Samsung is scheduled to publish its partial guidance for Q2 2012 financial results in Seoul, South Korea, on Friday 6th July, 2012. This will be followed by full guidance a few weeks later. What four main trends should investors look for, in the mobile division?
First, handset and smartphone shipments will be at record highs. However, tablets will remain mixed, due to the dominance of Apple's iPad. This published report -- available to download by clients to our Wireless Device Strategies (WDS) service -- shows our forecasts for Samsung's handset volume and value in the upcoming quarter and into 2013. Second, revenues for mobile devices should be at a record high. Profit margins will be healthier, as a result. Third, average selling prices (ASP) should continue pushing upward, due to robust demand for pricier smartphones like the Galaxy S3. And fourth, it will be interesting to see if any comments are made by Samsung about the intellectual property wars in the US and other countries that are proving something of a thorn in the side for the company.