For the first time in two years, the smartphone market shows signs of life

All is not lost for smartphone manufacturers. On the heels of two years’ of global stagnation, the category is finally showing some signs of life. Much of the bounce back comes as manufacturers are working to correct for dulled consumer interest.

I wouldn’t put too much weight in the numbers right now, as they’re little more than an uptick. Numbers from Canalys put shipment growth at 1% from Q3 2018 to Q3 2019. In most cases, that would be a modest gain, at best, but this is notably the first time in two years that the numbers have been heading in the right direction.

Samsung saw the biggest gains — a phenomenon the analyst firm chalks up to a shift in strategy to eat some of its profits. The move has paid off for the quarter, with an 11% growth in device shipments, to 78.9 million devices shipped. That gives the company the largest global market share, at 22.4%.

Huawei, too, saw impressive growth, year-over-year, commanding second place with 66.8 million units shipped. Much of its growth came from China, which has ramped up spending on the company’s products as it has run into regulatory scrutiny overseas. Resumption of sales in some international markets helped juice growth as well. Of the top three, Apple continued to struggle the most, with a 7% loss from 2018.

For now, at least, none of the these numbers qualify as full turnaround for a stagnant category, though the upcoming roll out of 5G coverage could help move numbers in the right direction in the coming year.

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Samsung ramps up its B2B partner and developer efforts

Chances are you mostly think of Samsung as a consumer-focused electronics company, but it actually has a very sizable B2B business as well, which serves over 50,000 large enterprises and hundreds of thousands of SMB entrepreneurs via its partners. At its developer conference this week, it’s putting the spotlight squarely on this side of its business — with a related hardware launch as well. The focus of today’s news, however, is on Knox, Samsung’s mobile security platform and Project AppStack, which will likely get a different name soon, and which provides B2B customers with a new mechanism to deliver SaaS tools and native apps to their employees’ devices, as well as new tools for developers that make these services more discoverable.

At least in the U.S., Samsung hasn’t really marketed its B2B business all that much. With this event, the company is clearly thinking to change that.

At its core, Samsung is, of course, a hardware company, and as Taher Behbehani, the head of its U.S. mobile B2B division, told me, Samsung’s tablet sales actually doubled in the last year and most of these were for industrial deployments and business-specific solutions. To better serve this market, the company today announced that it is bringing the rugged Tab Active Pro to the U.S. market. Previously, it was only available in Europe.

The Active Pro, with its 10.1″ display, supports Samsung’s S Pen, as well as Dex for using it on the desktop. It’s got all of the dust and water resistance you would expect from a rugged device, is rated to easily support drops from about four feet high, and promises up to 15 hours of battery life. It also features LTE connectivity and has an NFC reader on the back to allow you to badge into a secure application or take contactless payments (which are quite popular in most of the world but are only very slowly becoming a thing in the U.S.), as well a programmable button to allow business users and frontline workers to open up any application they select (like a barcode scanner).

“The traditional rugged devices out there are relatively expensive, relatively heavy to carry around for a full shift,” Samsung’s Chris Briglin told me. “Samsung is growing that market by serving users that traditionally haven’t been able to afford rugged devices or have had to share them between up to four co-workers.”

Today’s event is less about hardware than software and partnerships, though. At the core of the announcements is the new Knox Partner Program, a new way for partners to create and sell applications on Samsung devices. “We work with about 100,000 developers,” said Behbehani. “Some of these are developers are inside companies. Some are outside independent developers and ISVs. And what we hear from these developer communities is when they have a solution or an app, how do I get that to a customer? How do I distribute it more effectively?”

This new partner program is Samsung’s solution for that. It’s a three-tier partner program that’s an evolution of the existing Samsung Enterprise Alliance program. At the most basic level, partners get access to support and marketing assets. At all tiers, partners can also get Knox validation for their applications to highlight that they properly implement all of the Knox APIs.

