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Summary:

It’s often said that the future of mobile will boil down to Apple versus Google, or iPhone and Android. But that’s far too broad. It’s Samsung that’s giving Apple a run for its money in phones and perhaps, eventually, tablets.

Boxing gloves

We hear so often that the the future of mobile will boil down to an entrenched battle between Apple and Google, or the iPhone and Android. But that’s far too broad a way of looking at things. True, Android has established itself as the dominant smartphone OS, but that includes many smartphones from different companies, compared to just Apple and its iPhone. There is, however, a particular hardware maker making excellent use of Android to take it to Apple on several fronts. That’s Samsung. And how the battle between the two plays out over the next few years is going to be fascinating.

The best illustration of the brewing brouhaha came just last week when Apple announced that between April and June of this year it sold more than 20 million iPhones. Wall Street gossip indicates Samsung may announce somewhere between 19 million and 21 million smartphones sold during the second quarter with its earnings results on Friday. In other words, the two are pretty much neck and neck in smartphone momentum right now.

Google may provide the software for the majority of Samsung’s smartphones, but it doesn’t have direct control over hardware; plus, designing phones is not where its expertise lays. Samsung knows a thing or two about hardware and striking a chord with consumer electronics buyers. The Korean consumer electronics maker and Apple compete head-to-head in several categories and have similar approaches to designing not just smartphones but also tablets (perhaps too similar? More on that later). And lately Samsung has even begun taking a more Apple-like approach to differentiating its phones and tablets from the rest with its own flavor of Android software.

Here’s a look at a few of the fronts where Apple and Samsung are or will someday possibly be facing off.

  • Phones. Samsung makes more than just Android phones. But it’s with Android that the company is building a ton of momentum right now. Samsung announced Wednesday that in just 85 days it’s sold 5 million Galaxy S II phones. That’s following success with the original Galaxy S, which at 10 million sold last year was a solid hit. As referenced earlier, Apple sold 20 million iPhones in the second quarter this year, and it didn’t update the current model in June as in past years. It’s widely expected Apple will release a new iPhone this fall, and it will be interesting to see how or if that affects Verizon and AT&T sales of Samsung phones.
  • Tablets. It’s not really a contest yet. Apple has sold about 14 million iPads this calendar year so far, and UBS said on Wednesday its expects the ultimate number to be just under 38 million for 2011. Samsung, at least according to UBS, is expected to sell about 5 million tablets this year. At $529, the Galaxy Tab 10.1. is just barely pricier than the entry-level $499 iPad 2, but it also has a slightly bigger screen and is 4G-ready. While all tablets are still way behind the iPad in sales figures, many consider Samsung’s Tab to be the best — and most competitive iPad alternative — Android tablet so far.
  • Software. Samsung isn’t just taking Google’s Android handout and slapping it onto devices. Taking a page from Apple’s playbook, Samsung has created its own TouchWiz UI that extends across its Android- and Bada-based devices. In other words, it’s on its way to establishing a standard Samsung user interface even though it’s taking the operating system from Google. It’s also begun a more iTunes-esque approach by integrating its own media software that allows music, e-books and video downloads to users’ phones.
  • The courtroom. It’s just that similarity that has troubled Apple. Samsung’s design of Galaxy phones and the Galaxy Tab, as well as the Epic 4G and Nexus S, are so similar to the iPhone and iPad that Apple took them to court over it. From the shape of the devices to the home screen layout of apps, icon design and even the packaging, Apple claims Samsung is blatantly copying its two most successful products. Samsung, naturally, has countersued, a move that’s become pretty much standard ops in mobile. But for Apple and Samsung, this litigiousness makes for a rather awkward situation, what with Samsung being a primary supplier of chips, displays, and flash memory to Apple — all parts critical to Apple’s marquee products.
  • The ecosystem factor. Well over half of Apple revenue is coming from mobile products, but a quick perusal of an Apple Store would show you a slightly broader range of consumer electronics for customers to choose from: computers, monitors, iPods, Apple TV. Samsung on the electronics side, though, is far broader: the company makes everything from HD TVs, DVRs and Blu-ray Disc players to laptops, camcorders and refrigerators. Once considered a purveyor of cheap knockoffs, Samsung has grown to become a formidable player in electronics with a strong brand identity. While Apple’s other Android-wielding competitors in hardware don’t venture much outside mobile, Samsung brings plenty of marketing heft and reach in all areas of consumer electronics.

Looking ahead, an especially interesting twist could come should Apple decide to break into TVs. It’s been rumored for a while that Apple is working on a connected HDTV that could make some serious waves, bringing that Apple flair for design and its loyal and spendy customers to a market that has long been commoditized and become fairly predictable. So far, at least, nothing has come of those rumors yet. And you know who’s probably happiest about that? The world’s biggest maker of TVs: Samsung.

Thumbnail courtesy of Flickr user bfurnace

  1. “At $529, the Galaxy Tab 10.1. is just barely pricier than the entry-level $499 iPad 2, but it also has a slightly bigger screen”

    I don’t think it has a bigger screen at all. It has higher resolution though.

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    1. In fact the Galaxy Tab 10.1 is bigger, diagonally, by about a quarter of an inch. Of course, the fact that it also has not only superior resolution, as you mentioned, brightness, but also contrast, and color saturation, is probably what matters most.

