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Analyst predicts weak demand for Samsung Galaxy S8, suggests focusing on Apple OLED 'iPhone 8'

Noted Apple analyst Ming-Chi Kuo has chimed in on the imminent Galaxy S8 release, and is predicting a significant drop in sales when compared to the Galaxy S7 to date because of a lack of selling points, and an attractive possible "iPhone 8" release.

A KGI securities note seen by AppleInsider predicts the Galaxy S8 to have 5.8- and 6.2-inch OLED screens, with the smaller size featuring 2960x1440 WQHD+ resolution. The Qualcomm 8998 SoC is expected for the US and Japan markets, with the remainder of the world getting the phone equipped with the Exynos 9985.

Korean and Chinese units will boast 6GB of RAM, versus 4GB elsewhere. All models are expected to have a full-screen display with no physical home button, and 3D-curved cover glass.

The rear cameras are expected to remain at 12MP, and not have a dual-lens setup. The front-facing camera is suspected to be a 8MP unit, an improvement over the 5MP in the Galaxy S7.

Ming-Chi expects shipments between 40 and 45 million units in fiscal year 2017, notably less than the 52 million Galaxy S7 shipped in a comparable timeframe, given the later launch of the Galaxy S8 versus the S7 and the S7 being used as a the sole flagship for the line after the Galaxy Note 7 debacle.

"We are conservative on demand for Galaxy S8, and believe its contribution to the supply chain will be limited," writes Ming-Chi. "Instead we recommend focusing on the sales outlook and supply chain momentum of Apple's (US) OLED iPhone model."

Samsung has announced a March 29 press event, to be held at the Lincoln Center in New York City. The invitation includes a silhouette matching recent leaks.

Saturday's predictions for the Samsung Galaxy S8 release echo rumors about the upcoming "iPhone 8," which is expected to use a 5.8-inch edge-to-edge OLED panel — likely made by Samsung — with a 5.1-inch practical area, the rest being dedicated to virtual buttons. Recent reports suggest that Apple may be abandoning the idea of a curved screen, owing to yield problems and poor drop-test results.



60 Comments

rotateleftbyte 12 Years · 1630 comments

Samsung has been advertising the S7-Edge on UK TV recently.
The advert is all about how well they test their devices. Yes folks, how well they test their devices including 'bendgate'.
I find this nothing more than an attempt to say 'we have changed'.
No featires apart from the Temp Range and Waterproofing were shown.

A casae of too little too late methinks.

ericthehalfbee 13 Years · 4489 comments

S8 won't have much new. Iris scanner? Saw it in the Note 7. Bixby? Who'd use a Samsung proprietary voice assistant when they have Google already built in to Android? Curved edge screen? Already proven useless by the S7 Edge. Fingerprint sensor on the back? Great location next to the camera lens (smudges) and not particularly good for mobile payments.

Samsung, like all Android vendors, is limited in terms of what they can announce. We already know what's in Android Nougat, so no surprises there. That leaves them with useless hardware gimmicks to try and separate themselves from all the other Abdroid vendors running the same commodity OS.

I don't see the S8 doing well.

bitmod 11 Years · 267 comments

S8 won't have much new. Iris scanner? Saw it in the Note 7. Bixby? Who'd use a Samsung proprietary voice assistant when they have Google already built in to Android? Curved edge screen? Already proven useless by the S7 Edge. Fingerprint sensor on the back? Great location next to the camera lens (smudges) and not particularly good for mobile payments.

Samsung, like all Android vendors, is limited in terms of what they can announce. We already know what's in Android Nougat, so no surprises there. That leaves them with useless hardware gimmicks to try and separate themselves from all the other Abdroid vendors running the same commodity OS.

I don't see the S8 doing well.

The same or more technology as Apple for half the price - will always see competitors doing well. Software advantages are slowly becoming irrelevant.
At this point it's all useless hardware gimmicks, for everyone.

What consumers want is: solid build, waterproof, longer battery, better camera, longer battery, and a longer battery.
What we see is: thinner, battery gimmicks, other gimmicks, more battery gimmicks.

If they released the iPhone Phatt - 2mm thicker and 5x the battery life. Guess what would sell the most of any phone ever!

lkrupp 19 Years · 10521 comments

If analysts are wrong about Apple then it stands to reason they are wrong about Samsung too. I mean, with articles like “Why Samsung’s exploding phones make me want even more to purchase the Galaxy 8” (the logic being new Samsung phones will be super safe because Samsung tested the crap out of then), well, what can I say. C|net and Brian Tong will be hard selling it bigtime.

doozydozen 11 Years · 539 comments

IDK Ming-Chi, I've heard demand will be explosive...