Apple or Android phone makers: Who wins more on Samsung’s Galaxy collapse?

“We believe recent strength in Apple shares are, in part, due to issues with Samsung’s Note 7 phones (Samsung announced it will stop production of the phones),” Wells Fargo Securities writes for Baron’s. “Apple shares gained an incremental $14 billion in market cap at its intraday peak Tuesday, which we estimate embeds more than three million incremental iPhone 7 Plus units.”

“While we have little doubt that this issue, which we candidly did not anticipate, will help Apple, we think other Android vendors with 5.7-inch phones could see a bigger benefit if Android users prefer to stick with Android,” Wells Fargo writes. “While carriers are allowing trade-ins of the Samsung Note 7 for any other device, customers only get a credit refund for a lower-priced phone and have to pay the difference for a higher-priced phone.”

Wells Fargo writes, “We believe expectations for Apple into earnings have risen materially with some estimates above our 77 million-unit forecast for December (which was once considered way too high by a number of investors).”

Read more in the full article here.

MacDailyNews Take: Many of the afflicted will just finally say to themselves, “Enough with trying to approximate Apple’s iPhone, I’ll just get myself a real iPhone.”

Once they do that, they aren’t going back to Samsung or any other fragmandroid peddler. Ever.

Longterm, Apple wins big.

SEE ALSO:
People are dumping Samsung’s unsafe, exploding phones and upgrading to Apple’s iPhone – October 12, 2016
Social media users mock beleaguered Samsung’s explosive phones – October 11, 2016
Replacement Galaxy Note 7, deemed ‘safe’ by Samsung, catches fire in Scottish hotel room – October 11, 2016
Samsung axes explosive Galaxy Note 7, shares plummet – October 11, 2016
Drexel Hamilton projects 8 million iPhone unit gain for Apple this year alone due to Samsung’s exploding phones debacle – October 11, 2016
Samsung takes multi-billion-dollar hit to end exploding phones fiasco – October 11, 2016
Beleaguered Samsung permanently ceases Galaxy Note 7 production – October 11, 2016

TechSpot reviews Apple’s iPhone 7 Plus: Absolutely decimates the competition – October 12, 2016
AnandTech reviews Apple’s iPhone 7 and 7 Plus: ‘Unparalleled, a cut above anything else in the industry’ – October 10, 2016
Computerworld reviews Apple’s iPhone 7 Plus: There’s never been a better time to switch to iPhone – October 7, 2016
Higher income U.S. states use Apple iPhones; lower income states use Samsung Galaxy phones – September 27, 2016
PC Magazine reviews Apple’s iPhone 7 Plus: Editors’ Choice – September 20, 2016
Tom’s Guide reviews Apple’s iPhone 7 and iPhone 7 Plus: Great upgrades, but one is greater – September 20, 2016
More evidence Apple’s iPhone 7/Plus is more than a modest refresh – September 20, 2016
Professional photographer Benjamin Lowy puts Apple’s iPhone 7 Plus cutting-edge camera to the test – September 20, 2016
Apple’s A10 Fusion chip miracle – September 20, 2016
The iPhone’s new A10 Fusion chip should worry Intel – September 16, 2016
Apple’s remarkable new A10, S2, W1 chips alter the semiconductor landscape – September 15, 2016
Wired reviews Apple’s iPhone 7/Plus: ‘Fantastic’ – September 14, 2016
Sprint, T-Mobile: iPhone 7/Plus pre-orders up 4X over last year; Apple shares surge – September 13, 2016
USA Today’s Baig reviews Apple’s iPhone 7/Plus: ‘A strong handset for sure’ – September 13, 2016
WSJ reviews Apple’s iPhone 7/Plus: ‘Get over the headphone thing and upgrade’ – September 13, 2016
Mossberg reviews Apple’s iPhone 7/Plus: It’s a great phone, but where’s my headphone jack? – September 13, 2016
The Verge reviews Apple’s iPhone 7/Plus: ‘The future in disguise’ – September 13, 2016

19 Comments

    1. wait until it is finally revealed that the cause of the batteries is serious fragmentation and lack of engineering/controls coordination between android os and hardward manufacturing. steve jobs vision of complete integration, not just UI but total optimization. goggle will also take a major brand hit

    1. I think the ‘win’ being discussed in the article is more “how many of Samsung Note 7s will change to another Android or move to iOS” than make a difference in ‘meaningful’ amount of profits.

  1. So we have Wells Fargo’s assessment of the situation followed by a ‘MacDailyNews Take’ which is essentially an idiotic and childish fanboy version of the same information.
    And you wonder why people accuse Apple fans of being iSheep.

