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An already struggling smartphone market takes a big hit from COVID-19
Quarter after quarter, familiar stories have appeared. The smartphone market, once seemingly bulletproof, has suffered. The list of factors is long, and I’ve written about them ad nauseam here, but the CliffsNotes version is: costs are too high, innovation is too incremental and most people already own a device that will be plenty good for the next few years.
But 2020 was going to be different. Smartphone makers were set to finally give consumers a reason to upgrade in the form of 5G. The first handsets appeared in earnest last year, but between a much wider carrier roll out, lower-cost 5G radios from Qualcomm and the arrival of a 5G iPhone, this was going to be the year the next-gen wireless technology helped reverse the smartphone slide.
And then COVID-19 disrupted everything. For many of us, life is on hold — and will likely continue to be for months. I’m writing this from my home in Queens, N.Y., the hardest-hit county in the hardest-hit country in the world. It still feels strange to type that, even though it’s been a reality for a month and half now.
Purchasing a smartphone is most likely the last thing on anyone’s mind during what is shaping up to be the worst global pandemic since the 1918 flu pandemic. With a number of key manufacturers reporting quarterly earnings this week, the numbers are starting to bear out this disconnect. Earlier this week, both Samsung and LG reported weak mobile numbers. Yesterday, Apple reported revenue of $28.96 billion, down from $31.1 billion the same time last year.
More troubling, all three companies appeared to be united in suggesting that the worst might be yet to come. Samsung suggested that both mobile and TV demand would “decline significantly” in the following quarter. LG used virtually the same exact wording, stating that, “market demand is expected to decline significantly YoY due to COVID-19 pandemic.” For its part, Apple simply didn’t issue guidance for the next quarter, a surefire indication of uncertainty in these uncertain times — to borrow a phrase from every commercial airing currently.
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Smartphone shipments dropped 13% globally, and COVID-19 is to blame
We knew it was going to be bad — but not necessarily “lowest level since 2013” bad. As Apple was busy reporting its earnings, Canalys just dropped some of its own figures — and they’re not pretty. After two quarters of much-needed growing, the global smartphone market just took a big hit. And you no doubt already know who the culprit is.
The mobile industry joins countless others that have taken a massive hit due to the COVID-19 pandemic, with shipments dropping 13% from this time last year. Here’s a graph for those of you who are visual learners:
Analyst Ben Stanton used the word “crushed” to describe the novel coronavirus’s impact on the mobile market. “In February, when the coronavirus was centered on China, vendors were mainly concerned about how to build enough smartphones to meet global demand,” he writes. “But in March, the situation flipped on its head. Smartphone manufacturing has now recovered, but as half the world entered lockdown, sales plummeted.”
First it was impact on the global supply chain, which is centered in Asia, along with a drop in demand among consumers in China. As Europe, the U.S. and other locations continue to live under shelter in place orders, demand in those markets has taken a significant hit. People are stuck inside and many have lost jobs — it’s not really the ideal time to consider shelling out $1,000+ for what still seems a luxury for many.
Samsung regained the top spot, while still losing significant numbers. Both it and the number two company, Huawei, were down 17% for the quarter. Apple, at number three, dropped 8%. Chinese manufacturers Xiaomi and Vivo saw some gains, at 9% and 3%, respectively.
There are bound to be rough times ahead as well. Per Stanton, “Most smartphone companies expect Q2 to represent the peak of the coronavirus’ impact.” Apple noted the uncertainty of its own earnings by opting not to issue guidance for next quarter.
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Samsung’s Galaxy S20 Ultra is a lot of phone for a lot of money
Let’s talk about money. More specifically, let’s talk about how much things cost. A few years back, the price of flagship smartphones leapt above the $1,000 threshold, owing largely to the cost of screen technology. It’s a tough calculus, but that’s the price of innovation.
The rising cost of smartphones is largely regarded as a major contributing factor to flagging smartphone sales. Phones have gotten better and last longer, and with four-digit prices, users are far less compelled to upgrade every two years or so.
Samsung knows this as well as anyone. Along with its usual array of budget phones, the company’s gone to great lengths to offer “budget flagships,” a relatively new category that aims to find the sweet spot between high-end features and less-impressive components, first through the S10e and now its new lite devices.
The Galaxy S20 Ultra is decidedly not that. It’s a picture of smartphone opulence in an era of declining smartphone sales. It’s yet another new tier in the company’s ballooning flagship smartphone line(s) designed to reestablish Samsung’s place in the bleeding edge of mobile technologies, while appealing to those with a little extra money to spend in order to future-proof their devices.
“A little more” here being defined as starting at $1,399. Or $1,599, if you’re, say, feeling extra flush after your tax returns and looking to upgrade to 512GB from the default 128GB. As for what top of the line means these days, that, too, has changed. Samsung was ahead of the curve by introducing multiple 5G phones last year. At the time, the handsets were, understandably, confined to the top tier, due to both cost of hardware and the general lack of global coverage.
