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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

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19 weeks 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.
Rating: 93 Votes
19 weeks 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.
Rating: 77 Votes
19 weeks 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.
Rating: 41 Votes
19 weeks 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.
Rating: 40 Votes
19 weeks 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.
Rating: 31 Votes
19 weeks ago
Samsung have done great with the S10, I've been using mine for the past 6 hours and it has exceeded expectaions.
Rating: 30 Votes
19 weeks 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.


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.
Rating: 26 Votes
19 weeks ago
And it has no notch!



Rating: 22 Votes
19 weeks ago
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?
Rating: 19 Votes
19 weeks ago
This is how you embrace the cutout:D With kickass wallpapers




Rating: 18 Votes

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