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1 In 2 Samsung Galaxy Note 7 Owners To Switch To iPhone 7, Says Analyst (softpedia.com)

Posted by BeauHD on from the one-in-two dept.

Branding Brand recently conducted a post-recall study asking Samsung Galaxy Note 7 users which smartphones they would consider upgrading to. While 40 percent of them said they are ready to jump ship to a different manufacturer, 30 percent of respondents said they are likely going to be switching to the iPhone. However, according to one analyst, that number could be even higher. Softpedia reports: KGI analyst Ming-Chi Kuo said in a note to investors that approximately 50 percent of those who ordered a Note 7 are now very likely to go for an iPhone 7, as customer trust is collapsing in the Samsung ecosystem and all these buyers are no longer planning to stick with phones manufactured by the South Korean firm. Between 5 to 7 million Note 7 orders are likely to transfer to Apple, the analyst says, and the iPhone 7 Plus is expected to be the main model benefitting from this transition. Other Android phone manufacturers, including Huawei, are also likely to benefit from Samsung's fiasco, and Google itself could also record an increase in Pixel sales following the Note 7 demise. But Apple will certainly take the lion's share here, mostly thanks to the iPhone 7 Plus currently being positioned as a direct rival to the Note 7.

30 of 212 comments (clear)

  1. pixel by Anonymous Coward · · Score: 3, Insightful

    the pixel is the obvious replacement here. swapping ecosystems because of a bad phone??? doesn't make sense

    1. Re:pixel by Imazalil · · Score: 5, Insightful

      I think a lot of people assume it's a Samsung ecosystem they're switching out of, not Android.

      I also think a lot of people, myself included, assume analysts are full of hot air.

    2. Re:pixel by Joce640k · · Score: 2

      swapping ecosystems because of a bad phone???

      I'm sure most of them haven't got any idea what an "ecosystem" is in terms of phones.

      All they want is a shiny new phone.

      --
      No sig today...
    3. Re:pixel by jellomizer · · Score: 2

      For many people (I guess more than 1 out of 2) the ecosystem doesn't matter. What they have on their phone is a bunch of free apps. Also I expect many of these Note users were Previous Apple users who was looking for something new.

      However for most of the people who really don't care there isn't that much difference.

      --
      If something is so important that you feel the need to post it on the internet... It probably isn't that important.
    4. Re:pixel by MachineShedFred · · Score: 2

      the "obvious replacement" that isn't actually available to buy. They need a phone *now* because the one they have is either in an asbestos box on the slow boat back to Korea, or in danger of immolating their pants / car / house / etc.

      --
      Slashdot still doesnâ(TM)t support Unicode after it was added to the HTML standard in 1997.
    5. Re:pixel by alvinrod · · Score: 3, Insightful

      I think a lot of people assume it's a Samsung ecosystem they're switching out of, not Android.

      That wouldn't surprise me. My mother doesn't really know or care to understand what Android is, but when she needs a new phone she's pretty insistent on getting another Motorola phone, so it's just a matter of finding one that they make that suits her needs. I recall seeing this a lot back in the early days of PC's where people would insist they needed another Compaq or $brand without really understanding that it didn't matter as the operating system was still the same and they could transfer their files and programs over. Even after explaining this to some people they're just overly hesitant to make a switch, even if they could be getting something more suited to their needs.

      I also think a lot of people, myself included, assume analysts are full of hot air.

      That goes without saying. Anyone who really understood how the market would behave wouldn't be blabbing about it for free on the internet. Instead they'd be keeping their mouth shut and buying and selling stocks and getting progressively more wealthy.

    6. Re:pixel by tripleevenfall · · Score: 3, Insightful

      I think the average consumer feels it's Coke vs Pepsi. A few people violently care, but most people don't really care at all.

    7. Re: pixel by saloomy · · Score: 2

      No. If you are an analyst, you make your trades, and then explain your thinking, hoping the market follows you. If you made a purchase, and then others continue to buy, the price moves up and your purchase is now worth more. If you sold, your stocks, then others sell, you can re-enter the position after it moves down.

    8. Re:pixel by macs4all · · Score: 5, Insightful

      Except Apple is hardly competition for someone who wants an Android.

      But what you don't see, is that, outside of Slashdot and some other "Geek" sites, not very many people even know what an "Android" is, other than Commander Data.

      But they know Samsung and they know Apple/iPhone. And they know one of them just screwed up royally, and their name is Samsung.

      So in their minds, that leaves "the other guys" (Apple).

