iPhone 8 To Account For 50% Of Apple’s Total Smartphone Output This Year Claims Morgan Stanley

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Apr 24, 2017
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The iPhone 8 is becoming a regular feature of the rumor mill once again. This is despite the fact that a good five months are left until Apple launches the smartphone. A couple of important reasons underlie an increase in this hype so early on. Firstly, innovation and upgrades have come to a virtual standstill on the smartphone lineup. Apple’s been scurrying around under the shelter of upgrading colors and changing materials, while refusing to accept that there really isn’t much left to upgrade. Secondly, its competitors have upped the stakes. The strongest example of this is Samsung, who launched vastly overhauled Galaxy S8 and Galaxy S8+ smartphones this year. Finally, it’s also interesting to note that a majority of upgrades rumored for the iPhone 8 more or less resemble the Galaxy S8 lineup. Now, we’ve got more details for Apple’s upcoming smartphone. Take a look below to find out more.

Morgan Stanley Doubles Its OLED Forecast For The iPhone 8; Range Expanded To 100m High Point

OLEDs on the iPhone are a controversial feature. Apple has waited far too long for the upgrade. Now that Cupertino is finally ready to consider improved screens, the rumor mill is ready to churn out fresh speculation around the matter. The latest scoop claims that Apple’s being over ambitious with the iPhone 8’s alleged OLED displays. Allegedly, Apple wants to top the Galaxy S8’s screen-body ratio on the iPhone 8 and is pushing Samsung to produce such panels.

iphone-8-2-22RelatedBuyer Beware: All 2018 iPhones Will Feature Face ID As Apple Still Developing Virtual Touch ID – Ming-Chi Kuo, KGI

It’s not every day that we hear about Samsung’s resources turning up short but do expect such a situation in an order from none other than Apple. However, sources now claim that reports of a production delay around the iPhone 8 are exaggerated. Not only will Samsung deliver on time, but today, investment bank Morgan Stanley upgrades its OLED forecast for the smartphone in a latest research note to investors.

iPhone 8 dummy

Back in November, our checks pointed to 50M [million] OLED panel supply to Apple but the range has expanded to 50-100M with production yields at Samsung the key variable. With an expected (second half 2017) total iPhone production plan of 100-110M, this suggests OLED could be closer to 50% mix, versus our prior conservative assumption of 33%.” says the bank. It goes on to add that, “Our analysis assumes upgrade rates (shipments as a % of two-year old “upgradeable” iPhones) remain at trough levels as the market matures. But we see upside potential if the upgrade cycle shortens temporarily on the strength of promised new features, such as more power efficient OLED display, wireless charging, 3D sensors, and a new curved form factor.

A very interesting fact related to this note is that it also goes on to mention 3D sensors for the iPhone 8. The brand new tech is seeing a lot of mentions lately, especially from strong sources. Apple’s recent hiring of developers related to the technology points towards a strong probability that 3D will be a strong feature for the iPhone 8. It’s open season folks and Apple needs a lot of geese to keep numbers up. So far, we’re optimistic for the iPhone 8. Are you? Let us know what you think in the comments section below and stay tuned. We’ll keep you updated on the latest.

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