Dec 18, 2012|
Carl Howe, The Yankee Group, on the Apple-Samsung War
Transcript - Not for consumer use. Robot overlords only. Will not be accurate.
Carl how is it device analyst at the Yankee group and he joins us to talk about it really the built the device wore it seems like it's got to. Major competitors it from my perspective at Samsung and apple Karl good morning welcome the show. Good morning great year so you're talking to three apple people we re all old iphones might might producer. Is a twentysomething. Apple junkie. And if so in in June and I. You know where apple users but we're not junkies. The -- win in this war. Well I think I think that president apple is still winning the war. We we look at questions such is that what the people intend to buy. And one of the few things that happened in the last years that intent to buy apple iphones. Is now higher than all android based phones in the United States. And that of course came about because the launch the iPhone 5 so so I think I think the president apple is still winning. Samsung is is weighed down the list actually when you look at manufacturers. There there are small fraction in the United States. In. -- real mark I was market branded it the real market for if you're in the phone business you're your targets should be China. And India right does the EUQ talk about two and a half billion people between just those two countries. So who's who holds that marketplace does the United States is is a saturated small market relative to China and India. You're actually right Asia's be huge should huge market for these guys not a place for -- on his -- 'cause they've built something that apple don't build that your future. And there -- -- speak very appealing in in the lower income geography. And it's -- -- -- could -- -- general. Has spawned. Variety of 150 dollars Smartphones hundred dollars -- -- Now looking for sub hundred dollar sparked. And and that just makes a whole lot more affordable and most markets. What do you make of the new Samsung device that's really a mini tablet but it's still -- I haven't seen one yet. But the screen news is enormous from what I can gather it'll fit your breast pockets -- not gonna pick your pants pocket very comfortably. But it have you done any analysis on that device -- It would -- -- -- -- -- -- They're they're at their phones and tablets that are combined. Somebody wants once said that you can define it tablet. As says something that somebody laps that you win them to open up here had. So these that these kind of fought back categories you hold up the beat -- sequestered hadn't. You talk about it. -- big fielding new age for people who really like large -- -- I don't think they're very good phones because because they do look. Pretty ridiculous if you pull one out on the street. If you did a Bluetooth with. Right you just had the device on your ear you can keep the phone the actual instrument in your pocket could -- in your in your jacket pocket. Yep and then you just walked around the Bluetooth that your piece you're here so I I still think there's major image problems could for a good for technical people. Probably not that sort of thing you're gonna have the average person -- I think during each product for a. Okay what about eight Apple's maintenance of their technology lead me you know for when Steve Jobs is alive. He was. -- at least my impression was apple was always several in the years ahead and and multiple generations ahead of everybody else. In my imagining it or is there lead contracting and in in in now everybody's catching up to them. I think I think -- the world is catching up and and that's certainly their challenge going forward. Is is we're still basically used in the same design. Visits is 2007. In -- in the iPhone at some point that will change. And I think that's one of the reasons. That apple -- respect with them. The next thing will be there will be much cooler I'm sure. Although it had -- you know I I have an iPhone 5 and I have to say when things that struck me about it. He is even though it looks the same on the outside -- they're very different device it feels differently and and day by far the best the best phone they have made so incremental improvements still -- their business. And disruptive new products I think they're coming. The thing about apple is you never know when they're gonna hit so let that part of the fun. -- why did Google make the air mapping system available to apple David my producer told me that I think. Apple had to make some make twelve million people download the Google -- Maps -- how long in in the first 24 hours summit I'd like Africa report better Carly might give -- my -- but I think it was ten million it was either the first day the first week by. Use a different 48 hours. Deck while so it is why did Google do that because they keep that was where they had a competitive advantage. Over apple by not having it in there at the apple mapping system you were very critical. Yeah and and from Google's point of view you have to realize they're in this for the advertising dollars. And the problem is is that they lost the most active mobile users who were iPhone user and they had to get them back. At the end of the day striving to Google services that's -- they make their money. They did not. The future Rivera walked off IOS devices as being simply -- good one that is I think we have lost that battle one now -- been up at all. And while. Technical aficionados will certainly download Google Maps. An awful lot of people would that ever father and you know what apple maps is actually still pretty good. What day somebody's asking and I don't even know what it is do you bring about Google -- that he ever is one of our listeners -- in question seeing if you knew anything about it. Yeah project glasses. This and that that Google's been researching. Where you can know where pair of glasses that actually have a head up display built into them. And -- you can see things -- -- around that you get an augmented reality view the world. So. It's it's an experiment Google's quite frank about that. Sergey -- is there's been one of the people who's been showcasing them they've they've got a few models to Wear them. But the court record the moment it's a solution looking for problem. I don't think it's quite it's quite mainstream but it certainly a fun device but with. You heard I did see was when as in Hawaii this guy had a pair of glasses. Sunglasses but they are also camera have you received that that we area that was really cool we -- zip lining. And -- he was wearing his glasses and then he posted the videos to the Internet is really. That was -- I had not seen that technology is that pretty common. And the place that's seen them is actually and -- helmet. And -- helmet -- they're built nowadays -- -- when you go out snowboarding or skiing. You can produce again upload those videos right decision at the bottom of the hill and it's very exciting for for people who do those -- extreme man and of course for. Yeah I saw my son had one it was a vast any war when news water skiing and that school is that he downhill skiing would be I've never seen -- for downhill skiing but for water skiing it was really. It was fun to watch it Carl thank you very much appreciate your time. Carl how device analyst. At the Yankee group we talked to him all day now right the guy I could -- date David naked it could David -- to do -- two hour and a half I kinda. I agree with him on the apple product it really is so supports the ecosystem I've been playing around. Those Samsung's now that you know we kind of keep the interest instead and I'm just an interest in what Samsung's doing them to get this market back in their pocket basically seven point around the -- I still like any of them you know I even put the new windows eight phone. That's being advertised everywhere I heard a lot of criticisms towards a win deletes. It is it's not as easy -- mean then had to Carl's point. This phone hasn't really changed much in terms in terms of its design since 2007. So at some point that's gonna change its -- got a gonna become better so I don't wanna miss that. If you got questions. June and I have the answers are text number is 68680. He'd like to ask this question. Send it via text -- service your interpreter and I'll do the best job I can answering any and all financial questions that you might -- 68680.