Despite the seen benefits for Apple, Kuo says that they are "largely reflected in raised forecasts" and not as much in shipping numbers. Samsung was expected to ship 12-14 million notes in 2016. Apple is estimated to capture 5-7 million of these shipments, mainly for the iPhone 7 Plus.
Consumers that have switched from Note 7 to iPhone after the recall and halted production can be identified as having the following characteristics: (1) no trust in the Samsung brand anymore; (2) could be former iOS users; (3) like dual camera feature; and (4) like the subsidy packages of telecom operators (iPhone 7 and 7 Plus were the most promoted flagship models in September).
Kuo says that it will take Apple about 3-5 weeks to handle additional orders for the iPhone especially "if the company does not expand the current production capacity of the iPhone 7 Plus."
If you are still using a Note 7, stop using it immediately and get one of these fireproof boxes to send it back.