  2. Not equivelent by JasterBobaMereel · · Score: 2, Interesting

    So people who picked the Galaxy Note 7 over the Galaxy 7, would go for the much smaller iPhone7 ?

    --
    Puteulanus fenestra mortis
    1. Re:Not equivelent by Xest · · Score: 4, Funny

      Yes, all 3 of them.

    2. Re:Not equivelent by Ol+Olsoc · · Score: 2

      You don't seem to understand. Everyone now knows that Samsung is the evil devil and Apple is their saviour who could do no wrong.

      Would that it was that simple. But operating systems aside, lets look at the situation. Its no doubt that people are really addicted to their smartphones, whatever their brand is.

      So disregarding the brand or OS, just how favorably are you going to look upon a phone that easily combusts, that you have to send it back in a special box, and worst of all, you have to be without a phone for a little while.

      I fell badly for Samsung. The battery aspect of all phones is a big problem, especially with marketing pressures such as a thin body shell and wireless charging taking up precious internal real estate, but dammit customers want a long battery life. So one of the safest ways of getting battery life is taken away.

      So high end phones are tickling the dragon's tail, there is so little room for error. Samsung just happened to be the manufacturer that got hammered.

      --
      The shepherds did so well protecting the flock that the sheep no longer believed that wolves existed.
    3. Re:Not equivelent by Ol+Olsoc · · Score: 2

      This is a problem of fundamental design, or else it would have been fixed and they would still be on the market.

      Some times we press the limits, some time we go past them. This is one of those times.

      There are some chemistry physics that we are pressing up against, and when dealing with energy density, the more we put into something, the more it wants to get out. So as we incorporate more energy, the effort to contain it becomes paramount. And we are hamstringing ourselves as we try to reduce all the other parameters - Thickness, weight, wireless charging - while increasing the stored energy. Yikes! A recipe for great warmth! Marketing forces are dictating the laws of physics these days. That seldom works.

      Marketing managers need to answer to the physicists and engineers and chemists, not command them.

      --
      The shepherds did so well protecting the flock that the sheep no longer believed that wolves existed.
    4. Re:Not equivelent by tlhIngan · · Score: 2

      This is a problem of fundamental design, or else it would have been fixed and they would still be on the market.

      It's likely a rushed design - there are reports that Samsung accelerated the release of the Note 7 so it could take the wind out of Apple's sails by having the Note 7 out and plentiful when the iPhone 7 was announced.

      So there could very well be fundamental flaws in the hardware because the urgency was to get it finished and manufactured in time for mass distribution by the Apple keynote (which happens in September, generally speaking).

      All this fallout from less than 100 smoking batteries, is indicative of some foul play.

      The problem is magnitude. The Note 7 was just coming out (it was out two weeks when the first report of fires came out). So by the time the recall hit, there were maybe a couple of million phones out there, of which there are at least 100 reports.

      This would be fine, but other phones typically have a few orders of magnitude less fire incidents - tens of millions of phones sold, single-digit numbers of fires. Even worse, the Note 7 caught fire using stuff Samsung provided - a Samsung adapter and Samsung cabling, so you can't even blame a fault 3rd party crap charger.

    5. Re:Not equivelent by macs4all · · Score: 2

      but dammit customers want a long battery life.

      ...and fast charging times. But with the S7's power-hog of a design (twice the battery of the iPhone 7, for only 6% better run-time, and actually LESS run-time than the iPhone 7 Plus!) means that Samsung had to not only "tickle the Dragon's tail", but to insert a finger or two up the Dragon's ass to try and get reasonably close to the iPhone's two hour charge time with their nearly 4,000 mAh battery. And the result exploded in their face, as the Dragon awoke to find that it was being anally-violated...

  3. Um, no. by war4peace · · Score: 3, Insightful

    There is such a thing called "ecosystem lockdown" or however you want to call it.
    Be it from getting used to where stuff is, how UX works or whether you paid for shit (apps, games, etc).
    Also there's a big difference between what people say will do and what they will actually do.

    --
    ...gis sdrawkcab (usually not responding to ACs; don't bother posting as AC)
    1. Re:Um, no. by thegarbz · · Score: 2

      There's also a huge difference between what analysts say and reality.

    2. Re:Um, no. by cmseagle · · Score: 5, Informative

      The analyst cited in the article has a pretty good repuation (Google him). Doesn't seem prudent to outright reject his projections because you disagree with them.

    3. Re:Um, no. by mwvdlee · · Score: 2, Insightful

      Causality breakdown detected.

      It may be people spend less money on Android apps because they want to spend less money on the total package.
      If that were true, it would follow that they would never buy an expensive iPhone in the first place, regardless of the ecosystem or apps.

