“BlueFin Research Partners analysts John Donovan and Steve Mullane today offer up their latest findings regarding Apple’s schedule for the presumed forthcoming ‘iPhone X,’ the 10th anniversary iPhone, which will start very slowly next month, they predict, before a ‘massive’ surge in production, and sales, presumably, in the fourth quarter,” Tiernan Ray reports for Barron’s. “The authors are struck by what seem to be very bold build plans.”
“The two analysts write that Apple will probably have its contract manufacturers build 53 million iPhones in total in the company’s September-ending fiscal Q1, with perhaps only 5 or 6 million being the iPhone X; the balance will be a mix of iPhone ‘7S’ and ‘7S Plus,’ the main difference being the simpler machines have traditional LCD screens instead of what is expected to be the iPhone’s first OLED display in the X model,” Ray reports. “But after September, the authors see a rapid run-up in production of X, to perhaps 44 million units in the December quarter, and around 30 million each quarter after. ‘According to our estimates, build plans for the balance of 2017 and for all of 2018 are at record levels,’ they write.”
Read more in the full article here.
MacDailyNews Take: The Mother of all iPhone Supercycles looms!
UBS sees massive pent-up demand for Apple’s next-gen iPhones – July 25, 2017
Data suggests millions upon million of iPhone users ready to fuel iPhone ‘supercycle’ later this year – April 21, 2017
More evidence for a looming iPhone ‘supercycle’ – April 10, 2017
Citi ups Apple price target to $160 on impending iPhone supercycle – March 6, 2017
Analyst: Here comes Apple’s iPhone ‘supercycle’ – February 21, 2017
Apple seen riding iPhone 8 ‘supercycle’ next year – October 14, 2016