iPhone 8 will be very huge. Analysts at Nomura estimate that a “supercycle” will develop in the last three months of 2017 that will make iPhone 8 a much, much bigger product than iPhone 6. They do think that the success of this new phone will be huge.
This next supercycle “seems well underappreciated,” analysts Jeffrey Kvaal and Gregory McNiff wrote. Their forecast is higher than the consensus of their peers:
“Consensus calls for 80 million iPhones in F1Q18 (Dec ’17) … only modestly above the iPhone 6 supercycle (75 million). However, we estimate the iPhone 8 will launch into an iOS subscriber base 45-50% larger than the iPhone 6 did and model 86 million iPhones in F1Q18 (from 83 million).”
Apple is expected to launch iPhone 8 late this year of early 2018.