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Kuo Increases Galaxy S10 Shipment Estimates Due to 'Spec Differentiation From iPhone Models'

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Respected Apple analyst Ming-Chi Kuo, who works for TF International Securities, today increased his forecast of Galaxy S10 shipments by 30 percent due to better than expected pre-order demand.

Kuo attributes the better-than-expected shipment momentum to several factors including spec differentiation from iPhone models.

samsunggalaxys10-800x740.jpg
Pre-order demand for the S10 series is better than expected. Worldwide pre-order demand for the S10 series grows by 30-40% YoY compared to that for the S9 series based on our survey. Therefore, we will increase shipment estimates of the S10 series in 2019 by 30% from 30-35mn to 40-45mn units. S10+ and S10 account for 85% or more of total shipments.

We believe that the better-than-expected shipment momentum of S10 series is due to (1) the market's bearish view on high-end smartphone growth, (2) spec differentiation from iPhone models, including an ultrasonic fingerprint on display (FOD), rear triple-camera, and bilateral wireless charging, (3) much better-than-expected demand in China market, and (4) trade-in programs.
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As Kuo points out, there are notable differences between Samsung's newest phone and Apple's current crop of iPhones. Samsung devices have a triple-lens camera setup with an ultra-wide lens, and an ultrasonic under-display fingerprint sensor.

Apple is rumored to be planning to introduce a similar camera setup in the 2019 iPhones, but because it uses Face ID facial recognition instead of a fingerprint sensor, Samsung's under-display fingerprint recognition technology will continue to set it apart from Apple.

Kuo believes the under-display fingerprint sensor and the triple camera are the "spotlights" of the S10 series.

Samsung's Galaxy S10 and S10+ are available for pre-order and are set to launch later this week.

Article Link: Kuo Increases Galaxy S10 Shipment Estimates Due to 'Spec Differentiation From iPhone Models'
 
Article Link
https://www.macrumors.com/2019/03/06/kuo-galaxy-s10-shipment-estimates-increased/
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riverfreak said:
Going back to my iPhone 7+ feels like visiting a museum. Just picking up your device and, you know, looking at it, is the most natural and unobtrusive biometric ever created. I’d never go back.
Click to expand...

Working in an industry where I often have gloves on, or cooking or whatever that makes your hands messy, it's been SO nice to not have to rely on fingerprint. I love Face ID.
 
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nazaar said:
The finger print sensor wins the day in my book... enough for me to actually be considering switching from my current 6s Plus.
I'm not a fan of Face ID on any device and Apples take on the technology is cumbersome.
Click to expand...

Totally agree. I also still have my 6s (last iPhone series with an audio jack). It really irritates me Apple eliminated the audio jack and the fingerprint sensor. They came up with a bunch of lame excuses like water resistance, etc., but Samsung is having no problem advancing their phone while keeping a fingerprint sensor and audio jack.
 
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jeffg1 said:
It's hard to pick who believe who's right; phone arena shows first day sales for the s10 lower then the s9, and zdnet says its higher than the s9 by 20%.

https://www.phonearena.com/news/Samsung-Galaxy-S10-sales-numbers-compared-galaxy-s19_id114271
https://www.zdnet.com/article/korean-galaxy-s10-pre-orders-20-percent-higher-than-s9/
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I was going to say I read otherwise. 20% over the S9 still isn't super impressive either though.

If people arent going for a $1000 iphone in China they wont be going for a $1000 Galaxy either; or the same areas Apple is struggling in due to price.

It's cool new shiny, until something new and shiny comes out in a few weeks, but it still has a high price. Shiny and packed tech specs havent sold their phones in massive numbers before either at lower entry prices prior year; even after huge price cuts and BOGO.

Im not sure why that would suddenly change drastically now with a higher entry price (I think $150 more each regular and +).
 
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It's probably tough to get a real read on these preorder numbers. At one time I had 3 pre-orders active, as new and better deals were revealed over the week. All of these orders were for 2 phones each. So, for a time, I had preorders in for 6 phones. I have to think I'm not the only one.

I've cancelled all but the one from Best Buy. Taking advantage of the Verizon "BOGO" offer (actually a $750 discount that I applied to the S10), the Samsung $550 trade in on my son's S9 ($50 more than I paid for it), Best Buy's $50 per phone discount, free Galaxy buds. I think there is another promo that I'm missing. All told, I think it was around $400ish for the 2 phones after promos and trading in my son's S9.

I posted all of that to say, there are so many deals on this phone right now, that the numbers are hard to interpret, and it wouldn't surprise me if many of the pre-order folks had multiple orders in.

