Also, three rear-facing cameras for all major 2019 iPhone releases.
From a note to clients by Rosenblatt’s Jun Zhang that landed in my inbox Monday:
In attempt to target the younger consumer market, we believe that Apple could launch multiple colors for the iPhone 8S (LCD model), including blue, yellow, and pink, during the second half of this year. Apple did this before with the iPhone 5C model, which released various colors. Apple did not have many color offerings for the last several models. Since Apple start to launch three new models every year, we believe the company needs to differentiate the designs of the LCD model from the two high end OLED models. One reasonable choice would be to add different colors.
Given the success of the 5c, we believe this strategy could drive incremental demand for the LCD model. We estimate as much as to 120 million new iPhones could be produced in the 2nd half of this year, including 60 million LCD iPhones and 50 million OLED iPhones.
Based on our recent research, we believe Apple may shift to a three rear camera approach for the 2019 major iPhone release. We believe Apple might try to integrate a ToF [time-of-flight] 3D sensing solution into its three rear cameras.
My take: Zhang, who covers Apple’s Asian supply chain, is Rosenblatt’s answer to KGI’s Ming-Chi Kuo. Kuo, you may recall, predicted weak iPhone X sales last quarter and no longer covers Apple for KGI or anyone else.