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Thu, July 7, 2022 | 03:34
Tech
iPhone 6 to have limited impact on LG
우리투자증권 "LG전자, 아이폰6 타격 제한적"
Posted : 2014-07-11 19:05
Updated : 2014-07-12 12:10
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By Bahk Eun-ji

LG G3
LG G3
LG Electronics shares have recently gained fresh momentum from the growing popularity of its new smartphone, the G3.

International media and IT experts praised the LG phone, which has better camera features.

But will the planned release of Apple's iPhone6 in September throw cold water on the G3 success.

Woori Investment & Securities has played down the possible threat.

Analyst Sophia Kim said Samsung Electronics, not LG Electronics, would be negatively affected.

"Only Samsung and Apple are rivals in the premium smartphone segment," she said in the report. "There are concerns that the iphone6 might negatively affect LG Electronics' rebound, but such concerns are overdone."

Kim said any negative impact would be on Samsung Electronics.

She said LG Electronics' slight rebound came about because it took market share from second-tier smartphone makers such as Motorola and HTC.

"G3 sales are expected to increase in Asia, Europe and the United States from the third quarter after a successful debut in the domestic market in the second quarter," she said. "Sales of the G3 will double globally compared to its predecessor, the G2."

Kim said that whenever Apple unveils an iPhone, Samsung's market share dropped.

For example, when the iPhone5 was released in the 2012 fourth quarter, Samsung's market share fell from 33.7 percent in the previous quarter to 26.9 percent, while Apple's increased to 50.5 percent from 35.8 in the same period.

The analyst said she anticipated the market share for the iPhone6 would increase slightly, as it would come in two versions with bigger displays ― 5.5 inches and 4.7 inches.

Another analyst said the G3's release was timely, because the iPhone6 had not come on to the market, and LG was taking advantage of this.

"Of course when the iPhone6 is released, the domestic handset manufacturers, including LG, will undergo a drop in sales to some degree," said Kiwoom Securities tech-anlyst Kim Ji-san.

"LG Electronics has only about 5 percent of market share globally, so it's hard to expect any substantial impact from a new iPhone."

Follow Bahk Eun-ji on Twitter @BahkEunji



우리투자증권 "LG전자, 아이폰6 타격 제한적"

우리투자증권은 11일 애플의 아이폰6가 LG전자에 미칠 영향은 제한적이라며 LG전자의 주가 조정을 매수 기회로 활용해야 한다고 진단했다.

김혜용 우리투자증권 연구원은 '아이폰6 출시가 가까워짐에 따라 국내 업체들의 피해를 우려하는 시각이 확대될 조짐이 있지만 프리미엄 스마트폰 가격대에서는 애플과 삼성전자만이 직접적인 경쟁구도를 나타내고 있다'며 이같이 진단했다.

김 연구원은 '휴대전화 부문의 회복세를 예상하는 LG전자에 대해 아이폰6로 인한 회복세 둔화가 불가피할 것으로 우려하는 시각이 일부 나타나고 있는데 이는 과도한 수준'이라고 평가했다.

그는 '아이폰, 갤럭시S 시리즈 등 업체들의 주력 모델이 속해 있는 300달러 이상 가격대의 2012년 1분기부터 올해 1분기까지 점유율 추이를 분석한 결과 아이폰 신모델로 인한 부정적 영향은 삼성전자에 가장 크게 나타났다'고 분석했다.

김 연구원은 '300달러 이상 가격대에서 애플과 삼성전자의 점유율 추이는 양사가 정확하게 대칭의 형태를 나타내고 있으며 두 업체의 점유율 합계는 70% 안팎의 일정한 수준을 기록하고 있다'고 설명했다.

그는 '프리미엄 스마트폰 시장에서 삼성과 애플 두 업체만이 서로 직접적인 경쟁 관계에 있으며, LG전자의 최근 점유율이 소폭 상승한 것은 HTC, 모토로라 등 2등 업체들의 점유율을 빼앗아 온 것으로 해석하는 것이 합리적이다'고 밝혔다.

그는 'LG전자의 G3는 2분기 국내 시장에서의 성공 이후 3분기부터 아시아, 유럽, 미국 시장으로 판매가 확대될 예정'이라며 '전작인 G2 대비 누적 판매량이 2배 가까이 늘어날 것'이라고 전망했다.

김 연구원은 LG전자를 휴대전화 업종 내 최선호주로 추천하고 투자의견 '매수'와 목표주가 9만5천원을 유지했다. (연합뉴스)
Emailejb@koreatimes.co.kr Article ListMore articles by this reporter
 
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