Morgan Stanley: iPhone 8 may be delayed, pushing an upgrade super cycle to 2018

Morgan Stanley: iPhone 8 may be delayed, pushing an upgrade super cycle to 2018
We've been on this rollercoaster before - analysts and supply chain sources predicting that upcoming iPhones will face production delays due to the scarcity of this or that part, or due to the complex nature of putting it all together. Such predictions usually bomb by Thanksgiving, when, whatever production bottlenecks Apple might have had, get ironed out. This year, however, Apple may be attempting something it's never done before - a brand new and complex design of a third iPhone 8 that is said to be announced together with the iPhone 7s and 7s Plus.

Thus, there might be indeed many pressing production problems, so Morgan Stanley’s Katy Huberty is the next in a long line of analysts who have by now predicted delays in launching the iPhone 8 at full speed. Last we heard, the problems with manufacturing yields for the new screen, camera, or Touch ID solution, weren't supposed to be fully resolved before November

Morgan Stanley’s analyst, however, is a bit more optimistic, not because she doesn't envision any delays, but because according to her those will just push Apple's expected upgrade supercycle into the first half of 2018. Even if the iPhone 8 lands on the shelves later than the iPhone 7s or 7s Plus, she mentions, consumers will be hard pressed to resist an upgrade:



As you can see from the chart above, Morgan Stanley has altered their iPhone 8 sales predictions based on the supply bottleneck rumors, and have moved the bulk of its expected sales to H1 2018, with the respective huge increase in the average iPhone selling price for Apple. We can only imagine the quarterly profits Apple will be racking next year, if all of this goes to plan.

source: BI

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24 Comments

1. Bankz

Posts: 2457; Member since: Apr 08, 2016

JUST...STOP!!!!!

4. Myphoneisonfire

Posts: 403; Member since: Sep 05, 2016

Apple stock would definitely take a hit if the iPhone 8/x/10 gets delayed. Good time to short the stock.

17. AmashAziz

Posts: 2869; Member since: Jun 30, 2014

Seems like you want Apple to get hit with this hit.

22. seret6

Posts: 279; Member since: Aug 14, 2013

Im sorry but iphone 8 will not come before 2018. My apologies to apple's sheeps

23. Myphoneisonfire

Posts: 403; Member since: Sep 05, 2016

Purely a business decision. If i feel the stock will go down... why not short it?

16. BuffaloSouce

Posts: 1124; Member since: May 01, 2017

You only hope is not true because if it doesn't release, you'll look like an even bigger idiot than you already are and will be hard for you to show up around here again

2. HillaryClinton2020

Posts: 190; Member since: Feb 08, 2017

patience is success, GO APPLE!!!

10. darkkjedii

Posts: 30672; Member since: Feb 05, 2011

Then perhaps they should wait till 2020Hillary ;/

18. AmashAziz

Posts: 2869; Member since: Jun 30, 2014

BEST!

20. darkkjedii

Posts: 30672; Member since: Feb 05, 2011

Maybe to you. The S8 is to me.

24. AmashAziz

Posts: 2869; Member since: Jun 30, 2014

Not sure what you meant there, but I found your reply no.10 epic.

26. AmashAziz

Posts: 2869; Member since: Jun 30, 2014

Oh......I got it now. Sorry it's just me at 5am!

27. darkkjedii

Posts: 30672; Member since: Feb 05, 2011

I thought you meant the iPhone was the best. My bad.

3. UglyFrank

Posts: 2188; Member since: Jan 23, 2014

Releasing the 7S in September and the 8 in Jan-March next year would be a terrible idea

11. NoAllegiance unregistered

nah, I think some people would buy both. Though it would be weird seeing people queue in long lines in March.

19. AmashAziz

Posts: 2869; Member since: Jun 30, 2014

It would be good for Apple since it could affect sales of S9/G7. However, I don't want to see Samsung pressurised again and release the S9 early.

5. DerryAhmad

Posts: 296; Member since: May 05, 2012

Hmm.. Not good. Planning to buy the iPhone 8 this year. I don't think I'm going to settle for the 7S if it still has the same design as the iPhone 6/6s/7 (huge bezel) unless they manage to incorporate the all screen design of iPhone 8 to the 7s.

8. Iodine

Posts: 1470; Member since: Jun 19, 2014

Analysts : iPhone 8 will be relesed in september Analysts : iPhone 8 will be relased in december Analysts : iPhone 8 will be released september 2018 Analysts : iPhone 8 is delayed, Apple is doomed Does any of them actually know when it's going to be released ? So Apple is the fault, not a bad analysis that the next iPhone is delayed compared to "analyzated" release date. It's as single-sided arrogance as it can get.

9. darkkjedii

Posts: 30672; Member since: Feb 05, 2011

This phone had better big big, and it had better be worth it, if all these delay rumors come to fruition. It's getting crazy with the rumor mill.

12. sissy246

Posts: 6888; Member since: Mar 04, 2015

Isn't the i8 just a big rumor anyway. I mean unless I missed something apple has never said them selves that there is for sure 3 phones this year, the i7s , i7s+ , and the i8. Last year's rumors said there would be 3 and there were only 2. This article sounds to me they are hinting there will not be 3 phone's.

13. darkkjedii

Posts: 30672; Member since: Feb 05, 2011

That's true.

14. janis

Posts: 397; Member since: Mar 10, 2014

if this next iphone will not have 2k screen + proper to 2017` standards bazels this will be epic.

21. omnitech

Posts: 1131; Member since: Sep 28, 2016

Probably was never planned for 2017 in the first place and Apple saw how future forward looking it's competition was and slapped something ugly together. That's how the iphone 8 seems to be designed at least. lol

25. AmashAziz

Posts: 2869; Member since: Jun 30, 2014

Surely it was planned since more than a year ago. As the rumors started coming in early 2016, as far as I know. And from I believe, Apple never rushed an iPhone before due to the competition. Therefore I think it's release was already planned way ahead.

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