Today's Above Avalon daily update includes the following topics:
- Estimating the iPhone Installed Base
- Estimating the iPhone User Base
- Samsung Unveils Galaxy S9 and S9+
Today's email begins with a few corollaries associated with last week's Above Avalon article regarding the iPhone's Goldilocks era. I share my revised estimates for the size of the iPhone installed base and user base at the end of December 2017. We also go over the differences between the two and why I think Apple will be able to grow the iPhone installed base over the next few years. The email concludes with my thoughts on Samsung's Galaxy S9 and S9+ set within the broader dynamic unfolding in the smartphone industry.
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