock split The unprecedented stock split of Samsung Electronics Co. spurred trading activity on Friday, though the share price drifted lower, the bourse operator said. Stock trading of South Korea's tech giant resumed on Friday after a three-day hiatus to lower its face value from 5,000 won (US$4.64) to 100 won. Accordingly, the basis price was 53,000 won per share as its pre-split final price logged on April 27 was 2,650,000 won. After fluctuating between positive and negative terrain during the first trading session, the tech behemoth shed 2.08 percent to finish at 51,900 won. Trading volume surged as the stock split drew more investors, with the number of common stocks growing 50 times to more than 6.41 billion. The number of Samsung shares traded throughout the day hit a record high of 39.33 million compared to an average of 294,000 shares per day before the stock split, according to the Korea Exchange (KRX). Turnover nearly doubled to 2.07 trillion won ($1.92 billion) on Friday, accounting for 19 percent of the Korea Composite Price Index's (KOSPI) total turnover. Before the split, the figure came to less than 10 percent on average, the KRX said. "The increase in the number of investors and fresh liquidity thanks to the stock split are forecast to have positive impacts on share prices," Lee Seung-woo, an expert at Eugene Investment & Securities, said. The stock split aimed to enhance shareholders' value on the heels of robust earnings last year by boosting accessibility by small investors to what were formerly "emperor shares" due to their high price. In fact, retailers scooped up the Samsung shares on Friday, though their buying was not enough to fend off the selling binge by institutions and foreigners who moved to lock in profit-taking from rallies in the previous two sessions. "The reduction in the price per share helped lower the entry bar for retailers and naturally downscaled the proportion of foreign entities. That would lower risks for Samsung's governance structure," Paik Won-jae, an expert at Mirae Asset Daewoo Co., said. Overall, the index sank 1.04 percent on Friday to 2,461.38 amid renewed concerns over trade frictions between the United States and China.
В сервисе мобильных платежей Samsung Pay появилась функция «кэшбэк» (или, проще говоря, система возврата части стоимости товар). Теперь американские пользователи смогут выбрать новую опцию cash back в меню приложения и получать эксклюзивные скидки от розничных продавцов. Кэшбэк можно будет потратить на любую покупку, сделанную с помощью Samsung Pay. Среди партнёров Samsung кешбэк уже числятся такие гиганты как Walmart, Groupon, Booking, ASOS, Boxed, CheapOair, DoorDash, Drizly, eBags, eBay, Etsy, Hotels.com, Hotelstorm, Jet, Overstock, SeatGeek и TicketMaster. Кроме того, пользователи Samsung Pay смогут получать бонусные баллы Samsung Rewards. Корпорация также анонсировала сервис Bixby Shopping для смартфонов Galaxy S9 и S9+, который значительно упрощает процесс покупок. Для её осуществления достаточно направить камеру смартфона на понравившийся товар, Bixby опознает его и выберет наиболее выгодную цену на сайте партнёра, после чего поможет осуществить сделку в 1-2 клика. A More Holistic Mobile Shopping Experience with Samsung Services MOBILE SHOPPING has come a long way. With Samsung Pay, it’s never been easier to use your phone to pay at practically any cash register where you can swipe or tap a card, and to find great deals. But we believe people should be able to get even more out of the shopping experience. For instance, using your phone to buy something can actually take several steps. Let’s say you’re walking down the street and see something you might want to buy. Maybe you’d type in search results until you found something similar, or take a photo to remind yourself to search for it later, or look for and open another app. We set out to simplify the process for an even more convenient way to shop. Bixby Shopping, which is available with Bixby Vision on the Galaxy S9 and S9+, simplifies the entire process down to a few easy steps. All you have to do is point your camera at something, and Bixby will identify it and direct you to a partner’s website where you can buy it. Already, people have used Bixby Shopping to replenish their favorite cooking spices and beauty products, and to purchase everything from diapers to sneakers to 14” memory foam mattresses to 55” Samsung TVs. With experiences like these that create new channels to shop, mobile shopping is set to really take off. According to eMarketer, Americans will do more and more shopping through their mobile devices, to the tune of an estimated $420 billion by 2021¹. With this, Samsung is going beyond mobile payments, with a vision for a holistic shopping experience. We also continue to bring new benefits with Samsung Pay. Millions of people have been earning Samsung Rewards points on top of their existing rewards. And now, Samsung Pay is about to get even more rewarding. With the new “Cash Back” awards feature, Samsung is introducing the next stage of evolution for the mobile marketplace. Soon, you’ll be able to take advantage of new Cash Back deals directly within the Samsung Pay app. Here’s how it works: In the new Cash Back section of the Samsung Pay app’s home screen, users will find a range of exclusive offers from leading retailers. When they click on the offer they want and complete a purchase through the participating merchant, the user will receive a percentage back on their purchase which they can then spend toward a purchase—anywhere they use Samsung Pay² . The app is now a cash register, a marketplace, and a piggybank. Our mobile wallet strategy is all about offering more choices for consumers and more opportunities for merchants. Cash Back creates a new channel for merchants to reach and reward consumers who are looking for great deals. This is on top of the new partnerships Samsung continues to forge, to give consumers access to more payment methods. What’s more, starting on later this month, consumers will be able to purchase Samsung Rewards points, similar to the way airline consumers can purchase extra miles in order to build up enough to kick start their next adventure. With Rewards points, consumers will not only get something more out of their purchases, they can also get a meaningful head start on their next mobile shopping experience. From Bixby Shopping to the Cash Back section of Samsung Pay to Buying Points on Samsung Rewards, Samsung’s latest shopping experiences have become indispensable in the world of digital transactions. And this is just the beginning. At Samsung, we’re continuing to explore how we can create a more holistic shopping experience for a more convenient and rewarding experience across our devices with our services. [1]https://retail.emarketer.com/article/mobile-shopping-generational-divide/5a1c86c5ebd4000570c897d9 [2]Terms and conditions apply. Users must transfer funds to a Samsung Rewards Card to use to make purchases through Samsung Pay.
