Research In Motion Ltd (BBRY) Z10 May Be Delayed: Macquarie

Research In Motion Ltd (BBRY) Z10 May Be Delayed: Macquarie

Research In Motion Ltd (NASDAQ:BBRY) (TSE:BB)’s Z10 could be impacted greatly by the new Samsung Galaxy S4 according to analysts from Macquarie (MQG). Last night, analysts from Macquarie attended the highly-anticipated launch of the Samsung Galaxy S4 in New York. They were impressed by the software on the device and feel that Samsung Electronics Co., Ltd. (LON:BC94) (KRX:005930) ‘has finally surpassed Apple on features, at least temporarily’ (in their words). The GS4 includes the Samsung Knox enterprise security features and allows the user to toggle between personal and work apps, similar to the Research In Motion Ltd (NASDAQ:BBRY) (TSE:BB) Z10’s key feature which addresses the enterprise BYOD market. Here is the kicker regarding the Z10, direct quote emphasis is ours:

At the GS4 event we spoke to several mobile procurement people from large financial and consumer products companies who claimed to be trialing the Z10. They appeared to be impressed by the GS4 and all commented that they may delay a decision on the Z10 until they can properly evaluate the new Samsung device.

Research In Motion Ltd (NASDAQ:BBRY) (TSE:BB) Z10 vs. Samsung Galaxy S4

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  • The GS4 in  Macquarie’s view ‘clearly beats the Z10 on all technical aspects’ as they ‘show’ in the chart.

Putting the Z10 Against the GS4 BBRY

In a separate report they state:

GS4 to outsell GS3 by 30% on bigger addressable market and benign competition. GS4 is likely to excel even the upcoming iPhone 5S in a few key hardware specs; 4.99” Full HD (440ppi) screen vs 4” in-cell Retina (330ppi). 13 mega-pixel vs 8 mega-pixel. GS4 targets the replacement demand of its own GS2/GN1, iPhone 4/4S and HTC Sensation model sold in 2011.

Its key competing models should be iPhone 5/5S, Sony’s Experia Z, LG’s Optimus G, HTC One and Research In Motion Ltd (NASDAQ:BBRY) (TSE:BB) Z10. As such, they expect average quarterly shipment of GS4 to amount to 20mn units, up from 15mn units (GS3) and 6mn units (GS2).

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