Estimating Samsung Note 7 Recall Impact on Apple, Improving iPhone Growth Prospects for FY17, Samsung Can't Find Note 7 Problem

Today's Above Avalon stories: 

  • Estimating Samsung Note 7 Recall Impact on Apple
  • Improving iPhone Growth Prospects for FY17
  • Samsung Can't Find Note 7 Problem

We begin today's update with a closer look at how the Samsung Note 7 recall will impact Apple. We discuss my methodology for estimating the potential impact on iPhone unit sales as a result of Samsung's Note 7 problems. The email then turns to the topic of how iPhone growth prospects are improving for FY2017. We go over my current iPhone estimates and the recent developments that make unit sales growth much more likely in the coming quarters. We conclude with a closer look at Samsung's ongoing struggle to find the problem plaguing Note 7 devices. Warning signs are appearing regarding Samsung leadership and culture. 

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