Morgan Stanley's Huberty sees innovative Apple iPhone 8 driving higher than expected sales this year

by Alan Friedman / Mar 14, 2017, 3:56 PM

Morgan Stanley's Huberty sees innovative Apple iPhone 8 driving higher than expected sales this year

Morgan Stanley's tech analyst, Katy Huberty, has some very positive thoughts about the tenth anniversary iPhone that is expected to launch later in 2017. The analyst says that this super cycle for the iPhone has not been fully appreciated. She expects the Apple iPhone 8 (or iPhone X as some have dubbed the device) to be an innovative smartphone with an OLED screen, 3D sensors, wireless charging and advanced AI technology.

Huberty sees Apple selling 20% more iPhone units in 2017 on a year-over-year basis, double the Wall Street consensus. Her most bullish forecast has iPhone revenue increasing 30% in 2017 from last year's sales. Huberty is considered one of the best tech analysts around, and is a member of the Institutional Investor All-America Research Team.

Most analysts expect Apple to release in September, the 4.7-inch Apple iPhone 7s, the 5.5-inch Apple iPhone 7s Plus and the 5.8-inch Apple iPhone 8. The latter will be the only model with an OLED panel this year. Of the 5.8-inch iPhone 8 screen, perhaps as much as 5.15-inches will be used for active applications. The remaining real estate will be used for an embedded version of Touch ID.

"We do not think the super cycle is fully appreciated. What we expect in September is a phone that has significant advancements in technology: OLED screens, 3-D sensors, wireless charging [and] likely some more advanced software in the area of artificial intelligence."-Katy Huberty, analyst, Morgan Stanley

According to the analyst, the innovative new features of the Apple iPhone 8 will lead to a surge in upgrades to the pricey new model, which is why her forecast is more bullish than those of other analysts on the Street. With all of the new features, the iPhone 8 could launch at a price higher than $1,000.

source: CNBC

FEATURED VIDEO

Options

47 Comments

1. htcisthebest

Posts: 435; Member since: Nov 15, 2011

Yeah right they say that every year

posted on Mar 14, 2017, 3:58 PM 7

11. Bankz

Posts: 2531; Member since: Apr 08, 2016

And they make all the profits every year..

posted on Mar 14, 2017, 4:37 PM 6

12. kiko007

Posts: 7493; Member since: Feb 17, 2016

Let them rage man. No point in expecting much elaboration or rationality ATM, these guys are too busy typing furious memes. At this juncture in my time on the Internet, I've come to expect this whenever these analysis articles come up, no matter which way the analyst in question sways. It's as though every Apple hating tardmuffin in existence rushes to any keyboard within a two hundred meter radius to type "No gonna happen" twelve different ways. But when Apple does sell well (newsflash: what they've always done) you either see complete silence or outright excuse making. It's pretty entertaining to watch......

posted on Mar 14, 2017, 4:44 PM 5

39. Chuck007

Posts: 1410; Member since: Mar 02, 2014

^This The internet certainly reveals much about mankind. Guess we're all just hate driven inside lol.. What I don't get though, is how people keep in feeding the trolls. Do they think its some sorta game?

posted on Mar 14, 2017, 9:14 PM 0

21. sissy246

Posts: 7087; Member since: Mar 04, 2015

I don't give a f**k who makes the most money, that's not why I buy what I buy. Anyone that buys any phone only because the company makes more then the other is a true idiot.

posted on Mar 14, 2017, 6:42 PM 4

24. darkkjedii

Posts: 30973; Member since: Feb 05, 2011

I think his point is that, they must sell a large amount to make those profits. Think about it, if they only sold 1 million phones, they get no profit. That said, I agree with you about not buying on strength of sales.

posted on Mar 14, 2017, 6:51 PM 3

31. ibend

Posts: 6747; Member since: Sep 30, 2014

analyst also need to make money for life.. predicting some random stuff wont get them any money.. so they'll need to sell their soul to a certain company..

posted on Mar 14, 2017, 8:50 PM 2

43. piyath

Posts: 2445; Member since: Mar 23, 2012

Lol S8 is gonna be a sad flop this year. LG G6 and iPhone 8 will destroy Samsung for sure.

posted on Mar 14, 2017, 10:47 PM 1

2. kerginaldo17 unregistered

The author of the article ...

posted on Mar 14, 2017, 4:02 PM 6

9. bikrame

Posts: 41; Member since: Aug 13, 2015

paid guy from apple.

posted on Mar 14, 2017, 4:27 PM 8

22. sissy246

Posts: 7087; Member since: Mar 04, 2015

LOL I should have known

posted on Mar 14, 2017, 6:43 PM 4

3. maherk

Posts: 6775; Member since: Feb 10, 2012

Funny how all those reports started flooding the website 2 weeks before the S8's announcement

posted on Mar 14, 2017, 4:04 PM 10

14. Mreveryphone

Posts: 1817; Member since: Apr 22, 2014

Ikr... The S8 is going to do numbers regardless... They need to just quit until July...

