The Samsung Galaxy S IV is guaranteed to be one of the hottest 
sellers and after crushing the numbers,  analysts have predicted that 
the next Samsung flagship might cause headaches to Apple.
     Peter Misek from Jefferies & Company wrote a note to clients of 
the analytics firm saying that Samsung plans to build 100 million Galaxy
 S IV phones. That would require monstrous amounts of resources, which 
would eat into manufacturing capacity for the upcoming iPhone update.
“The enormous 100 million S4 build plan (we estimate the S3 sold 60M) is leading some suppliers to say that they will reallocate resources away from Apple.”
     The last official numbers are from mid-January and state that 40 million Galaxy S III’s were shipped.
     On the topic of the next iPhone, Misek had previously written that 
Apple is already facing manufacturing issues as suppliers struggle to 
provide enough units of the bigger screen for the new Apple phone. This 
might even lead to delaying the launch until next year.
    We’re a little skeptical of another screen increase so soon after the
 iPhone 5 (which brought a 21% bump in surface area). With iOS’ limited 
resolution options, a bigger screen will lead to a decrease in screen 
sharpness, possibly sliding below the Retina mark. Plus, Tim Cook 
probably doesn’t want see the iPhone upgrade timeframe slip back like it
 did with the 4S.
   Still, 100 million Galaxy S IV’s will ensure Samsung’s dominance in 
the Android market (if Misek’s numbers are correct, of course). But with
 Apple decreasing its dependence on Samsung components, how much can 
iPhone 5S/6 manufacturing suffer from limited supply from Samsung and 
other component makers?
 
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