Samsung Galaxy Z Fold 6 and Z Flip 6 pre-orders reportedly drop compared to last year’s foldables
Could this mean people aren't as excited about AI as we thought?
Samsung recently released the Galaxy Z Fold 6 and Galaxy Z Flip 6 phones and both have received mostly positive reviews. However, it looks like they aren't setting the world on fire with their sales.
According to a report from noted mobile industry analyst Ming-Chi Kuo, Samsung didn't get as many pre-orders for the most recent foldables as last year. In fact, Kuo reported that Samsung saw a 10% year-over-year decrease from the Galaxy Z Fold 5 and Z Flip 5.
"Pre-orders in July 2024 were down 10% YoY. Total shipments of Samsung's foldable phones this year are estimated to be around 8–9 million units, down slightly from last year," said Kuo on Medium.
Kuo attributed at least some of the decrease to lacking user experiences with foldable phones, noting that foldable phones have seen sales decrease across the board. "Lower-than-expected shipments of Android foldable phones (from Samsung and Chinese brands) suggest that growth in this segment may be limited in the near term unless the user experience improves significantly," reads the report.
While he said "AI-driven features have led to stronger-than-expected initial demand" for the Galaxy S24, sales of that phone slowed down dramatically in recent months. As such, Kuo projects that the Samsung Galaxy S25 series could see shipments similar to the S24, which would signal a lack of growth for the main flagships.
It's possible that the massive push in AI features hasn't grabbed the more casual smartphone buyer who doesn't get their phones on day one. "Currently, there is no clear evidence that Google and Samsung's ongoing improvements to on-device AI services will trigger another wave of device replacement demand," said Kuo in his report.
It'll be interesting to see how Apple intelligence does with capturing more people into AI. Kuo notes that "market participants remain optimistic about a dramatic increase in smartphone and PC shipments driven by on-device AI." He also examined the other side by saying, "If the iPhone 16 series doesn't exceed expectations due to Apple Intelligence after its release in 2H24, this optimism could be corrected."
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Whether the downturn is AI-related or just due to people not being quite ready to spend a large sum on foldable phones, it's clear that something is causing the Samsung Galaxy Z Fold 6 and Galaxy Z Flip 6 to be less popular with phone buyers.
More from Tom's Guide
- Samsung Galaxy Z Fold 6 review: Buy or skip?
- The best phones you can buy right now
- iPhone 16 rumors: Everything you need to know
Dave LeClair is the Senior News Editor for Tom's Guide, keeping his finger on the pulse of all things technology. He loves taking the complicated happenings in the tech world and explaining why they matter. Whether Apple is announcing the next big thing in the mobile space or a small startup advancing generative AI, Dave will apply his experience to help you figure out what's happening and why it's relevant to your life.
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abazaba It's a lot of things but mostly about last year being such a blockbuster. This year there are no big deals being offered. And the phone's upgrade is not as obvious as last year. I think it's solid but It was totally expecting this also because it is obvious how Big Time Samsung spaces out annual upgrades to protect next year's sales and the neck and neck competition in this category has Moto stealing a lot of fire. It almost like Samsung planned a slow year or what.Reply -
Primo S There is potential in the idea of a foldable. It's a phone that can expand into a tablet, and with the help of Dex, it can even mimic a PC. The idea of one device replacing all of your other gadgets is clearly a positive and would even justify the sky-high price tag as being affordable when you factor in the price of a phone, PC, and tablet. But Samsung is not even trying to expand the software and market it as a do-it-all gadget. Instead we get gimmicky AI, which would better suit the A-series. I am not surprised that sales are down. Foldables are too fragile and too expensive. If it cannot replace your PC, then it shouldn't cost as much as one. What was Samsung thinking?Reply