For 2020, it’s 5G across the board, on all S20 models, so the kitchen sink Ultra needs to find ways to further set itself apart from the S20+. There are a few keys areas in which the Ultra sets itself apart. First and most immediate is size. Along with increased prices, the other thing you can count on, like clockwork, is bigger displays. The good news is that Samsung’s hardware advances have kept the footprint roughly the size of the last generation of devices.
Samsung continues to impress on that front, this time sneaking a roomy 6.9-inch display into a 166.9 x 76 x 8.8 mm; compare that to the 162.6 x 77.1 x 7.9 mm on the 6.7-inch S10 5G. The thick profile is almost certainly due to a larger battery. The 4,500 mAh found on last year’s device and this year’s S20+ is upgraded to a beefy 5,000 mAh.
Samsung remains conservative with its own expected battery life, owing to power-hungry features like the big AMOLED with a 120Hz refresh rate and the 5G radio. The company rates the phone as “all-day battery.” It’s a pretty nebulous phrase, all things considered. I suspect there’s still research to be done on the adverse impact of next-gen radios on battery life. With the default settings on (and little to no 5G, owing at least somewhat to some network issues), I found I got about 28 total hours on a charge.
That certainly qualifies for the “all-day” mark, even if it’s a bit disappointing given the massive battery size. But it should definitely get you through a day and then some, with no issues. The other good news on that front is super-fast charging if you use the included wall adapter. I was able to go from zero to fully charged in just under an hour.
The design language is pretty much identical on all three S20s, and honestly, largely unchanged from last year’s model, though Samsung has moved to a hole-punch camera (a generous 40 megapixels for selfies) up front. Flip it around and the biggest difference is immediately apparent. The camera module on the Ultra is, well, ultra. There are four cameras back there, in a lip that occupies about a sixth of the phone’s total surface area.
The S20+’s more than adequate 12MP, 64MP telephoto, 12MP ultra wide and time of flight sensor have been bumped up to a 108MP main, 48MP 10x telephoto, 12MP ultra wide and time of flight. The ToF, mind you, is absent on the plain-old S20, bringing an added sense of depth for bokeh effects and fun tricks like 3D scanning. One also gets the sense that Samsung is very much laying the groundwork for an even stronger play in the AR world, extending beyond the current selection of AR emoji. Though, as with the rest of the industry, mainstream implementation is still slow going.
The biggest thing here — both figuratively and literally — is the telephoto. The camera features a folded telephoto, which is essentially turned on its side to fit the form factor. The camera is capable of a solid 10x hybrid zoom. Using a combination of the hardware and software, the company is able to achieve the 100x “Space Zoom,” versus the other models’ 30x max. It’s impressive all around, but important to note that the claims of “losslessness” only extend to 10x.
Beyond that, things start to degrade. And honestly, by the time you get to 100x, things start looking like a digital Monet painting. You can generally make out the objects, but in most cases, it’s probably not something you’re going to rush out to share on Instagram. For things like nosebleed seats at concerts or sporting events, however, sometimes it’s just enough to remember you’re there.
Honestly, though, I think Samsung is laying the groundwork for future updates, as it is with the ToF sensor. It’s easy to imagine how a 100x zoom coupled with some future imaging AI could lead to some pretty impressive telephoto shots, without the need for an external, optical lens. For now, however, it feels like more of a novelty. Honestly, a number of the upgrades over the S20+ feel a bit like excesses, and none but true devotees need to go all in with the Ultra.
My only momentary hesitation in recommending one of the lower-tier devices over the Ultra are questions of what happens to battery life when you dip below 5,000 mAh. The 120Hz screen is great for things like gaming, but for most users, I’d recommended keeping it off most of the time. That should buy you an extra couple of hours of life, switching to 120Hz when needed and back to 60 the rest of the time.
Ditto for the 108-megapixel camera. For most photos it makes sense to utilize pixel binning, which makes for a small 12-megapixel shot, but allows for a lot more light to be let in on a per pixel basis. Photo are brighter and sharper and the phone does better in low light. Also, the image isn’t gigantic — I forgot to swap the setting for a few photos and didn’t realize how massive they were until I sent them.
The best new photo feature, however, isn’t hardware at all. I’ve long posited that the key to a good imaging feature is simplicity. Cameras keep getting better and offer more features for those who want to shoot more professional photos on their mobile devices. That’s great, and if you’re Google, it means that the legendary Annie Leibovitz will show up to your launch event and sing your device’s praises.
