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

Respected Apple analyst Ming-Chi Kuo (https://www.macrumors.com/roundup/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.





<img src="(http://cdn.macrumors.com/article-new/2019/02/samsunggalaxys10-800x740.jpg)" alt="" width="800" height="740" class="aligncenter size-large wp-image-681267" />

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 (https://www.macrumors.com/roundup/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+ (https://www.macrumors.com/2019/02/20/samsung-2019-galaxy-s10-smartphone-lineup/) are available for pre-order and are set to launch later this week.

<div class="linkback">Tags: Samsung (https://www.macrumors.com/roundup/samsung/), Ming-Chi Kuo (https://www.macrumors.com/roundup/ming-chi-kuo/)</div>
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Source: Kuo Increases Galaxy S10 Shipment Estimates Due to 'Spec Differentiation From iPhone Models' (https://www.macrumors.com/2019/03/06/kuo-galaxy-s10-shipment-estimates-increased/)