iPhone X buyers may be in for a bit of a disappointment, at least most of them. According to leading Apple analyst, Ming-Chi Kuo, the iPhone “supercycle” will not happen until 2018. The phone is set to be released in November and some iPhone X buyers may get lucky and score one. But the majority of buyers may have to wait until 2018 when it is expected Apple will solve “production issues” with its TrueDepth camera.
It’s widely believed that the new iPhone X will prompt many users to upgrade but will this delay affect that prediction. Kuo believes the TrueDepth camera production issues should get ironed out in Q4 and shipments of the new X will go strong in the first half of 2018. Here’s part of Kuo’s statement courtesy of MacRumors:
The market generally refers to 2017 as the supercycle of the iPhone, but we think the real supercycle will be in 2018 for the following reasons: (1) TrueDepth Camera’s production issues will be significantly addressed in 2018F; (2) new models launched in 2018F will enjoy a longer sales period than those unveiled in 2017; and (3) the product mix, specifications and designs of new iPhone models from 2018F will be more competitive. We estimate that for 2017, iPhone shipments will come in at 210-220mn units, which should grow to be 245-255mn units in 2018.
Shortages of the iPhone are nothing new but it’s never spilled over to the first half of the next year. iPhone X buyers are going to either get very lucky to get one from the first batch or will have to wait until the start of 2018. Although, there is something to be said for waiting. Those first batches of iPhone’s could actually have issues so holding out a little longer may work out better.
In the meantime, the Google Pixel 2 XL is already available for pre-order. Just saying.Source: MacRumors