In a note to clients — as noted by MacRumors — KGI Securities analyst Ming-Chi Kuo predicts that Apple will release three iPhones in 2017: a 4.7-inch model with a single-lens camera and LCD display; a 5.5-inch model with a dual-lens camera and LCD display; and an all-new OLED model with a dual-lens camera in 2017 (he doesn’t mention a size for this one, although he’s previously forecast a 5.8-incher with a curved screen and glass casing).
“We look for new 2017F iPhones to come in three models: one OLED model, and two TFT-LCD models with 4.7-inch and 5.5-inch display,” Kuo writes. “We believe the OLED and 5.5-inch TFT-LCD iPhones will feature dual-camera. Based on this prediction, our forecast of dual camera adoption rate in new 2017F iPhone models is revised up from 30-40% to 65-75%. We view this increase as favoring Largan’s sales and profit momentum as it is the exclusive supplier of wide-angle and telephoto lens. It also bodes well for Apple’s dual camera software ecosystem.”
