Apple to beat Samsung in smartphone shipments for first time in 14 years

https://sherwood.news/tech/apple-to-beat-samsung-in-smartphone-shipments-for-first-time-in-14-years/

by avonmach • 8 months ago

92 99 8 months ago

sherwood.news

davidcollantes• 8 months ago

Source: https://counterpointresearch.com/en/insights/Global-Smartpho...

pu_pe• 8 months ago

Looks like Samsung decreased a lot because Xiaomi ate their lunch, which doesn't surprise me.

tooltalk11• 8 months ago

I'm surprised that Samsung managed to stay #1 globally for so long after forced out of China, after Xi's rise to power in 2013.

alephnerd• 8 months ago

That happened due to the China-South Korea trade war following the installation of THAAD in SK in 2016 [0]. Notice how the Chinese OEM spike and Samsung's decline happen following the 2016-17 diplomatic crisis. It was also during this period that Korea Inc began shifting to Vietnam [1][2] and India as a result.

Additonally, that spike for Xiaomi and other Chinese OEMs also happened right when Chinese OEMs expanded their India business in 2015-17 [3][4][5]. On that note, notice how all those Chinese OEM saw sales dropped and then flatlined from 2021 onwards. While the pandemic did play a role, India began lawfare against Chinese companies following the Galwan Crisis in 2021 [6][7][8] with the Indian government de facto forcing Chinese firms to "indianize" [9] - which ironically is similar to how the Chinese government operated in the 2000s and 2010s with Western firms and what the Chinese government leveraged against Korea a decade previously.

[0] https://www.bloomberg.com/news/articles/2016-08-12/china-sai...

[1] https://en.yna.co.kr/view/AEN20181122001200320

[2] https://www.bloomberg.com/news/articles/2018-04-02/s-korea-d...

[3] https://www.forbes.com/sites/baxiabhishek/2017/09/12/the-ris...

[4] https://indianexpress.com/article/technology/tech-news-techn...

[5] https://telecom.economictimes.indiatimes.com/news/oppo-grew-...

[6] https://www.reuters.com/world/india/india-seizes-725-mln-xia...

[7] https://www.reuters.com/world/india/india-accuses-chinas-opp...

[8] https://www.reuters.com/world/india/indias-enforcement-direc...

[9] https://etplay.com/business/why-chinese-cos-have-been-indian...

ortusdux• 8 months ago

Apple has done a great job capturing the gifting market, which shows up in their Q4 numbers.

rhetocj23• 8 months ago

Apple makes you feel something for many people. Many on here dont get it.

barbazoo• 8 months ago

Not because Apple made a jump in sales but mostly because Samsung has been on a decade long decline.

nextos• 8 months ago

Samsung has good hardware, but their software is really mediocre, at best. Many of their devices are laggy and slow down further after some updates.

This is the case even on high-end devices. Our 12-month-old Galaxy Tab is slower than a 7-year-old Pixel. Hard to understand.

Plus, they make really odd tweaks to the UI, such as adding a permanent button overlay that clashes with most hamburger icons in websites and apps. This drives novice users insane.

If you wanna ship a custom Android, at least get it right. Otherwise, just stick to stock. Sony does this really well: https://developerworld.wpp.developer.sony.com/open-source

StopDisinfo910• 8 months ago

Samsung hardware is not what it used to be.

They have been shipping the same camera block for something like three or four models. Compared to what Chinese competitors like Xiaomi or Oppo offer, it doesn't look that great anymore.

The poor software is just the cherry on top.

jeroenhd• 8 months ago

Samsung makes a lot of cheap and mid-tier devices with little RAM and not so powerful SoCs. Google also uses slow SoCs, but at least they compensate in hardware.

If you just buy a high-end phone, Samsung is generally fine. If you buy anything cheaper than that, or god forbid buy a phone through a carrier that pumps it full of crap, you're gonna have a terrible time when apps get slower and bulkier and shittier and the hardware shows its age.

karel-3d• 8 months ago

Well Samsung was overtaken by Xiaomi and Xiaomi software is even worse...?

tekacs• 8 months ago

Odd. I've had the Z Fold 5 and now 7 and the last few years' worth of Samsung firmware has been excellent for me. Perhaps they build 'for' their flagships and let devices that perhaps have lower tier chipsets run slowly?

mschuster91• 8 months ago

And on top of that, you can't unlock One UI 8 and above.