But unless something works out of the box, it’s going to be of little use to a majority of consumers. Single Take is a clever addition to default camera settings that takes a whole bunch of different types of photos at once (provided you can stand still for 10 seconds). You get Live Focus, Timelapse and Ultra-Wide all at once. The camera saves everything to the roll, where you can choose the best image. It’s a larger file, but not huge in the grand scheme of things. For those who don’t want to be a digital hoarder, you can always just go in and manually delete them.
The biggest updates to the S20 line feel like future-proofing. Elements like like 5G, 100x zoom and 8K video record don’t always make a ton of sense as of this writing, but much of Samsung’s biggest plays have been centered around getting out in front of the curve. With 5G, for example, there are still coverage barriers, but with users holding onto their handsets for longer, it’s almost certain that the next-gen wireless technology will be ubiquitous before the time comes for many users to upgrade.
In its current state, however, charging $1,399 and up for the Ultra is a pretty hard ask. Thankfully, however, Samsung has more than enough options for users looking for something a little cheaper. It’s a list that now includes the S10 Lite line and newly discounted standard S10 devices. Features like 100x, on the other hand, are novel, but it’s hard to justify the premium.
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One year later, the future of foldables remains uncertain
Yesterday, Samsung announced that the Galaxy Flip Z sold out online. What, precisely, that means, is hard to say, of course, without specific numbers from the company. But it’s probably enough to make the company bullish about its latest wade into the foldable waters, in the wake of last year’s Fold — let’s just say “troubles.”
Response to the device has been positive. I wrote mostly nice things about the Flip, with the caveat that the company only loaned out the product for 24 hours (I won’t complain here about heading into the city on a Saturday in 20-degree weather to return the device. I’m mostly not that petty).
Heck, the product even scored a (slightly) better score on iFixit’s repairability meter than the Razr. Keep in mind, it got a 2/10 to Motorola’s 1/10 (the lowest score), but in 2020, we’re all taking victories where we can get them.
There’s been some negative coverage mixed in, as well, of course; iFixit noted that the Flip could have some potential long-term dusty problems due to its hinge, writing, “it seems like dust might be this phone’s Kryptonite.” Also, the $1,400 phone’s new, improved folding glass has proven to be vulnerable to fingernails, of all things — a definite downside if you have, you know, fingers.
Reports of cracked screens have also begun to surface, owing, perhaps, to cold weather. It’s still hard to say how widespread these concerns are. Samsung’s saving grace, however, could well be the Razr. First the device made it through a fraction of the folds of Samsung’s first-gen product. Then reviewers and users alike complained of a noisy fold mechanism and build quality that might be…lacking.
A review at Input had some major issues with a screen that appeared to fall apart at the seams (again, perhaps due to cold weather). Motorola went on the defensive, issuing the following statement:
We have full confidence in razr’s display, and do not expect consumers to experience display peeling as a result of normal use. As part of its development process, razr underwent extreme temperature testing. As with any mobile phone, Motorola recommends not storing (e.g., in a car) your phone in temperatures below -4 degrees Fahrenheit and above 140 degrees Fahrenheit. If consumers experience device failure related to weather during normal use, and not as a result of abuse or misuse, it will be covered under our standard warranty.
Consensus among reviews is to wait. The Flip is certainly a strong indication that the category is heading in the right direction. And Samsung is licensing its folding glass technology, which should help competitors get a bit of a jump start and hopefully avoid some of the pitfalls of the first-gen Fold and Razr.
A new survey from PCMag shows that 82% of consumers don’t plan to purchase such a device, with things like snapping hinges, fragile screens and creases populating the list of concerns. Which, honestly, fair enough on all accounts.
The rush to get to market has surely done the category a disservice. Those who consider themselves early adopters are exactly the people who regularly read tech reviews, and widespread issues are likely enough to make many reconsider pulling the trigger on a $1,500-$2,000 device. Even early adopters are thrilled about the idea of beta testing for that much money.
Two steps forward, one step back, perhaps? Let’s check back in a generation or two from now and talk.
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Living with the Samsung Galaxy Z Flip
The Galaxy Z Flip ships with the same “Care Instructions” as the Fold. It’s a five-item list with the following basic points:
- Don’t scratch the screen with a pen or fingernail
- Don’t stick stuff between the screens when folding
- Don’t get it dusty, wet or feed it after midnight
- Don’t stick stickers to the screen
- Don’t get it near credit cards or your pacemaker
Unlike the last time around, however, these warnings seem to have been included out of an (understandable) abundance of caution. As stated in my hands-on the other day, the Flip feels more solid than the Fold in just about every way, from the folding mechanism to the display, which now sports foldable protective glass.
A couple of notes before we start here. First, and most importantly, this is a rare 24-hour device loan. Short loan times are not entirely uncommon with high-end products, but a single day is a bit extreme. I’m being upfront about this because:
- You can only go into so much depth with limited time.
- It’s worth noting what appears to be a bit of caution on Samsung’s part.
