A note on the high end

Samsung had an investor day last week - the first for many years. It was extremely low on information about its mobile device business, but one figure did catch my eye - a target of 100m unit sales of combined Galaxy S and Note devices. 

Something that people often don't realise, especially in the USA, where even high-end phones are free, is that high-end Android phones are not what are outselling the iPhone. It's the mid and low end that's making up all the volume. That 100m number is a good illustration - it makes up less than a third of the Android phones that Samsung will sell this year. The other two thirds are Android phones other than the S2, 3 & 4, that sell at much cheaper prices.