Rachel Gunter, ironically from a site called Market Realist, has written probably the most outlandish and delusional thing I’ve read in some time about Sony. Now when I call out sites, I tend to do it when they’re being unfair to Sony or have little understanding of the company which unfortunately happens far more often than it should. In this case, it’s perhaps clear that Gunter has little understanding of Sony, its competitors, and the market they operate in.
Sony (SNE) could cause Samsung (SSNLF) and Apple (AAPL) nightmares in 2017, a year that many smartphone makers hope could offer a dramatic turnaround in their handset operations.
In just the past few months, I’ve written multiple times about the less than stellar status of LG and HTC when it comes to their mobile divisions, but I’ve never once gotten the sense that any smartphone maker was thinking 2017 was going to be the year for “dramatic turnarounds.” In fact, most evidence points to many vendors looking to considerably scale down their mobile efforts and shift focus to other ventures, like VR. Below is a chart of smartphone vendor shares so you would understand if I’m a little skeptical about how Sony plans to cause nightmares for Samsung and Apple.
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