What the iPhone 7’s Reception Tells You About the Smartphone Market...and what it Doesn't
The idea that the iPhone sells itself could scarcely be more amply demonstrated than by the rush to buy this latest offering. This has come despite what is widely recognized as the weakest iPhone launch show since that for the much knocked iPhone 5. A corollary of this is the growing belief that the market has “got the whole smartphone market wrong”; and that, far from struggling, the smartphone market is in rude health. This has resulted in not just a rush for Apple shares, but for supply chain name stocks. While we don’t think that this is a mistake, the situation is probably a little more nuanced than this volte face suggests; something that needs bearing in mind, should the fervour for these stocks continue.
In this note we discuss:
- The smartphone market’s growth potential
- The replacement demand
- Japan’s FeliCa-chip iPhone 7
- Apple’s Eco-system
- Bill of Materials
- Impact on the supply chain
- What would change the smartphone market
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.