iPhone 8 is going to make much bigger product than iPhone 6


Analysts at Nomura estimate that a “Supercycle” will develop in the last three months of 2017 that will make iPhone 8 a much, much bigger product than iPhone 6.

iPhone 6, launch in 2014, was an era-defining the products for Apple that propelled the company to record sales.

But now, Apple current iOS subscriber base the number of people using an Apple product is 45-50% larger than it was in 2014.

This next super-cycle “seems well underappreciated, “analyst Jeffrey Kvaal and Gregory McNiff say. Their forecast is higher than the consensus of their peers:

“Consensus calls for 80 million iPhone in F1Q18 (Dec ’17) only modestly above the iPhone 6 super-cycle (75 million). However, we estimate the iPhone 8 will launch into an iOS subscriber base 45-50% larger than the iPhone 6 did and model 86 million iPhone in F1Q18 from 83 million.

The increase in subscriber has been by sales of the iPhone 6, the analysts say: “we believe the iPhone 6 drove the iOS base up 35% followed by 5-10% increase from the subsequent devices,” Anyone who is still using an iPhone 6 is a prime candidate for buying a new iPhone in late 2017.

The Possibility that the upcoming iPhone could tap into a large base of people who are waiting to upgrade has been floated by several analysts before as a rationale for being bullish on Apple

Also Read: Win a Free iPhone, Tv or a scooter through this new app

The iPhone 8, codenamed “Ferrari” according to leaked manufacturing documents, is expected to include a new kind of OLED (organic light-emitting diode display) screen already used by Samsung, which would allow the phone to have a borderless, all display front surface.

This OLED model going to trigger replacement demand among high-end users, especially if it comes in an all new design form factor with notably superior specs, according to KGI securities analyst Ming-Chi Kuo.

Other rumored features the document mentions include a “glass- sandwich” design (glass at the front and back of the phone), an “invisible” home button, and wireless charging



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