Apple Talks iPhone X Development, Early Read on iPhone X Sales, 3Q17 Wrist Wearables Market Deep Dive

Today's Above Avalon email includes the following stories: 

  • Apple Talks iPhone X Development
  • Early Read on iPhone X Sales
  • 3Q17 Wrist Wearables Market Deep Dive

We begin today's email with my thoughts on Apple's narrative surrounding iPhone X development. Apple executives sat down for on-the-record interviews with three tech publications. We go over the most interesting takeaways from the interviews. The discussion then turns to iPhone X sales. We go over my estimate for the number of iPhone X units sold over opening weekend. The email concludes with a closer look at how the leading wrist wearables companies performed in 3Q17. We discuss sales numbers (revenue and unit sales) and the broader trends unfolding in the wrist wearables market.

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