This isn’t a case of an early product in limited supply. The Z Flip went on sale today (happy Valentine’s/Sonic the Hedgehog Day to you and yours). If I had to venture a guess, it would be that Samsung is still reeling a bit from fallout from the Fold, which found a number of review devices breaking prior to the product hitting the market.
For all of the downside, however, I would argue that coverage that pushed the company to reinforce the product before actually selling it for $2,000 a pop was ultimately a good things. Besides, as was pointed out to me, most if not all of the faulty Folds went sideways before the 24-hour mark.
See also: the Moto Razr. Reviews of the product have started filtering in a week or so after the product hit the market. Seems the company opted not to give out review units until the product was already available (full transparency: I still haven’t gotten my hands on a review unit). The analogy I keep coming back to is movie reviews. If you don’t see any professional reviews by the time a movie hits theaters, that probably doesn’t bode well for spending $10 of your hard-earned cash.
None of this is an indictment of the Galaxy Z Flip, which so far is proving to be a pretty solid device. It’s more a comment on the optics of it all. Give than the handset is roughly the same price as 150 movies, reviews are all that much more valuable to consumers — many of whom are understandably wary after the category’s rocky start.
It’s a shame, because I’ve been enjoying my time with the Galaxy Z Flip. In many ways, this is exactly the device Samsung’s original foldable should have been. For starters, the form factor just makes more sense. The “why” of the Fold was significantly more difficult to explain to those outside the industry (and frankly, many of those inside it, as well).
Anyone who’s ever used a clamshell phone, on the other hand, will immediately get the Flip. You’ve got a roomy 6.7-inch screen that you can snap shut and stick in your pocket. It’s pretty much as simple as that — it’s just that there was a lot of innovation that had to happen in order to get us back to square one with a larger, uninterrupted touchscreen display.
Also of note is the price. Of course, $1,380 isn’t cheap by practically any measure, but that’s a pretty big drop down from the $2,000 Galaxy Fold. The argument that Fold users should have been extra careful with the device given its price point have always struck me as somewhat counter-intuitive. If anything, a device that price ought to have added safeguards built-in.
The Flip has implemented a number of learnings from the earlier product, namely a glass covering, edges hidden beneath (sizable) bezels and an advanced folding mechanism designed to keep dust and debris out. In fact, this time out, the folding mechanism itself is considered a marquee feature. Per Samsung’s press material:
Inspired by a lotus blossom, the Hideaway Hinge is precisely articulated for a satisfying folding motion — even allowing you to adjust the folding angle. Sweeper technology helps repel dirt and dust to keep your folds as smooth as your style.
That’s a marketing way of saying that it’s a lot harder to get crap trapped behind the screen, which could eventually break it. The folding mechanism is, indeed, a nice step up. It feels more robust than the sometimes floppy Fold. You can keep it open at different configurations, like a 90 degree “L” shape for watching videos.
The biggest downside of the more robust mechanism is that it’s harder to flip open with a single hand, owing to resistance, and it doesn’t have as satisfying a snap shut. Those all seem like pretty minor quibbles, to be honest — especially if it means a more robust product. Samsung rates the Z Flip at 200,000 folds — same as the Fold. Of course, in CNET’s testing, the Fold lasted about 120,000 mechanical folds.
Not terrible, and definitely better than the 27,000 or so the Razr made it through. Also, unlike Motorola’s device, the Flip doesn’t make a troubling creaking sound when it opens and shuts. The Razr really does seem awash in first-generation problems. Motorola can’t be pleased that Samsung introduced a competing device with the same form factor soon after its own product and was able to bring it to market roughly a week after the Razr.
I can’t imagine either of these devices will prove huge sellers for their respective manufactures, but if I was Motorola, the Flip would be cause for concern. The Razr went from an exciting new entry in the foldable category to another strike against it when it was released and both consumer and professional reviews began trickling in.
A little bit of the novelty has worn off for Samsung. That’s honestly not a bad thing. By the second generation, the product should no longer be reviewed as a sort of oddity. Instead, it should be regarded as a, you know, phone. And as such, should be subject to the same sort of regular wear any smartphones go through.
In other words, it’s reasonable to expect that it can withstand, say, a hard press from a finger but not necessarily a five-foot drop onto concrete. Again, this is only after a day of use, but so far, so good on that front, at least.
The 21.9×9 aspect ratio is an odd one. The phone is really tall and skinny. Also, the crease is still very noticeable — that much hasn’t changed. But the Flip looks mostly unremarkable when open. I was using it open on the subway ride home and no one seemed to notice (New Yorkers, amiright?). The Fold, on the other hand, drew curious looks every time I used it. If having strangers notice your expensive new phone is an incentive for spending $1,400, then that’s a downside, I suppose.