The free Bronze tier includes access to Knox SDKs and APIs, as well as licensing keys. At the Silver level, partners will get support in their region, while Gold-level members get access to the Samsung Solutions Catalog, as well as the ability to be included in the internal catalog used by Samsung sales teams globally. “This is to enable Samsung teams to find the right solutions to meet customer needs, and promote these solutions to its customers,” the company writes in today’s announcement. Gold-level partners also get access to test devices.

The other new service that will enable developers to reach more enterprises and SMBs is Project Appstack.

“When a new customer buys a Samsung device, no matter if it’s an SMB or an enterprise, depending on the information they provide to us, they get to search for and they get to select a number of different applications specifically designed to help them in their own vertical and for the size of the business,” explained Behbehani. “And once the phone is activated, these apps are downloaded through the ISV or the SaaS player through the back-end delivery mechanism which we are developing.”

For large enterprises, Samsung also runs an algorithm that looks at the size of the business and the vertical it is in to recommend specific applications, too.

Samsung will run a series of hackathons over the course of the next few months to figure out exactly how developers and its customers want to use this service. “It’s a module. It’s a technology backend. It has different components to it,” said Behbehani. “We have a number of tools already in place we have to finetune others and we also, to be honest, want to make sure that we come up with a POC in the marketplace that accurately reflects the requirements and the creativity of what the demand is in the marketplace.”

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Samsung teases a clamshell foldable form factor

Last year at its developer conference, Samsung showed off an early glimpse of its upcoming foldable. In hindsight, the Galaxy Fold’s rollout could have gone more smoothly, but sometimes first-gen products go that way, I suppose. At the very least, it’s clear that the company won’t let a rocky start stand between it and broader foldable phone ambitions.

Life with the Samsung Galaxy Fold

Onstage at this year’s event, the company showed off another take on the foldable display. A video shows the Galaxy Fold form factor morphing into a clamshell more akin to traditional dumb phones.

Attendees of #SDC19 got a sneak peek at a brand new form factor Samsung is exploring for the foldable category of devices. #SamsungEvent pic.twitter.com/rGtpvNj0SJ

— Samsung US Newsroom (@SamsungNewsUS) October 29, 2019

Unlike last year’s event, this one shouldn’t be taken as a pre-product announcement. Rather, the company says it’s “explor[ing] a range of new form factors in the foldable category.” It’s something that’s been pretty clear from the outset: these earliest days of foldables are very much about seeing which form factors click. Samsung is currently working with developers to explore these concepts.

This latest is more in line with leaks we’ve seen of the rumored Motorola Razr reboot, with an elongated screen that can easily be folded up and stashed away in a pocket. Perhaps we’ll get more insight into the company’s plans as CES or MWC.

Perhaps.

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Samsung’s new laptops charge phones with their touchpad

Some features are the result of consumer demand. Others simply make sense. And then there are features like the Galaxy Book Flex and Ion’s Wireless PowerShare that appear to be more a product of a “because we can” approach to product design.

Wireless charging is, in and of itself, kind of a no-brainer in an era when many or most flagship smartphones support the technology. Samsung’s implementation, however, leaves a lot to be desired here. It’s true, of course, that Wireless PowerShare’s implementation is less than ideal, requiring one of two phones to be face-down, but I can certainly see applications for the tech.

On the new laptops, however, charging the phone requires that it occupy all of the trackpad. In the case of the Flex, I suppose you can still use the touchscreen (there isn’t one on the Ion), but even so, there’s no scenario in which having a phone sitting on the trackpad doesn’t seriously dampen one’s ability to get some serious work done.

Between the issues and the fact that you can charge your phone the old-fashioned way with the laptops, it’s hard to find a scenario in which the feature is anything but a gimmick. Samsung says the trackpad offered the easiest implementation of the tech — versus, I suppose the palm rest or the top of the device. I’m not sure there’s a great implementation for a feature that might have better been left on the drawing board.

It’s a silly feature on what are otherwise very solid additions to Samsung’s laptop line. The Flex is the more premium of the two, featuring a touchscreen and the 360-degree hinge that gives the device its name. The laptop has an aluminum body with a “royal blue” finish and a built-in slot for the included S Pen. It comes in both 13 and 15-inch varieties, with a 10th-gen Intel processor, 16GB of RAM and up to a TB of storage.

