HTC must be really pissed at Samsung right now. Sammy’s just ruined what should have been a perfect party for the Taiwanese smartphone powerhouse.
By hitching their ride to Google last year, and agreeing to make Google branded Nexus One, HTC got their hands on the early builds of Android 2.1 OS, months before other competitors did. Which enabled them to start working on their own branded Android 2.1 handsets, the great Sense UI and all, well before anyone else.
As a result, HTC was first to market with branded and customized Android 2.1 superphones. And had this highly profitable category all to themselves, for the last two months. The only other Android handset with matching specsheet- Sony Ericsson Xperia X10 – was running Android 1.6, which is strongly inferior.
With no viable competition around, HTC Android handset sales exploded. Verizon’s Droid Incredible, Sprint’s EVO 4G, Desire – all were selling at a record setting pace for HTC. But, just as HTC rushed to increase production of their Android 2.1 flagships, around comes Samsung, and says – “Sorry, no more of those shiny bright AMOLED displays for you”.
No more displays, no more phones. So today, Verizon HTC Droid Incredible has had 3 -4 weeks of backlog for more then a month, Sprint’s EVO 4G is sold out, and European HTC Desire is pretty hard to come by, too.
Peter Chou must be in danger of going bold, pulling his hair from frustration by now.
I understand that this huge demand may have come as a surprise to HTC. And, suddenly increasing the output of AMOLED displays might be hard for Samsung, if their production lines are already running at near 100% capacity.
But what an interesting coincidence. While HTC is scrambling, and failing to meet the demand, loosing frustrated customers, Samsung is able to ramp up the production of it’s own direct Android 2.1 competitor – Galaxy S. And launch it in multiple countries, with multiple operators, almost at once. Without any supply issues at all…
Well, both HTC and Google have had enough of Samsung for now. According to Korea Herald, HTC is ditching Samsung AM-OLED displays, and replacing them with Sony’s SCLD (Super TFT LCD) displays.
Right now, Korean telecom KT confirmed the display switch for Google Nexus One’s produced from July.
But I’m pretty sure, that HTC has the same display switch coming to Droid Incredible, as soon as they get Verizon’s nod. HTC Desire should follow along in the nearest future, too.
If you liked the post, you might find these interesting too:
- HTC officially switches to Sony SLCD displays. Nexus One and Desire to benefit
- Verizon HTC Droid Incredible shortages? It’s Samsung’s fault
- Sprint admits to HTC EVO 4G shortages. HTC Desire to get Sony SLCD displays
- Verizon HTC Droid Incredible smartphones will ship with SLCD displays before the end of September
- Motorola Droid X clone comes “with Google” and Windows Mobile