Kuo Increases Galaxy S10 Shipment Estimates Due to 'Spec Differentiation From iPhone Models'
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.
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.
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.
Popular Stories
Apple today updated the 14-inch MacBook Pro base model with its new M5 chip, which is also available in updated iPad Pro and Vision Pro models.
In addition, the base 14-inch MacBook Pro can now be configured with up to 4TB of storage on Apple's online store, whereas the previous model maxed out at 2TB. However, the maximum amount of unified RAM available for this model remains 32GB.
Like...
Apple today announced the next-generation iPad Pro, featuring the custom-designed M5, C1X, and N1 chips.
The M5 chip has up to a 10-core CPU, with four performance cores and six efficiency cores. It features a next-generation GPU with Neural Accelerator in each core, allowing the new iPad Pro to deliver up to 3.5x the AI performance than the previous model, and a third-generation ray-tracing ...
Apple plans to announce new products "this week," according to Bloomberg's Mark Gurman.
Apple's "Mac Your Calendars" teaser last October
In his Power On newsletter today, Gurman said the products set to be updated this week include the iPad Pro, Vision Pro, and "likely" the base 14-inch MacBook Pro, with all three likely to receive a spec bump with Apple's next-generation M5 chip.
Gurman...
We didn't get a second fall event this year, but Apple did unveil updated products with a series of press releases that went out today. The M5 chip made an appearance in new MacBook Pro, Vision Pro, and iPad Pro models.
Subscribe to the MacRumors YouTube channel for more videos.
We've rounded up our coverage and highlighted the main feature changes for each device below.
MacBook Pro
M5...
Apple marketing chief Greg Joswiak today teased the launch of an upcoming product, saying "something powerful is coming" on social media.
Subscribe to the MacRumors YouTube channel for more videos.
A short animation accompanying Joswiak's teaser reveals a brief glimpse of a MacBook Pro along with the words "coming soon." The shape of the MacBook Pro is a V, which is the Roman numeral...
Apple's AirPods Max have now been available for almost five years, so what do we know about the second-generation version?
According to Apple supply chain analyst Ming-Chi Kuo, the new AirPods Max will be lighter than the current ones, but exactly how much is as yet known. The current AirPods Max weigh 0.85 pounds (386.2 grams), excluding the charging case, making it one of the heavier...
Apple today updated the Vision Pro headset with its next-generation M5 chip for faster performance, and a more comfortable Dual Knit Band.
The M5 chip has a 10-core CPU, a 10-core GPU with Neural Accelerators, and a 16-core Neural Engine, and we have confirmed the Vision Pro still has 16GB of RAM.
With the M5 chip, the Vision Pro offers faster performance and longer battery life compared...
Apple is going to launch a new version of the MacBook Pro as soon as tomorrow, so we thought we'd go over what to expect from Apple's upcoming Mac.
M5 Chip
The MacBook Pro will be one of the first new devices to use the next-generation M5 chip, which will replace the M4 chip.
The M5 is built on TSMC's more advanced 3-nanometer process, and it will bring speed and efficiency improvements. ...
The new 14-inch MacBook Pro with an M5 chip does not include a charger in the box in European countries, including the U.K., Ireland, Germany, Italy, France, Spain, the Netherlands, Norway, and others, according to Apple's online store.
In the U.S. and all other countries outside of Europe, the new MacBook Pro comes with Apple's 70W USB-C Power Adapter, but European customers miss out....
Apple on Wednesday updated the 14-inch MacBook Pro, iPad Pro, and Vision Pro with its next-generation M5 chip, but previous rumors have indicated that the company still plans to announce at least a few additional products before the end of the year.
The following Apple products have at one point been rumored to be updated in 2025, although it is unclear if the timeframe for any of them has...
