Apple news analyst Ming-Chi Kuo of KGI came up with a new investor note, but it focuses entirely on Samsung and its latest upcoming release Galaxy S8 refresh. Last report KGI report suggested that iPhone 8 will have OLED display and Wireless charging. However, there are a couple of news about Apple in the report. Ming-Chi Kuo believes that Samsung will see weaker demand for its Galaxy S8 this than it did for the Galaxy S7 last year. One reason for this is that last year, Samsung essentially released a single flagship device because of the Note 7 which boomed the market with its blast and killed the Samsung brand image. Now people don’t even feel secured to purchase Samsung phones after the Note 7 blasts. So Samsung will face increased competition this year from its top competitor Apple.
Kuo explains in an investor note: The Galaxy S8 lacks “sufficiently attractive selling points” and thus the OLED iPhone could be a “bigger draw for consumers” this year than the iPhone 7 and iPhone 7 Plus were last year as it’s better than Samsung anyway.
We foresee Galaxy S8 shipments of 40-45mn units in 2017F, implying slower momentum compared to Galaxy S7 in 2016 (around 52mn units shipped), attributable to:
- A one-month difference in comparable sales period;
- Galaxy S7 was Samsung’s main promotional flagship model in 4Q16 after termination of Galaxy Note 7 due to the battery blast issue, hence the higher sales base;
- As Galaxy S8 lacks sufficiently attractive selling points (except full-screen design), the OLED iPhone could well be a bigger draw for consumers.
Because of the increased competition from Apple and the flagship iPhone 8 this year, Kuo says he recommends focusing on the sales and supply chain momentum of Apple’s OLED iPhone model. Overall, Kuo believes that Samsung’s Galaxy S8 will have minimal impact on the supply chain.
We are conservative on demand for Galaxy S8, and believe its contribution to the supply chain will be limited. Instead, we recommend focusing on the sales outlook and supply chain momentum of Apple’s (US) OLED iPhone model.
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Kuo has offered up a variety of details related to the iPhone 8, including its OLED display, wireless charging, new glass design, and function area. Yesterday, We outlined everything we currently know about the iPhone 8 here.
Check out the iPhone 8 Tribute on iAppleStuffsPRO youtube channel, a video created by EverythingApplePRO blow: