
Author: Brad Reed
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Samsung was never an underdog – it was a sleeping giant that has now been awakened
In its commercials, Samsung (005930) likes to portray itself as the scrappy newcomer that’s risen from humble beginnings to challenge Apple (AAPL) for the title of the world’s most popular smartphone company. While this sort of narrative certainly suits Samsung’s purposes in depicting itself as the “anti-Apple,” it’s not particularly accurate. In reality, Samsung has always had all the tools at its disposal for becoming a major player in the smartphone arena — the question was whether it had the vision to take advantage of them.
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LG undermines Samsung, places even larger billboards above Galaxy S IV ads in Times Square
LG (066570) seems to have adopted the same clever guerilla marketing techniques that have served Samsung (005930) so well over the past year. Per Engadget, LG is trying to undermine Samsung’s grand Galaxy S IV launch by strategically placing its own larger billboards above the Galaxy S IV billboards that have sprung up all around Times Square in recent days. The LG billboards use the same enormous number “4” that Samsung has been using for its Galaxy S IV ads, except LG is telling consumers that “The LG Optimus G is here 4 you now!” As Samsung grows bigger, we can expect to see its rivals target it more frequently with these kinds of ads as they fight to end Samsung’s dominance of the Android market.
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Why graphene speakers could become the audio industry’s new gold standard
We’ve heard a lot about graphene being a “wonder material” that could be used for smartphone casings and antennas, but now it seems that some engineers have found a way to incorporate it into audio speakers and headphones as well. Technology Review reports that University of California Berkeley researchers Qin Zhou and Alex Zettl have found that graphene is the perfect material for constructing speaker diaphragms, which typically work best when made from a thin material that reduces the need to conduct expensive and energy-consuming “damping engineering.”
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Apple marketing chief bashes Android one day before Galaxy S IV launch
Apple (AAPL) executives don’t typically engage in public trash talking, but Apple marketing chief Phil Schiller on Wednesday lashed out at the rival Android operating system just one day before Samsung (005930) is slated to launch its highly anticipated Galaxy S IV smartphone. In an interview with the Wall Street Journal, Schiller said that Android delivered a fragmented, inconsistent user experience because Android devices were developed by so many different manufacturers. He also dismissed many Android smartphones as cheap knockoffs that are often given away to replace older feature phones.
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Galaxy S IV to feature same GPU technology used in iPhone 5
While there hasn’t yet been a formal teardown of Samsung’s (005930) upcoming Galaxy S IV smartphone yet, we can now confirm what technology it will use for its graphics processor. AppleInsider points us to a blog post from graphics chip vendor Imagination that claims the Galaxy S IV will feature its own PowerVR SGX544 GPU that the company says “can be implemented as a high-performance 4-pipeline single core or in various multiprocessor (MP) configurations of between 2 and 16 cores (8 to 64 pipelines).” As AppleInsider notes, Samsung’s use of Imagination’s GPU marks a transition away from ARM-based graphics and toward “the same graphics tech featured in Apple’s (AAPL) iPhones and iPads.” Or put another way, Imagination’s future seems to be pretty bright now that it counts both Apple and Samsung as its clients.
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BlackBerry says an unnamed partner has ordered 1 million BlackBerry 10 phones
Continuing our run of good news for BlackBerry (BBRY), the company on Wednesday announced that an unnamed “established partner” has agreed to buy 1 million new BlackBerry 10 smartphones, an order that it says is the “the largest ever single purchase order in BlackBerry’s history.” BlackBerry scored another big customer win with the German government earlier this month and has also been successful in picking off some Android and iOS users with its new BlackBerry Z10 smartphone. We’ll hopefully know a lot more about the company’s BlackBerry 10 sales when it reports its quarterly earnings on March 28th. BlackBerry’s full press release is posted below.
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Android’s steady march to 1 billion activations gets visualized
In addition to announcing that Andy Rubin would be leaving his role as Android boss today, Google (GOOG) CEO Larry Page also announced that his company had now activated more than 750 million Android devices, the first update on Android activations we’ve heard since September when the company announced 500 million activations. The updated numbers inspired Benedict Evans, a strategy consultant for Enders Analysis, to post a fresh graph charting Android’s progress over the years on his Twitter account.