There haven’t been too many updates to the Android UI to accommodate the new screen paradigm. The biggest change is the ability to have two windows open in a vertical configuration. There’s also Flex model, which is currently limited to a select number of applications. Open, say, the camera app, bend the phone so it holds at a 90-degree angle and the app will adapt. In this case, the view finder moves up, occupying the top half of the screens while the controls take up the bottom. It’s a cool feature, with the device essentially serving as its own kickstand for things like taking selfies or reading the news.
Utilizing it more broadly is going to require more work on Google’s part — and more adoption from app developers. The latter especially is going to depend quite a lot on how many of these devices are actually sold. For now, YouTube is the one pure video app that utilizes it.
That’s fine, honestly, as turning the device to landscape mode and opening it to about 130 degrees is actually an even better way to watch widescreen video. There are a smattering of other tricks here and there. Holding up a palm in selfie-mode, for instance, let’s you snap a photo without touching a button or using voice.
The Flip is the first Samsung device to bake Google’s Duo video calling directly into the UI. It’s a nice choice, too, since the Flex mode is basically built for video calling. Oh, and to answer the question I’ve been asked the most since the Flip was announced: yes, you can end a call by closing the phone. And yes, it is satisfying to give the person on the other end a tactile snap.
The feature is on by default and can be disabled in the settings menu. It won’t work if you have earbuds in, however, because in many cases you’ll want to be using them to chat while the phone is closed in your pocket.
As for the outside, Samsung’s gone decidedly minimalist. The inclusion of an exterior screen was a big selling point on the Fold, but honestly it was too skinny with too small an aspect ratio to do much. The outside of the device has a glossy mirror finish — black in my case. And yeah, it’s a complete fingerprint magnet.
There’s a one-inch display of sorts on the outside of the Flip, but it’s only large enough for small at-a-glance information like battery life and time. It can also show off notifications, but it’s too small to accomplish much without scrolling. If you’ve ever attempted to read a notification on a hybrid smartwatch, the experience is fairly similar.
The little window is actually a touchscreen. A double tap will turn it on, and from there a swipe with show off information like the music you’re listening to. Attempting to click into an app icon for more information on a notification, however, will prompt you to open the phone for more information. Interestingly, the tiny screen also serves as a view finder. Double-clicking the fingerprint reader/power button will fire it up. It’s okay for getting a rough approximation of what you’re shooting (likely yourself), but is pretty useless beyond that.
And honestly, I think that’s fine. In fact, I would even go so far as to say I think that’s actually a strength. In an era when so many of us are grappling with smartphone use, there’s something to be said for the ability to snap the device shut and disconnect for a bit. You can keep streaming music or listening to podcasts, but when the phone is closed, it’s time to engage with the world around you.
Or not. I’m not going to tell you how to live.
Hey, it’s your $1,400. There are plenty of other ways to spend that much money, of course. You could also pick up the Galaxy S20 Ultra — the mega premium version of Samsung’s latest flagship. For that price, you get the same-old boring form factor, coupled with some crazy high-end specs, including a 5,000 mAh battery, 12GB of RAM and the latest Snapdragon 865, versus the Flip’s 3,300 mAh, 8GB and Snapdragon 855+.
The Ultra also has an extreme edge on cameras, including a 108-megapixel wide angel, 48-megapixel telephoto, 12-megapixel ultra-wide and a time-of-fight sensor for depth. The Flip, meanwhile, sports a 12-megapixel zoom lens and 12-megapixel super-wide. There’s no competition, but Samsung’s breadth of imaging experience makes for a solid experience regardless.
Again, my time with the device has been limited, but so far I’m pretty satisfied with the combination of hardware an software options. The shots look good and have a nice color balance even in low light. I can’t see myself using Single Take too often, but the ability to get multiple different shot options with a single press could certainly prove useful for amateur photographers.
Perhaps the most notable omission of all is 5G. While it’s true that a number of other companies (*cough* Apple) don’t even offer the option, Samsung introduced a 5G version of the Fold last year (in select markets) and went all in on 5G with the S20 line. It’s clear that the company took feedback over pricing concerns to heart with the Flip. The device is only available in a single configuration, highlighting the gulf between it and the Fold.
Which is to say, it’s still expensive, but that $500 or so makes a difference. So, too, does more robust build and new form factor. I’m recommending you buy the Flip. We’re still very much in the early stages of foldables here. That said, I can wholeheartedly recommend the Flip over the Fold. And while I haven’t really spent time with the Moto Razr, well, that seems like a slam dunk, too.
Again, if I was Motorola, I would be considering, at very least, a significant price drop. While the Flip likely won’t convince the skeptical that foldables are the future, it should, at very least, be a heartening indication that Samsung is headed in the right direction.
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Phone manufacturers eye their next move as 5G goes mainstream
For two years running, Samsung played the same trick and front-loaded its annual event by announcing a new foldable.
