Highlights: Ming-Chi Kuo has increased his Samsung Galaxy S10 shipment estimate by 30%. The analyst increased the shipment estimate from 30-35 million to 40-45 million units. He attributed the increase to the ‘spec differentiation’ from current iPhones. Ming-Chi Kuo has said that he is increasing his Galaxy S10 shipment estimate by 30 percent citing ‘spec differentiation’ from current iPhones, including an ultrasonic fingerprint sensor. The analyst said that as compared to his previous shipping estimates of the Galaxy S10 series from between 30 and 35 million, the South Korean company is expected to ship between 40 and 45 million units of the newly-launched flagship. Kuo outlined a few reasons for his change in estimates. The first is due to the market’s view on high-end smartphone sales. The second is the trade-in programmes and a strong demand in China, and the third is the spec differentiation from iPhones. In terms of feature differentiation, Kuo says that the Galaxy S10 packs several features that currently aren’t available on the iPhone. This includes an in-display ultrasonic fingerprint reader, a rear triple-camera setup, and bilateral wireless charging, popularly known as reverse wireless charging. Kuo thinks that the Galaxy S10 is benefiting from the iPhone’s lack of some features for the time being, a media report said. Last year, Apple removed the fingerprint sensor from the iPhone X and this year, all the iPhones ship sans Touch ID (in favor of Face ID). The Galaxy S10, however, features both face recognition and an in-display fingerprint reader. “Kuo seems to think that the addition of an in-display fingerprint reader is helping Galaxy S10 sales compared to the iPhone,” the report said. Kuo also explains that O-film, a camera part supplier, will benefit if Apple upgrades the 2019 iPhones with three cameras. This further adds to speculation that the Cupertino-based company is planning a three-camera setup on this year’s iPhones. Kuo also says that the Galaxy S10 is performing “much better-than-expected” in China and that the company is growing despite increased competition from domestic players like Huawei. Related Read: Samsung Galaxy Fold India launch
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