iPhone Won't Be Focus of Apple's September Event, Thoughts on an iPhone Upgrade "Super Cycle" in 2017

Today's Above Avalon stories: 

  • iPhone Won't Be Focus of Apple's September Event
  • Thoughts on an iPhone Upgrade "Super Cycle" in 2017

We kick off today's email with a discussion of the WSJ's latest report on the features planned for the 2016 and 2017 iPhones. There were three items from the WSJ's report that jumped out at me. The email then turns specifically to what these iPhone rumors imply about potential iPhone sales in FY16, FY17, and FY18. After circling back to my FY16 and FY17 iPhone sales estimate, I share a few thoughts on the idea that the 2017 iPhone will unleash an upgrade "super cycle."

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