Last year’s announcement of the Fold was a huge one — the first viable (relatively speaking, of course) foldable handset from a major manufacturer. Of course, some stuff has happened in the intervening months, taking a bit of the shine off the device and the category at large.
This week at Unpacked 2020, Samsung came out of the gate swinging once again, announcing the Galaxy Z Flip at the top of the event. As with last year, the move had the effect of taking some of the wind out of its flagship announcement, a sign of a company convinced that standing out from the pack and reversing flagging smartphone sales trends will require some bold decision-making.
That’s not to say the company’s not pushing the envelope on its flagships. Between 100x zoom on the Ultra and 8K video on all of the devices, Samsung is still duking it out on imaging. But it appears not to have any illusions about what really gets users excited in an era of smartphone ubiquity.
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Netflix fights new streaming rivals with Samsung partnership
As the streaming battles heat up, Netflix is hoping a new partnership with Samsung will help it fend off rivals. At Samsung’s Unpacked event this week, the mobile device maker announced a deal with Netflix that will bring to its Galaxy smartphones special bonus content associated with several Netflix original shows. The partnership also allows Netflix to more deeply integrate its streaming service with Samsung devices.
The latter part of the partnership involving device integration is fairly standard. In Netflix’s case, Samsung will allow users to launch Netflix content by way of its voice assistant Bixby. Netflix will also deliver recommendations to Samsung users, and will be better integrated into specific Samsung mobile features, like search and its discovery platform, Samsung Daily.
It’s not unusual for Samsung to work with tech companies to offer tighter integration and distribution for their app. For example, Samsung and Spotify announced a formal partnership in 2018, which has since resulted in consumer-facing features like Spotify’s deep integration with the new Galaxy Buds+, Galaxy S20 and Galaxy Z Flip.
The new Netflix content partnership, on the other hand, is unique.
Though Netflix didn’t go so far as to announce original series or movies only available to Samsung users, it will offer bonus content to Samsung device owners that won’t be found elsewhere. This includes behind-the-scenes footage, companion stories and other bonus content — much of it filmed by the Samsung Galaxy S20’s new camera, of course.
Initially, bonus content will be available for shows including “Narcos: Mexico,” “Sintonia,” “Elite” and “Netflix is a Joke.” Netflix says more bonus content will become available in the future.
The two companies have a decade-long relationship, which has seen them working together on joint marketing campaigns and other advertising. However, they’ve not before done a content deal like this.
“The mission of this partnership [is] to make the Netflix viewing experience on Samsung mobile the absolute best it can be,” said Netflix CMO Jackie Lee-Joe, announcing the company’s plans at Samsung’s event. “This means that even more users can enjoy our best-in-class stories across all genres through even better product integration with Galaxy mobile devices,” she noted.
The partnership comes at a critical time for Netflix. Its subscriber growth in the U.S. has gone flat, even as its international growth is booming. More importantly, perhaps, is how Netflix is coming up against a whole host of new streaming competitors with money to burn — including Disney+, Apple TV+, WarnerMedia’s HBO Max, NBCU’s Peacock and Quibi.
What’s worse is that these new streaming services already have ways to tightly integrate with mobile devices or have partnerships allowing them to distribute their service to millions.
For example, [TechCrunch parent] Verizon is offering its mobile subscribers a free year of Disney+. Jeffrey Katzenberg’s mobile streaming service Quibi is partnering with T-Mobile. NBCU owner Comcast has its own mobile network, Xfinity Mobile, and HBO Max hails from AT&T’s WarnerMedia. And Apple, for now, is just giving away Apple TV+ for free to anyone who buys a new iPhone, iPad, iPod touch, Apple TV or Mac.
That leaves Netflix without a competitive distribution strategy. And its only viable option to get similar global scale is Samsung, which had an 18.8% worldwide market share in Q4 2019 (in terms of shipments), compared with Apple’s 20%. Samsung also has solid distribution in key international markets where Netflix is seeing its strongest growth.
One argument against the Samsung partnership is that offering bonus content to Samsung users could alienate those watching Netflix on other platforms. Forbes even referred to the move as “controversial.” However, a Netflix spokesperson confirmed with TechCrunch that the special content will be published on Samsung Daily, plus Samsung.com, and Samsung’s social channels “for all to enjoy.”
They also told us that Samsung won’t have the exclusive rights to the content — in fact, Netflix has the right to publish the content to its own social media channels, if it chooses.
“We believe this significant partnership will provide millions of Samsung Mobile users across the globe the best mobile entertainment experience, and make discovering new stories around the world easier than ever,” said Lee-Joe.
Update, 2/13/20 4:30 PM ET to add that Netflix has the rights to publish the bonus content, too, making this a non-exclusive deal.
