Home Mobile Tutorial Mobile News Ming-Chi Kuo said that the driving force of Galaxy AI is slowing down and estimates that Samsung's foldable screen mobile phone shipments this year will be about 8-9 million units.

Ming-Chi Kuo said that the driving force of Galaxy AI is slowing down and estimates that Samsung's foldable screen mobile phone shipments this year will be about 8-9 million units.

Aug 13, 2024 am 10:10 AM
cell phone Samsung

According to news on August 13, Ming-Chi Kuo released a market investment briefing today, believing that the two mobile phones Samsung will release in July 2024, Galaxy Z Fold6 and Galaxy Z Flip6, will use Galaxy AI as the main selling point, but pre-orders will drop by 10% year-on-year. Samsung's foldable screen mobile phone shipments in 2024 will be 8-9 million units, a slight decline from last year.

郭明錤称 Galaxy AI 驱动力放缓,预估三星折叠屏手机今年出货量约 800-900 万部

Industry status and survey update:
  • Although initial demand for the Samsung S24 series of mobile phones was better than expected, shipment momentum has begun to slow down since April.
  • Samsung’s new foldable phones (Galaxy Z Fold6 and Galaxy Z Flip6) in July 2024 also use AI as a main selling point, but pre-orders fell 10% year-on-year. Samsung will ship approximately 8-9 million foldable phones this year, a slight decline from last year.
  • It is currently expected that the S25 series shipments in 2025 may be the same as the S24 in 2024.

Conclusion:

  • It is a general trend that mobile phone brands have invested in AI services one after another. Certain component suppliers will benefit from this trend.
  • There is currently no clear evidence that Google/Samsung’s continued improvement of local AI services can once again drive a wave of phone replacements.
  • The shipment volume of Android foldable phones (Samsung & Chinese brands) is lower than expected. If the user experience is not significantly improved, its growth space may be limited.
  • Some market participants are optimistic that mobile phone and PC shipments will grow significantly due to local AI. If the iPhone 16 series fails to exceed expectations due to Apple Intelligence after its release, the above optimistic expectations may be revised and create downside risks for related stocks.

The above is the detailed content of Ming-Chi Kuo said that the driving force of Galaxy AI is slowing down and estimates that Samsung's foldable screen mobile phone shipments this year will be about 8-9 million units.. For more information, please follow other related articles on the PHP Chinese website!

Statement of this Website
The content of this article is voluntarily contributed by netizens, and the copyright belongs to the original author. This site does not assume corresponding legal responsibility. If you find any content suspected of plagiarism or infringement, please contact admin@php.cn

Hot AI Tools

Undresser.AI Undress

Undresser.AI Undress

AI-powered app for creating realistic nude photos

AI Clothes Remover

AI Clothes Remover

Online AI tool for removing clothes from photos.

Undress AI Tool

Undress AI Tool

Undress images for free

Clothoff.io

Clothoff.io

AI clothes remover

Video Face Swap

Video Face Swap

Swap faces in any video effortlessly with our completely free AI face swap tool!

Hot Article

Roblox: Bubble Gum Simulator Infinity - How To Get And Use Royal Keys
4 weeks ago By 尊渡假赌尊渡假赌尊渡假赌
Nordhold: Fusion System, Explained
4 weeks ago By 尊渡假赌尊渡假赌尊渡假赌
Mandragora: Whispers Of The Witch Tree - How To Unlock The Grappling Hook
3 weeks ago By 尊渡假赌尊渡假赌尊渡假赌

Hot Tools

Notepad++7.3.1

Notepad++7.3.1

Easy-to-use and free code editor

SublimeText3 Chinese version

SublimeText3 Chinese version

Chinese version, very easy to use

Zend Studio 13.0.1

Zend Studio 13.0.1

Powerful PHP integrated development environment

Dreamweaver CS6

Dreamweaver CS6

Visual web development tools

SublimeText3 Mac version

SublimeText3 Mac version

God-level code editing software (SublimeText3)

