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Sun, January 29, 2023 | 08:18
Tech
Can Note 4 curb Apple iPhones?
아이폰6 인기는 주로 삼성에 타격…"애플 점유율↑"
Posted : 2014-09-23 17:17
Updated : 2014-09-23 19:11
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By Kim Yoo-chul

Samsung Electronics Note 4
Samsung Electronics Note 4
Top management at Samsung Electronics is unhappy to see what's happening with the sale of Apple's two new iPhones ― the iPhone 6 and iPhone 6 Plus ― as consumer reaction has been tremendous.

Apple CEO Tim Cook said, "Sales for the iPhone 6 and iPhone 6 Plus exceeded our expectations for the launch weekend, and we couldn't be happier."

Apple said first-weekend sales topped 10 million ― it did not break down sales for individual models.

Now, attention is being shifted to whether Samsung will steal the spotlight with its latest Samsung Galaxy Note 4 phablet.

Samsung acknowledged the first few weeks of the device's launch are vital.

"The positive reaction from consumers to those two Apple devices prompted us to launch the Note 4 earlier than previously scheduled. Samsung will be aggressive in promoting the Note 4 as it's true that we are being challenged and pressured amid a difficult situation," said an official at the company's marketing unit.

Samsung will hold a press conference to mark the official debut of the Note 4, Gear and VR headsets at its main office in Seocho, southern Seoul, Thursday.

The Note 4 will be available from the nation's three major carriers ― SKT, KT and Uplus ― from Sept. 26. It was originally scheduled to be released here in October.

Like Apple, Samsung has set a challenging goal, internally, for the sale of the Note 4.

"Samsung aims to ship 15 million Note 4s in the first 30 days after the product launches, which is very ambitious given the challenging situation," said another official at another Samsung unit.

That means Samsung may ship 3.75 million Note 4s for the launch weekend.

But the company remains positive it can achieve its goal as its own study shows that consumers have a stronger interest in purchasing large smartphones with competitive prices and improved specifications.

In Korea, the suggested retail price for the Note 4 was set at 957,000 won without contracts ― the lowest price tag since Samsung opened its phablet chapter with the Note series in 2011.

The Note 1 was priced at 999,000 won, while the Notes 2 and 3 were sold for 1.08 million won and 1.06 million won, respectively, to Korean consumers.

The Note 4 has improved specifications as it has full metal body, quad high-definition OLED display and is operated by Samsung's in-house octa-core processor. It was expected that the new Samsung phablet would cost more than 1.1 million won in Korea.

If Samsung ships 15 million Note 4s in the first month after their launch, it will help the company improve margins at its ailing smartphone business division. Samsung shipped 10 million Note 3s in its first two months.

Samsung hopes a cut in price will work because Apple's large-sized iPhones are breaking records.



아이폰6 인기는 주로 삼성에 타격…"애플 점유율↑"

'국내 시장점유율 20%까지 올릴수도…해외시장선 25%도 가능'

4.7인치와 5.5인치 새 아이폰이 출시 초기 높은 인기를 보여줌에 따라 삼성전자의 향후 실적에도 적신호가 켜졌다.

직전 분기인 지난 2분기 삼성전자의 세계 스마트폰 시장점유율은 25.2%였고 애플은 11.9%였다. 양사는 모두 화웨이·레노버·샤오미 등 중국 스마트폰 업체에 쫓기는 모양새였다.

삼성전자는 줄곧 30%대를 기록하다가 2분기에 실적 '쇼크'를 겪으며 점유율이 떨어졌고, 애플은 삼성전자는 물론 다른 안드로이드 스마트폰 제조사의 추격 때문에 지속적으로 점유율이 떨어지는 중이었다.

그러나 대화면 아이폰6·아이폰6플러스를 내놓으며 반등을 노리는 애플은 결국 다시 삼성전자의 시장점유율을 빼앗아 올 것이라는게 업계의 예측이다.

이는 삼성전자가 안드로이드 스마트폰의 시장에서 최대 40%까지 점유하고 있는 안드로이드 '맹주'이기 때문이다. 새 아이폰 때문에 안드로이드 이탈자가 많으면 많을수록 삼성전자의 타격이 커진다는 것이다.

제품 포트폴리오를 봐서도 마찬가지다. 애플과 삼성전자 양사는 특히 최고급 스마트폰 시장에서 서로 맞서고 있기 때문이다.

중국 스마트폰 업체들은 대개 중저가 스마트폰 시장을 중심으로 점유율을 키워나가고 있어 새 아이폰의 등장이 영향을 미칠 공산이 작지만, 최고급 시장에서도 영향력을 유지해야 하는 삼성전자는 새 아이폰의 등장에 많은 영향을 받을 수밖에 없다.

아이폰은 지난주 예약주문을 받을 당시 부터 불과 24시간 만에 400만대가 넘는 예약주문 기록을 세웠고, 첫 주말 판매량도 일부 전문가들은 사상 최대인 1천200만∼1천500만대를 예상하고 있을 정도로 선전하고 있다.

과거의 사례를 봐서도 애플의 시장 성장은 다른 업체보다 삼성전자에 위협이 된다.

한 휴대전화 업계 관계자는 '과거에도 애플이 신제품을 내면 삼성전자의 점유율은 하락했지만 다른 안드로이드 제조사의 점유율은 유지·상승해왔다'며 '지난 2분기에는 갤럭시S5가 글로벌 출시됐는데도 삼성전자의 점유율이 하락하던 중이었기 때문에 이같은 경향이 더욱 두드러질 것'이라고 예상했다.

게다가 삼성전자는 2분기 스마트폰 판매량이 지난해 같은 기간보다 낮은 '역성장'을 기록하면서 판매량과 점유율이 모두 떨어졌지만, 애플은 점유율만 소폭 하락했을 뿐 판매량은 오히려 늘고 있던 중이었다.

삼성전자도 이를 의식한 듯 당초 다음 달 출시하려던 갤럭시 노트4를 조기에 시장에 내놓고 있다.

국내 시장에서는 SK텔레콤과 KT, LG유플러스(U+)를 통해 지난 18일부터, 북미 시장에서는 버라이즌·AT&T·T모바일·스프린트를 통해 새 아이폰 모델이 출시되던 19일(현지시간)부터 예약판매를 시작했다.

특히 국내에서는 제품 출시일도 이달 26일로 앞당기고 출고가도 90만원대 중반으로 낮췄다.

시장조사업체들의 평가도 애플이 유리한 쪽으로 기울고 있다.

홍콩 기반의 시장조사업체 카운터포인트 리서치의 강경수 연구원은 '과거 조사를 보면 아이폰에서 안드로이드폰으로 갈아탄 소비자의 35%는 화면 크기 때문이었다'라며 '애플이 대화면 제품을 내놓은 만큼 이탈자들이 다시 아이폰으로 돌아올 가능성이 있다'고 전망했다.

강 연구원은 특히 '아이폰은 국내 시장에서도 최대 20%까지 점유율을 끌어올릴 가능성도 있을 정도로 잠재력이 있다'며 '세계 시장에서는 4분기에 25%까지도 가능하다'고 예측했다. (연합뉴스)
Emailyckim@koreatimes.co.kr Article ListMore articles by this reporter
 
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