We already knew that Samsung did very well with its Galaxy Note phablets. They told us that they’ve shipped 38 million of them a month ago.
But since Samsung didn’t provide the breakdown, we could only guesstimate how the second generation Note did vs the first. Well, we were pretty close.
Earlier today, during Galaxy Note 3 launch event in Taiwan, Samsung has finally provided some hard Galaxy Note shipment numbers. According to their Taiwan general manager Andy Tu, Sammy has shipped 30 million Galaxy Note 2 and 10 million original Note phablets worldwide. Which amounts to a very impressive 200% annual growth for last year’s jumbo phone.
The question now is, will Galaxy Note 3 be able to deliver anything like the growth numbers of the previous year. After all, Samsung’s other hit smartphones – Galaxy Sx- were doubling in sales for 4 years, before SGS4 slowdown.
The signs here are not too good.
Samsung Galaxy Note 3 went on pre-order in Korea a week ago. And insiders from all 3 mobile operators over there tell ET News, that Note 3 pre-orders are very disappointing.
It might be just a Korean thing, caused by the Government crack-down on illegal smartphone subsidies earlier this year. Sudden sticker price increase crashed Korean smartphone market, with new device sales dropping almost 30% – from 2 millon to 1.5 million a month. It’s no wonder that everyone, including Samsung is affected.
Or it might be global. There are a lot of signs pointing to the market saturation at the high end of Android, and Galaxy Note 3 is one of the most expensive smartphones out there.
We should know more in about 4 weeks, when companies start reporting Q3 results, and provide guidance for the Holiday Season.