I am leaving the Apple ecosystem for the first time in 23 years. I work in an OR where I always have a mask on, so FaceID doesn't work for me there. In my ideal world, there would be both Apple's FaceID and Samsung's in-screen Touch ID, but I have to have Touch ID and I'm tired of using this POS iPhone 7. The battery life is horrendous, even though it's a brand new phone.
 
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Haust said:
The way I figure it is this. With Apple, they and my carrier have access to my data. With Samsung, Google, Facebook, which cannot be deleted, Samsung and my carrrier have access to my data. That’s one of the main reasons I chose Apple. Am I naive to think this way?
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Might be a good reason to stick with Apple, I continue to keep my 6S because I like IOS and the eco system.

I don't think Apple's ego will ever let them reincorporate the fingerprint sensor (huge mistake on their part) and the audio jack … I fear, sadly gone forever.
 
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DevNull0 said:
Thankfully, most of us don't want to live in an echo chamber like you. If you cannot comprehend why news about iPhone's competition is relevant and interesting to iPhone fans, there's just nothing to do but let you enjoy your own ignorance.
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It has nothing to do with "echo chambers" or "ignorance" at all for me. It has everything to do with privacy and the fact that I will never trust my data to either Samsung or Google regardless of what so called amazing features their phones have. To each their own I say.
 
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1144557 said:
I was going to say I read otherwise. 20% over the S9 still isn't super impressive either though.

If people arent going for a $1000 iphone in China they wont be going for a $1000 Galaxy either; or the same areas Apple is struggling in due to price.

It's cool new shiny, until something new and shiny comes out in a few weeks, but it still has a high price. Shiny and packed tech specs havent sold their phones in massive numbers before either at lower entry prices prior year; even after huge price cuts and BOGO.

Im not sure why that would suddenly change drastically now with a higher entry price (I think $150 more each regular and +).
Click to expand...
People in China generally don't go for Samsung regardless of price point. The Chinese dislike the Koreans. Despite what you may read in the press, the Chinese are rather openly racist towards South Koreans along with general anti-South Korean sentiment going back several decades. In the past, Samsung has resorted to shipping products without their logo just to get consumers who may like their products buy them, but not feel embarrassed to have the Samsung logo on there and be ridiculed by peers.
 
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nazaar said:
The finger print sensor wins the day in my book... enough for me to actually be considering switching from my current 6s Plus.
I'm not a fan of Face ID on any device and Apples take on the technology is cumbersome.
Click to expand...
The fingerprint authentication is often more convenient, e.g. when using Apple Pay. Also, the Face ID sensors are what caused the "notch". I'd much prefer a small "hole punch" front camera like Samsung is now using (and brilliantly integrated in the UI) ...
 
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Makes sense, people will pay a premium for obvious features like triple camera and under display fingerprint readers.

Huawei used that strategy last year and it worked. Samsung followed with the S10. Apple will do this same this year with the camera.

Face ID is fun, but in the end, it's just another form of biometrics.
 
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MacRumors said:



Respected Apple analyst Ming-Chi Kuo, who works for TF International Securities, today increased his forecast of Galaxy S10 shipments by 30 percent due to better than expected pre-order demand.

Kuo attributes the better-than-expected shipment momentum to several factors including spec differentiation from iPhone models.

samsunggalaxys10-800x740.jpg
As Kuo points out, there are notable differences between Samsung's newest phone and Apple's current crop of iPhones. Samsung devices have a triple-lens camera setup with an ultra-wide lens, and an ultrasonic under-display fingerprint sensor.

Apple is rumored to be planning to introduce a similar camera setup in the 2019 iPhones, but because it uses Face ID facial recognition instead of a fingerprint sensor, Samsung's under-display fingerprint recognition technology will continue to set it apart from Apple.

Kuo believes the under-display fingerprint sensor and the triple camera are the "spotlights" of the S10 series.

Samsung's Galaxy S10 and S10+ are available for pre-order and are set to launch later this week.

Article Link: Kuo Increases Galaxy S10 Shipment Estimates Due to 'Spec Differentiation From iPhone Models'
Click to expand...
Why are there still bezels ok this phone? The whole point of the punch dot was to eliminate the bezels.
 
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Hopefully sales go well for Sammy, interesting that, like Apple, its the Chinese market that determines whether it'll be an increase or loss in sales.

Especially since Samsung raised prices, again...on the s10 and s10+ compared to the s9's, we'll have to wait and see what actual sales look like - as a company they know how to work the rumor infrastructure, I remember when Sammy warned OLED sales would be down significantly hinting iPhone X sales were way below forecasts, but then it turned out s9 sales were the ones way below forecast.
 
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