iPhone XS and XS Max in silver, space gray, and gold.
Ming-Chi Kuo Says iPhone X Supercycle Won't Really Happen Until 2018
For months, many Wall Street analysts have predicted the iPhone X will drive a significant number of existing iPhone users to upgrade. The latest word from KGI Securities analyst Ming-Chi Kuo, however, suggests the so-called "supercycle" won't truly gain momentum until 2018 due to multiple factors.
Namely, Kuo said the TrueDepth camera system's reported production issues will be "significantly addressed" in 2018. He also believes new iPhone models launched in 2018 will enjoy a longer sales period than those unveiled in 2017, with next year's lineup likely to retain many of the iPhone X's appealing features.
Here's the excerpt from Kuo's research note obtained by MacRumors today:
Namely, Kuo said the TrueDepth camera system's reported production issues will be "significantly addressed" in 2018. He also believes new iPhone models launched in 2018 will enjoy a longer sales period than those unveiled in 2017, with next year's lineup likely to retain many of the iPhone X's appealing features.
Here's the excerpt from Kuo's research note obtained by MacRumors today:
The market generally refers to 2017 as the super cycle of the iPhone, but we think the real super cycle will be in 2018 for the following reasons: (1) TrueDepth Camera's production issues will be significantly addressed in 2018F; (2) new models launched in 2018F will enjoy a longer sales period than those unveiled in 2017; and (3) the product mix, specifications and designs of new iPhone models from 2018F will be more competitive. We estimate that for 2017, iPhone shipments will come in at 210-220mn units, which should grow to be 245-255mn units in 2018.Kuo estimated that once iPhone X's production issues are solved in the fourth quarter of this year, shipments will "pick up strongly" in the first half of 2018.
Related Roundup: iPhone XS
Tags: KGI Securities, Ming-Chi Kuo
[ 194 comments ]
Top Rated Comments
(View all)
13 months ago
Guess I’m skipping the 10 waiting for the 11. Since in a couples months later in 2018 a newer iPhone will be out.
13 months ago
I'm glad I upgraded to the iPhone 8+. I will not be buying another iPhone until they remove the notch.
13 months ago
I'm glad I upgraded to the iPhone 8+. I will not be buying another iPhone until they remove the notch.
You might be waiting, awhile. I'm with Marco on this one, that controversial yet tech-packed notch is going to make the iPhone look iconic and unmistakably an iPhone from 30 feet away, instead of an anonymous Android.
https://marco.org/2017/09/18/courage
13 months ago
I'm still glad I went with the 8+. I'm okay waiting until next year when the second generation X is released.
13 months ago
"Kuo also predicted that new iPhone models in 2018 will retain the iPhone X's appealing features..."
vs. ... Apple removing the appealing features? This is an astute prediction?
vs. ... Apple removing the appealing features? This is an astute prediction?
13 months ago
When I order at 12:01am on pre-order day, I hope that doesn't mean I get delivery 6 months later.
You know I'm starting to wonder if all this hype about unavailability is starting to motivate people to just go buy an 8 and wait and X delivery availability will be not bad. I remember before the '96 Olympics all the news reports in ATL were "Don't drive downtown. There is no parking downtown. Don't drive downtown. Take Marta (public transport)." Scared the city s-less.
Well, my brother and I decided to drive down and see how far we could get. Turns out everyone was so scared of not finding parking or $100 parking that every open lot was half full. Lots were so desperate it was easy to find a place steps away from any venue downtown for $25 all day. So I'm wondering if the X is going to be that kind of situation.
[ Read All Comments ]
One of the new features in iOS 12 is an augmented reality app called Measure, which Apple has designed to make it easier for you to measure various real-world objects using 3D spatial detection...
In iOS 12, Apple has introduced some new features to the Photos app that aim to make it easier for you to search, share, and enjoy your photo collection. Here's how to make the most of them.
...
Apple's watchOS 5 update, out now for all Apple Watch models with the exception of the original Apple Watch, introduces a fun new feature that mimics old school walkie talkies. With...
Apple's HomePod was updated this week to version 12, which debuted alongside iOS 12 for iPhones and iPads. The HomePod update brings about a handful of new abilities for Apple's smart...
In iOS 11, Apple introduced animated emoji characters called Animoji, which are designed to mimic your facial expressions. In iOS 12, Animoji have grown to encompass Memoji, which are customizable...
Apple in iOS 12 introduced Screen Time, which is designed to provide you with information on how you're using your time on your iPhone and iPad.
With Screen Time, you can see how often you...
Just over two years after the European Commission ruled that Apple was receiving illegal state aid from Ireland -- where it had reportedly paid less than 2 percent in taxes compared to the...
Spire, a company that makes small Health Tags that are designed to clip on to your clothing, is now selling its products in Apple retail stores.
The Spire Health Tag, available as a single tag...
