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.

Top Rated Comments

(View all)
Avatar
14 months ago
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.
Score: 93 Votes (Like | Disagree)
Avatar
14 months ago

snip...but Samsung pre-order shipments on the increase and iPhone sales on the decrease does not sound good.

Sounds perfect.
Smack in the face may work out in the long run.
Score: 77 Votes (Like | Disagree)
Avatar
14 months ago
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.
Score: 41 Votes (Like | Disagree)
Avatar
14 months ago

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.


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.
Score: 40 Votes (Like | Disagree)
Avatar
14 months ago
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.
Score: 31 Votes (Like | Disagree)
Avatar
14 months ago
Samsung have done great with the S10, I've been using mine for the past 6 hours and it has exceeded expectaions.
Score: 30 Votes (Like | Disagree)

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