On September 12, Apple unveiled its latest product offerings: the iPhone X, iPhone 8, Apple TV 4K and Apple Watch Series 3. But what exactly are the implications of these new products? Here, our analysts provide expert analysis on the announcements from multiple perspectives.
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iPhone 8 and iPhone X

iPhone X Costs Apple Nearly $370 in Materials, IHS Markit Teardown Reveals
Andrew Rassweiler, Wayne Lam, Jérémie Bouchaud, David Hsieh

Teardown engineers at IHS Markit have completed their preliminary physical dissection of the new Apple iPhone X and found that the US version of the smartphone with 64 gigabytes (GB) of NAND memory carries a bill of materials (BOM) of $370.25...
  IHS Markit Teardown Reveals What Higher Apple iPhone 8 Plus Cost Actually Buys 
Andrew Rassweiler, Wayne Lam, Gerrit Schneemann 

The new Apple iPhone 8 Plus, equipped with 64 gigabytes (GB) of NAND flash memory, carries a bill of materials (BOM) cost that comes out to US$288.08 higher than any previous versions of the company’s smartphones, according to a preliminary estimate...
  Apple sees strong demand for iPhone 8 and is preparing for big iPhone X launch
Ian Fogg, Wayne Lam, Jusy Hong

Preliminary data from IHS Markit shows that the global smartphone market grew by 6.4 percent year-over-year in Q3 2017, to 367 million units — up from 345 million units in the year-ago quarter. Apple grew shipments by 2.6 percent year-over-year, as the company is beginning to see...
Apple’s Ambition for iPhone X is Nothing Less Than to Regain Smartphone Design and Innovation Leadership
Wayne Lam

Apple has had a history of introducing signature innovations such as the multitouch display and touch/swipe/gesture UX on the original iPhone which help set a new design innovation threshold for others to follow...
  Apple targets the future with iPhone X, but hopes to sell millions of iPhone 8 now
Ian Fogg

Apple has the best iPhone sales when a new model has a markedly different design. The iPhone X delivers a design unlike any other existing smartphone because the display is edge to edge on all four sides...
  New Apple iPhone gets juiced-up wirelessly
Vicky Yussuff

Ever since Samsung made the decision to integrate wireless charging in to their flagship Galaxy phone back in 2015, the big question of “what will Apple do?” has been a hot topic of conversation across the entire wireless power industry...
 
 
Blog: The strategic role of memory in the iPhone

A study of the historical information in IHS iPhone teardowns reveals many intriguing details on memory as it relates to the iPhone BOM. Overall, the BOM cost is a major component in determining the cost of goods sold...
 

 
 
 
 

 
 

Apple Watch

Blog: First Apple Watch with cellular will benefit from a strong mobile signal

The release of the new Apple Watch Series 3 is making noise in the marketplace because it’s the first Apple Watch with built-in cellular connectivity. Apple promises Series 3 users the ability to “stay connected when you’re away from your phone"...
  Apple LTE Smartwatch Benefits Qualcomm and Other Suppliers
Wayne Lam, Brad Shaffer

In this analyst insight IHS Markit will assess which suppliers benefit from cellular connectivity and some of the other potential implications of the cellular modem’s inclusion in the first WWAN enabled Apple smartwatch...
   
 

 
 

Apple TV

Apple Announces 5th Gen Apple TV, with 4K and HDR Support - But Price Remains a Competitive Liability
Paul Erickson

The new model incorporates 3GB of RAM and the iPad Pro’s A10X processor, and is capable of streaming video playback of up to 4K resolution at 60 frames per second (fps)...
   
 

 
 
   
 

 
 

Related Analysis

Deepen your understanding of Apple's latest devices with additional commentary on application display and hardware from the experts.
 
OLED to become leading smartphone display technology by 2020
David Hsieh

AMOLED displays are now at the crossroads of the display technology evolution for smartphone devices. Compared to the current leading LCD, OLED is considered harder to make...
  Colorless PI + hard coating may be a critical solution for flexible cover lens
Kimi Lin

Consumers learned about flexible displays when Samsung released the Galaxy Edge smartphone, which uses a flexible AMOLED display made by SDC...
 
  Apple’s force sensing patents and evolution
Calvin Hsieh

Though Apple has applied force sensing technology to most products, the display-based 3D touch of the iPhone series is the most critical, and it involves the display and touch industries. Unlike the mature strain gauge technology...
AMOLED production forecast for new iPhone in 2017
Brian Huh

The trend toward a bigger screen and higher resolution has contributed to an increase in Apple’s iPhone sales. The iPhone 4, which was launched in 2010, featured a 3.5-inch Retina display...
  Apple’s force sensing applications
Calvin Hsieh

Apple introduced Force Touch in 2014. The first application was the Apple Watch and later it was adopted by the iPhone 6s and the new MacBook series. Apple marketed it under the name 3D Touch...
   
 

 
 

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