iPhone X “Supercycle” Not Happening Till Next Year, Says Kuo


Previously, Wall Street analysts have been speculating the coming of an iPhone “supercycle” powered by the iPhone X, suggesting that the device will drive a significant number of iPhone users to upgrade, resulting in a sudden upwelling of demand for Apple’s flagship smartphone. However, KGI Securities analyst Ming-Chi Kuo has today predicted that this supercycle won’t really happen till 2018 due to a number of factors, MacRumors is reporting.

Iphone x

The analyst has pointed out in his latest research note that the TrueDepth camera system’s production issues won’t be resolved until next year. Furthermore, he notes that the 2018 iPhone models will enjoy “a longer sales period than those unveiled in 2017”, and that those iPhone models will offer many of the iPhone X’s alluring features.

Below is an excerpt from Kuo’s research note:

The market generally refers to 2017 as the super cycle of the iPhone, but we think the real super cycle will be in 2018 for the following reasons: (1) TrueDepth Camera’s production issues will be significantly addressed in 2018F; (2) new models launched in 2018F will enjoy a longer sales period than those unveiled in 2017; and (3) the product mix, specifications and designs of new iPhone models from 2018F will be more competitive. We estimate that for 2017, iPhone shipments will come in at 210-220mn units, which should grow to be 245-255mn units in 2018.

The analyst added that iPhone X’s production issues will most likely be solved in the fourth quarter of this year.


  • OliChabot

    So, people are gonna get the iPhone X when 3 months later there is gonna be a new announcement ? More like 2018 will be a supercycle cause all new iPhones are gonna get full screen displays and Face ID…

  • Riddlemethis

    obviously they know samsung will be doing the same thing. what a bunch of copy cats.

  • awkpain

    AHHHAA! More proof that the world is run by cats!

  • jay

    do not believe anything they say. last time they wrote next year we see an ipad with face ID and they do not have enough for the iphone 10. i believe they say it to create a hype….