In a note to investors shared this morning, KGI Securities analyst Ming-Chi Kuo has claimed that it will take Android competitors “up to two and a half years to replicate the functionality and user experience” of the TrueDepth Camera in the iPhone X, MacRumors is reporting. Kuo believes that the TrueDepth camera will give Apple a solid technological lead throughout 2018 and 2019.
Previously, the analyst had predicted it might take a year or two for Android manufacturers to produce something like the iPhone X’s TrueDepth camera, but after watching Apple’s official technical demonstrations in detail, he now says it can take as much as 2.5 years.
While KGI Securities has revised its 2017 iPhone X shipping estimates from 40 million to 30 to 35 million units, Kuo says KGI has “full confidence” in the iPhone’s growth prospects over the next two years.
Kuo says the firm stands by its “positive outlook” on shipments of future iPhones equipped with the TrueDepth Camera. Apple’s TrueDepth camera system enables its Face ID facial recognition system and other features like advanced face tracking and analysis for Animoji. Rumors suggest the difficulty of manufacturing the TrueDepth camera is what has led to significant iPhone X production issues, severely limiting initial available supply.
The analyst also believes that all future iPhones will most likely adopt the TrueDepth camera technology.
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That’s a bold statement from a product that hasn’t hit the shelves yet…
OK let’s assume this is correct. Everything else about this phone is 2 years behind Samsung.
…and also assuming it’s correct, will the average consumer be able to even know that it’s better than the competition? Even if they did know, would they care enough to choose Apple because of it?
…depends who does a better marketing job…ha.ha
What else is two years behind Samsung?
edge to edge glass, wireless charging at a slower rate at that!
everything apple does is marketing. same with the notch on top of the iphone so people see you have the latest iphone. we will see when the iphone X comes out. iphone 8 isnt a big seller.
Yeah right. And who’s making it? LG and some other tech Co. Haha
Nope it was designed in house by Apple after acquiring an Israeli company. The same company that designed Kinect for the Xbox.
It will take some Chinese company less than a year to copy it.
This isn’t even an article, it’s just a glorified opinion.
An opinion by a well respected analyst with close ties to Apple. KGI is more often right than wrong.