#iphone super cycle

[macdailynews]

More than a third of iPhone users - up to 350 million - are likely to upgrade to 'iPhone 5G' next year

More than a third of iPhone users – up to 350 million – are likely to upgrade to ‘iPhone 5G’ next year

“Supply-chain reports point to Apple gearing up for double-digit growth in iPhone sales next year, with signs suggesting that a high proportion of iPhone owners will upgrade for 5G.,” Ben Lovejoy writes for 9to5Mac:

Wedbush bases its optimistic view on a mix of factors, starting with early supply-chain signals… There are roughly 900 million iPhone owners at present, and Wedbush believes that more…

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[macdailynews]

Apple supplier Dialog Semi guidance tops expectations after Q2 beat confirmed

Apple supplier Dialog Semi guidance tops expectations after Q2 beat confirmed

Dialog Semiconductor offered upbeat guidance for revenues and profit after confirming a Q2 earnings beat thanks to its deal to transfer people and power-management chip patents to Apple.

Douglas Busvine for Reuters:

The Anglo-German chip designer struck a $600 million agreement with Apple last year to transfer people and patents involved in the design of the main power-management chips used at…

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[macdailynews]

Raymond James upgrades Apple on 5G iPhone confidence

Raymond James upgrades Apple on 5G iPhone confidence

Steve Goldstein for MarketWatch:

Apple Inc. was upgraded to outperform from market perform by Raymond James, which says it has greater confidence on next year’s 5G iPhone cycle.

“Our more recent checks suggest that Apple plans to bring 5G to a wider range of iPhone models, which is different from their plan when they had intended to use Intel’s modem. We feel that offering 5G at lower price…

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[macdailynews]

Guggenheim reiterates 'Buy' rating on Apple with $215 price target; says it was never about an iPhone super cycle

Guggenheim reiterates ‘Buy’ rating on Apple with $215 price target; says it was never about an iPhone super cycle

“As more and more Street observers wring their hands over what they conjecture could be a short-fall in Apple’s March-quarter iPhone sales — Deutsche Bank today said you should give up on the fantasy of a ‘super cycle’ — some are distancing themselves from the expectation of big iPhone numbers,” Tiernan Ray reports for Barron’s.

“In this form of analyst jujitsu,” Ray reports,…

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