Analysts compare the 2018 iPhones to the iPhone 6 as they expect an increase in ASP and more

A week later, Apple is expected to introduce the iPhone Xs and the iPhone Xs Max, as well as a new 6.1-inch LCD iPhone. Sources in the supply chain have indicated that this year could be the biggest year for the iPhone since the iPhone 6, and that more and more analysts are joining this conversation.

Sylvania HomeKit light strip

As noted by BarronAnalysts at KeyBanc Capital Market today released a new note to investors in which they touted the effects of an upgrade of the screen size on the demand of the iPhone. . Analysts explain that "in the last 6 years," screen size has been the "only feature" for "generating both volume and price".

"Over the last six years, the size of the screen is the only feature that we believe has demonstrated a consistent ability to generate both volume and price," KeyBanc Capital Markets wrote on Tuesday.

"This was evident in the iPhone 6 cycle, where an increase in screen size resulted in both pricing and volume, and in the iPhone X cycle, where a larger screen in a similar size factor produced a high price power. "

Of course, this assumption stems largely from the iPhone 6, which has allowed Apple to send a record number of iPhone with the launch of the iPhone 5 Plus 5.5 inches. As KeyBanc pointed out, iPhone X has also been successful in ASP, but this year's iPhones should be even more successful.

KeyBanc analysts say they expect the 6.1-inch LCD iPhone to help boost iPhone's average selling price because it will reach a higher price. high than the ASP mixed of the iPhone 8 and the iPhone 8 Plus. KeyBanc also notes that it does not expect "significant iPhone volume growth", but expects the focus to be on ASP:

"The high-end smartphone market is saturated. We therefore do not expect significant growth in the volume of iPhone units …[but] We anticipate that the new LCD iPhone will cost more than the mixed ASP for the iPhone 8/8 + and that the new larger OLED iPhone will be more expensive than the current iPhone X. in 2019. "

The disadvantage of this, said KeyBanc, is that beyond this year, Apple has likely "reached a screen size limit as an incremental driver of demand ".

"Apple's future lineup of iPhone is likely to maximize available screen real estate depending on the form factors that will remain in the pockets of the pants, suggesting that we have reached a screen size limit in as an additional engine of demand. In addition, we do not anticipate any new hardware functionality that will replicate the pricing power of screen size in the foreseeable future. "

Earlier today, a report suggested that the 6.1-inch iPhone will start at $ 699 this year, while the iPhone X and iPhone X will be $ 799 and $ 799 respectively. $ 999. This leads to speculation that KeyBanc's claim that the 6.1-inch iPhone will have a higher ASP than the iPhone 8 and iPhone 8 Plus, but when you're considering storage upgrades for each model, it's possible.

Read more:

Subscribe to 9to5Mac on YouTube for more information on Apple: