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 significance of the iPhone 8 and iPhone 10 in relation to Apple's strategy in China?

How is Apple planning to shift its focus from high growth to monetizing its existing user base?