Analyst sees iPhone X leading to a 'super long cycle' for Apple

Analyst sees iPhone X leading to a 'super long cycle' for Apple
Piper Jaffray analyst Michael Olson wrote a note to the firm's clients today that is very bullish as far as Apple is concerned. Of course, the securities house has been high on the tech titan going back to the days when Gene Munster was covering the company for Piper Jaffray. Today, Olson wrote that thanks to the iPhone X, Apple is in line "to experience a strong multi-year iPhone trajectory, not the short-lived 'super cycle' that was anticipated."

The analyst cites a growing interest in augmented reality, led by developers pushing out new, interesting AR based apps for the App Store. Also helping the cycle will be the 2018 iPhone models. Olson expects all three new iPhone models to be released by Apple next year to carry an OLED display. And he added in his note that the companies providing 3D sensing components for the iPhone X's TrueDepth Camera are being asked to triple the volume of deliveries for next year. That could mean that Face ID will be offered on all 2018 iPhone models. There is also talk that Apple will offer a rear-facing version of its TrueDepth Camera on next year's handsets.


Olson says that the 2018 'iPhone X offspring' can help generate an increasing amount of interest in the new devices for next year from iPhone users, many of whom are still using the Apple iPhone 7 or older units, and will be ready to upgrade to the latest iPhone model.

source: CNBC

Related phones

iPhone X
  • Display 5.8" 1125 x 2436 pixels
  • Camera 12 MP / 7 MP front
  • Processor Apple A11 Bionic, Hexa-core, 2390 MHz
  • Storage 256 GB
  • Battery 2716 mAh(21h 3G talk time)

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34 Comments

1. Phullofphil

Posts: 1740; Member since: Feb 10, 2009

They will always get a good cycle when they make enough improvements that are in a good way to actually be worth upgrades.

15. sgodsell

Posts: 6737; Member since: Mar 16, 2013

So removing TouchID was an improvement? Giving their customers no other option, is that called improvement?

22. worldpeace

Posts: 3092; Member since: Apr 15, 2016

But finally catching up in screen-to-body ratio, camera quality, AMOLED screen, battery life, wireless charge and upgraded design is definitely an improvements. And compared to the last 3 years of apple cycle, even if they only add wireless charging, they still can call it improvement. The last 3 years of iPhone is super boring afterall

26. piyath

Posts: 2445; Member since: Mar 23, 2012

Yes. Yes. Yes. Customers are also people, some are very stupid like you. So tech companies like Apple has the sole responsibility to carry them to the next technological advancement every now and then although they feel like not doing that. FACE ID is 20 times better than FP thus it's the obvious future, and Face ID can be used with many many more useful scenarios thus more versatile than FP. People like to be stubborn and comfortable with their age old tech but that's not good in security wise and as a whole. Apple is just forcing them to use a better product, that's it.

30. theunspoken

Posts: 310; Member since: Jul 06, 2017

Apple also needs to take care of few stupid commenters.

34. tedkord

Posts: 17093; Member since: Jun 17, 2009

The RDF is strong in this one. People like what's best. FaceID is not the best.

2. midan

Posts: 2557; Member since: Oct 09, 2017

IPhone 7, 8 and X all are in very high demand. Apple really have all the puzzle pieces in order now

16. sgodsell

Posts: 6737; Member since: Mar 16, 2013

The 7 and 6s are selling more than the 8. Even production of the iPhone 8 was reduced shortly after it arrived.

33. midan

Posts: 2557; Member since: Oct 09, 2017

If that's true, Apple can expect 100 million unit sales this q, i know they will sell lot, but i doubt they reach 100 million, even 80 million would be really high. After Thanksgiving "These are Localytics estimates for the percentage of iPhone 8’s, 8 Plus’ and X’s that were in use as of Wednesday, November 29. iPhone 8: 2.22% translates to 17.5 million sold An additional 3.8 million iPhone 8 Plus: 2.94% translates to 23.2 million sold An additional 4.6 million iPhone X: 2.63% translates to 20.7 million sold An additional 9.5 million" If iPhone 8 have sold around 18 million alone, so you are saying iPhone 7 and 6s combined sold over 40 million, maybe 50, because iPhone 7 for sure is selling lot better than 6s You still think iPhone 8 isn't selling well?

3. darkkjedii

Posts: 30786; Member since: Feb 05, 2011

In other words, prepare for the same look for years to come.

7. bucky

Posts: 3771; Member since: Sep 30, 2009

Is that a surprise? Samsung and Apple have been like this for years.

12. BlackhawkFlys

Posts: 899; Member since: May 07, 2014

Samsung hasn't released a same designed phone. Galaxy S, Galaxy S2, Galaxy S3, Galaxy S4, Galaxy S5, Galaxy S6 were different designs. S7 was like the S6 except for the curved back on the S7. Galaxy S8 is an entirely new design. Galaxy S9 might look like the S8.

14. bucky

Posts: 3771; Member since: Sep 30, 2009

Entirely new design? Is that a joke? The s6 straight to the s8 is identical. They literally just made the bezels smaller.