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Samsung Galaxy Z Flip hands-on: This is more like it
The buyer beware adage is never more true than among early adopters. It was price, however, that made the Galaxy Fold such a difficult pill to swallow. When it was finally released to the public after numerous delays, the device came swaddled in warnings. It was a long list, and not exactly a vote of confidence for those who just dropped $2,000 on an unproven device.
At the same time, the impulse to purchase the device was understandable. After years of teasing flexible displays, Samsung was finally ready to show us what life could be like after a decade worth of flat smartphones.
Announced almost exactly a year after the Fold, the Galaxy Z Flip presents a refined look at the category. Having only spent a little time with the product this afternoon after the unveiling, I’m not quite ready to declare that this is the phone the Fold should have been, but it certainly feels like a key step in the right direction.
Top level, here’s what’s better:
- The price (if only just)
- The form factor
- The durability
Last point first. In some ways, the Z Flip finds Samsung atoning for its sins. The display is, get this, covered in glass. The company is vague about the specifics, but everything about the Flip feels more solid than its predecessor, right down to the folding mechanism. It’s sturdy — in fact, you can have the device open at a number of different angles to prop it up. Closing it requires more force than the Fold, and that’s a good thing.
Also, it doesn’t, you know, creak when you close it. There is, however, still a pronounced crease.
The 6.7-inch display puts its toward the larger end of the spectrum among smartphones, but it fits extremely comfortably in the pocket when closed. If you’ve ever used a clamshell phone before (which is to say if you’re over the age of 30), you get the appeal on that front. The Fold’s long form factor was still pretty large when closed.
What you lose here, however, is a fair amount of functionality when closed. The Flip’s screen is small and not super-duper useful, but it’s there when needed. Instead of a full display, the Flip features a little window in the bottom corner. This is almost exclusively good for things like time and battery life. You can swim through to other things, but beyond that, it’s a stretch.
Double-tap the fingerprint sensing power button and it will turn into a display for selfies. It’s a bad selfie screen. It gives you an idea of whether you’re framing the image well, but that’s where the usefulness stops.
At $1,380, it’s priced slightly below the $1,499 Razr. If I was Motorola right now, I would be talking price cuts to stay competitive. The Razr nostalgia will only get you so far, and Samsung’s full generation lead here is showing itself in the form of a more robust device.
Part of the (again relative) price drop is — not exactly corner cutting, but definitely a downgrade from the crazy high-end specs on the Galaxy S20 Ultra. Most notable is the complete lack of 5G option, which is an odd choice for what’s designed to be a forward-thinking device from a company that has otherwise gone all in on 5G with its flagships. More than anything, you get the sense that Samsung was trying to differentiate the product from the Fold with a lower price.
I’m still a long ways away from actually recommending the purchase of a foldable for the vast majority of consumers, but the Flip feels like a strong step toward helping mainstream the form factor. Who knows? A generation or two from now, maybe we’ll get there.
No delays this time out. The Flip goes on sale February 14. Happy flippin’ Valentine’s Day.
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Samsung gives foldables another go with the Galaxy Z Flip
Samsung did a surprisingly good job keeping the Galaxy Fold under wraps, surprising the world with its first foldable this time last year during the Galaxy S10 unveil. When it came to the Galaxy Z Flip, on the other hand, the company just went ahead and showed the whole thing off during an Oscar ad buy. (Not to mention numerous Samsung employees playing around with the handsets in their seats this morning, ahead of unveil). Crazy world, these mobile phones.
Of course, that’s not to say we haven’t known about the Flip for a while now. Samsung teased out the Moto Razr-style form factor before it even officially announced the Fold. Samsung wanted to make it perfectly clear that the foldable wasn’t just a one-and-done situation for the company.
The company kicked off today’s Unpacked event by unveiling the new foldable, which it claims is “like nothing you’ve ever seen before.” Which, well, isn’t exactly true.
Certainly the Z Flip form factor seems a more logical one, harkening back to pre-smartphone days of clamshell devices. Of course, the Razr has been running into its own issues after its recent release. Between that and — even more notable — the Fold’s myriad problems, the Z Flip will no doubt be under as much scrutiny as any handset in recent memory.
When opened, the screen is 6.7 inches, with a hole-punch camera up top. When closed, there isn’t much of a display, beyond a quick bar that offers time, notifications and battery life. Users can also snap selfies with the case closed. The clam shell comes in three colors: black, purple and gold.
One assumes that Samsung learned plenty of lessons from the original Fold, after having to go back to the drawing board when multiple reviewers wound up with broken units.
Samsung claims the device can handle 200,000 flips, courtesy of foldable glass — which should give it some extra durability. In an off-handed reference to earlier issues, the company noted that the hinge is designed to keep debris out, one of the major downfalls of the first-gen Fold, which allowed dust and particles behind the screen, damaging it when users pressed down. The new phone has a kind of brush system inside to keep stuff out.
