The next iPhone, which sources in China think could be marketed as ‘iPhone 6SE’ to reflect its iterative nature, may ship with a Lightning-to-audio dongle and still end up selling better than the current-generation iPhone 6s, which hasn’t quite lived up to Apple’s internal expectations.
That’s according to a Deutsche Bank research note issued to clients last week, a copy of which was obtained by Business Insider. The investment bankers also shared their predictions for the next iPhone’s features, based on their supply checks.
In May 2013, Apple offered industry analyst Michael Gartenberg to join its marketing team under the leadership of Phil Schiller, Senior Vice President of Worldwide Marketing.
He took the job without hesitation and lasted nearly three years on it before resigning in December 2015. Gartenberg, who is currently with iMore, maintains that “Apple is probably one of the best places in the world to work” and tells a little anecdote that highlights how far Apple’s attention to detail goes.
Cowen and Company analysts have corroborated an unconfirmed story which two days ago reiterated prior reports that the next iPhone would sport a Home button with haptic feedback to simulate a click, using the same approach as Force Touch on the Apple Watch.
Citing “field checks” to back up its research and projections, the analysts were quoted by Business Insider as saying that this new Home button will sit flush with the rest of the iPhone 7. They also expect the device will lack a headphone jack and will be waterproof, as previous rumors have suggested.
IHS Technologies analyst Kevin Wang writes on Chinese social network Weibo that the iPhone 8, which we believe will release in the fall of 2017, will come outfitted with a dual-curved display similar to that found on Samsung’s flagship Galaxy S7 edge, for a virtually bezel-less appearance. He also said just yesterday the next iPhone would replace the entry-level 16GB tier with a more capacious 32GB SKU.
Apple could be finally ditching the oft-criticized sixteen-gigabyte iPhone from the mix and replace it with a thirty-two gigabyte SKU as the new baseline model. That’s if you believe what an IHS Technology analyst posted on Chinese social media this morning, as per 9to5Mac.
In somewhat surprising news, KGI Securities analyst Ming-Chi Kuo—arguably the most reliable Apple analyst out there—says there’ll be one, not two iPhone 7 Plus models. Previous rumors have pointed to three different configurations: a regular 4.7-inch ‘iPhone 7’, a larger-screened 5.5-inch ‘iPhone 7 Plus’ and a so-called ‘iPhone 7 Pro’ with premium hardware features.
According to Kuo’s note to clients, a copy of which was obtained by MacRumors, Apple plans to produce a single iPhone 7 Plus model. That ‘Plus’ edition should be the ‘Pro’ iPhone you’ve been waiting for: it’ll come outfitted with a dual-lens camera system and have three gigabytes of RAM versus two gigabytes of RAM on the iPhone 6s generation.
KGI Securities analyst Ming-Chi Kuo has arguably the strongest track record among his peers when it comes to anticipating unreleased Apple products. That being said, his most recent research note that he issued to clients last evening is something of a surprise to ardent Apple watchers.
In it, the revered analyst pours cold water on various iPhone 7 expectations, stating he doesn’t see “many attractive selling points” for the upcoming handset. A copy of Kuo’s note to clients was obtained by AppleInsider.
As a matter of fact, Kuo believes Apple will be the only top-five smartphone vendor to see its shipments decline this year before they rebound in 2018, in time for a rumored monster iPhone 8 refresh.
Apple will be launching new iPhones this fall, likely to be marketed as ‘iPhone 7’ and ‘iPhone 7 Plus’.
Should the company stick to its established S-upgrade cycle, and there’s no reason to believe it won’t, then we should see an ‘iPhone 7s’ and ‘iPhone 7s Plus’ in 2017, right? That’s what conventional wisdom has taught us, but one analyst’s turned that conventional wisdom on its head.
Citing industry sources, Barclays analyst Mark Moskowitz recently wrote a lot of nice things about Apple’s 2017 iPhone, which he called a “mega cycle” upgrade that will feature a bunch of significant hardware advances that should help increase Apple’s iPhone sales by as much as 10.3 percent.
An iPhone 7, which we expect will launch this fall, won’t differ much from the existing iPhone 6/6s design style because Apple is saving a major visual refresh of its smartphone for 2017, according to a research note Sunday by well-informed KGI Securities analyst Ming-Chi Kuo.
The note, a copy of which was obtained by MacRumors, quotes the analyst as saying that a 2107 iPhone refresh will bring not only the rumored jump to the superior AMOLED display technology but a whole new design language for the iconic smartphone that will ditch the all-metal appearance in favor of an all-glass enclosure.
KGI Securities analyst Ming-Chi Kuo, who is one of the most reliable Apple analyst out there, estimated in a note sent to clients Monday that shipments of the Apple Watch will decline 25 percent in the calendar 2016, despite the expected introduction of a second-generation model some time later this year.
According to the note, a copy of which was obtained by MacRumors, Apple will sell a total of 7.5 million Apple Watch units this year versus an estimated 10.6 million Apple Watch sales in 2015.
Drexel Hamilton analyst Brian White, who is currently touring component makers in China, wrote in a note to clients Friday, a copy of which was obtained by MacRumors, that Apple will unveil a forty percent thinner second-generation Apple Watch at WWDC this summer, its annual pilgrimage for developers.
“We walked away with the sense that the Apple Watch refresh will not occur in September with the iPhone 7,” reads White’s analysis.
Instead, it’s “more likely” to occur within the next 2-3 months and “thus we believe an unveiling at WWDC in June makes sense”. Oh, and they also “believe” that the Apple Watch 2 “could be” twenty to as much as forty percent thinner than the current one.
It certainly doesn’t take a genius to figure out that the next Apple Watch is going to be thinner than the first model.