Piper Jaffray’s Munster: Samsung innovating faster than Apple

Gene Munster, an analyst at Piper Jaffray Cos., talks about Samsung Electronics Co.’s Galaxy S IV smartphone, which is expected to be unveiled on March 14.

Munster discusses the outlook for sales versus Apple Inc.’s iPhone He speaks with Cory Johnson on Bloomberg Television’s “Bloomberg West.”

What [Samsung] are going is they’re innovating faster. I don’t know if they’re necessarily ahead of where Apple is, but just the pace that they’re coming out with [products] is so much faster, so think of it this way: iPhone comes out on an annual basis, Samsung comes outs with an impactful phone on a monthly basis and two or three really big phones a year. And so, the technology, I guess, that they’re actually working on, they;re able to get it to market a little bit faster… Samsung creates a lot of the components that Apple uses, so there’s a cost advantage that Samsung has in terms of the speed that they can get some of these phones out over Apple.

[Google] created this monster now with Samsung. People talk about about the Galaxy brand… they say it’s an Android phone coming out. That’s a shift versus a year ago and so we believe that there’s probably going ot be increased tension between Samsung and Google. – Gene Munster, Piper Jaffray

Direct link to video here.

MacDailyNews Take: Pouring cheap plastic into molds, popping out the lumps, installing someone else’s OS layered with a patent infringing UI, and quickly dumping the results onto store shelves does not equal innovation.

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67 Comments

  1. More plastic! More screen! More bezel! More shitty TouchWiz software! More styluses! More gimmicks!

    More! More! More!

    Sorry, Samsung, sometimes less is more.

    Apple’s Zen-like approach is proven to work best to de-obfuscate the operating system and make it usable to the average consumer.

  2. It’s all about the way it works in the analysts’ world. No one dares to stand out, lest their customers start questioning them. Hej, get your clients to sell apple and buy samsung, money for us! Better to follow the herd and stand out by differing a few billion or $40 in share price projections. Probably his company told him to jump on the samsung bandwagon for his own good, and so he sold his soul. Too bad, I always thought he was ok.

  3. Samsung Note users need those 5.5″ large screens to compensate for their anatomical deficiencies

    i guess Samsung “innovates” as in they created a phone specifically for people who needs muscle trucks and porsches

  4. The shocking thing is that the general populous is actually starting to believe this sh*t. I just had a conversation with a well-educated co-worker of mine who fed back to me the prevailing BS from the WSJ and the like about Samsung winning the smartphone battle and being more innovative and “cooler” with the younger set. I mean holy f**k! He doesn’t even have a smartphone except his POS blackberry provided by work. His daughter uses an iPhone, but he still believes this garbage because its in the WSJ.

  5. Does this idiot NOT know that Apple is being sued for bringing out the iPad 4 too soon after the iPad 3? (It’s a stupid lawsuit, but it is real.)

    If Apple came out with a new iPhone or iPad every month or two, think of the number of stupid lawsuits Apple would face.

    Apple makes significant upgrades to its mobile platforms when it has significant changes to produce. Those are considered new product introductions.

    Apple does do less significant “updates” but does not try to convince the world that they are major updates or innovations when they are not. How many of these journalists know that the Apple TV got a processor upgrade recently? Did Apple announce it? No. Why? The current functionality has not changed. However, the latest revision is ready for the next major software change. So when the next, new Apple TV really debuts the current machine will be able to run that software too. Thus Apple won’t get those lawsuits claiming “You just obsoleted my 60 day old Apple TV. You owe me $100 million!”

  6. Samsung is way ahead of Apple, just look at the upcoming Gallaxy 4, it’s new graphics chip is going to be the same as the Iphone5 which came out 6 months ago. Maybe they are copying at a faster rate, but nothing original here. Eight core processor? I bet Android apps are all multi processor aware, especially the free ones.

  7. “Genius doesn’t work on an assembly line basis. Did Einstein, Kazanga or Sitar of Vulcan produce new and revolutionary theories on a regular schedule? You can’t simply say, ‘Today I will be brilliant.'”

    James T. Kirk – The Ultimate Computer

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