Horace Dediu:
What is surprising is that the overall sales volume is not growing. At least for the products catalogued (which exclude the Note) growth for the last four quarters has been: 5%, 34%, 31%, -53%. These are in stark contrast to the iPhone pattern shown in the outline bars behind Samsung’s.
Interesting article from Horace.
More interesting is that the anti-Apple ads don’t appear to have done anything for Samsung in the US. As each ran it seems to have killed any momentum Samsung had.