Also available in 13 and 15-inch versions, the Ion ditches the touchscreen and 360 hinge, but maintains an ultra-thin, lightweight design.

Samsung’s jumping the gun a little early on the announcement here. Both models will be available in the U.S. early next year, priced similarly to their predecessors. Asked why the company didn’t just wait for CES for the announcement, it noted models arrive at different times in different markets.

Based on past systems, it seems like a pretty safe bet that they’ll be hitting Korean shores earlier. Perhaps in time for the holidays.

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Samsung confirms glaring S10 fingerprint reader flaw, promises fix

Galaxy S10 users should turn on some alternative security features as Samsung works to address a major flaw with the device’s in-screen fingerprint sensor. The consumer electronics giant noted the issue today after a British user reported the ability to unlock her device with unregistered fingerprints.

The flaw was discovered after placing a $3.50 screen protector on the device, confirming earlier reports that adding one could introduce an air gap that interfered with the ultrasonic scanner. The company noted the issue in a statement, telling the press that it was, “aware of the case of S10’s malfunctioning fingerprint recognition and will soon issue a software patch.”

Third party companies including Korean bank KaKaoBank have suggested users turn off the reader until the issue is addressed. That certainly appears to be the most logical course of action until the next software update.

When it hit the market back in March, the company touted the technology as one of the industry’s most secure biometric features, noting that it was, “engineered to be more secure than a traditional 2D optical scanner, the industry-first Ultrasonic Fingerprint ID, with sensors embedded in the display, reads the 3D contours of your physical fingerprint to keep your phone and data safe. This advanced biometric security technology earned the Galaxy S10 the world’s first FIDO Alliance Biometric Component certification.”

Samsung has warned against the use of screen protectors previously, but the ability to fool the product with a cheap off the shelf mobile accessory clearly presents a major and unexpected security concern for Galaxy users. We’ve reached out to Samsung for further comment.

Update: Samsung provided TechCrunch the following comment,“We are investigating this issue and will be deploying a software patch soon. We encourage any customers with questions or who need support downloading the latest software to contact us directly at 1-800-SAMSUNG.”

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Samsung opens Android 10 One UI beta ahead of final launch

After pushing back a planned early-October launch, Samsung has introduced the Android 10 beta of its One UI. The 2.0 version of the Android skin follows a little under a year after the first version’s beta (released in November 2018). The concept goes counter to the earliest Android overlays, instead intending to create a simpler take on Google’s operating system.

Manufacturers’ long standing instance on putting their own stamp on Android is understandable — if sometimes misguided. Samsung’s initial stated intention for One UI is to let software and hardware, “work together in perfect harmony,” to paraphrase Stevie Wonder.

One UI is largely a success on these fronts. And Samsung is understandably cautious about the roll out, opting again for a public beta version, ahead its Android 10 release. “Select” Galaxy S10 owners in the U.S. can sign up for the program starting today, with a final release “in the coming months.” There are a lot of Galaxy phones out there, so the company clearly wants to get the experience right, gathering up user feedback in the process. 

Here’s what’s new, per Samsung,

• A new, smarter layout with animated icons and improved edge lighting
• An enhanced Dark Mode that reduces display brightness while viewing content and provides battery saving benefits
• Minimized pop-ups, embedded loading indicators and the ability to only view buttons the user needs
• A streamlined design where notifications take up less space, allowing users to stay up to date while focusing on the task at hand
• Focus Mode to pause apps temporarily for times when you need to minimize distractions

More info on Samsung’s blog.

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Samsung’s Galaxy Fold concierge service is live in the US for those who need it

Part of Samsung’s reboot of the Galaxy Fold was the announcement of a Premiere Service. Along with a reinforced version of the phone and a lot more warning labels, the company announced that it would also be a 24/7 care service…just in case something happened with the device.