ChocolateGod3• 8 months ago

The status bar icons on the top right of One UI (Samsung's firmware skin) aren't even aligned or the same size. It's only just been fixed in One UI 8.5, years from the problem first happening.

You're welcome if you can't unsee it now.

It's nothing major, but it's one example of how inconsistent and disorganised their software is, there's so much low hanging fruit that you'd think their software division was under duress, along with year long delays to software updates.

radicality• 8 months ago

Similarly for TVs - i got a samsung oled few years ago, and while the hardware seems great, I do wish I had gone with LG as their TVs seem more open to install custom firmware. (I do pretty much just use appleTV and fireTV devices plugged in to the Samsung, but still, the main TV ui is pretty abysmal)

butlike• 8 months ago

I don't call them Samdung for no reason

Lammy• 8 months ago

https://www.leisuretown.com/library/qac/25.jpg

jampa• 8 months ago

I recently got a Samsung device for testing, and the experience was terrible. It took three hours to get the device into a usable state.

First, it essentially forces you to create both a Samsung account and a Google account, with numerous shady prompts for "improving services" and "allowing targeted ads."

Then it required nine system updates (apparently, it can only update incrementally), and worst of all, after a while, it automatically started downloading bloatware like "Kawai" and other questionable apps, and you cannot cancel the downloads.

I wonder how much Samsung gets paid to preinstall all that crap. The phone wasn't cheap, either. The company seems penny wise and pound foolish.

wkat4242• 8 months ago

These accounts are not required! I use my Samsungs without a Google account. And I only use a Samsung account on some of them.

It's harder to install apps but I use aurora store. Push messaging still works without a Google account.

nish__• 8 months ago

True, thanks for that info. Changes the narrative entirely.

jtuple• 8 months ago

If it weren't for the S-Pen, I'd ditch Samsung in a heartbeat.

The day iPhone has a built-in EMR/AES stylus is the day I become a customer (despite being an Android lifer).

Don't think that will ever happen though, despite Apple shipping Pencil for iPads.

Samsung has definitely built a (small) moat being the only vendor with that offering.

Analemma_• 8 months ago

The rumors say Apple is shipping their folding phone next year, I'm crossing my fingers that one might have stylus support and then it'll meander its way back to the regular phones.

scarlehoff• 8 months ago

I'm in the same boat. Although I would also be willing to go back to Apple if they release a truly small phone. But I'm forced to carry one of these gigantic beasts I want to be able to take (handwritten) notes with it.

flakiness• 8 months ago

I don't disagree with Samsung's decline, but:

Sales of the iPhone 17 series in the U.S. — including the iPhone Air — during the first four weeks after launch was 12% higher than that of the iPhone 16 series, excluding the iPhone 16e, the research firm said. In China, a critical market for Apple, sales of the iPhone 17 series during the same period were 18% higher than its predecessor.

So iPhone 17 is selling well. I think it's fair to call it a hit. Do they make another hit next year? Who knows (I'd bet against it), but they won this year's game I believe.

MangoToupe• 8 months ago

Wait, why is the 16e excluded?

ValentineC• 8 months ago

The 17 series has some upgrade-worthy features at least, unlike 16 where I'm not sure where the improvements were.

The base 17 got always on display, while the 17 Pro got a huge camera upgrade. Both 17s got the much-improved selfie camera.

gmueckl2• 8 months ago

So dark patterns to increase peer pressure and hard vendor lock in work then: exploiting networking effects and social pressure like green vs. blue bubbles, technically unnecessary hard requirements for other devices that are locked into the same garden prison, random compatibility restrictions/omissions in built in apps etc.

