July

JK Shin, head of Samsung’s mobile division, told reporters today (via Reuters) that the company expects to sell over 10 million units of the recently launched Galaxy S III during July. Despite concerns of component shortages for the flagship device, the company is expecting higher earnings for its current quarter compared to the $3.6 billion profit generated from January to March:

Samsung kicked off global sales of its Galaxy S III on May 29, but shipments have been affected by the tight supply of parts such as the handset casing for the pebble-blue model… In the United States, where sales were launched last Thursday, major carriers including Sprint Nextel Corp, T-Mobile and AT&T have not been able to offer the Galaxy with 32 gigabytes of memory, partly due to tight supply… “Due to overwhelming demand for the Galaxy S III worldwide, Samsung has informed us they will not be able to deliver enough inventory of Galaxy S III for Sprint to begin selling the device on June 21.”

Shin assured reporters that the company is not worried about the shortages affecting second quarter results. Shin noted “supply simply can’t meet soaring demand,” but he claimed, “things will get better from next week”:

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According to a recent report from The Wall Street Journal, Google is preparing to launch a new ad service and tools aimed at small businesses as soon as July. Noting that the new service was once called “Business Builder” internally, the report claimed it will consist of various products that have been developed by Google and technologies/services acquired through the purchases of over six companies at a cost of roughly half a billion dollars since last year. The source claimed Google is hoping the new service will bring in billions in new revenue each year.

A few of the acquisitions mentioned in the report include in-store loyalty program Punchd and SMS customer interaction serviceTalkBin. The service would also include aspects of AdWords Express, Google Offers, Google Wallet, and several new products.

The report explained the Google+ angle:
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There are reports today that Google’s 7-inch tablet made by ASUS has been delayed until July from an original release window in May.

I was told from the beginning that the tablets would be announced at Google I/O and shipping to the public shortly thereafter, so I do not know if this is a delay at all. The original source for May is Digitimes, so I am not sure how accurate the information is. Perhaps Google was hoping to bank on a little cushion in its delivery window.

What is the reason for the delay?

The Mountain View team plans to make some design changes and hopes to lower the price from the current $249. The tablet, made in partnership with Taiwan’s Asustek Computer, currently comes with a 7-inch screen, an Nvidia Tegra 3 quad-core processor, and is Wi-Fi-only.

Pictured above is the ASUS Memo370T shown off at the 2012 Consumer Electronics Show in January and due in the second quarter. It has some beefy specs including a Tegra 3 processor, 8-megapixel camera, and a 720P display. It has a retail price of $249, so I am not sure if Google really needs to get the price down too far. This is already a solid tablet.

If the release is pushed to July, it would mean that attendees will not get the tablet at the show (I have not heard this specifically) and would have to get a voucher/mail-in kind of thing like the Samsung ChromeBooks last year.

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Like politics, smartphone wars come down to two major parties – Google and Apple – embroiled in a never-ending fight for consumers, especially those who have not made up their mind as to which operating system they’d like in their next smartphone. According to July 2011 data from Nielsen survey, “these ‘undecideds’ will be the ones device makers will be hoping to win over”. Interestingly, the Late Adopters among likely smartphone upgraders are the ones most likely to be undecided about their next phone platform.

The research firm discovered that forty percent Americans aged 18+ now have smartphones. Android leads the pack with a forty percent OS platform share  and iOS came in second with 28 percent. Compared to Nielsen’s June 2011 study, Android grew its share by one percentage point while iOS growth fell flat. The BlackBerry platform lost one percentage share and now stands at nineteen percent.

Of those buying a new smartphone next year, one third would opt for an iPhone and another third would go Android. This leaves other manufacturers outside the Android-iOS duopoly to fight for the remaining 33 percent of buyers.

Android, however, is the preferred platform of choice for the earliest of early adopters:

Among those who say they are usually the first to embrace new technologies, “Innovators” or the earliest of early adopters, Android leads as the “Next Desired Operating System” – 40 percent for Android compared to 32 percent for iOS. (Survey respondents were asked several questions to determine their attitudes toward new technologies.)

Moreover, the smartphone is clearly on the rise…

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comScore has just released their ‘U.S. Mobile Subscriber Market Share’ report for the three month period ending in July. The report once again sees Apple’s market share increasing, this time up 1 percentage point to capture 27% of the market. This is in comparison to Google, who came in at an impressive 15% increase to top the chart at 41.8% market share. They are of course followed by the usual suspects, RIM in third at 21.7% (down 5%), and Microsoft at 5.7% (down 1%).

Apple’s market share among mobile OEMs is also on the increase, growing 1.2% to capture 9.5% of the market. Of course, Samsung (who also increased 1%), still dominates among OEMs with 25.5% of the market. LG comes in at second with 20.9%, followed by Motorola, and Apple.
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