Ming-Chi Kuo believes half of Note 7 owners will switch to iPhone 7 series

Ming-Chi Kuo believes half of Note 7 owners will switch to iPhone 7 series
Last week, Drexel Hamilton analyst Brian White suggested that Apple's iPhone sales could increase to the tune of 8 million units in light of Samsung's chaotic Galaxy Note 7. During last month's recall, it always appeared that Cupertino would be among the primary beneficiaries of Sammy's shortcomings. With the Note 7 having since been completely nixed, prominent KGI Securities analyst Ming-Chi Kuo has echoed White's earlier predictions. 

Ming-Chi Kuo is unquestionably among the most reputable analysts when it comes to Apple-centric reporting. He was the go-to guy in the run-up to the iPhone 7 and 7 Plus, and many of his predictions were right on the money. Like White, he expects Apple to make significant sales gains through current and former Note 7 owners, though his estimates are a tad more conservative. 

Of roughly 12 million Note 7 orders, Ming-Chi Kuo estimates that around half, or 5-7 million will make the jump to Apple's iPhone series. He suggests that the iPhone 7 Plus will be the primary choice due to its dual rear camera setup, while its phablet form factor will also appeal to those who enjoy(ed) the Note 7's large footprint. 

He also believes that the other half of Note 7 owners will stick to Android-based OEMs like Huawei. It's likely that some will also move to Google's new Pixel and Pixel XL, which were unveiled earlier on this month. There will be those devotees who switch to Samsung's other Galaxy handsets or indeed, keep the Note 7. But with the company's reputation having taken a public flogging over the past couple of months, the vast majority will not likely return to Samsung any time soon. 

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source: 9to5Mac



1. manzer

Posts: 62; Member since: Apr 05, 2014

No. I'm sorry but there're plenty of other good Android phones to chose from. I'm picking up the Google Pixel XL. I can't iphone.

2. truthwins unregistered

I agree pixel phones looks promising too.

24. nctx77

Posts: 2540; Member since: Sep 03, 2013

You may be right but you will be surprised how many people are not really married to any particular platform. If giving a reason, they will go to something else. You can't just simply think of hardcore fans!

27. Arch_Fiend

Posts: 3951; Member since: Oct 03, 2015

You're right, no way half of the people who owned a Note 7 that could have arguably be called the best android phone is going to switch to an iPhone. I see most people switching to the S7 edge, V20, or Pixel XL like you. Some will get an iPhone but not half.

3. acruzlu unregistered

I'll keep android forever, I would rather use LG than iPhone. I can never go back to iPhone again, not since the 3gs.

21. cnour

Posts: 2305; Member since: Sep 11, 2014

Excellent, please don't go back.

29. acruzlu unregistered

Never man, never again. Just it has a lot going against it.

57. Jishnusur

Posts: 175; Member since: Oct 07, 2013

I would buy an android phone again. Samsung doesn't define android phones. Also I would have bought the Note 7 for everything apart from the S pen. Its just a gimmick which I never used on my older Note series phones. I would buy it coz it was a good phone, but sadly it started Blasting.

4. AlikMalix unregistered

The only reason to own a note is the s-pen. None of the Iphones offer a built-in pen. Those that didn't care for s-pen and were sold on a note based on hype will just switch to a s7. The rest can take advantage of LG version with a built in pen (don't know the name) or that other Chinese brand that also has a pen. If there are any switchers to iPhone it's only because they were curious to begin with and this is the push they needed. (This is all my opinion, of course, but I disagree with that guy. I also hate that he reveals a lot of leaks for new iPhones and products taking away from the excitement of Apple keynotes.)

8. Finalflash

Posts: 4063; Member since: Jul 23, 2013

I dont think you're wrong but you are heavily discounting the number of people who just buy it for brand or because they don't know anything else because of marketing. That population will definitely go to the iPhone.

41. AlikMalix unregistered

And I think you're heavily discounting everyone's intelligence and knowing full well what will work for them better.

61. joey_sfb

Posts: 6794; Member since: Mar 29, 2012

I agree with Finalflash reasoning. Most non-tech savvy people just ask around which phone should they get and the answer would be either iPhone or Galaxy Note. And having a bad experience with Samsung, that group will move towards iPhone without giving it much thought.

32. TheOracle1

Posts: 2340; Member since: May 04, 2015

Agreed. The S7 Edge would be the logical choice. Why switch to a bigger phone with a smaller screen and a locked down, unfamiliar OS. Log into your Google account and everything comes back onto your new phone. Most Note users are extremely loyal too and their logical choice would be another Samsung and maybe even a Note 5 before an iPhone.

