The boom is only just beginning to take effect. The iPhone X has been on the market for four weeks now – and it looks like Apple should be able to set new sales records with its new flagship smartphone. But after the iPhone is known to the iPhone: In ten months, could be three versions of the iPhone X on the market, speculates the investment bank Piper Jaffray for information from the supply chain.
For Tim Cook, this year can be a relaxed Christmas. After a difficult 2016, in which Apple had to post for the first time since the debut of the iPhone declining sales, Cook got the 41-year-old Techpionier in the past twelve months back on track.
And how: In the most recent quarter , sales recently increased by 12 percent and net profits even by 19 percent. Meanwhile, in the current holiday season, Tim Cook has set new record sales between $ 84 and $ 87 billion. The development driver is once again the iPhone, which is expected to sell more than 80 million times, according to analyst estimates.
By 2018, two new OLED iPhones are expected to hit the market
The lion’s share is likely to make up the iPhone X, which was launched at the beginning of November, and was struggling to cope with major production bottlenecks at the start. As Rosenblatt Securities analyst Jun Zhang predicts , Apple is likely to have sold on Black Friday alone up to 6 million units of its OLED iPhone – by the end of the year could be even 30 million pieces. Star analyst Ming-Chi Kuo, meanwhile , expects the sales boom to continue even more in the first calendar quarter .
But what then? After the iPhone is known to the iPhone: As Kuo predicted in a research note , Apple is likely to bring two iPhone models with OLED display next year on the market. The KGI Securities analyst expects next year a successor to the current iPhone X, which is equipped with a screen size of 5.8 inches, according to the form factor, but only slightly larger than the iPhone 8.
Piper Jaffray: Orders for 3D sensors indicate three OLED models
Similarly, Kuo reports with reference to the supply chain that Apple will bring a larger iPhone with OLED display on the market in the next X-Generation 2018. This is likely to be the evolved Plus variant of the iPhone X, which would be similar in form factor to today’s iPhone 8 Plus, but due to the borderless display actually grow to a screen size of 6.5 inches.
Industry colleague Michael Olson of Piper Jaffray confirmed in a research note, which is the blog Apple 3.0 , the thesis of the two new iPhone X versions, which Apple should bring in his opinion, with the well-known nomenclature as iPhone Xs and iPhone Xs Plus on the market , Alone: According to Olson’s information Apple has already subcontractors to 3D sensors, which are needed for the production of the face scanner Face ID to produce in triple volume. So Apple actually seems to be planning with three OLED iPhones.
The puzzle solution: After the blueprint of recent years, Apple could continue to offer the flagship model of this year after the launch of the new models next fall – at then discounted prices. Apple fans who are interested in the iPhone X, but currently shrink from the high prices of 1149 euros for the entry-level version or even 1319 for the 256 GB version, so could possibly come in ten months cheaper for an OLED iPhone.