We’ve checked our math over twenty times, gone back to the sources to verify what we’re seeing in the data from the market, but there’s no other conclusion we can draw, the Galaxy S4 is having what can only be termed a terrible launch. What? How can we say that? The S3 was the biggest threat to the iPhone 5 since the iPhone 4S!
See it for yourself, the demand for S4 is much slower than the same time frame as its competitors.
Samsung has fallen into the same trap as Apple where the only thing consumers wanted more than a new iPhone 5 was a cheaper iPhone 4S. The same logic seems to playing itself out for the Galaxy S4, with a surge in response to both the S3 and iPhone 5.
We saw the market demand pause when the S4 was announced back in market (you can see the iPhone 5 bubble shrink a bit) but as soon as the S4 was available, iPhone 5 surged. Part of this is challenges in continuous innovating the user experience (eye tracking is like Siri, novel at first taste but annoying after), partly due to Apple getting aggressive with iPhone 5 promotions, rolling up their sleeves and wading into the brand wars everyone else is fighting.
The smartphone market is insanely dynamic. Waiting for quarterly reports means you miss the chance to take advantage of these changes. That’s why Argus Insights tracks the market continuously. Look for our soon to be released weekly consumer demand report.