Drexel Hamilton projects 8 million iPhone unit gain for Apple this year alone due to Samsung’s exploding phones debacle

“Samsung Electronics’s pain with its ‘Note 7’ — it first said it would stop making them, temporarily, and subsequently said it would permanently stop production of the device — continues to be Apple’s gain, according to Drexel Hamilton’s Brian White,” Tiernan Ray reprots for Barron’s.

“White, who has a Buy rating on Apple shares, and a $185 price target, thinks Apple could pick up 8 million more units of iPhone sales before this calendar year is out, thanks to the Note 7’s collapse,” Ray reports. “White also thinks Apple’s own iPhone 7 is also doing very well, including in China: ‘During our visit to over 30 smartphone stores and electronic retailers in Shenzhen this week, we could feel the momentum of Apple’s iPhone franchise and the struggles at some of its important competitors in China. The iPhone 7 Plus is clearly favored over the iPhone 7 in China, while the two new black colors were the most popular…'”

Read more in the full article here.

MacDailyNews Take: Winning never gets old. 🙂

Burned by Samsung? Get a real iPhone.

Samsung takes multi-billion-dollar hit to end exploding phones fiasco – October 11, 2016
Beleaguered Samsung permanently ceases Galaxy Note 7 production – October 11, 2016
AnandTech reviews Apple’s iPhone 7 and 7 Plus: ‘Unparalleled, a cut above anything else in the industry’ – October 10, 2016
Computerworld reviews Apple’s iPhone 7 Plus: There’s never been a better time to switch to iPhone – October 7, 2016
PC Magazine reviews Apple’s iPhone 7 Plus: Editors’ Choice – September 20, 2016
Tom’s Guide reviews Apple’s iPhone 7 and iPhone 7 Plus: Great upgrades, but one is greater – September 20, 2016
More evidence Apple’s iPhone 7/Plus is more than a modest refresh – September 20, 2016
Professional photographer Benjamin Lowy puts Apple’s iPhone 7 Plus cutting-edge camera to the test – September 20, 2016
Apple’s A10 Fusion chip miracle – September 20, 2016
The iPhone’s new A10 Fusion chip should worry Intel – September 16, 2016
Apple’s remarkable new A10, S2, W1 chips alter the semiconductor landscape – September 15, 2016
Wired reviews Apple’s iPhone 7/Plus: ‘Fantastic’ – September 14, 2016
Sprint, T-Mobile: iPhone 7/Plus pre-orders up 4X over last year; Apple shares surge – September 13, 2016
USA Today’s Baig reviews Apple’s iPhone 7/Plus: ‘A strong handset for sure’ – September 13, 2016
WSJ reviews Apple’s iPhone 7/Plus: ‘Get over the headphone thing and upgrade’ – September 13, 2016
Mossberg reviews Apple’s iPhone 7/Plus: It’s a great phone, but where’s my headphone jack? – September 13, 2016
The Verge reviews Apple’s iPhone 7/Plus: ‘The future in disguise’ – September 13, 2016


  1. AAPL up some more today… Since the market does not react so much these days to ACTUAL positive results from Apple, I guess we need a few more epic disasters from Samsung to push AAPL to all-time highs (around $130). 🙂

  2. Latest iPhone 7/7 Plus tally from Mixpanel on day 25:

    – iPhone 7/+ at 7.88% times around 550M = 43.3M
    – iPhone 6s/+ at 5.84% times around 450M = 26.3M

    Over the last 7 days approximately 1.36M iPhones 7/+ on average each day have been activated, and over the last 7 days of last year 687K iPhone 6s/+ on average each day had been activated. So, over the last 7 days at this point in the sales cycle it looks like about twice the amount of 7/+ iPhones have been activated compared to the 6s/+.

    Additionally, 7/7 Plus activations do not appear to be decreasing. One day 25, which was Monday, October 10th 2016, approximately 1.5M iPhone 7/7 Plus units were activated.

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