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    4. Re:Um, no. by tsqr · · Score: 4, Insightful

      Causality breakdown detected.

      It may be people spend less money on Android apps because they want to spend less money on the total package. If that were true, it would follow that they would never buy an expensive iPhone in the first place, regardless of the ecosystem or apps.

      On the other hand, if they're avoiding expensive phones, they wouldn't have bought a Note 7 either.

    5. Re:Um, no. by MachineShedFred · · Score: 2

      If they are looking for inexpensive, they wouldn't be buying Samsung's flagship device. They would be buying something... inexpensive.

      --
      Slashdot still doesnâ(TM)t support Unicode after it was added to the HTML standard in 1997.
    6. Re:Um, no. by mwvdlee · · Score: 2

      If we're discussing a subgroup of Android users, then we should also look at the app-buying behaviour of that subgroup.
      For example; say the average age of all living human is about 35, that does not mean the average age of people in kindergarten is 35.
      Grandparent did not make such a distinction.

      --
      Slashdot social media options: AIM, ICQ, Yahoo, Jabber and Mobile Text. Why no MySpace?
  4. If only Amazon had a phone... by fuzzyf · · Score: 4, Funny

    Switching from Galaxy Note 7 to an Amazon Fire Phone... *ba-dum-tshh*

    ... I'll see myself out ...

  5. Re:+5 Insightful by Opportunist · · Score: 3, Funny

    *sigh* Could people at least read the effin' summary, if they don't bother with the article. It says right there, they're moving to iPhones.

    --
    We used to have a Bill of Rights. Now, with the rights gone, all we have left is the bill.
  6. Re:S7 Edge by green1 · · Score: 2, Interesting

    But how many will go from a VW TDi to a moped?

    No, there people will pick one of the dozens of other Android phone makers because they want the capabilities that the Androids have.

    My suspicion is that the Pixel will be the big winner in all of this, though there are better choices out there.

  7. Literally the very next sentence of TFS... by MachineShedFred · · Score: 2

    KGI analyst Ming-Chi Kuo said in a note to investors that approximately 50 percent of those who ordered a Note 7 are now very likely to go for an iPhone 7,

    Just keep reading. No, I'm not demanding you actually read TFA either - nobody does that.

    --
    Slashdot still doesnâ(TM)t support Unicode after it was added to the HTML standard in 1997.
  8. Re:S7 Edge by MachineShedFred · · Score: 4, Insightful

    Most people (e.g. people that don't post to Slashdot) don't give a shit about all the capabilities that Android has.

    They want a big technoslab that they can text from, look shit up on the web, take selfies and post them to the Book of Faces, read reviews about the place they are going to eat, get directions to that place, and occasionally make phone calls.

    Just about any phone out there, including the iPhone, meets those "requirements".

    Also, your loose comparison of the iPhone 7 to a moped is ridiculous, and shows bias.

    --
    Slashdot still doesnâ(TM)t support Unicode after it was added to the HTML standard in 1997.
  9. Re:The fallout from less than 100 batteries by MachineShedFred · · Score: 2

    It's time to take your medicine. There is no conspiracy here - people don't like the idea that a phone can burn their fucking house down, even if the probability is low. This isn't a hard concept to grasp.

    --
    Slashdot still doesnâ(TM)t support Unicode after it was added to the HTML standard in 1997.
  10. Simple choices by Overzeetop · · Score: 2

    If you what something that's 95% of a Note 7, you're going to get a S7 Edge. Same great camera, same IP68, nearly the same UX (and nearly identical after Nougat), same edge functionality, uSD storage, same great battery life, and works with the 2-3 bonus gifts you got (Active watch, uSD card, Gear VR).

    If you are pissed as Samsung and don't want to "reward them," you'll be getting either a Pixel or an LG V20. Both are fresh off the line (not some "old, tired" model from 6 months ago, like the S7E), come with cool gifts, and promise to be great phones.

    If you were an iPhone user the switched to the Note 7, you're probably going to go back to iOS, because ain't nobody got time of dis sheit [exploding Android phones] and everybody you told you were switching has ribbed you endlessly about your poor judgement. Plus, the baristas have promised that they'll let you back in to get your PSL as long as you switch back.

    --
    Is it just my observation, or are there way too many stupid people in the world?
  11. Re:Some like Headphone Jacks by macs4all · · Score: 2

    Some of us like headphone jacks!

    That's why the iPhone 7 comes with a headphone jack. Right on the end of the handy, included headphone adapter.