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Nomura Securities expects a huge supercycle for iOS to begin with the 2017 Apple iPhone 8

Posted: , by Alan F.

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Nomura Securities expects a huge supercycle for iOS to begin with the 2017 Apple iPhone 8
With the beginning of the new year, many Wall Street types, smartphone fanatics and even consumers who don't obsess about these devices, are thinking about what Apple might have in store for this year's iPhone. Nomura Securities analysts say that Apple is on the verge of a new supercycle that will go well beyond anything that the company has seen before.

According to Nomura, the last supercycle took place in 2014 when Apple increased the screen size of the iPhone to 4.7-inches, and introduced the 5.5-inch iPhone Plus phablet. That was, of course, the Apple iPhone 6 series. Apple set records for profits and sales that year.

Now, Nomura expects that the 2017 Apple iPhone 8 has the backing of an iOS base that is 45% to 50% bigger than it was in 2014. Nomura analysts Jeffrey Kvaal and Gregory McNiff call for 86 million iPhone units to be sold in the company's fiscal first quarter of 2018. That runs from October through December of 2017, and includes the holiday shopping season. The consensus on Wall Street is for 80 million iPhones to be sold in that time period. But as Kvaal and Mc Niff point out, anyone with an iPhone 6 is a potential buyer. The analysts say that the iPhone 6 series increased the iOS base by 35% with a 5% to 10% increase from the iPhone 6s and iPhone 7 models.

"Consensus calls for 80 million iPhones in F1Q18 (Dec '17) ... only modestly above the iPhone 6 supercycle (75 million). However, we estimate the iPhone 8 will launch into an iOS subscriber base 45-50% larger than the iPhone 6 did and model 86 million iPhones in F1Q18 (from 83 million)."-Jeffrey Kvaal and Gregory McNiff, analysts, Nomura Securities

KGI Securities superstar Apple analyst Ming-Chi Kuo says that the looks of the Apple iPhone 8 could trigger demand for the phone, especially if the specs top those on rival handsets. The model, code named Ferrari, is expected to have an edge-to-edge glass display with Touch ID embedded into the glass.

In three days, Apple will celebrate the tenth anniversary of the introduction of the Apple iPhone which launched later that year (June 29th) as an AT&T exclusive in the U.S.

source: BusinessInsider

  • Options

posted on 06 Jan 2017, 12:54 2

1. cnour (Posts: 1497; Member since: 11 Sep 2014)

Thanks Apple for existing. Your innovations changed the game in Smartphones, Tablettes, Computer worlds and much more.

Apple does, the others follow.

posted on 06 Jan 2017, 17:21

11. sgodsell (Posts: 4859; Member since: 16 Mar 2013)

Apple's best quarter ever sold around 76 million iPhones.


Android is still the dominant leader with growth and around 330 million units shipped in Q3 2016. Apple shipped 45.5 million in the same time frame. Windows mobile only shipped 974 thousand units for Q3. So it will be interesting to see how well all smartphones and platforms did in Q4 2016.

posted on 06 Jan 2017, 17:46 2

12. kiko007 (Posts: 5391; Member since: 17 Feb 2016)

Why are you comparing the sales of HUNDREDS of Android OEMs to that of one? That's incredibly stupid (would have said misleading, but no one could be misdirected by the stats you posted?

posted on 06 Jan 2017, 19:20 1

13. Unordinary (unregistered)

You're comparing a single model to literally THOUSANDS of phones lmfao xD

We all know the most obvious statement there is: Everyone wishes they had Apples success in selling the amount of devices they do. Calm your fanboy engine.

posted on 06 Jan 2017, 12:56 1

2. Tizo101 (Posts: 515; Member since: 05 Jun 2015)

"KGI Securities superstar Apple analyst Ming-Chi Kuo"

that just killed me hehehe.

posted on 06 Jan 2017, 13:12 4

3. kiko007 (Posts: 5391; Member since: 17 Feb 2016)

Apple will sell 130 million of next year's model in two weeks.

There...... I'm an analyst now!

posted on 06 Jan 2017, 14:10 1

7. Finalflash (Posts: 3527; Member since: 23 Jul 2013)

You're just as accurate if anything.

posted on 06 Jan 2017, 15:35

8. handsomparis (Posts: 75; Member since: 11 Jun 2015)

Lol good one

posted on 06 Jan 2017, 15:45

9. BLUEBLASTER (Posts: 413; Member since: 23 Feb 2014)

Where do I send you money for your findings?

posted on 06 Jan 2017, 13:12 5

4. Klinton (Posts: 792; Member since: 24 Oct 2016)

That's BS
Next iPhone will be iPhone 7S. Which means same 4 years design(with the ''beautiful'' bezels).
If there is(big IF) one more model that will copy Samsung again, it will be in very small number of production.
This just ''news'' to hold the Apple stock.
BTW why this Apple's ' supercycle' always mean = COPY SAMSUNG?

posted on 06 Jan 2017, 21:26

14. ibend (Posts: 6675; Member since: 30 Sep 2014)

Apple's hype generator engine is already on work, lol...

posted on 06 Jan 2017, 13:17 4

5. Khyron (Posts: 298; Member since: 28 Sep 2015)

FIRST HALF OF the year Htc Will bring THE OCEAN to light
Just how they brought HTC one m7
And then Apple brought the HTC m7 rippoff

posted on 06 Jan 2017, 13:59

6. domfonusr (Posts: 566; Member since: 17 Jan 2014)

I am not surprised at all. Apple takes in 90+% of all the profits in the industry, and so it will only be a matter of time before they become dominant... I expect iPhone prices to go up, rather than a massive increase in marketshare, but there could still be a significant increase in marketshare to go along with it, at least in the US, Japan, and Great Britain. Other phone makers will push new technology less, and compete in the entry-level market more as Apple becomes what it is undoubtedly about to become, and I hope that Samsung and others will survive it.

posted on 06 Jan 2017, 16:45

10. KingSam (Posts: 546; Member since: 13 Mar 2016)

IOS is so simple there is really no excuse for not having a theme engine. And it needs a design overhaul. Just think about what can be done to the Ui without deviating from the IOS look.

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