Apple really is far from innocent. They just pull their customers over the table in such a smooth way that it feels like nest warmth to them.

throwfaraway42• 8 months ago

Or maybe they make better phones?

giancarlostoro3• 8 months ago

I got tired of Android after 9 years of being Android only. I just wanted a phone that worked. Apple made said phone. Android feels like your younger cousin's sketchy Windows computer. I remember changing from like 2 different Android phones over a period of 4 years or so, and my amazing megapixel photos looked nowhere near as good as my cousins 5-year-old iPhone photos.

gmueckl2• 8 months ago

Not really? All Samsung phones that we owned were at least as good - with the exception of a phone that we bought from a US carrier. The carrier mods on that one phone were total shit. But these modifications are entirely avoidable by buying an unlocked phone.

baiwl• 8 months ago

No, it's just that Samsung phones suck.

dialup_sounds• 8 months ago

Weird take. Android is still ~80% of the market.

tooltalk11• 8 months ago

very weird indeed. Apple has ~20% of the global smartphone sales, but 80% of global industry profit.

pareto?

steve1977• 8 months ago

That’s true, but that includes many low-cost devices, a market segment in which Apple clearly is not interested.

jp191919• 8 months ago

It also doesn't help that google have steadily been increasing their market share.

techsystems• 8 months ago

https://counterpointresearch.com/en/insights/global-smartpho...

So every quarter this year except the last quarter, Samsung outsold Apple. So they're predicting that Q42025 for Samsung will be miserable sales or Apple will have skyrocketed sales?

gbear605• 8 months ago

The iPhone 17 (released in September) is selling extremely well, and Apple sales tend to be concentrated in Q4 due to the new phone (and the holidays, though those should also affect Samsung).

Jblx2• 8 months ago

(and the holidays, though those should also affect Samsung)

Doesn't Samsung release their new flagship phones in January/February?

aljgz2• 8 months ago

I belong to one demography of ex Samsung customers:

I've blacklisted them for hurting UX to show ads. Last device: my very high-end OLED TV has the worst menu navigation, just to take me back to the home screen where they hoped to show ads to me. Once I realized they are analysing my content, even when coming from an external device to send home for ADs, I just disconnected it from the internet.

I'll not buy anything again unless they change this and stay away from it long enough to repair the damage to trust.

Not buying an Apple device either, but for different reasons.

MBCook• 8 months ago

TBF: Apple has slowly been on the “push our services” ads thing. At least not other companies.

But they’re doing it. And it’s annoying.

JSR_FDED• 8 months ago

Put an AppleTV in front of it and use it like a monitor. I’ve been blissfully unaware of the TV vendors’ bad software and invasions of privacy for years

aljgz2• 8 months ago

The only apple product I ever bought has been an ipad with the huge disappointment that every app gets paused when not focused. I don't want to pay a company that deliberately limits my ability to use the product. My TV is being used as a second 4k 144hz monitor for my Fedora 43 + KDE on AMD CPU and Nvidia GPU, watch movies on it, play games, etc, and don't have to put up with limitations of Apple ecosystem.

chankstein38• 8 months ago

That's because Samsung's new offerings are trash compared to where we were a few years ago. I have the S24 Ultra and in my opinion it's better than the S25 ultra. The camera, the features, maybe it's better built for AI but I don't want Samsung's garbage AI on my phone. Even the new S-Pen loses features to the old one (one of the main features I used too, the remote shutter).

The Object Eraser feature recently updated to have an "AI Object Eraser" and now a simple removal of a sign in my picture adds an "AI Generated" watermark onto it. They spam me every time I use the regular Object Eraser to try the AI one, it's really not impressive in any way and now adds a watermark even for the simplest modifications.

Definitely all around seems like Samsung is on a decline. I probably won't be buying a Samsung next time I need a phone, though I won't be buying Apple either.

embedding-shape• 8 months ago

Definitely all around seems like Samsung is on a decline. I probably won't be buying a Samsung next time I need a phone, though I won't be buying Apple either.

Same here, used to have a Samsung, moved to Moto G which was the best phone I had so far, currently on a iPhone 12 Mini, and want none of these phones anymore. I just want something that doesn't get in your way, and actually have some well-thought UX, especially when connected to the car. CarPlay is a whole dumpster-fire of failed UX experiments it feels like, is actively dangerous, and iOS in general have so many hidden patterns I'm still discovering today (guessing they also add new gestures all the time) that it feels like I only understand 20% of the phone's features.