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Samsung said to have no ‘interest in seeing the Windows Phone platform succeed’
If it looks as though Samsung (005930) isn’t putting that much effort into selling Windows-based devices, that might be because it isn’t. Per Barron’s, a new research note from Detwiler Fenton analyst Jeff Johnston contends that “there is no evidence that Samsung has any interest in seeing the Windows Phone platform succeed,” and that the company is simply biding its time until it can release its own Tizen platform to act as an insurance policy for Android.
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How Google Glass could look more fashionable
Google’s (GOOG) Project Glass is one of the more intriguing gadget concepts that we’ve seen in recent years, but it does come with a fairly big catch — that is, wearing Google Glass makes you look pretty dorky. Researcher Nickolay Lamm, best known for his pre-release renders of the iPad mini and his futuristic iPhone design concepts, has tried his hand at making Glass look more fashionable by designing it more like a pair of neckband headphones that wrap around the back of your head. In this way, Lamm’s design puts most of Glass’s computing power out of sight and only leaves the tiny display lens and camera at the front of your head.
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Supply orders indicate BlackBerry Z10 has been an ‘unqualified success’ so far
As we’ve said before, BlackBerry’s (BBRY) goal with the Z10 isn’t to catch up with iOS and Android overnight but to simply live to fight another day. And based on some recent supply checks conducted by analyst Paul Peterson of boutique research firm BlueFin, it seems that BlackBerry has gone a long way toward achieving that goal. Per Barron’s, Peterson has written a research note claiming that it “appears that [BlackBerry] management is confident that the BB10 launches will be an unqualified success” because orders to suppliers for the Z10 handset have shown a “significant surge in orders in the past 30 days.”
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Samsung’s smartphone marketing Death Star spent $402 million in U.S. last year
One of the reasons Samsung (005930) has all but crushed its rival Android vendors has been a series of first-rate advertisements backed up by its Death Star-sized marketing budget. Per The Wall Street Journal, new research from advertising research firm Kantar Media shows that Samsung spent $402 million in 2012 marketing its smartphones in the United States, topping even Apple (AAPL) with its similarly enormous $333 million U.S. marketing budget for the iPhone. No other smartphone company studied by Kantar even came close to matching Samsung and Apple last year: HTC (2498) spent $46 million, BlackBerry (BBRY) spent $39 million and Nokia (NOK) spent $13 million. And given that Apple and Samsung are currently the only two smartphone vendors turning a consistent and sizable profit at the moment, we shouldn’t expect that either company will ratchet down its advertising budget anytime soon.
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Georgia legislature kills bill that would have clamped down on municipal broadband
The dire threat of public broadband lives on in Georgia. Consumerist reports that Georgia’s state legislature has shot down a bill that would have barred rural municipalities from building their own public broadband networks in areas where at least one residential building had an Internet connection speed of 1.5Mbps or higher. The Macon Telegraph reported last month that legislators from some rural towns in Georgia were “up in arms” over the proposed legislation and claimed that they needed to build their own broadband networks because “companies simply will not bring the highest-speed Internet to their residents because it doesn’t turn a profit.”
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Certification filing suggests HTC One soon coming to Verizon
The HTC (2498) One is one of the best-looking Android devices we’ve seen in a while, but there is one downside to it — so far it’s available on every single major American wireless carrier except for Verizon (VZ). But Droid-Life found a Bluetooth SIG certification filing over the weekend for an upcoming device with the model number “HTC6445LVW” that the site believes is likely a version of the HTC One designed for Verizon. Droid-Life’s reasoning is this: The last big HTC to come to Verizon, the Droid DNA, has a model number of “HTC6435LVW,” so it’s very likely that the 6445 model is the next HTC phone to release for the carrier. What’s more, the mystery phone’s specifications match up exactly with the HTC One’s specs, so the chances are good that some version of HTC’s flagship phone is coming to Verizon in the near future.
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Google shows off Gmail, third-party apps for Google Glass [video]
We have no idea whether Google (GOOG) Glass will actually become a popular accessory, but at least we now know that it will have access to some of the same mobile services that have made Android smartphones so popular. Per 9to5Google, it seems that Google made a presentation at South by Southwest this week showing how Google Glass users can interact with their Gmail accounts and with other third-party apps such as the New York Times, Evernote, Skitch and Path. The Gmail app is particularly nifty since it utilizes voice recognition technology that supports email dictation as well as audio messaging. This way, Glass users on the other end can choose to hear your messages if they’re having difficulty reading text on their displays. A video of Google’s Glass Gmail demonstration is posted below.
