Surely you are used to reading rumors about new Apple products when they refer to information from Ming-Chi Kuo of KGI Securities. Today we will talk about something else. From time to time, this analyst publishes his views for investors. A recent such message is about Samsung and their future flagship smartphone, but there are also references to Apple and their future iPhone.
In his note, Ming-Chi Kuo makes recommendations on what should be focused on investors. In his opinion, the future novelty from Samsung, Galaxy S8, is not worth much attention. Analyst predicts a decrease in supply in comparison with the current flagship, Galaxy S7, and for this there are several reasons.
Galaxy S7 in the fiscal year 2016 was put in the number of 52 million copies. From Galaxy S8 expect other figures. The analyst predicts the volume of deliveries in 40-45 million in 2017 financial year.
Part of the possible reason for the decline in supply is due to the success of the Galaxy S7. Last year, Samsung introduced only one update of the flagship line of smartphones. Galaxy Note 7 was withdrawn, which affected the volume of Galaxy S7 shipments.
In addition, Ming-Chi Kuo believes that the Galaxy S8 will not have many attractive features for the buyer. Much more attractive, according to the analyst, will be a new iPhone, and competition from Apple will also affect the success of Samsung's flagship smartphone.
In other words, the Galaxy S8 will not be able to exert much influence on consumers and component suppliers, which can not be said for the future smartphone of Apple.