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A shift in Samsung smartphone sales after Apple patent verdict

By
Philip Elmer-DeWitt
Philip Elmer-DeWitt
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By
Philip Elmer-DeWitt
Philip Elmer-DeWitt
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August 29, 2012, 5:09 AM ET
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Apple iPhone, Samsung Galaxy S II and Galaxy S III.

FORTUNE — Two reports this week suggest that Apple’s (AAPL) Aug. 24 patent suit victory is already being felt in the market.

  • From MarketWatch‘s Quentin Fottrell: “[Reseller] Gazelle.com reports a 50% increase in Samsung smartphones over the past three days, which has led to a 10% drop in prices for those devices. ‘Consumers seem to be jumping ship,’ says Anthony Scarsella, chief gadget officer at Gazelle.com. ‘We expect this trend to continue, especially with this latest verdict.’”
  • From Global Equities’ Trip Chowdhry, who surveyed 3 Costco Stores, 5 AT&T Stores, 5 Sprint Stores and 3 Verizon Stores: “Following Apple and Samsung August 24th verdict, customers rushed to buy Samsung Galaxy S III this weekend, with some stores reporting stock outs.”

The jury, you may recall, found the Galaxy S II had infringed several Apple patents. The Galaxy S III, which was released after Apple had already filed its suit, was not covered by the verdict.

It’s also possible that customers just like the S III’s larger screen.

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By Philip Elmer-DeWitt
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