The iPhone X isn’t here just yet, and people with knowledge of the matter hint at very limited initial stock, but analysts believe that despite all these problems, the upcoming model will be the most successful iPhone in history.
GBH Insights analyst Daniel Ive says the iPhone X will benefit from the existing installed base, which is at least 2 years old, so many Apple customers will be very interested in upgrading to the X. There are 350 million users who are considering an upgrade, with 93 percent of the existing iPhone users planning to stick with the iPhone, hence their smartphone could be the X.
“The last time we saw pent up installed base demand and consumer feedback mirroring (or close to) this was around the iPhone 6, which ultimately became a critical and unprecedented successful launch period for Apple,” the analyst explained.
“Our model assumes Apple sells more iPhones in the 12 months following the iPhone X and iPhone 8/8+ launch than the peak iPhone 6… (read more)
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