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Apple’s record-breaking record for’Rumorous Party’ Iphone drew
Apple announced on the 28th (local time on the 27th) that last year’s iPhone sales recorded 65.6 billion dollars (about 73 trillion won). It increased 17% year-on-year, the highest ever. It recorded a double-digit growth rate in the U.S. and elsewhere, and a whopping 57% in China, the world’s largest smartphone market.
The increase in iPhone sales, which accounts for about 60% of total sales, led to overall earnings growth. Apple posted sales of 111.4 billion dollars (about 124 trillion won), up 21% year-on-year in the fourth quarter of last year. This is the first time it has exceeded the $100 billion mark, the highest in history based on quarterly sales.
It is worth noting that the release of the iPhone 12 this year is about a month behind the previous year. Despite the short sales period, the quarterly earnings increased significantly. In particular, the increased proportion of top Promax models is encouraging in terms of profitability.
It seems that the iPhone 12 stimulated large-scale replacement demand with Apple’s first 5G phone, and also enjoyed a reflection effect from the fall of Huawei. Lee Jong-wook, a researcher at Samsung Securities, said, “Apple’s market share in China in the fourth quarter of last year is estimated to record an all-time record of about 15%.” did.
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In the blast of iPhone 12, Samsung phones are’cold winter’… Sales, unit price↓
On an annual basis of last year, the Samsung smartphone business did well despite the Corona 19 crisis, but in the fourth quarter, it was sluggish due to the’iPhone 12 effect’. Both sales and operating profit decreased year-on-year, and smartphone sales and average unit price also fell.
Normally, the end of the year is a difficult time for Samsung phones due to △lower effects of new products △intensified competition △increased marketing costs. This is because new iPhones are released in mid-September every year, and marketing costs increase due to the year-end shopping season.
But this year, things were worse. Cell phone sales in the fourth quarter were 67 million units, down by 10% from 75 million units in the same period of the previous year, and the average selling unit price dropped by 5% from $216 last year to $205. Compared to the third quarter of last year, which recorded the highest performance in three years thanks to the launch of the’Galaxy Note 20′, the decline is even greater. In the third quarter of last year, Samsung Electronics’ mobile phone sales volume was 88 million units, and the average selling price was $229.
The overall scale of the mobile market in the fourth quarter was larger than in the previous quarter, but the world’s No. 1 Samsung smartphone in terms of market share has rather stepped back.
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Leading earnings improvement with Galaxy S21… Popular iPhone release rumors
The role of Samsung’s flagship (strategy) phone’Galaxy S21′ is more important than ever. The Galaxy S21 needs to meet the demand for premium phones that are focused on the iPhone 12, while bringing a vacancy for Huawei phones.
The fact that Samsung’s determination is also showing the’price win’ by lowering the factory price by up to 250,000 won while releasing the Galaxy S21 series in three types. The top model (Ultra) added charm by supporting the S Pen for the first time in the S series.
“Galaxy S21 is a product that has improved the cost structure through product specification optimization, parts standardization and commonization,” said Kim Seong-gu, executive director of Samsung Electronics’ wireless business division, in a conference call held after the performance announcement. They showed confidence that they will further increase the effect of economies of scale by pushing for volume expansion at a price that is available.”
This year, Samsung Electronics plans to preserve both profitability and market share by expanding its flagship sales, including the’Galaxy S21′, △ launching new mid- and low-priced models, and strengthening the foldable phone lineup.
On the other hand, in the related industry, there is an observation that Apple, which had fun by releasing the’iPhone SE’, a low-end smartphone last year, will introduce a low-end product in the first half of this year. Known as’iPhone SE Plus’, it is a 6.1-inch size with the latest chip and is expected to cost $499.