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Apple will release 3 new iPhones next year - including a super-sized iPhone X

Nov 14, 2017, 01:01 IST

KGI Securities

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  • Apple will launch three new iPhone models in 2018, according to a reliable Apple analyst.
  • One of the new phones predicted is a low-cost model that features an edge-to-edge LCD screen and TrueDepth facial recognition for between $649 and $749.
  • Apple is also said to be working on a 6.5-inch iPhone with a design like the iPhone X but with a bigger OLED screen.
  • Apple will also launch a successor to the iPhone X with a 5.8-inch OLED screen, according to the report.


Apple will release three new iPhone models in 2018, KGI Securities analyst Ming-Chi Kuo predicted in a note distributed to clients on Monday seen by Business Insider.

Kuo and his research team is well-known for accurately predicting details about upcoming Apple products thanks to his connections in the Asian manufacturing industry.

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"We predict Apple (US) will launch three new iPhone models in 2H18: 6.5-inch and 5.8- inch OLED models and a 6.1-inch TFT-LCD model, all equipped with a full-screen design and TrueDepth Camera (front 3D sensing), as with iPhone X," Kuo wrote in Monday's note.

Apple is preparing two iPhones targeting the "high-end market," the researcher writes. The third model will be aimed at the low-end markets, with a predicted price tag of between $649 to $749, Kuo writes.

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The high-end iPhones will include one phone with the same screen size and technology (OLED) as the iPhone X, and a super-sized iPhone X model with a 6.5-inch screen. The iPhone X currently retails for $999.

The high-end phones will have edge-to-edge screens and Apple's facial recognition camera, Face ID, like the iPhone X. The low-end new iPhone will use facial recognition instead of a fingerprint sensor, and will sport a 6.1-inch LCD screen at a lower resolution than the high-end OLED phones, among other differences in hardware and design specs.

A "real super-cycle"

Apple

The three new models will drive a "real super-cycle in terms of iPhone replacement demand," the analyst writes, predicting 100-120 million iPhones assembled in the second half of 2018.

Kuo now pegs next year as the "real super-cycle" because he believes Apple will release its new phones on-time without delays, the larger range of price-options with Face ID, and strong demand for iPhone X continuing through 2018. He also mentions that he believes Apple will ship 25-27 million iPhone X units this quarter, which will grow 35%-45% in the first quarter of 2018.

Analysts previously predicted this year's high-end iPhone X would drive a "super-cycle" of sales to upgraders, but a seemingly short supply has caused some researchers to delay their supercycle forecasts to 2018 or later.

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Kuo says he views Apple shares and its key suppliers positively in 2018. Apple usually launches new iPhones in September, so obviously, lots of things could change before then.

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