I had some issues with my in just over a day, after not running into any trouble with the original version of the phone. Given how gingerly the company insists users act with the device, my issue doesn’t appear to be particularly widespread — good news for Samsung on that front. Even so, this sort of things feels pretty necessary for a $2,000 (and up) phone that is effectively in mass beta testing.

Two weeks after making the device available in the States, Premier Service has gone live. Sammobile noted the addition of Fold Concierge via a new software update, bringing with it support via phone or video chat. The list of potentially helpful features ranges from on-boarding with the device to a $149, same-day screen replacement service. That can be accommodated in person at a number of locations.

It’s a pretty unique offer from a big consumer electronics company — though the Fold is nothing if not unique, I suppose. I’ve got a fuller write up of my impressions of the handset here. The TLDR version is the I can’t recommend the purchase of what is very much a first generation device that’s double the price of a standard flagship. If you’re so inclined, however, Samsung’s got a hotline for you.

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Samsung’s Galaxy Watch Active 2 is a solid smartwatch for Android users

Samsung makes good, underrated smartwatches. It’s just been difficult to get much attention in a category so utterly dominated by a single player. Even still, the company has managed to hold onto the number two spot in global market share, according to recentish numbers. At 11.1 percent, it’s a little less than a third of what Apple’s been able to generate.

The line has been a fairly stark contrast to Apple’s offerings. Samsung’s smartwatch philosophy is in line with its mobile counterpart: offer variety and don’t be afraid to try new things. Compare that to the Apple Watch’s annual improvements. The company offers one, key product, opting to make a little bit better, piece by piece.

Announced at the Unpacked event that gave us the S10 back in February, the Galaxy Watch Active presented a streamlining of the line. And simplified —and, most notably, cheaper — take on the Tizen-powered wearable line. Honestly, that $200 price point was really the key, putting the device in line with Fitbit’s relatively recent foray into the category.

A mere six months later, it returned with the Galaxy Watch Active 2. The device brings a smattering of upgrades, including improved heart rate monitoring (with the ECG sensor currently still in beta) and the addition of both an LTE model and a larger 44mm version. Thankfully, it maintains a streamlined design that’s a welcome alternative to some of Samsung’s bigger, bulkier offerings. 

Oddly, the company has opted to move away from the rotating mechanical bezel with the Active line, which has long been Samsung’s key differentiator in the category — perhaps in the spirit of maintaining that kind of minimalism, The rotating mechanical bezel is, simply put, the best way I’ve come across for interfacing with smartwatches, including Apple’s crown.

The Active 2 attempts to adapt the feature into a digital version with haptic feedback. Essentially you swipe around the outer edge f the device and haptics simulate the clicking of the wheel. It works better than I’d initially anticipated, but the lack of the original feature is still pretty glaring. Here’s hoping the company rethinks the omission for future versions.

As with the latest Apple Watch, there’s an always on screen option, though it’s going to take its toll on battery life. With the feature off, however, I was able to get more than two days life on a single charge, which isn’t too shabby. That’s better than Apple, though both companies are still well behind what Fitbit’s able to get out of a device.

Honestly, in 2019, all smartphone makers should be pushing for ways to get more life on a charge — especially those offering some form of sleep tracking. Now that other features like ECG have begun to become ubiquitous, this ought to be the next big push for the industry at large.

My Style is a fun, but ultimately unnecessary trick, wherein the app lets you tailor the color of a watch face using a smartphone photo of what you’re wearing. The app selection is still pretty limited, compared to Apple’s offering, though some key features like Spotify are here. That now includes offline playlists. Other key apps like YouTube have been improved as well.

It’s hard to imagine the company catching up to an Apple on the third-party app side, but Samsung’s long had one key advantage over the Apple Watch: Android compatibility. And with Google’s Wear OS being fairly consistently underwhelming, Samsung’s got some real opportunity to capture even more marketshare.

