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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