Hot Topics

Java Tutorial
1673
14
PHP Tutorial
1278
29
C# Tutorial
1257
24
Samsung Galaxy S25 Ultra mobile phone leaked: 6.86 inches, horizontal screen-to-body ratio 94.1% Samsung Galaxy S25 Ultra mobile phone leaked: 6.86 inches, horizontal screen-to-body ratio 94.1% Aug 17, 2024 pm 01:49 PM

According to news on August 17, the source @ibinguniverse posted on Weibo today, stating that the exact size of Apple iPhone 16 Pro Max is 6.88 inches, and the exact size of Galaxy S25 Ultra is 6.86 inches. Both can be regarded as 6.9 inches. Sources indicate that the Samsung Galaxy S25 Ultra has a narrower body and a wider screen than the S24 Ultra, with a horizontal screen-to-body ratio of 94.1%, while the S24 Ultra’s horizontal screen-to-body ratio is 91.5%. Fenye checked the relevant Weibo of the source. He also commented on the newly exposed photos of iPhone 16 Pro Max and believed that it was wrong to be close to a micro-curve. The phone is actually a straight screen + 2.5D glass.

Samsung is revealed to start installing its first ASML High-NA EUV lithography machine by the end of 2024 at the earliest Samsung is revealed to start installing its first ASML High-NA EUV lithography machine by the end of 2024 at the earliest Aug 16, 2024 am 11:11 AM

According to news from this site on August 16, the Seoul Economic Daily reported yesterday (August 15) that Samsung will install its first High-NAEUV lithography machine from ASML between the fourth quarter of 2024 and the first quarter of 2025. It is expected to be put into use in mid-2025. Reports indicate that Samsung will install the first ASMLTwinscanEXE:5000High-NA lithography machine in its Hwaseong campus, which will be mainly used for research and development purposes to develop next-generation manufacturing technologies for logic and DRAM. Samsung plans to develop a strong ecosystem around High-NAEUV technology: In addition to acquiring high-NAEUV lithography equipment, Samsung is also cooperating with Japan's Lasertec to develop high-NAEUV lithography equipment specifically for High-NAEUV lithography equipment.

'Tandem OLED' has been popularized by Apple. How is it better than OLED? 'Tandem OLED' has been popularized by Apple. How is it better than OLED? Aug 19, 2024 am 04:42 AM

Although Apple has been criticized for its lack of innovation in recent years, Apple has not always stood still. At least in terms of hardware design, with the support of the high unit prices of Apple products, its engineers can easily try some new technologies without having to consider too much cost issues. For example, iPad Pro, as Apple's favorite "display technology" test field, iPad Pro has been at the forefront of display technology for portable smart devices from miniLED in 2021 to tandem OLED in 2024. Although the iPad Pro is not the first portable smart device equipped with a miniLED screen (MSI released a miniLED laptop a year earlier than Apple), when you compare the parameters of the two, you will quickly realize that they are not the same

Samsung's 10,000-yuan foldable phone W25 revealed: 5-megapixel under-screen front camera and thinner body Samsung's 10,000-yuan foldable phone W25 revealed: 5-megapixel under-screen front camera and thinner body Aug 23, 2024 pm 12:43 PM

According to news on August 23, Samsung is about to launch a new folding mobile phone W25, which is expected to be unveiled at the end of September. It will make corresponding improvements in the under-screen front camera and body thickness. According to reports, Samsung W25, codenamed Q6A, will be equipped with a 5-megapixel under-screen camera, which is an improvement over the 4-megapixel camera of the Galaxy Z Fold series. In addition, the W25’s external-screen front camera and ultra-wide-angle camera are expected to be 10 million and 12 million pixels respectively. In terms of design, the W25 is about 10 mm thick in the folded state, which is about 2 mm thinner than the standard Galaxy Z Fold 6. In terms of screen, the W25 has an external screen of 6.5 inches and an internal screen of 8 inches, while the Galaxy Z Fold6 has an external screen of 6.3 inches and an internal screen of 8 inches.