47. nnjerzy

Posts: 126; Member since: Jun 19, 2013

I totally agree with you on that one I had the note 7 and i would never go to the iphone for many of reasons not saying it isnt good but not for me at all. Android to many choice options. I loved my note 7 1st one and second and never had a prob with either one. I went back to my note 5 and s7 edge,, Samsung will be back and QA issues will be addressed and better than ever. I do have a Axon 7 as well and that phone really kicks ass, however I miss my Samsung Pay ,, so thats why I use the other Samsung phones for, Android Pay is good but cannot compare to Samsung Pay, not even Apply Pay!!

43. willard12 unregistered

I'm thinking you're still plenty excited about Apple keynotes.

44. AlikMalix unregistered

So are you! You've commented on all Apple announcement news and articles.

5. CreeDiddy

Posts: 2275; Member since: Nov 04, 2011

I have to say that this iPhone 7 has no lag whatsoever. This is preview of whats to come with iPhone 8. The CPU and GPU tasks are handled smoothly.

35. wando77

Posts: 1168; Member since: Aug 23, 2012

Not surprising with its puny 720p screen. I think you'll find all flagship phones run more than smooth enough these days normally pushing 4x the pixels if the iphone

42. AlikMalix unregistered

Don't know which puny phone you're using. iPhone screens are sharp!!! Maybe if they had pentile 720p screens that would be more noticeable, but pixels on iPhone screens are arranged differently thus look sharper at same resolution. Pentile screens benefit from higher resolution. Those that use iPhones will not. In a matter of fact, the only ones that care about resolution anymore ar those that need some spec sheet in order to feel better about their purchase. The rest of use just enjoy our devices and don't care if there's a hamster in a wheel inside as long as it's smooth and fast.

6. gs200

Posts: 64; Member since: Jun 09, 2015

One of the great things about the Note 7 was the screen to body ratio. Sure, I could go to the iPhone 7 plus, but it's an even larger total footprint with a smaller screen. Not to mention a lower resolution screen and if I recall, the loss of amoled. Both the Pixel and iPhone are so bezel heavy. Although I may end up getting a Pixel. Im not sure there is a great alternative to the Note 7 at the moment. I'm disappointed that it had whatever design problem it did.

15. roldefol

Posts: 4745; Member since: Jan 28, 2011

I think the only true alternative to the Note 7 is the S7 Edge. The designs are very similar, really only lacking the S-Pen. But as this article says, customers may completely sour on anything Samsung. I see the more natural moves to the Pixel XL, LG V20 (which isn't out yet), and Moto Z. Samsung's loss ought to be the rest of Android's gain, not Apple's.

34. Hyperreal

Posts: 361; Member since: Oct 08, 2013

i know that note 7 has much better screen to body ratio (achieved also by curved screen) but iphone 7 plus still remains the king of the bezels and is noticably bigger then pixel xl: 154.7 x 75.7 vs 158.2 x 77.9.

36. wando77

Posts: 1168; Member since: Aug 23, 2012

Snap. I was desperate to get my hands on a note 7 and would buy one of they decided to release it again. NO WAY on earth they will let it happen again and to me this will now make samsung the safest company because they know what is to lose

40. AlikMalix unregistered

And you call iPhone users "sheep".

55. Doakie

Posts: 2478; Member since: May 06, 2009

Hey Alik, do you happen to know how to block a user? There are some users on here I just can't stand reading their posts. Thanks in advance.

7. Senthilg

Posts: 49; Member since: Apr 07, 2016

This analyst believes this based on what data? Does he have any sample size based on any questions sent to a Ex-Note 7 owners? Without any backup how does he get this idea? Just Curious!

11. Acdc1a

Posts: 477; Member since: Jan 21, 2016

They don't have any such data, just a guess. Considering platform loyalty I simply can't fathom 50% being the number. The iPhone 7 plus offers virtually nothing for a Note series loyalist.

56. Doakie

Posts: 2478; Member since: May 06, 2009

It sounds good to iFanatics so he ran with those numbers.

9. R.Mohanraj

Posts: 18; Member since: Jul 11, 2016

9to5Mac - Apple media fake propaganda. iPhone 7, iPhone 7 SAME Plus and Google Pixel phones are for dumbasses. that's... IT.

10. Kumar123 unregistered

Oi, what did you do to make PA banned and limit your previous account (kumaran555) at the same time? Never see anything like it. Banned and limited at the same time. LOL.

* Some comments have been hidden, because they don't meet the discussions rules.

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