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      1. “At $529, the Galaxy Tab 10.1. is just barely pricier than the entry-level $499 iPad 2, but it also has a slightly bigger screen”

        The Galaxy Tab 10.1 has a SMALLER screen than a iPad. The surface area of a 10.1′ 16:10 aspect ratio screen is less than a 9.7′ 4:3. You can work it out with high school trig.

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      2. David Lemieux Thursday, July 28, 2011

        Due to 16X9 and the reserved pixels for Android make it actually smaller than iPad2.

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  2. Your price quote is unclear and incorrect: Samsung’s wifi-only Galaxy Tab 10.1 is also $499, not $529. $529 is actually Samsung’s 4G model price, which absolutely destroys Apple. In a fair comparison, you would need to quote either Samsung’s wifi-only pricing, or Apple’s 3G pricing.

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    1. David Lemieux Thursday, July 28, 2011

      Since when does one pay 30$ for 4G? Is that with a contract?

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  3. Vinay Vidyasagar Thursday, July 28, 2011

    What, so you just eliminate a company like LG from the scene ? :) Seeing the wars between Apple and Samsung with patents and what not, and Apple stopping purchases of some Samsung chips (possibly speculation), Apple has someone like LG they can easily use without breaking a sweat. iPhone screens etc are also supplied by LG. and as for the TV :)

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    1. LG is a very good company. However, Samsung is actually doing bleeding-edge display R&D [think Super AMOLED, which is rumored to be used on the iPad3]. Apple won’t completely cut ties with Samsung for the foreseeable future, unless it gives them a competitive advantage in the marketplace. Cutting costs on technology is not usually what Apple does. Cutting costs on labor? That’s a different question :-S

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      1. David Lemieux Thursday, July 28, 2011

        Actually the lower cost of flash memory is entirely due to Apple and it pays it’s worker in China more than equivalent workers doing equivalent work for the other “big” guys.

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    2. David Lemieux Thursday, July 28, 2011

      I see Apple leaving Samsung very soon for everything except screens.

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    3. Definitely well heard. LG is doing really well! If LG and Apple vs Samsung are your thing, stop by the blog for project Advanced Technology and Design Korea (www.advancedtechnologykorea.com) Tons of related content that I hope you find fun and helpful!

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  4. Why doesn’t anyone ever explain their numbers? If you’re going to compare phones, you have to compare each individual phone vs. the other (e.g. Galaxy S vs. iPhone 4; Fascinate vs. iPhone 4, etc.). Comparing the revenue of 1 phone to 5 phones is inaccurate. Why can’t all of the math just be straight up? I haven’t seen any of the so-called “competition” report any sales numbers for their smartphones or tablets. It’s always units shipped to stores, than no one reports on how many were returned & the loss the companies take from that. I don’t get it. In the end, Apple’s still going to look bigger & more dangerous. The joke is the writers, bloggers, investors, OEM’s & shiesty-companies will all be to blame for Apple’s dominance.

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    1. David Lemieux Thursday, July 28, 2011

      What I would like to see is how much of that 20million-ish smartphone number is BADA and how much is Android. I have seen several people here with a Samsung (very recent) using BADA(BSD-UNIX based) yet it looks like Android.

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  5. Michael Assad Thursday, July 28, 2011

    Don’t forget about the Samsung Windows Phones. The Focus is pretty sweet!

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  6. Why is gigaom playing up this scenario of a battle between apple and samsung.

    20 million iphones sold in 120 days compared to 5 mil g2′s in 85 days.Is it a battle?

    And regarding other points mentioned in article, these contests also exist between apple and other companies like HTC,LG and even amazon,google.

    It seems like there is a war because samsung is heavily imitating apple in its galaxy and galaxy tab products….and because its outselling other android makers.

    But samsung deserves credit for its g2.

    THESE DAYS EVERY COMPANY IS BATTLING EVERY OTHER COMPANY.

    A huge war is going on in korea between LG and samsung among all consumer electronic segments.

    And in asia between sony,toshiba,LG,samsung,HTC,asus,acer,lenovo,which is much more fierce than in the US.

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  7. Nice insightful post!! I shared this on the Facebook fan page of project Advanced Technology and Design Korea (www.facebook.com/advancedtechKOR). Our fans love this kind of content and we have lots related content and apple vs samsung posts on the blog (www.advancedtechnologykorea.com). Hopefully you will find the info there fun and helpful! Have a good one and happy Friday from Korea (@advancedtechkr)

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  8. Smart Mouth Friday, July 29, 2011

    We are in the app business and we build our apps to operate cross platform on Apple iOS, Android, and Blackberry so we really aren’t concerned with who wins the battle – it’s all good for us either way. With our new communications apps coming out that offer unlimited international calling via WiFi anywhere on the planet for $19.95, that’s pretty much a no brainer – Who wouldn’t jump all over that to almost eliminate there cellular bill?

    http://SmartMouthMobile.com

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  9. John Harrington, Jr. Friday, July 29, 2011

    Whether consumers are choosing iOS or Android devices, there are still business pressures driving enterprises to take a proactive approach to managing their full mobile infrastructure. View this webinar by Fiberlink to understand the quantifiable business value experienced as a result of engaging this pressure the right way: http://bit.ly/q6HV3S

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