Apple's iPhone X Wait Won’t Impact Sales, Says Analyst

The transcript discusses the delay in the release of the iPhone 10, which was expected to be available in the September quarter but was delayed to the December quarter. Analysts had anticipated this delay, and it is not expected to significantly impact sales numbers. The tiered release schedule, starting with the iPhone 8 and followed by the iPhone 10, is seen as beneficial for Apple, allowing more time to build demand. The discussion also covers the future of iPhone upgrades, with potential integration of 3D sensing and OLED screens into lower-end models, creating a multi-year upgrade cycle.

What were the general expectations for the iPhone 10 prior to its release?

What features were highlighted as meeting the expectations for the iPhone 10?

What impact did the delay in iPhone 10 shipments have on analysts' estimates?

How did the release schedule of the iPhone 8 and iPhone 10 potentially benefit Apple?

What does the multi-year upgrade cycle imply for future iPhone models?