“Samsung says it has sold over 20 million units of Galaxy S III in the first 100 days of launch: 6 million in Europe, 4.5 million in Asia (excluding Korea), 4 million in North America and 2.5 million in Korea,” Ingrid Lunden writes for Seeking Alpha. “While we don’t have like-for-like numbers, we do have some historical figures that give us some points to ponder; and in my opinion, the only company that Samsung’s figures should matter for is Nokia. Apple’s last launch, the iPhone 4S, sold 4 million devices its first weekend out of the gate.”
“And Nokia yesterday told analysts that it had sold 7 million Lumia devices since launch in October last year to end of June (that’s the whole range of Lumia models),” Lunden writes. “Samsung’s Galaxy S III sales therefore put it somewhere between those two, closer to the Apple end of the spectrum.”
Lunden writes, “Partly because it looks like this next iPhone will represent a real evolution over the 4S, and partly because there is simply pent-up demand for a new iPhone, the momentum trend should also give a big boost to Apple this time around. One analyst, Gene Munster of Piper Jaffray, has already predicted that the iPhone ‘5’ will sell as many as 10 million units in its opening weekend. At that rate it could take 14 days or less for Apple to kick Samsung’s 20 million figure into irrelevance. Samsung’s numbers therefore might look good, but are in fact a Red Herring.”
Read more in the full article here.
MacDailyNews Take: 20 million sold to end users or 20 million stuffed into the channel?