Someone recommended me Sony for Android + higher quality hardware, where the company also doesn't seem hellbent on screwing you over inside the phone OS itself. What do people here with Sony phones think about them?

devilbunny• 8 months ago

feels like I only understand 20% of the phone's features

This is a persistent problem with iOS. Features are added but not really mentioned. The online manual is very focused on "how do I..." without giving a clear overview of "here's everything you can do. New gestures are added without giving an obvious way to reverse them if you accidentally trigger one.

1970-01-012• 8 months ago

Ship more don't mean sell more. It means the factory workers screwed more together and they want to sell more. That's all. The market decides who's beating who.

throwfaraway42• 8 months ago

This is the best supply chain in the world. They ship _because_ they're selling.

1970-01-012• 8 months ago

They offload unsold inventory to the big mobile network carriers. Has nothing to do with supply chain.

jm43• 8 months ago

I don’t know how Samsung has been getting away with it for so long. They have this stellar reputation as a premium brand when they are more akin to Roku. Their software experience is among the worst in the industry. Their hardware isn’t as good as people perceive it to be either. I bought 5 of their TV’s and there aren’t 2 that display colors the same way with the exact same settings. The quality is abysmal.

jimnotgym3• 8 months ago

I saw a set of reasonably high end 'Colour True' monitors, and they all looked markedly different until they were profiled. Did you compare to a set of other companies TVs before deciding Samsung was garbage?

jm43• 8 months ago

What does testing some other brand have to do with anything? If I put 5 of the exact same TV’s next to each other and they all look different, they are objectively bad quality. Maybe someone else makes something better or worse, but the ones in front of me are still bad. I literally had all these screens next to each other displaying the same image. It was not possible to adjust them so they all looked the same. The lighting inside the screens wasn’t even consistent. They had different hotspots.

xnx• 8 months ago

I know why someone would buy an iPhone or a Pixel. I guess people buy Samsung because they're sold in stores?

globular-toast• 8 months ago

Round here many people think there are only two manufacturers of phones: Apple and Samsung. You'll struggle to find someone who isn't "in to tech" who has heard of Pixel. I've never had a Samsung but use Android and numerous people have referred to my phone as "a Samsung". So it's a stronger brand than you might think.

poisonborz• 8 months ago

They were solid top in quality for 15 years for Android. DeX, pen features, camera software was solid. OneUI became very customizeable. But it was stably boring at best, and atrocious at worst, and they couldn't ship any other standout feature that wasn't scrapped soon after.

Now they shipped the same camera on their most sold flagship phone 3 years in a row, same battery size for 5 years. Flip-flopping between Qualcomm CPUs as their own couldn't compete after years of trying. They don't deserve the spot they have for quite some time now.

the_black_hand• 8 months ago

Why are Samsung so big on the folding phone nonsense?

GoToRO• 8 months ago

I went in a shop to see this nonsense with my own eyes,and I almost bought one.

vardump• 8 months ago

Well, Samsung chose for example to stop supporting micro SD cards. Samsung just keeps chasing Apple, so I don't see any point to buy their phones anymore.

The only unique selling point Samsung has left I can think of are foldable phones.

RadiozRadioz• 8 months ago

I don't think anybody except you, me, and other geeks on forums like this, care about SD cards. I wish it were different.

frogperson• 8 months ago

All they have to do is put out a high end phone, vanilla android, unlocked bootloader, hardware switches, and sell it as a developer phone. they would sell a ton.

aceazzameen• 8 months ago

I don't think they care about the hardware anymore. They want people in the Samsung ecosystem logging in with a Samsung account being served Samsung ads in every Samsung app.

vel0city• 8 months ago

This is the truth. They would prefer you use Tizen instead of Android, they just can't convince app makers to build to it yet.