      1. Haven’t you heard, Samsuck has buildings full of people searching the web and social media outlets to try and counter any negative news.

        They’ve been doing it for years but now everyone who was working on the Note phones has been reassigned to a new duty trying to save face and their jobs.

        Seriously.

    1. Of all the places on the net, you come here ‘Grown Up’ to post typical troll hate and never bothered to read the contentious and critical comments. If you think we Apple fanatics are iSheep, you’re a uTard. As ever, Apple fanatics are the most discerning and demanding tech consumers. If you bother to look, you’ll notice that’s always been the case around MDN.

  2. MDN has a reputation for being fanboish bilge, and now I know why. I’ve been coming here for a few days, the same losers over and over and over again. Professional dickheads ‘yojimbo007’ and ‘peterblood71’ are the two of the most relentlessly stupid people I’ve ever seen.
    “lol” “anal-cysts” “giant S for SUCKS”
    How old are you?????

    Go to the other Mac sites, 10x the comments, not anywhere near this level of idiocy. Trolls, sure, but you expect that.

    BTW: Just tried to rate a comment more than once, you can’t.
    Someone with no life (and no shift key) telling others to get one. That’s f*cking hilarious.

    1. lol… confronted with brilliance like yours how can mere mortals like me ever win….?
      there are many ways to rate a post numerous times genuis… …
      plus do u know what Cronies means? troll ….

    2. Hey ‘Grown Up’ uTard: You forgot to mention me as well.

      Seeing as you’re being a dumbass troll blaster, suffer again to read what I posted above:

      Of all the places on the net, you come here ‘Grown Up’ to post typical troll hate and never bothered to read the contentious and critical comments. If you think we Apple fanatics are iSheep, you’re a uTard. As ever, Apple fanatics are the most discerning and demanding tech consumers. If you bother to look, you’ll notice that’s always been the case around MDN.

  3. So, let’s say Samsung was projected to sell 350M smartphones over the next year. Let’s assume 75% were from former customers. If 50% of their smartphone customers are not going to buy another Samsung phone (not hard to believe considering 35% were going to leave after the first round of recalls in September), and 35% of those are now going to purchase iPhones, then how many extra sales could Apple see over the next year? The amount comes to 46M, or over 20% more than Apple sold last year.

    But I think this Samsung debacle is also bad for all of Android because it proves that not owning all the pieces of widget can prove to result in fatal consequences. Maybe the explosions are caused by how the Android software handles a process, or maybe it’s caused by a third party processor. The point is, this exploding Android phone fiasco could occur to any Android manufacturer.

    As a result, some people are not going to take this Android risk any longer, which will benefit Apple. As many know, the safest smartphone purchase is an iPhone because Apple owns all the pieces of the widget: They develop the software and engineer the phone. Many Android users, besides just former Samsung customers, will now understand that owning the whole widget is one of the most important reasons for purchasing a smartphone (or tablet, computer, etc). This means there could realistically be 60-70 million additional iPhones sold over the next year because of Samsung’s folly.

    1. 60 or 70 million extra iPhones being sold over the next year? Not a chance. No big investors would ever think that could happen. Apple has already convinced all of Wall Street that it is nothing but a loser stock. If Elon Musk told investors he could sell an additional 100 more Teslas over the next year, the stock would go up 10%. If Tim Cook said Apple could sell 60 to 70 million more iPhones over the next year the stock might go up $1 (with luck). Who would believe him?

      None of this Note 7 fiasco will hurt Android smartphone sales. Android smartphone sales are all about low cost smartphones. Consumers don’t suddenly make enough money to buy iPhones because the Note 7 explodes. Indian consumers will continue to buy Samsung smartphones because they’re inexpensive. iPhones won’t even be considered.

    2. Considering the Galaxy Note 7 (a single model for the year) share of all smartphones Samsung will end up selling this year, I wouldn’t expect that unit sales overall will drop as far as some expect. Since reported ‘shipments’ of Note 7s was about 25mil and anticipating some bad halo effect from the Note 7’s (let’s say another 15mil) I’d say Apple gaining a share of the 40mil possible purchasers in that group is a possibility. A nice chunk of Android users granted, but hardly mass exodus from the OS.

  4. Android isn’t to blame for exploding Samsung shite. Samsung is to blame. Anything NOT Samsung wins from the recall and cessation Galaxy Note 7 production. That’s the obvious outcome. Perhaps one of the better Android gear manufacturers will ascend to the high end of that market while Samsung attempts to scrape its face off the pavement.

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