Obviously we can’t quite speak to durability just yet (though I, for one, am excited to get my hands on the thing), but at $1,380, it’s priced — well, it’s less expensive than the $2,000 Galaxy Fold, at least. That puts it more in line with the new Razr, not to mention, Samsung’s just now introduced Galaxy S20 Ultra.
The Flip will be available on Valentine’s Day.
A Thom Browne Edition, meanwhile, will bring the iconic designer’s touch to the device, which will be highlighted in more detail at a special event tomorrow in New York as part of Fashion Week.
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Samsung skips nine numbers, announces the Galaxy S20
The world will likely never see the Galaxy S11. Or the Galaxies S12-S19, for that matter. At an event this morning in San Francisco, Samsung announced that it was skipping a decade’s worth of handsets and going straight to the Galaxy S20.
The new flagship debuted onstage today, in three flavors: the S20, S20+ and S20 Ultra, a sign of the company’s ever-shifting approach to the market. Samsung clearly has no plan to back away from the premium market, even as smartphone sales flag. With starting prices of $999, $1,199 and $1,399, respectively, the company’s making a big bet that consumers are still willing to pay top dollar for premium specs.
Paying top dollar means, among other things, 5G for all-comers. All three devices will be 5G-enabled, a year after Samsung introduced its first device with the next-gen technology. It’s 2020, and Samsung is all-in on 5G — on its flagships, at least. The S10/Note 10 and their Lite versions are continuing to stick around at a lower price, maintaining a broad range of devices currently on the market for the company.
Another big new feature here is the addition of a 120hz refresh rate and improved touch response. In all cases, you’ve got a hole punch “Infinity O” camera up top. Once again, however, the biggest news is coming on the imaging side. The company’s using the phrase “pro grade” to describe the camera across the board.
All three models feature pretty massive camera modules, but the Ultra’s is next-level. Both the S20+ and Ultra feature the prominent Space Zoom camera (with a three-camera system, to the S20’s two). On the Ultra, the 48-megapixel folded lens is a hybrid of optical and digital zoom that offers a combined 100x. There’s some degradation of the image, naturally, but it’s still pretty impressive what the handset is capable of. This could be a game changer for amateur smartphone photographers.
Other camera improvements include 8K video recording at 24FPS, implode super-steady zoom and the addition of night time hyper-lapse shooting. On the camera software side, there’s the new Single Take mode, which saves a whole bunch of versions of a shot, including live focus and wide angle — basically all of the different shots at once, so you can go in and choose the best. The combined photos take up between 50 and 70MB a piece and you have to go in and manually delete the ones you don’t want, so probably don’t use that for every shot.
Nona binning is another one of the Ultra’s special photography surprises. Like the ridiculous Space Zoom, the technology could prove a game changer for amateur photographers looking to step up their game. The technology (which slipped out recently as a patent filing) reduces the mostly excessive 108-megapixel sensor down to 12 megapixels, utilizing the tremendous amount of light the sensor lets in.
Bixby is still hanging around. The smart assistant is still present as one of the side buttons, though, as with the recent Note, it’s easily mapped to different technologies. The tech did, however, make an appearance courtesy of a partnership with Spotify, which brings the popular music streaming platform for Bixby Routines. That essentially means that playlists are integrated into different modes, like wake-up and working out.
More interesting on the music side is a clever little feature called Music Share. With it, users with compatible Galaxy devices can piggyback on your Bluetooth connection and play songs on a connected stereo. The idea is to create a kind of collaborative playlist. The applications are admittedly extremely limited (especially when coupled with limited device compatibility), but it’s fun nonetheless.
There’s another surprise partnership in the form of Google. The software giant’s video chat platform is being baked directly into Samsung’s UI with an icon available in the dialer, so users can choose between a voice or video display — similar to Apple’s longtime FaceTime integration, albeit through a third-party here. The S20 is also the first device that can deliver a chat in full HD — though that will require a good 5G connection on both sides, so it’s safe to say it’s going to be…limited at launch.
One more big partnership to mention here is Microsoft. The company will be launching Forza Street in the Galaxy Store — its first appearance on Mobile. That arrives at some point in the spring.
As for internals, the S20 sports a healthy 4,000 mAh battery, which the S20+ and Ultra bump up to 4,500 mAh and 5,000 mAh, respectively. The systems will sport the latest Qualcomm 865 here in the system, along with healthy starting specs of 12GB of RAM and 128GB of storage.
Pre-order for the new flagships opens February 21, with wide availability on March 6. Rather than the more traditional bundles of things like earbuds or charging pads, Samsung is tossing in credits for pre-orders. Those who pick up the S20, S20+ or S20 Ultra will get a $100, $150 or $200 credit, respectively, redeemable for Samsung software or services.
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