However with the rumored changes and features that are part of the iPhone 8, many analysts believe that it could lead to a supercycle. However analysts at Deutsche Bank seem to be thinking otherwise, where they believe that Wall Street is expecting too much from Apple and that overall sales are expected to be disappointing.
This doesn’t mean that sales will be terrible, but rather it will be falling short of what investors are expecting and that many could be disappointed. According to Deutsche Bank analysts Sherri Scribner, Adrienne Colby, and Jeffrey Rand, “Given most smartphones are now refreshed on a roughly 2.7 year cycle, we think FY-18 should be measured against FY-15. This cycle and our installed base estimates suggest Apple could ship about 230M iPhones in FY-18. However, Street expectations are modeling shipments of 244M units, implying an additional 13M iPhones shipments beyond refresh.”
It is possible that these analysts could be right, but for now early surveys have found that interest in Apple’s upcoming iPhone 8 are high. However whether or not that actually translates into actual sales, and whether or not the actual device meets the expectations of customers remains to be seen.
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