Is the S20 Ultra a failure? This is easy to answer. From a commercial viewpoint, the answer is a definate "no". The S20 Ultra is making up half of all S20 series sales, exceeding Samsung's expectations. I've read that stock in some countries has run out and that camera components unique to the S20 Ultra are being ramped up in production.
As I said before, this is really good news for those waiting for the S21. Samsung knows there's a big market for the all the bells and whistles expensive flagship. Even in in the middle of a worldwide pandemic. Plus other competitors are ramping up features so Samsung cannot stand still. Apple will significantly increase their camera resolutions for the iPhone 12 plus introduce 5G. Huawei outdoes the S20 Ultra on their P40 Pro+ with 10x optical zoom vs Samsung's 4x optical zoom. One Plus will introduce 30W wireless charging that features controlled output that does not overheat the battery. And lastly, Samsung has heard loud and clear about dissatisfaction with Exynos, evident by the fact that the S20 series in South Korea is released with the Snapdragon version.
With the combination of better than expected sales of the S20 Ultra, new innovations from competitors and protests over Exynos, Samsung will double down on all fronts for their next S series.
Specifically for the next Ultra series, I would imagine a significant increase in wired and wireless charging speeds, camera focusing, optical zoom level and Exynos performance comparable to the next Qualcomm one.
I'm going to preface my response by saying that i bought the most expensive version of the Ultra and it's going to be my daily driver for at least a year. With that being said...
While it may have been labeled a "commercial success", I'm wondering the ratio of sales to upgrades. I mean, buying the phone outright makes it a lot easier to return, rather than upgrading on JoD or similar programs. That MIGHT be a factor that determines the number of how many are sold...the fact that for upgrades, it's probably more difficult (not impossible, but a definite hassle) to return the product. I know that for JoD, there's no trial period, so when you jump, it's one way.
In addition, all the rebates and promotions basically get you locked in and committed for the sheer fact that people traded in devices, and because they were already shipped out and the process was already begun, it would again be near-impossible to reverse it upon learning that the key features were nothing but parlor tricks.
Finally, and speaking of price, the high value given to devices that were relatively old (I traded my N9 and got $500 in total rebates plus $200 from Samsung) meant that it was easier for people to rationalize keeping the phone, because in my case, it wasn't $1600, it was $900 after all the incentives.
So short answer, yes, it "sold" well. Long answer, there's a lot of caveats to that oversimplified statement.
What I'm hoping for is that this phone causes a tech epiphany, making that people see the specs, realize that they didn't match the performance, and start looking at things besides stats and numbers. In addition, I'm hoping that reviewers do a better job of taking the phone through it's paces before putting out a glowing review. It's really a shame that absolutely no one reviewed the phone and talked about how my much it sucked under low light conditions when taking pictures of moving objects. I mean, do none of these reviewers live Indoors? Do none of them have kids? Do they always have lighting crews to optimize the scenes they're shooting? I don't get how do many things were glazed over.
I personally bought the phone, and, once I realized I was locked in, turned right around and used part of the rebate money to buy a Pixel 3XL...a phone with way less impressive specs, but honestly, a phone that I'm finding more and more should have been a phone I bought while keeping my Note 9.