Report: HTC wrong to fixate on Samsung

Taiwanese phonemaker should focus on improving its supply chain efficiencies to scale up the delivery of its HTC One device, rather than worry about the Galaxy S4's market impact, say Nomura analysts.
Written by Kevin Kwang, Contributor

Smartphone vendor HTC should not worry about the impact of Samsung's latest smartphone launch, but keep its eyes firmly on improving its supply chain efficiency to ensure sales of its HTC One device can scale according to demand.

This was the advice given in a research note to clients by analysts at Nomura Holdings, reported Focus Taiwan Tuesday. The brokerage firm noted that HTC's current manufacturing scale is "very small" compared with Samsung's, and this just means the Taiwanese company can easily gain market share as long as consumers like the features in the HTC One phone and supply can meet demand.

The company had earlier revealed HTC One shipment delays for markets such as the United Kingdom and Singapore.

The Nomura analysts said: "While all eyes are on the debut of the Samsung Galaxy S4, we think it is a non-event for HTC." The report also noted Nomura kept a "neutral" stock rating on HTC, and believes the "company's strategy to take a path that is different from its peers is correct".

The Taiwanese phonemaker was vocal following Samsung's Galaxy S4 launch, with the company's chief marketing officer Benjamin Ho issuing statements downplaying its rival's product and the Korean company's lack of innovation. 






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