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

Discussion in 'MacRumors.com News Discussion' started by MacRumors, Mar 6, 2019.

  1. MacRumors macrumors bot


    Apr 12, 2001

    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.

    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'
  2. riverfreak macrumors 65816


    Jan 10, 2005
    Thonglor, Bangkok
    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.
  3. torana355 macrumors 68040

    Dec 8, 2009
    Sydney, Australia
    Samsung have done great with the S10, I've been using mine for the past 6 hours and it has exceeded expectaions.
  4. calzon65 macrumors 6502a


    Jul 16, 2008
    No way I am giving up my iPhone any time soon, but Samsung pre-order shipments on the increase and iPhone sales on the decrease … does not sound good.
  5. jeffg1 macrumors newbie

    Mar 27, 2009
  6. sinsin07 macrumors 68040

    Mar 28, 2009
    Sounds perfect.
    Smack in the face may work out in the long run.
  7. calzon65 macrumors 6502a


    Jul 16, 2008
    I wish Apple had not abandoned the fingerprint sensor. I am not against facial recognition, but I still want a fingerprint unlock.

    EDIT: Oh yea, and Samsung still offers a traditional audio jack. Apple screwed up eliminating these two things.
  8. nazaar macrumors 6502a


    Oct 28, 2008
    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.
  9. tallii4 macrumors newbie

    Apr 5, 2017
    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.
  10. Haust macrumors member

    Sep 3, 2011
    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?
  11. jjohnstonjr macrumors regular


    Apr 18, 2017
    Cleveland Ohio
    I for one am really digging the technological advancements on the S10+. Especially the 1TB of memory. I can’t begin to mention how often I wish Apple would pay attention(not that they aren’t) to Samsung and do something like them. Especially with their batteries.
  12. Breaking Good macrumors 65816

    Sep 28, 2012
    For everyone who is worried about this news, Apple will still release a new iPhone this September and you will still want it.
  13. calzon65 macrumors 6502a


    Jul 16, 2008
    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.
  14. jk1211, Mar 6, 2019
    Last edited: Mar 6, 2019

    jk1211 macrumors 6502

    Sep 13, 2018
    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 +).
  15. Bigskydoc macrumors newbie

    Nov 2, 2017
    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.
  16. calzon65 macrumors 6502a


    Jul 16, 2008
    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.
  17. Lancetx macrumors 68000


    Aug 11, 2003
    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.
  18. Zenithal macrumors G3

    Sep 10, 2009
    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.
  19. Andres Cantu macrumors 68030

    Andres Cantu

    May 31, 2015
    Rio Grande Valley in South Texas
    Samsung's been playing "spec differentiation" for years but I don't see why that would increase sales for these particular models.
  20. Rigby macrumors 601

    Aug 5, 2008
    San Jose, CA
    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) ...
  21. JPack macrumors 601


    Mar 27, 2017
    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.
  22. acblue94 macrumors regular


    Jul 26, 2011
    New York, NY.
    Why are there still bezels ok this phone? The whole point of the punch dot was to eliminate the bezels.
  23. now i see it macrumors 68040

    Jan 2, 2002
    If the S10 turns out to be a hit (and still costs over $1K) then the argument that iPhone sales are down because of high prices goes out the door - and the next logical conclusion is....
  24. Sasparilla, Mar 6, 2019
    Last edited: Mar 7, 2019

    Sasparilla macrumors 65816

    Jul 6, 2012
    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.
  25. I7guy macrumors Core


    Nov 30, 2013
    Gotta be in it to win it
    We'll see if this momentum carries over into the coming year...or if it's just a pre-order, gotta have it, phase.

Share This Page

699 March 6, 2019