Analyst cuts his forecast of 2017 Apple iPhone X production by 10%

According to a tech executive who is “in the know” when it comes to the production of the Apple iPhone X, the complex 3D sensors used on Face ID are still causing a major problem in the manufacturing of the device. Not terribly long ago, a financial newswire said that Apple’s yield for the iPhone X was 10%. To put that in perspective, it means that 90% of the units rolling off of the assembly line are failing to meet Apple’s standards. 

The anonymous tech executive says that the dot projector, part of the TrueDepth Camera system, is responsible for the production delays. This is seconded …


Deutsche Bank analyst says investors are too optimistic about the Apple iPhone X

During an interview with business cable channel CNBC on Monday, Deutsche Bank analyst Sherri Scribner said that based on Apple’s current stock price, investors are too optimistic about Apple’s prospects. As she put it, “Expectations are pricing in more than Apple can chew.” The analyst says that investors are expecting Apple to pull off a repeat of fiscal year 2015, which was led by the release of the iPhone 6 and iPhone 6 Plus. With a larger 4.7-inch screen on the former, and Apple’s first phablet represented by the latter, the company garnered revenue $31 billion above expectations.

The …

Top Apple analyst says TrueDepth Camera and Face ID will come to the iPad Pro next year

According to KGI Securities analyst Ming-Chi Kuo, versions of the Apple iPad Pro to be unveiled next year will include the TrueDepth Camera, like the one found on the Apple iPhone X. The camera is used for the Face ID feature on the tenth anniversary phone, which allows users to unlock their handset with a simple glance at the device. At the same time, Face ID also verifies the identity of the phone’s owner when Apple Pay is being used to make a payment.

According to Kuo, with the TrueDepth Camera coming to the Apple iPad Pro, so is Face ID. He believes that Apple is trying to make the high-end …

Analyst sees no supercycle for Apple, but predicts strong iPhone X sales

Raymond James’ Apple analyst Tavis McCourt wrote a note to clients today. In his message, McCourt stated that the big supercycle that was supposed to pump up Apple’s revenue and profits thanks to the new innovative 2017 iPhone models, might not take place. But thanks to what he sees as strong Apple iPhone X demand, the analyst expects Apple to report higher earnings next year as the average selling price of the iPhone rises as much as 10% in 2018.

McCourt’s note includes some data not favorable to Apple. He says that 37% of iPhone owners plan to upgrade to a 2017 iPhone over the next 12 …

Analyst says Apple iPhone 8, Apple iPhone 8 Plus pre-orders lower than usual

With pre-orders for the Apple iPhone 8 and Apple iPhone 8 Plus now on day six, a major trend is beginning to take shape and it isn’t looking good for Apple. Rosenblatt analyst Jun Zhang said in a note to clients disseminated today, that his analysis shows that pre-orders for the iPhone 8 series is trailing reservations placed for the Apple iPhone 6 and Apple iPhone 7. Like many other Wall Street analysts, Zhang says that customers waiting for the iPhone X unveiling to make a purchasing decision are holding off on pre-ordering the iPhone 8/8 Plus.

Zhang says that in China, pre-orders for …

Analyst says Apple iPhone 8/8 Plus sales will suffer in fiscal Q4 and rebound in the next period

While some analysts see the delay in the launch of the Apple iPhone X helping to generate quick sales for the Apple iPhone 8 and Apple iPhone 8 Plus, not all agree. Daniel Gleason, the senior analyst at Ovum, said that there are two types of iPhone buyers. Those who have to have the latest phone will be put off by the November 3rd launch date for the tenth anniversary model. Those who would be satisfied with the iPhone 8 or iPhone 8 Plus won’t be rushing to pick up either model right away. As a result, Gleason expects those belonging to the latter group, waiting to check out the iPhone X before …

The gold iPhone X might be extremely hard to find at launch, according to analyst


Tomorrow, September 12, Apple will (likely) announce three
brand new iPhone models, probably including an iPhone X – the company’s very
first handset to sport an OLED display. Apple fans (and maybe not only) are certainly excited about
this iPhone X, especially since it’s supposed to be the only one among the new
models to have thin bezels around its display. Unfortunately, just as
previously reported, it looks like the iPhone X will be hard to find at launch.

 

According to well-informed KGI analyst Ming-Chi Kuo, less
than 10,000 iPhone X units are being produced daily. Obviously, this …

Cook: Our products are not only for the rich; analyst sees big drop in Apple's stock after tomorrow

Some people complain that Apple manufacturers devices for the rich and wealthy, and that as a result, they are priced out of purchasing Apple products. But if you ask Apple CEO Tim Cook, he will disagree. Speaking to Fortune, Cook points out that an Apple iPad and an Apple iPhone can be purchased for less than $300 each.  “And so these are not for the rich,” said the executive. The Chief Executive also pointed out that with an active installed base of over 1 billion products, Apple couldn’t be manufacturing just for the rich since there aren’t that many rich people in the world. Cook also …

Analyst: Apple should bundle subscriptions to Apple Music and iCloud with the $1,000 iPhone 8

There has been a lot of muttering under the breathes of many potential buyers of the tenth anniversary iPhone model whenever the potential price range of the device is mentioned. The latest rumored price range has the Apple iPhone 8, as the phone is currently known as, priced from $1,000 to as high as $1,400. And while Samsung almost hit the four digit price mark with the recently unveiled Samsung Galaxy Note 8 priced at $929.99, at least one analyst thinks that Apple will have to resort to offering a services bundle to get consumers to pony up $1,000 or more for the tenth anniversary iPhone.

Analyst …

Analyst sees Apple's AR smartglasses becoming bigger than Apple Watch, just as big as the iPad


Earlier this year, we passed along some comments from former analyst Gene Munster, who claimed that Apple iPhone sales will peak in 2019  with Apple’s smartglasses launching the following year. At that point, Munster sees the iPhone getting replaced by the AR powered glasses as the biggest selling product in Apple’s lineup. Another analyst, Bernstein’s Toni Sacconaghi, wrote a note to clients stating that as much as Tim Cook loves AR, it won’t impact Apple’s bottom line until the company produces a pair of smartglasses.

Like Munster before him, Sacconaghi expects Apple Glasses (as …