posted on Mar 14, 2017, 4:47 PM 7

4. Khyron

Posts: 397; Member since: Sep 28, 2015

this article its brought to you by...

posted on Mar 14, 2017, 4:09 PM 11

6. htcisthebest

Posts: 435; Member since: Nov 15, 2011

Butthurt iFan.

posted on Mar 14, 2017, 4:20 PM 11

7. kiko007

Posts: 7493; Member since: Feb 17, 2016

Reading comprehension isn't a strong-suit of yours I take it.....

posted on Mar 14, 2017, 4:22 PM 2

28. DRS1977

Posts: 679; Member since: May 27, 2015

Like he said, you're a butthurt iFan.

posted on Mar 14, 2017, 8:19 PM 4

30. trojan_horse

Posts: 5868; Member since: May 06, 2016

That's for damn sure ^^.

posted on Mar 14, 2017, 8:32 PM 12

32. kiko007

Posts: 7493; Member since: Feb 17, 2016

Riding that dick hard, as always.....

posted on Mar 14, 2017, 8:54 PM 1

33. EnriquePal

Posts: 6; Member since: Mar 05, 2017

Riding it like you want to ride Tim's bonner you fag

posted on Mar 14, 2017, 9:00 PM 11

36. kiko007

Posts: 7493; Member since: Feb 17, 2016

*Boner dips**t Considering that pic you used to open this sham of an account, do you honestly believe you are in any position to call anyone else a fag? Seriously, you look like a power bottom.....

posted on Mar 14, 2017, 9:07 PM 0

41. TechieXP1969

Posts: 14967; Member since: Sep 25, 2013

Like you ride Tim Cook?

posted on Mar 14, 2017, 9:52 PM 1

42. kiko007

Posts: 7493; Member since: Feb 17, 2016

Funny guy. How long did it take you to come up with that.....15 minutes? So original and apt./s

posted on Mar 14, 2017, 9:57 PM 2

8. zeppo

Posts: 200; Member since: Jul 21, 2015

They scare of Galaxy S8 thunder so they release these leaks to calm down fruit fans.

posted on Mar 14, 2017, 4:25 PM 9

45. AlikMalix unregistered

LG G6 stole S8 thunder before Samsung even released it... Apple is going to steal their buyers... Don't argue - you know its true...

posted on Mar 15, 2017, 1:52 AM 0

46. trojan_horse

Posts: 5868; Member since: May 06, 2016

LG G6 stole the S8's thunder??? Besides, I doubt Samsung buyers would be ditching Samsung for a non-Android phone.

posted on Mar 15, 2017, 2:25 AM 0

47. AlikMalix unregistered

Well, iPhone is gaining millions more sales with every new model.. they must come from somewhere, and I've seen plenty of people ditching their galaxies for iPhone and are loving it... My "analysis" wasn't just from my own preference, it was based on what I've seen on polls here on PA and general consensus throughout mobile sites... People generally praised G6 more than S8 leaks. But G6 did comeout with that gorgeous screen to body ratio before Samsung, and it's a flat screen (thank you) not the edge (which I and many find pretty but impractical)... I'm not dissing S8, it has it's own merits, just saying it like I see it...

posted on Mar 15, 2017, 4:42 AM 1

10. Khyron

Posts: 397; Member since: Sep 28, 2015

SPECULATE ARTICLES lphone 8 will bring advance dildo for users and then FRUITY FANS sayS MY BODY IS READY!!!

posted on Mar 14, 2017, 4:33 PM 12

13. Mreveryphone

Posts: 1817; Member since: Apr 22, 2014

I'm looking forward to the iPhone 8/X like the next iPhone fanboy/enthusiasts but this article is a bit much for the month of March... Let some of these rumors die along with these supposedly leaksters/predictionist that are trying to gain eveleaks status... Let's reconvene in July, closer to the release date...

posted on Mar 14, 2017, 4:45 PM 2

15. ShadowSnypa786

Posts: 565; Member since: Jan 06, 2017

"Significant advancements in technology: OLED screens" Seriously??? Apple is paying Samsung to make these OLED screens and Samsung has been using them since the galaxy S2 and been improving on the tech every single year. Don't tell me 1 day curved screens and a 1440p resolution is going to be a significant advancement in technology when Apple do it even though Samsung, Huawei (Samsung manufactured) have been doing it for awhile now.

posted on Mar 14, 2017, 4:49 PM 9

* Some comments have been hidden, because they don't meet the discussions rules.

view all comments