Thoughtful analysis on the nature of Samsung’s smartphone sales.

In a meeting with its concerned investors on Wednesday, the head of Samsung Mobile revealed numbers illustrating that the company sold fewer high end smartphones than Apple this year, and that only about a third of the company’s total “smartphone” shipments are of a class really comparable to the iPhone.

This is a problem for Samsung. They are seeing the beginning of market saturation for their high-end smartphones, are relying on older/lesser model sales to bolster revenues. With minimal exceptions, all of Apple’s phone sales are high-end smartphones. And that’s where the margins are. Hard for Samsung to keep this going, especially without making inroads on battery life and processing power (still no 64-bit devices).

Lots to absorb, worth a read.