Ahead of the Iphone X being officially announced, many analysts were speculating that the launch of such a hi-tech device could mark a change in iPhone sales in a positive way, namely how it could spur a new super cycle for the Cupertino company. However according to KGI Securities analyst Ming-Chi Kuo, the “real” super cycle is only expected to begin in 2018.
Many had expected to see a massive rush to buy the iPhone X upon its release, and while initial reports have been positive, the shipping estimates for the iPhone X have since improved to 1-3 days with a relatively short period of time, suggesting that maybe demand for the iPhone X wasn’t as great as many had initially thought, or that following reviews or hands-on experiences with the phone, many customers decided not to go through on their purchase.
So why 2018, and not 2017? He believes that this will be due to Apple launching updated versions of the iPhone X next year, which last we heard could potentially arrive in two sizes, one of which is rumored to be bigger than the current model. He also claims that Apple’s TrueDepth production issues will be properly addressed in 2018, so there will be no bottlenecks with regards to production.