Ming-Chi Kuo Says iPhone X Supercycle Won't Really Happen Until 2018

Discussion in 'MacRumors.com News Discussion' started by MacRumors, Oct 6, 2017.

  1. MacRumors macrumors bot

    MacRumors

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    For months, many Wall Street analysts have predicted the iPhone X will drive a significant number of existing iPhone users to upgrade. The latest word from KGI Securities analyst Ming-Chi Kuo, however, suggests the so-called "supercycle" won't truly gain momentum until 2018 due to multiple factors.

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    Namely, Kuo said the TrueDepth camera system's reported production issues will be "significantly addressed" in 2018. He also believes new iPhone models launched in 2018 will enjoy a longer sales period than those unveiled in 2017, with next year's lineup likely to retain many of the iPhone X's appealing features.

    Here's the excerpt from Kuo's research note obtained by MacRumors today:
    Kuo estimated that once iPhone X's production issues are solved in the fourth quarter of this year, shipments will "pick up strongly" in the first half of 2018.

    Article Link: Ming-Chi Kuo Says iPhone X Supercycle Won't Really Happen Until 2018
     
  2. Tinmania macrumors 68040

    Tinmania

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  3. dominiongamma macrumors 65816

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    #4
    Guess I’m skipping the 10 waiting for the 11. Since in a couples months later in 2018 a newer iPhone will be out.
     
  4. Labeno macrumors 6502

    Labeno

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    #5
    When I order at 12:01am on pre-order day, I hope that doesn't mean I get delivery 6 months later.
     
  5. BoneCollector Suspended

    BoneCollector

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  6. adepew macrumors regular

    adepew

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    #7
    Fall 2018
     
  7. slprescott macrumors member

    slprescott

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    #8
    "Kuo also predicted that new iPhone models in 2018 will retain the iPhone X's appealing features..."

    vs. ... Apple removing the appealing features? This is an astute prediction?
     
  8. EvilEvil macrumors 6502a

    EvilEvil

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    #9
    I'm glad I upgraded to the iPhone 8+. I will not be buying another iPhone until they remove the notch.
     
  9. Bane-Thunder macrumors 6502

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    #10
    Well I'm getting my X 256gb Silver for sure. And I'm sure since im pre-ordering early in the morning with my network provider ill get one on time for launch day. I'm in the UK so we don't get the crazy of the US and other regions.
     
  10. nburwell macrumors 68040

    nburwell

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    #11
    I'm still glad I went with the 8+. I'm okay waiting until next year when the second generation X is released.
     
  11. Chupa Chupa macrumors G5

    Chupa Chupa

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    #12
    I detect sarcasm but unsure why. I mean Apple has removed features on superseding models before.
     
  12. MrGimper macrumors 603

    MrGimper

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    #13
    Glad I decided to wait until 2018 for the XI, and upgraded to the 8 Plus... I can enjoy all the A11 Bionic loveliness now.
     
  13. lexvo macrumors 65816

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    #14
    If the delivery of the iPhone X will be like Februari 2018 (or even later) then I think I will wait for the next generation (or buy the iPhone 8 now).
     
  14. Tom2893 macrumors 6502

    Tom2893

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    #15
    Thats true actually for people that upgrade every year. I'll be keeping the 10 for 3 years most likely so doesn't matter for me.
     
  15. brock2621 macrumors 6502a

    brock2621

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    #16
    2018 Fiscal Year
     
  16. Chupa Chupa macrumors G5

    Chupa Chupa

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    You know I'm starting to wonder if all this hype about unavailability is starting to motivate people to just go buy an 8 and wait and X delivery availability will be not bad. I remember before the '96 Olympics all the news reports in ATL were "Don't drive downtown. There is no parking downtown. Don't drive downtown. Take Marta (public transport)." Scared the city s-less.

    Well, my brother and I decided to drive down and see how far we could get. Turns out everyone was so scared of not finding parking or $100 parking that every open lot was half full. Lots were so desperate it was easy to find a place steps away from any venue downtown for $25 all day. So I'm wondering if the X is going to be that kind of situation.
     
  17. macTW Suspended

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  18. Blackstick macrumors 6502

    Blackstick

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    #19
    You might be waiting, awhile. I'm with Marco on this one, that controversial yet tech-packed notch is going to make the iPhone look iconic and unmistakably an iPhone from 30 feet away, instead of an anonymous Android.

    https://marco.org/2017/09/18/courage
     
  19. NinjaHERO macrumors 6502a

    NinjaHERO

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    #20
    Good plan. Wait for 2018 everyone, so mine ships right away. lol
     
  20. WoodpeckerBaby macrumors regular

    WoodpeckerBaby

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    #21
    2017 iOS devices are mediocre as expected.
     
  21. prosp macrumors member

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    #22
    2018 fiscal year, as opposed to calendar year.
     
  22. Adelphos33 macrumors 6502a

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    #23
    As a 6S owner, the right call this year has always been to get an 8+ on a carrier financing program and to prepay a certain amount (I did $200). I did that and am eligible for a new phone in May. When May comes, I can walk into an Apple store and pick up an X or keep my 8+ until the Xs comes out. In the meantime, I enjoy wireless charging, airpods, and the best camera available.
     
  23. rpat701 macrumors regular

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  24. HallStevenson macrumors 6502a

    HallStevenson

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    #25
    Now a whole bunch of "the 8 isn't good enough for me" folks will have to break down and settle for an 8 after all. Of course, they'll dump it as soon as the "X" is finally available too....
     

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