Latest Galaxy S8 Thoughts
We have written previously (The Data Walk Vol. 174) of the difficult comps the GS8s will have to the GS7s, including how the GS7s gained virtually all remaining premium Android share in 2016 and Samsung's historic inability to gain premium share from Apple. With what is likely Samsung's most important smartphone launch in history, the latest rumors of both GS8s having curved displays and lacking dual cameras is making us slightly more cautious. Since launch, the curved variant of the Galaxy S family has consistently been 50% or less of Galaxy S mix at every carrier. Combined with constant rumors of an upcoming 10th anniversary iPhone, Samsung's most important smartphone launch is happening in its most difficult launch environment ever.