In a note to clients GBH Insights says it expects Apple’s 2018 iPhones to sell up to 350 million units in the next 12 to 18 months.
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Analyst Daniel Ives, an analyst at the research group, says many existing iPhone owners didn’t upgrade last year since the iPhone 8 and iPhone 8 Plus were similar to earlier models and the X was too expensive for many users. He adds that China is a significant opportunity for Apple with about 100 million iPhone customers — and around 60 million to 70 million due for an upgrade over the next 18 months.
It’s anticipated that this year’s Apple smartphones will ship in 5.8- and 6.5-inch sizes in OLED, with a lower-priced ($700-$800) 6.1-inch device coming, as well.
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