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  • Morgan Stanley sees no iPhone 8 delay; expects shipments to top Wall Street consensus in 2018

Morgan Stanley sees no iPhone 8 delay; expects shipments to top Wall Street consensus in 2018

Posted: , by Alan F.

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Morgan Stanley sees no iPhone 8 delay; expects shipments to top Wall Street consensus in 2018
Ask three Wall Street analysts what 2+2 equals, and you're bound to get three different answers (never mind that none of them will be the right response). For example, for weeks now we've been hearing that production problems with the 3D sensing technology on the front-facing camera for the Apple iPhone 8, is slowing down production. Other analysts have pointed to problems Apple is said to be having with embedding Touch ID under the front glass. With the phone expected top offer an edge-to-edge display, Apple was hoping to put the fingerprint scanner under the glass. But if that cannot be done for one reason or another, Plan "B"calls for Apple to put a Touch ID button on the back of the phone.

While all of these issues could lead to a delay in the arrival of the iPhone 8, at least one Wall Street firm says that they see no evidence of such a delay in the handset's supply chain. Morgan Stanley is telling clients in a note that was sent out today, that they see components (including the OLED panels) arriving in time which will allow production of the 10th anniversary model to start on time.

"Recent reports on low yields for new components that could affect the 10th anniversary iPhone launch have caused investor concern, although Morgan Stanley's Greater China Technology Research colleagues have not yet seen delays in the supply chain and still expect new iPhone production to start on time for most of the components (including OLED). Nevertheless, we remain conservative in our initial expectations for iPhone supply, and forecast unit growth of only 3% in C2H17, well below the implied 20-30% growth based on current build forecasts."-Morgan Stanley note to clients


While it sounds like Morgan Stanley believes Apple may be slow to get new iPhone units flying out the door during the second half of this year, it has big expectations for 2018. Morgan Stanley analyst Katy Huberty says the second half of calendar 2017 will bring a small 3% growth rate in iPhone shipments. But things will take off in 2018, according to Huberty. She says that consensus forecasts predicting that Apple will ship 237 million iPhone 8 units in 2018 at an average price of $683 are "far too low."

source: CNBC

23 Comments
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posted on 17 May 2017, 13:48 1

1. gynorm (Posts: 22; Member since: 31 Jul 2013)


does anyone really think that looks good? that full screen phone that goes above the speaker but its just chalked full of app icons... yeah because that just looks great...

posted on 17 May 2017, 13:59

3. nctx77 (Posts: 2330; Member since: 03 Sep 2013)


It's a rendering dude! Even if it was legit, are you just going to sit there and stare at the home screen?

posted on 17 May 2017, 14:24

6. cmdacos (Posts: 431; Member since: 01 Nov 2016)


Yes, I would stare at that ridiculous hole in the screen all day long.

posted on 17 May 2017, 16:25

16. sgodsell (Posts: 4535; Member since: 16 Mar 2013)


Considering 226 million iPhone's sold in 2015, and 216 million iPhone's sold in 2016. That with Apple also introducing what they call their mid range iPhone SE as well.

So Apple really has to introduce something that is new, and innovative. Because Apple has been loosing market share for some time now.

posted on 18 May 2017, 15:16

20. TechieXP1969 (Posts: 13586; Member since: 25 Sep 2013)


What else can you do with an iPhone?

posted on 17 May 2017, 13:56 1

2. gynorm (Posts: 22; Member since: 31 Jul 2013)


Unless iOS 11 changes significantly, the iPhone 8 is going to look like garbage the way the app icons are laid out for you, can't even move them around how you want. They need to copy android, (again) and add an app drawer and the ability to freely place icons where you want to take advantage of that screen real estate..

posted on 17 May 2017, 14:12 3

4. Bankz (Posts: 1357; Member since: 08 Apr 2016)


U say this when android is busy trying to copy the iphones lack of an app drawer. Only a matter of time before they dive into it fully.

posted on 17 May 2017, 14:25 1

7. cmdacos (Posts: 431; Member since: 01 Nov 2016)


App drawer didn't go a way at all. Very different.

posted on 17 May 2017, 14:55

8. mikedemoda (Posts: 29; Member since: 19 Mar 2010)


app drawers is so 2011 that almost every Android OEM offers the option to get rid of it, LG, Samsung, Huawei... it's about time Google drops it for the Pixels

posted on 17 May 2017, 14:59 1

9. gynorm (Posts: 22; Member since: 31 Jul 2013)


iOS is so 2011! No OS design change for a very long time.

posted on 17 May 2017, 15:18

11. aegislash (Posts: 938; Member since: 27 Jan 2015)


The app drawer is still there in Android, though. You just swipe up now to access it, rather than having an app drawer icon wasting space that could be occupied by an actual app.

