Samsung: 10M Galaxy S3s already preordered, shipping 1.75M Galaxy Ys a month, 40M+ smartphones in Q1
We told you a couple of days ago that Samsung is about to report they shipped over 40 million smartphones in Q1 2012.
Now we have confirmation from a few new places, that this indeed may be the case. And that even a pie in the sky 50 million Samsung smartphone shipments for Q2 2012 projection – may be true. A respectable source is telling us that channel partners have already pre-ordered 10 million Galaxy S3s from Samsung.
Now let’s get to the details.
Less than a day after we reported about huge Galaxy shipment forecasts for Q1, Samsung officially confirmed one of the key numbers in that post. 4 million of Galaxy Notes sold in the last 3 months.
Now Strategy Analytics – one of the biggest analyst houses in the world – is also telling EE Times Korea that Samsung will top 40 million smartphones shipped in Q1. And they have a very surprising reason that is a key part of this amazing growth. The exploding sales of Galaxy Y.
Yep – the sales of that underpowered, underappreciated and mostly unsubsidized Android smartphone are exploding around the emerging world. To the tune of 1.75 million devices shipped per month (which is the sales rate comparable to Galaxy S2). And it’s no surprise, when you can get Galaxy Y for something like $120 without a contract. Add to that the sales of its QWERTY brother Galaxy Y pro and other low-end Samsung Androids – and the total sales number for cheapies this quarter may be somewhere between 8 and 10 million.
Then there is the original Galaxy S and all its variants that are still flying off the shelves, Galaxy S2 flagship, Chinese New Year. You sum it all up – and those 40+ million smartphones in three months do not sound as incredible as they did just a couple of days ago.
Especially when banks like Citibank and JP Morgan are also forecasting the record increase in quarterly income for Samsung. To 6 trillion Won ($5.278 billion) in Q1 2012, from 5.2 trillion Won at the end of last year.
And one more data bit. This comes from Mobile-Review.com’s Eldar Murtazin, who let it slip on Twitter that channel partners have already pre-ordered 10 million units of Samsung Galaxy S3s.
So when Galaxy S3 starts shipping (which, I believe, will happen in the second part of May) – Samsung will just send out 10 million of pre-ordered flagships and add them to overall sales with little attrition. Those 50 million devices shipped in Q2 – are right there.
Which makes me rather worried about the power play dynamics in Android ecosystem. Samsung is rapidly becoming the dominant Android vendor, and, if this trend continues – may soon be shipping 70% of all Android smartphones, or more. And with 2/3ds of volume ownership, Sammy may start wielding a much stronger influence over development of the OS.
For all the “evil” things Google already does, and even more things it gets accused for, I can’t see any way how Samsung calling the shots can make things better.
Maybe that’s just my unfounded fears. But it’s for Samsung competitors to prove me wrong.
So please, HTC, do show that it’s not all about Samsung in Android camp from now on. Sony and GooMoto, please, get your act together.
And, Huawei – your D Quad phone is pretty good. But your presentation at MWC was a disaster, your marketing – with a dickwad name for your flagship – sucks. And announcing a new phone 6 months before it starts shipping – is a bad thing. Your 60 mil smartphones shipped in 2012 goal seems impressive – I hope you reach it. But with the way you are going about it now – I highly doubt that.
Samsung, on the other hand, is now moving into the experience device category, second only to Apple. And I’ll hate to have a choice only between Apple and Samsung if other Android vendors keep treading the wheel.