Podcast: ZTE Sanctions, iPhone SE, Samsung Galaxy S7

This week Bob O’Donnell, Ben Bajarin and Jan Dawson discuss the US government’s recent restrictions against ZTE, speculate about the positioning of Apple’s forthcoming new smaller iPhone, and debate the opportunities and challenges that Samsung faces in the high-end Android smartphone market.

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Bob O'Donnell

Bob O’Donnell is the president and chief analyst of TECHnalysis Research, LLC a technology consulting and market research firm that provides strategic consulting and market research services to the technology industry and professional financial community. You can follow him on Twitter @bobodtech.

24 thoughts on “Podcast: ZTE Sanctions, iPhone SE, Samsung Galaxy S7”

  1. About S7 pricing and promos: Samsung have always done aggressive promotions and rather rapid price drops as far back as I can remember, even at the height of their success so I’m not sure it’s any sign of recent fears/issues.

    Also, Samsung’s midrange is significantly stronger this year: http://www.lesnumeriques.com/telephone-portable/samsung-galaxy-a5-2016-p30013/test.html( sorry, couldn’t find anything in English, https://translate.google.fr/translate?sl=fr&tl=en&js=y&prev=_t&hl=fr&ie=UTF-8&u=http%3A%2F%2Fwww.lesnumeriques.com%2Ftelephone-portable%2Fsamsung-galaxy-a5-2016-p30013%2Ftest.html&edit-text=&act=url ?). 5* is a lot better than last year’s 3*, and that’s across the A range. You’re discussing Samsung maybe going downmarket to battle Huawei et al… It seems they already did, with the much-improved A line.

  2. I guess I’m one of two, then, with Bob’s wife. I do not want a larger phone. I’ve said this before so I am repeating myself. I do use my phone one handed most of the time. Even the 4″ is almost too big for that. If my use is already stretched at 4″, why would I buy larger? I pull out my old 3.5″ 4s every so often and wish that were still an option. It was perfect for single handed use.

    But more realistically, how does one find out if the 60% of iPhone hold outs are holding onto smaller phones rather than upsize if you don’t offer a newer 4″ phone? At the very least releasing a new 4″ will tell Apple a great deal. I can’t imagine that it would cost Apple much more to release a newer 4″ than continue to make a phone from older components.

    It also makes me wonder how well the still offered 5s is selling. Are people buying that because they want smaller, cheaper, or familiar?

    We’ll see.


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