Despite all that Apple Inc. (NASDAQ:AAPL) is dong to
keep Samsung down, the Korean electronics company has `rising profile' in the
mobile market while apple is `solid' according to a recent survey done by UBS.
The team of analyst in UBS, who track the mobile
computing segment, have put out a report from a survey on mobile devices and
mobile operating systems.
Their conclusion was that Samsung is still a rising
star. With a Buy rating on the stock, their analysis is that Samsung's
retention is actually going up.
"Samsung’s retention rates have risen
significantly over the past twelve months and while still well below Apple and
Android, reaching almost 45% (from 28% in 2011) is reflective of the strong
products produced by the company over the past few years."
Apple is of course, a `solid' brand though there has
been some slight slippage in `retention rate.'
“Despite the
base of Apple iPhone users more than doubling over three years, the retention
rates seen by the company remain unprecedented in the handset industry at c.85%
(down from 89% in 2011 and 95% in 2010 given early adopter bias).”
Choice of handsets is now almost evenly balanced
between Apple and Samsung, with many customers uncertain as to which instrument
to buy.
According to the UBS survey, Nokia has seen some
stabilisation and the churn seems to be bottoming out.
"After a substantial step down in 2011, Nokia’s
retention rates appear to have bottomed, albeit at a low level. Conversely both
HTC and Blackberry’s stickiness levels continue to deteriorate."
The survey had very little to say about Microsoft. “It
is difficult to see how Microsoft successfully enters a maturing high end
smartphone market.”
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