Apple analyst Brian White of Drexel Hamilton company publish several research notes that unveil his upcoming Apple Watch and iPhone expectations through the end of 2016.
Moreover, there’re sources familiar with the matter, who claim that only the 5.5-inch iPhone 7 Plus will feature a dual camera system, echoing the same prediction made by often-accurate KGI Securities analyst Ming-Chi Kuo earlier in the week.
Brian White says he believes that iPhone 7 production will be launched in July, and the novelty is expected to help the Cupertino based company and its suppliers return to smartphone growth in the second half of 2016, just months after the iPhone likely experienced its first year-over-year quarterly sales decline ever.
“Our meeting with a tech supply chain company highlighted a rough end to 2015 with significant forecast reductions from Apple; however, forecasts have been stable since then with 2Q:16 expected to be the trough,” the analyst wrote.
“After a YoY sales decline in 1Q:16, our contact expects to return to growth in H2:2016. Production of parts of the iPhone 7 are expected to begin in July.”
White also tends to expect that the Apple Watch could be refreshed within the next two to three months. He believes that a 20% to 40% thinner Apple Watch 2 could be unveiled by June, possibly at Apple’s annual WWDC, which could take place between June 13-17 based on scheduled availability at Moscone West, the San Francisco convention center where the developer event is typically held.
“Finally, we walked away with the sense that the Apple Watch refresh will not occur in September with the iPhone 7, but is more likely to occur within the next 2-3 months, and thus we believe an unveiling at WWDC in June makes sense. We believe Apple Watch 2 could be 20-40% thinner than the current Apple Watch.”
However, even though some say the Apple Watch won’t debut until September, other reports line up with the June time frame. Many commenters after the article think that the thinness of the watch isn’t as important as other needed improvements.
“How about they don’t make it any thinner, but use that ‘extra’ space to put in better battery! Now that would be great!” claims MacGod.
“I’m a Watch owner. The Watch doesn’t need to be any thinner. It needs to be faster with more HealthKit tie-ins other than movement and heartbeat. It needs to be a LOT of things, but the LAST thing it needs to be is thinner,” claims Shanesan.
Juniper Research said Apple shipped more than half of all smartwatches shipments in 2015, despite only going on sale in September. according to the research firm, 17.1 million smart watches shipped last year, of which 8.8 million were Apple Watches.
“The smartwatch is now a category waiting for a market,” Juniper Research said. “Newer devices have offered more polished looks and subtly different functions, but no large changes in device capabilities or usage. With smartwatch functions established, it is now up to consumers to decide if they want them, rather than technology companies providing more reasons.”