23. worldpeace

Posts: 3092; Member since: Apr 15, 2016

They remove the front button add new FP scanner on the back. and you can't use S6 case for S7 and S8.. But you can use iPhone6's case for iPhone6, iPhone6S, iPhone7, and iPhone8

17. CreeDiddy

Posts: 2118; Member since: Nov 04, 2011

I don't mind a X Plus. That is what they should have released this year.

19. darkkjedii

Posts: 30786; Member since: Feb 05, 2011

I'd buy it, if it gets split view, picture in picture, multitasking dock, pencil support, themes, dedicated numbers row, symbols on keyboard, and a new look to the (stale as 5 month old bread) iOS UI. More features are sorely needed, but I could live with just those.

4. GalaxyLeads_iCrapFollows

Posts: 215; Member since: Nov 29, 2017

Not sure about that. With thick bezels and ugly notch, I think Apple needs to go back to the designing board and rethink the design. The only reason iphoneX is selling well is because the iphone design in the past several years was stagnant not to mention butt ugly so ifans been waiting for a design change and was going to buy the X regardless if the phone was good or not.

5. midan

Posts: 2557; Member since: Oct 09, 2017

Notch is only problem for them who don't use it. It gives great unique look for iPhone and in normal use you hardly ever notice it and when you notice it it's just a small bezel. I like the notch lot more than hiding it. Snapchat for some weird reason hides it and gives us black par, apps which shows the notch looks lot better. iPhone X is selling well because it's nearly perfect device, it hits all the right spots, and when you have device like that even high price isn't problem.

27. piyath

Posts: 2445; Member since: Mar 23, 2012

Notch is Notch ugly to me. It's unique and phone looks technically advanced because of it.

29. maherk

Posts: 6684; Member since: Feb 10, 2012

I never really notice the notch when I'm using my wife's X. Think of it as a two tiny screens that are there for the status bar. People didn't have an issue with the extra screen on the V30, and I see it as the same concept with better purpose on the iPhone X.

31. cnour

Posts: 2305; Member since: Sep 11, 2014

No need to write a comment. Your name is enough to prove your stupidity.

6. kotan24

Posts: 301; Member since: Oct 29, 2012

I actually like the notch it gives the iPhone personality and very unique.

8. aashis.sapkota

Posts: 85; Member since: Sep 27, 2015

People are always reluctant to buy the first iteration; remember iPhone 6S which sold way more than iPhone 6. The same will be the case with iPhone X. Its the first of a new stream of design and function, like the iPhone 6 in its time. I recently bought a new iPhone 6S instead of 7 or 8.

9. midan

Posts: 2557; Member since: Oct 09, 2017

You got something very wrong, 6s didn't sell more than 6, iPhone 6 is still best selling smartphone ever.

10. apple-rulz

Posts: 1875; Member since: Dec 27, 2016

So sad if true, that means goodbye Apple, hello android/Samsung 100%. I love Apple Music and I love iMessage, but OMG that hideous notch! I can even forgive Apple for being stingy on no fast charging accessories out-the-box, but that hideous notch, yuck!

18. CreeDiddy

Posts: 2118; Member since: Nov 04, 2011

Nothing wrong with the notch. Once you own one it disappears. However, in some cases watching videos and clips in vertical mode does cause slight distraction, but overall smooth experience. I've owned one for 14 days. Just waiting for the larger model. Hopefully 6.7" and not 6.5"

11. Joosty

Posts: 462; Member since: Mar 14, 2013

The iPhone X will sell very well for the next year as well. They won’t have to do a short cycle. This phone is years ahead of android in terms of processing. Cameras are superb enough to stay relevant for the next year as well. Good for them.

13. lazarus_26

Posts: 38; Member since: Sep 29, 2014

If they realese iPhoneX plus and iPhoneX mini(bezel less-iPhone SE) next year then they'll definitely break their sales record.

20. path45th

Posts: 398; Member since: Sep 11, 2016

The iPhones are not only beautiful in design, they’re also technologically more advanced than any android phone. Take for example the processors. They are at least two years ahead of the competition. It was Apple who idroduced the Touch ID, it’s Apple again who introduced the Face ID. iPhones are getting more updates than any other Android phone. Lack of fragmentation means that the iPhones will receive the best apps first than any android phone. The way I see it is that iPhones are so ahead that are future proof. A two year old iPhone can perform as fast or even outperform this years Android phones. Apple is following a good model so there will be more good surprises ahead. On the contrary, Android follows a wrong model, the one of fragmantion, and it wfailing.

21. path45th

Posts: 398; Member since: Sep 11, 2016

The iPhones are not only beautiful in design, they’re also technologically more advanced than any android phone. Take for example the processors. They are at least two years ahead of the competition. It was Apple who idroduced the Touch ID, it’s Apple again who introduced the Face ID. iPhones are getting more updates than any other Android phone. Lack of fragmentation means that the iPhones will receive the best apps first than any android phone. The way I see it is that iPhones are so ahead that are future proof. A two year old iPhone can perform as fast or even outperform this years Android phones. Apple is following a good model so there will be more good surprises ahead. On the contrary, Android follows a wrong model, the one of fragmantion, and it is failing.

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