Other OEMS offer skins with an option to remove the app drawer entirely and have everything spread out across your screens...but it is certainly not part of the base Android operating system, therefore Android isn't copying anyone.

posted on 17 May 2017, 19:09

17. sgodsell (Posts: 4535; Member since: 16 Mar 2013)


Android gives you launchers. So that gives users different options and ways to access all the available apps that have been installed on an Android device. But please Bankz continue to think that Android is trying to copy the iPhone's lack of an app drawer. The world needs more ignorant people like you, and the people that clicked on your post. But please don't stop posting your crap. I kinda feel sorry for the misinformed and ignorant people like you Bankz.

posted on 18 May 2017, 15:19

21. TechieXP1969 (Posts: 13586; Member since: 25 Sep 2013)


All they did was replace the app drawer icon with a onscreen gesture.

Shows you have no idea what you are talking about.

posted on 17 May 2017, 14:15 1

5. gynorm (Posts: 22; Member since: 31 Jul 2013)


There has always been an app drawer with android they just took away the button, the button is optional. And yes, nctx77 think of how the iPhone 8 is looking so far, full screen...iOS with their apps always where they are, it wouldn't look very good. And by the way, iPhone users have to look at the home screen because there is no app drawer or any customization options for that matter

posted on 17 May 2017, 15:08 2

10. cnour (Posts: 1238; Member since: 11 Sep 2014)


A zoom in version of Techie......

posted on 17 May 2017, 15:21 1

12. aegislash (Posts: 938; Member since: 27 Jan 2015)


Cnour, I found a selfie of you!

https://i.ytimg.com/vi/Ux-0DeutOBo/maxresdefault.jpg

You're in no position to even mention Techie, when you're the one of the biggest trolls on here.

posted on 17 May 2017, 21:09

18. NoToFanboys (Posts: 2652; Member since: 03 Oct 2015)


And you're the apple version of techie.
Huge difference in length of posts, but same level of retarded fanboyism.

posted on 18 May 2017, 15:22

22. TechieXP1969 (Posts: 13586; Member since: 25 Sep 2013)


I don't even troll. I just try to make sense.

posted on 17 May 2017, 15:24

13. aegislash (Posts: 938; Member since: 27 Jan 2015)


The iPhone 8 will not be delayed...simple as that. You guys over at PhoneArena should know this, considering it seems to be something that is said every year...and has it happened yet? No.

Seems like a waste to keep posting these 'iPhone 8 delayed/iPhone 8 not delayed' articles when we all know a delay is not going to happen.

posted on 17 May 2017, 15:33

14. Nopers (Posts: 400; Member since: 01 Jun 2015)


To be fair it is always a nightmare getting one on launch day. I waited 5 weeks for my 7+. Not a waste for them though for all that juicy ad revenue. This is one of the few sites I haven't white-listed from Adblock which is saying 56 ads on this page.

posted on 17 May 2017, 15:39 1

15. aegislash (Posts: 938; Member since: 27 Jan 2015)


It can be a nightmare getting an iPhone on launch day, yeah...but that isn't really equal to a device being delayed.

Also yeah, it's a shame that their ad system is such a joke...I'd have no problem whitelisting them, but it gets tiring seeing full-screen ads and getting new tabs opened directing to fake Facebook pages claiming I won a free iPhone 7, and worst of all, fake pages claiming that my phone has a virus. Things that only happen when I visit this site without adblocker enabled.

posted on 18 May 2017, 15:24

23. TechieXP1969 (Posts: 13586; Member since: 25 Sep 2013)


I thought that screen with the fake virus was only happening to me.

At first I thought it was s specific attack on Samsung's browser, because at first it only happened on that browser.

But then it started happening on Chrome and Firefox.

posted on 18 May 2017, 15:15

19. TechieXP1969 (Posts: 13586; Member since: 25 Sep 2013)


The way PA worded the saying, it makes it appears they think Apple will selling 237M iPhone 8 models, in a year...which is a mathematical impossibility considering they sell other models.

Quote - "She says that consensus forecasts predicting that Apple will ship 237 million iPhone 8 units in 2018 at an average price of $683 are "far too low.""

They are not gonna sell 237M iPhone 8. Since Apple never releases numbers because it would shock iFans all over the world, we will actually never know.

But we can guess.

In the USA, if Apple can make enough, the iPhone 8 will simply cannibalize the sales of the other models...like the 7S. But since they wont be able to keep the 8 around long, then people will have to pick another iPhone options.

All the people who like the S8, but refuse to buy it, will all run out and rush to get Apple.

Samsung came up with a great idea, Apple paying to catch up and reap their own benefits.

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