Skip to main content

Latest analyst predicts delayed super cycle for iPhone 8, strong 2018 for AAPL

Morgan Stanley’s Katy Huberty is the latest analyst to weigh in on Apple’s 10th anniversary iPhone release(s). Citing the same delays as many others, Huberty believes an iPhone super cycle may still occur, but will just be pushed into 2018.

As we wrote earlier today, every year there are rumblings about possible iPhone delays, but this year feels different. The latest rumors suggest that all three new iPhone models will be delayed until October with production ramping up in November.

Beyond just launch delays, we’ve also heard the possibility of features like wireless charging and face detection not being ready to ship with the new phones, giving reason for Barclays analysts to doubt the super cycle.

However, Morgan Stanley’s Katy Huberty has a more optimistic prediction for Apple. Even though an iPhone 8 delay is likely, Huberty believes (via Business Insider) that this will just push the pent-up consumer demand into the first two quarters of 2018. She also believes the new upgrades and features of the iPhone 8 will be a big deal…

“In light of the most meaningful feature and technology upgrades in iPhone’s history — including OLED displays, wireless charging, and 3D sensors for AR — we believe it’s reasonable to assume the new, higher-priced OLED iPhone ships in October rather than September,” Huberty wrote.

Huberty does note that the potential super cycle will hinge on the “desirability” of the iPhone 8. Morgan Stanley currently rates AAPL stock a “buy” and raised its price target slightly from $177 to $182.

For all of our iPhone 8 coverage, check out our guide.

Check out 9to5Mac on YouTube for more Apple news!

FTC: We use income earning auto affiliate links. More.

You’re reading 9to5Mac — experts who break news about Apple and its surrounding ecosystem, day after day. Be sure to check out our homepage for all the latest news, and follow 9to5Mac on Twitter, Facebook, and LinkedIn to stay in the loop. Don’t know where to start? Check out our exclusive stories, reviews, how-tos, and subscribe to our YouTube channel



Avatar for Michael Potuck Michael Potuck

Michael is an editor for 9to5Mac. Since joining in 2016 he has written more than 3,000 articles including breaking news, reviews, and detailed comparisons and tutorials.