UBS Analyst Says 2018 Won't Be Supercycle Year for Apple

The transcript discusses the UBS Evidence Lab survey's findings on Apple's growth prospects, highlighting that while a super cycle like the iPhone 6 era is unlikely, moderate growth is expected. Mature markets like the US and Western Europe show slower growth, while China and emerging markets are expected to grow faster. Apple's performance in China has been weak, but new models like the iPhone 8 and 10 may boost sales. The focus shifts to monetizing existing users through higher average selling prices and services, as the iPhone market matures. Apple's challenge is to maintain high retention rates and leverage its user base for future growth.

What is the expected unit growth for Apple in the next 12 months according to the UBS Evidence Lab survey?

• 5%

• 15%

• 10%

• 20%

Why has Apple struggled in the Chinese market in recent years?

• Lack of innovation in their products

• Strong competition from local handset makers

• Poor marketing strategies

• High pricing of their devices

What is Apple's strategy to maintain revenue growth despite a mature iPhone market?

• Launching more iPhone models each year

• Increasing the average selling price and focusing on services

• Expanding into new geographical markets

• Reducing the price of iPhones

What is the expected impact of the iPhone 10 on Apple's average selling price?

• It will fluctuate unpredictably

• It will decrease significantly

• It will remain the same

• It will increase due to the $1000+ price point

What percentage of Apple's profit is now attributed to services?

• 40%

• 30%

• 20%

• 10%