Samsung orders less Galaxy S5 parts for Q3
According to supply chain sources in Taiwan, Samsung is concerned about the iPhone 6’s arrival and thus is going to cut its orders for Galaxy S5 parts by 25%. In Q2 21 million units of Galaxy S5 were ordered and for Q3 Samsung is planing “only” 15 million units. While this seems kind of reasonable we certainly didn’t expect it, but it may turn out to be a good bet.
Galaxy S5 is not the only Samsung smartphone that is going through this process, Samsung is going to do the same thing with the Galaxy S4, though different numbers are in play. 6 million units of S4 were ordered in Q2 and allegedly Samsung is going to cut that down to 5 million for Q3.
This might not be connected to the iPhone 6 though. It might have something to do with the leaks regarding Galaxy F, which should be Samsung’s premium smartphone made out of metal. This alleged smartphone is leaking like crazy lately so we wouldn’t be surprised, even though it has been leaking on and off for a while now.
What do you think of all this, which scenario is more likely?