It would be nice if the Active Watch 2 was a bit more aggressively priced. Apple’s decision to keep older units around means you can pick up, say the Series 3 for $200. There’s also the $200 Fitbit Versa 2. Some may find the $280 price point worth it for the (forthcoming) addition of things like ECG, but for most consumers, the $200 original Watch Active continues to be the better deal.

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Life with the Samsung Galaxy Fold

Avoid pressing hard on the screen.

Tap lightly to keep it safe.

Your Galaxy Fold isn’t water or dust resistant.

Don’t allow any liquids or foreign objects to enter it.

Don’t attach anything to the main screen, such as a screen protector.

So begins your journey. It’s the story of one of the most fascinating product releases in recent memory. It’s also the story of the most polarizing product I’ve ever reviewed…twice.

The Galaxy Fold is at once a hopeful glimpse into the future and a fascinating mess. It’s a product I can’t recommend anyone purchase, but it’s one I’m still glad Samsung had the guts to make.

What’s perhaps most frustrating are the glimpses you get using the device, those moments it transcends lovely and is legitimately useful. And when you leave the device at home, you actually start to miss the 7.3-inch display.

Two scenarios in particular have really highlighted the value of Samsung’s strong-headed approach to pushing boundaries.

First is the gym. Unfolding the device and propping it up on the control panel of a piece of exercise equipment is a beautiful thing. Full-screen Netflix, baseball games from MLB At Bat. Watch the minutes and the calories just fly away. The Fold also works great with the Galaxy Buds, which are legitimately one of the best hardware products Samsung has produced in ages.

Second is the subway. I’ve been prepping for interviews by reading Pocket stories on the train, with the Notes app open in a side window. This is great. Like a seriously awesome thing. And this is coming from someone who still has trouble embracing smartphones as serious productivity devices. There are just too many limitations to that small screen. When I want to get work done, the laptop comes out. I’m not suggesting the Fold completely changes the math here, but it does edge ever closer, blurring that line a bit in the process.

So there you go. That’s two distinct examples, covering both entertainment and productivity. The fact is the same as ever: big screens are good. The question is how we get there. It’s a true fact, of course, that plenty mocked Samsung with the first Note device. It seems hard to believe, but in 2011, 5.3 inches seemed impossibly large for a phone. By 2018, however, 5.5 inches was the most popular screen size for handsets. And that number appears to still be growing.

Clearly Samsung was right on that one, and the Note played an outsized role in pushing those boundaries.

After years of teasing flexible and foldable displays, the tech world was understandably excited when the Galaxy Fold finally arrived. Honestly, there were long stretches of time when it felt like the handset would never arrive. As such, it feels strange to suggest that the product was somehow rushed to market.

It’s important to remember, of course, that part of the mainstreaming of big phones has been the technologies supporting the large screen. Samsung, Apple, Huawei, et al. have done a good job consistently increasing screen to body ratios. The new Notes may have bigger screens than ever, but other breakthroughs in manufacturing means we’re not walking around with bricks.

Similarly, this decidedly first-generation device is big and thick. Anecdotally, reactions have been…mixed. The two separate rounds of review devices I’ve received from the company (round two, for reasons we’ll get into in a second involved two devices) have coincided with big TechCrunch-hosted events in San Francisco. First TC Sessions: Robotics in April and then Disrupt last week.

Take some of this with a grain of salt, because my co-workers can be pretty damn cynical about new technologies (and yes, I’ve been at this long enough to include myself in this). Reactions ranged from genuinely wowed to disappointed bafflement. There was also one co-worker who repeatedly threatened to eat the device because she said it looked like an ice cream sandwich, but that’s a story for another blog post.

There are plenty of things to be critical from a design standpoint. The “first-gen” feel runs very deep with the device. When closed it’s quite thick — like two phones stacked atop one another. The crease is visible, as has often been reported. And the front display isn’t particularly useful. I get why it’s there, of course. There are plenty of moments when you just want to check a quick notification, bit it’s incredibly narrow and sandwiched between two massive bezels.   

