Taking a similar position, analysts from BlueFin Research Partners recently issued a note to investors claiming that Apple's available supply of iPhone 8 units for the September quarter will be limited to just 5 million units. Our FY18 iPhone shipments estimate is now 270.2m, up from our previous estimate of 262.9m...
Given a relatively small supply at launch, Hall anticipates that Apple will sell 42.2 million iPhone units during the upcoming September quarter, a slight decline from the 45.4 million units Apple sold during the September quarter past year. Cupertino has reportedly inked a two-year deal with the Korean manufacturer to supply it with OLED screens for the iPhone.
2018 is shaping up to be a great year for Apple stock, Morgan Stanley analyst Katy Huberty wrote in a note distributed to clients on Monday. There's also talk of 3D facial scanning, which could even replace the Touch ID fingerprint sensor for the handset's biometric security.
To summarize, iPhone 8 is expected to be Apple's most high-end device so far, and that's including the iPhone 7s and iPhone 7s Plus, which might not be bundled with all the new and advanced features.
Apple always launches its new iPhones with the updated version of iOS. iPhone 8 and the other new iPhones will sport iOS 11, which is heavy on productivity.
At the time of the iPhone SE release, the 4-inch device was notably smaller than current trends. There is some delay in the production of OLED from them. Hall, though, is more confident than that. The second event will purportedly be held in October to unveil the much rumored iPhone 8. "We expect a small amount of late September EMS [electronics manufacturing service] output for the Pro model and then ramping production through October with target output levels achieved in late October/early November". Indeed, Hall suggests that only around 2m units will be ready by September, rather than the 9m initially expected. Rod Hall expects Apple to ship their new flagship smartphone in early September which is in line with the usual release schedule of new iPhone models.