The first 1.5K under-screen camera! Nubia Z70 Ultra is here: the world's first Snapdragon 8 Gen4 true full-screen phone The first 1.5K under-screen camera! Nubia Z70 Ultra is here: the world's first Snapdragon 8 Gen4 true full-screen phone Aug 19, 2024 pm 03:47 PM

According to news on August 19, Nubia has been adhering to the true full-screen design since the release of Z50 Ultra, and has been continuously exploring the field of proactive photography under high-pixel screens. Today, digital blogger Wisdom Pikachu broke the news that the Nubia Z70 Ultra, which will be released in the second half of this year, will debut with 1.5K under-screen camera technology, which is the highest-resolution UDC solution in the industry so far. It is reported that ZTE’s under-screen proactive solution has advanced to the sixth generation. The latest under-screen proactive solution is available in the Nubia Z60 Ultra and Red Magic 9S Pro series. The screen resolution is 2480x1116, which is between 1080P and 1.5K resolution. This time Nubia will break through the limitations of existing resolutions and set a new benchmark in the industry.

Xiaomi 15 series full codenames revealed: Dada, Haotian, Xuanyuan Xiaomi 15 series full codenames revealed: Dada, Haotian, Xuanyuan Aug 22, 2024 pm 06:47 PM

The Xiaomi Mi 15 series is expected to be officially released in October, and its full series codenames have been exposed in the foreign media MiCode code base. Among them, the flagship Xiaomi Mi 15 Ultra is codenamed "Xuanyuan" (meaning "Xuanyuan"). This name comes from the Yellow Emperor in Chinese mythology, which symbolizes nobility. Xiaomi 15 is codenamed "Dada", while Xiaomi 15Pro is named "Haotian" (meaning "Haotian"). The internal code name of Xiaomi Mi 15S Pro is "dijun", which alludes to Emperor Jun, the creator god of "The Classic of Mountains and Seas". Xiaomi 15Ultra series covers

Samsung W25 folding mobile phone leaked: 5 million under-screen camera, 10 mm thickness, 8-inch internal screen, released at the end of September Samsung W25 folding mobile phone leaked: 5 million under-screen camera, 10 mm thickness, 8-inch internal screen, released at the end of September Aug 23, 2024 am 07:32 AM

According to news on August 23, the Dutch technology media Galaxy Club published a blog post yesterday (August 22), sharing the camera specifications of the Samsung W25 (China)/Galaxy Z Fold6 Slim (South Korea) foldable mobile phone. The camera quoted sources as reporting that the Samsung W25 mobile phone model is SM-F958N and code-named Q6A. Its camera is most likely to follow the configuration of the standard Galaxy Z Fold6. The external screen front camera is 10 million pixels and the ultra-wide-angle camera is 12 million pixels. **, However, Samsung W25 will upgrade the under-screen camera. Starting from Galaxy Z Fold3, Samsung Galaxy Z Fold3, Fold4, Fold5 and Fold6 all use 4

Samsung S25 Ultra details exposed: same width as iPhone 16 Pro Max, but with a larger screen Samsung S25 Ultra details exposed: same width as iPhone 16 Pro Max, but with a larger screen Aug 23, 2024 pm 09:33 PM

According to news on August 22, as the release of Samsung’s new generation flagship mobile phone S25 Ultra approaches, more and more details are beginning to emerge. The well-known blogger @ibinguniverse revealed more specifications of the S25 Ultra on Weibo today. The most eye-catching one is that its body width is the same as the Apple iPhone 16 Pro Max, both 77.6mm. 1. Thanks to Samsung’s further optimization of the frame design, the screen size of the S25 Ultra has been increased to 6.86 inches while maintaining the same width as the iPhone 16 Pro Max, providing users with a more immersive visual experience. The blogger further pointed out in the comment area that the black edges of the S25 Ultra are better than those of the iPhone 16 Pro Max&

See all articles