GBH Insights analyst Daniel Ives has predicted that the new iPhone models expected to be launched this year could kick-start a new sales boom of up to 350M units over the next 12-18 months.
There is, he says, ‘a massive iPhone upgrade opportunity’ in the making …
The prediction was made in an investment note seen by Business Insider.
His argument is that many existing iPhone owners decided against upgrading last year because the iPhone 8/Plus was too similar to earlier models, and the iPhone X was too expensive for many.