Just a couple of weeks ago it was known that Samsung continues to be the company that sells the most phones worldwide, when it was published New positive information for the Korean company. The analysis company UBS has indicated that the number of phones that the manufacturer will send to stores in Q4 (October, November and December) will be more than 60 million units…a new record.
This figure surpasses the already excellent Q3 figure of 57 millionThe main support for achieving these shipments is, obviously, the excellent performance of the model. Galaxy S3, which is expected to sell 15 million units alone (a reasonable estimate, considering it already reached 5,5 million in October alone). But this time, it's not alone in its strong showing, and as UnwiredView points out, Galaxy Note 2 It will also offer more than remarkable amounts of, at least, 7 million terminals.
Not what is not known with certainty will be the impact it will have on the market Galaxy S3 Mini, which will be from the game already in Q4. Therefore, it is a model for which indicative data cannot be indicated. The same goes for the new product range Ativ S (Which will appear by all indications before the end of the year and which includes the Windows Phone 8 operating system).
An unbeatable position
These data only confirm that Samsung's current market position is truly strong, allowing it to maneuver with ease in the face of events and launches. Furthermore, this serves to confirm the policy followed by this company, which offers an extensive product range With both high-end and mid-range and low-end models (and that have absolutely nothing to do with the one used by Apple), it seems to work on the market.
Of course, its figures will at some point slow down, which is very normal since the space in the market is not infinite, and, at that moment, it will be necessary to see how both Samsung and the analysts themselves reactIt'll be a truly exciting time, but for now, the winds are blowing in the Korean company's favor... heading for another record?
What sustains the shipping milestone: catalog, channel, and demand
The push doesn't come only from its flagships, like the Galaxy Note 2. The strategy of wide catalog It allows you to target multiple price ranges and consolidate channel agreements with operators and retailers. This is combined with communication that focuses on useful innovations (battery, camera, software and security) and with logistics capable of delivering supplies in advance when the market requires it, avoiding stockouts during peak demand.
In addition, the value proposition is reinforced by the ecosystem: mobile phones, wearables, tablets and televisions connected with SmartThingsThis vision of the connected home has evolved towards AI Home, an experience that automates lighting, temperature and blinds with routines, and that the public perceives as attractive: a 66% of consumers welcome AI in the home, valuing optimized daily tasks and more voice control.
In well-being, AI Home proposes personalized sleep settings and nutritional planning; in efficiency, SmartThings Energy can cut washing machine consumption up 70% activating smart modes; and in safety, Samsung Knox Vault protects data at the hardware level while Knox Matrix extends protection between devices.
The home portfolio adds traction with Bespoke AI products: robot vacuum cleaners that recognize transparent objects and liquids, washing machines with AI Wash+ that easily exceed the minimum efficiency requirement of class A, or dishwashers that adjust the cycle according to the level of dirt and open the door automatically to speed up drying.
Market Thermometer: Leadership, Shares, and Competition
Analyst firms agree on a recovery in the smartphone market after several difficult quarters, with year-on-year growth and volumes that have been around 290–305 million units in a recent first quarter. In that context, IDC and Counterpoint have alternated their leadership estimates between Samsung y Apple , an example of how close the competition is: there are periods in which Samsung is close to the 20-21% of quota with some 60 million units shipped, while Apple hovers around 50–58 million.
The photo is completed with Xiaomi consolidating third place around 40 million and groups like Transsion accelerating its international expansion. In key markets like India, Samsung has regained its number one position in certain quarters, relying on a combination of competitive mid-range and flagship brands at the high end.
Analysts have also pointed to macro factors that occasionally distort shipments, such as provisioning advances in the face of possible import tariffs or changes in subsidies in China, which is leading some distributors to load inventory ahead of time. In parallel, an increase in average selling price as consumers opt for more complete and durable devices.
AI on mobile and TV: from Galaxy AI to Vision AI
The brand has made of Galaxy A.I. a differentiating pillar in its phones: real-time call translation, summaries, image editing and generation, or functions like Circle to Search. The company has already brought these capabilities to hundreds of millions of devices, starting with the S series and expanding them to S23, S23 FE, Tab S9, Z Fold5 and Z Flip5 through updates like One UI 6.1, with the stated goal of democratizing AI across its installed base.
The ambition is not limited to mobile. On television, Vision AI Companion look for a natural assistant-type interaction, and the panels Neo-QLED 8K integrate processors with 512 neural networks to scale image and audio more faithfully. On the platform side, Tizen maintains long-term support, and the company strengthens open alliances with Google, Microsoft and new actors to add capabilities.
In entertainment hardware, the offer is completed with displays such as Micro RGB from 115 inches, portable televisions with touch screen and battery (Movingstyle) and sound towers with 18h of autonomy, solutions that nourish the ecosystem and drive brand preference, which indirectly also favors smartphone turnover.
Folding and mid-range: sustained traction
The foldable have established themselves as a lever of differentiation. Samsung has led this segment since its inception, with stages in which it has come to concentrate three out of four global sales and satisfaction levels close to 96% among Fold users. Recent surveys indicate that 1 each 2 Consumers are considering a foldable as their next phone, and use cases (multitasking, Flex mode, Flip's compact form factor) are better supported by a growing number of apps.
The mid-range, on the other hand, provides volume with functions of Useful AI inherited from the high-end and a careful quality-price ratio. This combination allows Samsung to defend its market share against Chinese rivals that are very aggressive in price, while maintaining margins and the value of its installed base.
Galaxy Ecosystem Roadmap
Beyond the flagships, the company has reiterated its intention to bring Galaxy A.I. to as many devices as possible, working with partners such as Microsoft to extend experiences to Galaxy Book laptops and consolidate the continuity between mobile, tablet, watch and TV. The connected home, smart energy and multi-level security (Knox) experiences complete a transversal proposal that strengthens the faithfulness and explains why shipments in the strong quarter of the year tend to hit new highs.
With a wide catalogue, a real commitment to IA, leadership in foldables, traction in strategic markets and an ecosystem that adds to the day-to-day, Samsung is not only in a position to overcome the 60 million in Q4; also to maintain its competitive advantage when the market enters phases of maturity or temporary volatility.