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Senators introduce bipartisan bill to lift ban on cellphone unlocking
Amazing but true — commonsense ideas are still capable of getting bipartisan support. A bipartisan coalition of senators this week introduced legislation that would lift the current ban on consumers unlocking their cellphones without permission from their carriers. The bill, which was proposed by Senate Judiciary Committee Chairman Patrick Leahy (D-Vt.) and cosponsored by Sens. Al Franken (D-Minn.), Chuck Grassley (R-Iowa), Orrin Hatch (R-Utah) and Mike Lee (R-Utah), would let users unlock their cellphones after completing all service agreements with their wireless carrier. The proposed legislation comes less than two weeks after the White House signaled its support for an online petition urging the government to reverse a decision made by the Librarian of Congress last fall to deny consumers the right to unlock their phones and bring them to different carriers.
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Google to pay $7 million to settle Street View data collection privacy case
Google’s (GOOG) Street View data collection practices have gotten it into legal hot water throughout the world and on Tuesday the company agreed to pay $7 million to settle charges leveled by 38 state attorneys general that it improperly collected personal data from unsecured wireless networks from around the United States. Google maintains that it was unaware that some of its Street View employees were collecting the data, which it admits included “URLs of requested Web pages, partial or complete email communications, and any confidential or private information being transmitted to or from the network user while the Street View cars were driving down streets.” As part of the settlement, Google will also have to run a training program for at least the next decade instructing employees on how to respect users’ privacy while collecting data from Street View and other services. A press release on the settlement issued by the Massachusetts State Attorney General’s office is posted below.
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FCC approves T-Mobile/MetroPCS merger
Sorry, AT&T (T) — it seems that the Federal Communications Commission is willing to let T-Mobile merge with another company after all, as long as it doesn’t involve you. Bloomberg reports on its Twitter account that the FCC has approved the proposed merger between T-Mobile and MetroPCS (PCS), which still has to be approved by MetroPCS shareholders to become official. This last step could be particularly tricky, however, since some shareholders last year filed a lawsuit to block the merger while accusing the companies of “cheating shareholders” by “drastically” undervaluing MetroPCS’ worth.
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Apple warned to spice up the iPhone 5S or risk becoming ‘boring’
How do we know that Apple (AAPL) is facing its most intense pressure ever in the smartphone space? Because longtime Apple watchers like iMore’s Rene Ritchie are starting to get antsy and are encouraging Apple to make a bigger splash with its next-generation iPhone. In a lengthy and thoughtful opinion piece, Ritchie frets that Apple has become too comfortable with its pattern of releasing a major iPhone revamp one year and then releasing a minor refresh the next year, as was the case with the iPhone 3G and 3GS, and then the iPhone 4 and 4S. He says that if the company follows the same pattern and releases a refreshed iPhone 5 as the iPhone 5S, then it risks being seen as “boring” by some consumers and tech bloggers.
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Android tablets projected to outsell iPad for first time in 2013
It’s taken a while but it seems that Android tablets are finally giving the iPad some real competition. The latest tablet shipment forecast from IDC projects that Android will take a 48.8% share of the tablet market in 2013, a significant jump from the 41.5% share of the market the platform held in IDC’s previous projection. The rise of Android in the tablet realm comes at the expense of Apple (AAPL), which IDC projects will hold a 46% share of the tablet market in 2013, a decline of five percentage points from the 51% market share it held in 2012.
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Latest gloomy Apple analysis projects 25% chance of guidance miss
It used to be that Apple (AAPL) would intentionally low-ball its quarterly guidance so it could crush expectations with better-than-expected earnings. But now that Apple has started issuing more realistic guidance, it’s running the risk of missing expectations by a considerable margin. And according to a new estimate from Jefferies & Company analyst Peter Misek, there’s a significant chance that Apple’s earnings might be even worse than its own projections this quarter. Per StreetInsider, Misek released a new research note on Tuesday that not only slashed the company’s price target from $500 to $420, but also projected a 25% chance that Apple would miss its own guidance for the fiscal second quarter.