ChocolateGod3• 8 months ago

I have a Samsung Galaxy and their build quality is still pretty solid especially compared to the Chinese brands (I'm grateful Samsung didn't copy their ugly camera bumps) but the battery size is mediocre and the software is somehow worse than all the Chinese iOS clones.

danielbln• 8 months ago

Samsung is quite hesitant to hop onto the silicon carbon battery train. I guess they are more conservative after the burning battery debacle a few years ago, but still, I look over at those juicy 7000+ kWh phone batteries and I wants it.

herbst2• 8 months ago

The idea is to buy a normal Chinese android Phone, not a iOS clone. That's where the good and cheap devices are at

Grisu_FTP• 8 months ago

As someone who bought mostly Samsung phones before (went from Samsung A3 2015 -> S8 -> Z Fold 4 -> Z Fold 6), their recent few years have been painful to watch. I’ll take the Z Fold series as an example since that’s what I use, but from what I heard their other devices aren’t better off. The Z Fold 7 is a downgrade over the Fold 6 I have in every way in my opinion (but I can at least thank the Fold 7 for making the Fold 6 new in a sealed box cheaper with 512GB than an iPhone 17 Pro Max with 256GB and thus making an upgrade viable). And it seems like this has been happening to their other devices as well. I won’t buy another Samsung phone (and foldable at that; Samsung had the only good format, IMO).

Just a few things which would make me never buy a Fold 7: No Under Display Camera, instead it has a big hole (This cam is used only for meetings anyway, for selfies you use the main camera anyway. A big uninterrupted plane of screen is far far far far better than a better cam for meetings that gets compressed and then is a tiny square in the corner anyway.) No unlockable bootloader worldwide (is a OneUI 8 issue, not specifically a Fold 7 issue) They made it thinner instead of giving it a bigger battery, which makes it way harder to open and hold No S-Pen support (Seriously, why? The Fold is one of the main devices where a pen is cool. It makes more sense to include it in the Fold than the S Ultra.) They completely destroyed the aspect ratio (The outer screen was thin and tall, perfect for one-handed use, kinda like a TV remote; you can reach everywhere with one hand. The inner screen still is taller than it is wide, while almost being 4:3. This makes older content like shows and emulated games fill almost the entire screen without giving overly huge black bars on 16:9 content. Now on the Fold 7 the outer screen is almost like a normal phone and the inner screen is almost a perfect square. This makes the outer screen way worse to use one-handed and the inner screen has huge bars on everything and apps that are fullscreen scale terribly with just a few way oversized UI options showing.) It is thinner, too thin. The Fold 6 was perfect in that regard, but when I tried to open the Fold 7 on one of those showcase units in a store it was not possible to get a good grip on the side to open it. Instead they should have just increased the battery size or included the S-Pen in the bottom like with the S Ultras. Worse hinge that snaps open after 90° instead of being able to stay in almost every angle like the Fold 6.

The only upgrades are: The camera isn’t that much worse anymore (Literally 0 use for me, I never take images and the ones I do are pretty much only to note something quickly, but I understand that that was a huge downside for most people so that is a good upgrade.) Better dust protection Snapdragon X Elite (This is the one thing I wish my Fold had)

And all of these downgrades for 100€ more MSRP. Also those downgrades are just what I remembered off the top of my head. Most of the compromises were just to make it thinner (the removal of the UDC and S-Pen support and the worse hinge for example), which like I said was in and of itself a downgrade.

To me it feels like they only listened to the reviewers that never used a Fold and after their 2 hours of the hands-on experience will never use one again. It’s not a normal phone; it’s not supposed to be. So trying to make it 1:1 like a normal phone removes everything that made it good because I specifically didn’t want a normal phone. Especially since the biggest issue was the price, so increasing the price further (over the already increased price of the Z Fold 5/6) is so stupid.

But enough of my rambles, I’m probably the only person that uses their Fold this way if I look at all the reviews which call the Fold 7 the best foldable Samsung ever made and a huge improvement over all the other Z Folds.

I hope it was at least somewhat readable since it’s still very early, I’m tired, and English isn’t my native language.

Apple to beat Samsung in smartphone shipments for first time in 14 years

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