None of those really matter much compared to the device’s fragility. The Fold will forever be the device whose release date was pushed back after multiple reviewers sent back broken devices. Mine worked fine. The company went back to the drawing board for several months and came back with a more robust device that patched up some holes and reinforced the folding mechanism. Mine broke.

After about 27 hours with the device, I opened it up in line at CVS and noticed something weird about the screen. Sitting between the butterfly wings was a mass of pixels I referred to as an “amorphous blob.” I’d been fairly gentle with the thing, but, as I put it in a followup, “a phone is not a Fabergé egg.” In other words, it’s understandable that the product isn’t designed to, say, survive a drop onto hard concrete or a dunk in the toilet.

While it’s true that many other modern phones have evolved over generations to withstand such accidental bumbles, it’s also understandable that the Fold is a little more fragile. We can’t say Samsung didn’t warn us, and I do appreciate that Samsung was able to go back to the drawing board before wide release, but there’s a pretty strong argument to be made that a smartphone that needs to literally ship with warnings like the ones stated up top isn’t fully ready for prime time.

CNET recently got its hands on a folding machine and found that the handset could withstand 120,000 fold. That’s a little more than half of the promised 200,000. Another third-party test found similar results. Not ideal, but not terrible. It’s about three years’ worth of folds. If you’re dropping $2,000+ on a phone, you may well want it to last closer to the promised five years — though if you have that sort of disposable income, who knows?

I would honestly be more concerned with the kind of day to day issues that could potentially result in damage like what I saw. It’s possible that mine had a defect. I’ve been using a replacement that Samsung dropped off after collecting mine to send back to Korea for testing. Granted, I’ve been using it even more gingerly than its predecessor, but so far, so good.

This morning I saw a report of a user experiencing what appears to be the same defect in the same spot. A commenter astutely pointed out the placement of a screw discovered during a recent teardown that could be the source of these issues. As ever, it will be interesting to see how this all…unfolds.

I’m not going to get too far into the other specs here. I wrote thousands of words in my original review. Nothing about the underlying technology has changed between versions one and two. All of the big updates have been to the folding mechanism and keeping the device more robust.

It’s fitting, I think that my model had 5G built-in. Both technologies feel like a glimpse into the future, but there’s little to recommend plunking down the requisite money to purchase either in 2019. The clear difference is that slow saturation of next-generation cellular technology is a bit more understood at this point. Telling someone that their fingernails can damage their $2,000 phone is a different conversation entirely.

I do think that Samsung’s committed to the Galaxy Fold long-term. And I do believe that there will eventually be a place for the products in the market.

The biggest short-term concern is all the negative press following the first wave of devices. The FlexPai felt more like a prototype than consumer device. The Fold feels like something of an extended public beta. And the Huawei Mate X, which, although incredibly promising, is still MIA, as the company does another pass on the product. Global availability is another question entirely — though, that’s due to…other issues…

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Knowing Samsung, the company will return from all of this with a much stronger offering in generation 2. There are a LOT of learnings to be gleaned from the product. And while it offers a glimpse into the promise of foldable, you’re better off waiting until that vision is more fully realized.

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Samsung pulls the plug on Chinese smartphone production

Samsung this morning confirmed with Reuters that it has shuttered handset production in China. The move comes as the company continues to struggle in the world’s No. 1 smartphone market.

As we noted in a deeper dive into China’s smartphone sales back in August, the Korean hardware giant has struggled to maintain a market share in the low single digits. It’s not alone, of course; Apple, too, has faced an uphill effort to crack the market, which is dominated by homegrown names, including Huawei, Vivo, Oppo and Xiaomi.

Sales have been driven by a combination of pricing and, in the case of embattled Huawei, patriotic purchasing decisions.

Samsung has slowly phased out production in the country over the past year, suspending operations in some plants, before ultimately pulling the plug altogether. The news follows a similar move by Sony. Apple, meanwhile, is maintaining its production in the country for now.

More recently, Samsung has looked to others countries, including India and Vietnam, which have undercut China’s production costs. The company will, however, continue selling phones in China, even as it eyes other cheaper locations for manufacturing.

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