Ming-Chi Kuo: three iPhone 8 models coming, 'premium' OLED version with dual camera to sell well

Ming-Chi Kuo: three iPhone 8 models coming, 'premium' OLED version with dual camera to sell well
When it comes to knowledge about future iPhones, there is barely an analyst with better track record than KGI Securities' Ming-Chi Kuo. His latest note to the research shop's clients fleshes out a bit more details on the expected iPhone 8 models that are slated to arrive next fall.

Rumors about them are coming fast and furious these days, and some of them are rather contradictory, so it's nice to hear a reputed analyst setting the record straight in a plausible scenario. For example, both Nikkei and Barclays analysts tipped that there will be three models, one of which will have a 5" panel, but that Apple's plans are still in flux, and they are trying different scenarios depending on flexible OLED display yields that will apparently play a part in building at least one of the iPhone 8 models.

Ming-Chi Kuo, however, claims that there might indeed be three models, but two of them will sport 4.7" and 5.5" LCD panel sizes, like the current crop, while the "premium" iPhone 8 version will be with an OLED screen of undisclosed diagonal (previously rumored to be a 5.8" one):


The other interesting part here is not that the larger iPhone 8 models will sport Apple's dual camera setup - after all, it made a cameo on the iPhone 7 Plus - but the adoption rate forecast for it. The analyst predicts that the share of iPhone 8 models with dual cameras will be at least 65% of the total new iPhones shipped, which will benefit Taiwan's Largan Precision - Apple's chief lens supplier. This means that Ming-Chi Kuo is expecting healthy interest in the "premium" OLED display model, as before that the forecast was no more than 40% of sales to go to the iPhone 8 Plus, or whatever the eventual 5.5" LCD panel version with dual camera gets called.

Where does all that leave us in terms of the "all-glass" or "edge-to-edge" display iPhone 8 speculation, remains to be seen, but, increasingly, the rumors about a major redesign seem to be referring to the alleged OLED display "premium" version that could pop up alongside the "regular" LCD-laden iPhone 8 and 8 Plus. It might be the one with minimal bezels and home button embedded in the display, with curved 5.8" screen, and all the other wacky shenanigans, while the more orthodox models will fill the needs of those Apple fans who can't imagine their iPhones without a home key, or with a curved display, what do you think about such a scenario?

source: MacRumors

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8 Comments

1. dubaiboy78

Posts: 457; Member since: Sep 19, 2014

Ok fine whatever

2. Bankz

Posts: 2550; Member since: Apr 08, 2016

I have a feeling that the iphone8 will be bringing it next year. Its going to be between the IP8+ vs GS8E. They both will be killing it next year and maybe the second generation Moto Z! That being said, smartphones have been and will continue to be borefests for some time to come tbh. Its all about form factors, dual cams and Ram increment now. Nothing else will be different or new and you can bet on that.

3. BradyCrack

Posts: 835; Member since: Dec 29, 2015

More fragmentation? Great...

4. drunkenjay

Posts: 1700; Member since: Feb 11, 2013

Cant wait for the oled model.

5. Carlitos

Posts: 680; Member since: Oct 23, 2011

I mean why not just give OLED models in all of them? Fairly confident Samsung, will once again, make the display to beat next year on their Galaxy line up in 2017. They just keep looking more and more impressive compared to the competition.

6. ibend

Posts: 6747; Member since: Sep 30, 2014

to get more profit? and S8 will use the newest M8 OLED...

7. sissy246

Posts: 7129; Member since: Mar 04, 2015

Isn't that what he said this year, that there would be 3 and it was just two like always.

9. Arch_Fiend

Posts: 3951; Member since: Oct 03, 2015

A 5.8in iPhone 8.... well I guess that means Apple is finally going to do something about their huge bezel fetish lol, because if they don't Apple can forget about selling an iPhone with a bigger screen than 5.5in.

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