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It will take Apple's Android competitors up to two and a half years to replicate the functionality and user experience of the TrueDepth Camera in the iPhone X, KGI Securities analyst Ming-Chi Kuo told investors in a note shared this morning. In a previous report, Kuo predicted it would take one to two years for competitors to catch up, but having watched Apple's official technical demonstrations in detail, it's now believed it will take longer to replicate the user experience.
The TrueDepth camera will give Apple a solid technological lead throughout 2018 and 2019, leading Kuo to say KGI has "full confidence" in the iPhone's growth prospects in the high-end smartphone market over the next couple of years despite iPhone X constraints in 2017. KGI Securities has revised its 2017 iPhone X shipping estimates from 40 million to 30 to 35 million units, but Kuo says the firm stands by its "positive outlook" on shipments of future iPhones equipped with the TrueDepth Camera.
The TrueDepth camera will give Apple a solid technological lead throughout 2018 and 2019, leading Kuo to say KGI has "full confidence" in the iPhone's growth prospects in the high-end smartphone market over the next couple of years despite iPhone X constraints in 2017. KGI Securities has revised its 2017 iPhone X shipping estimates from 40 million to 30 to 35 million units, but Kuo says the firm stands by its "positive outlook" on shipments of future iPhones equipped with the TrueDepth Camera.