Without citing sources, the duo write that Apple is planning for 91 million units to be built, combined, of three new models of iPhone in the latter two calendar quarters of this year, to be followed by another 92 million units in the first two quarters of next year. The iPhone X would presumably be discontinued in Q3 of this year, and the cheaper "iPhone SE" would also go away.
The analysts are calling Apple's rumored 6.1-inch LCD smartphone the 'iPhone 9' and the rumored 5.8-inch and 6.5-inch OLED smartphones the 'iPhone 11' and 'iPhone 11 Plus'.
They are expecting Apple to make 28 million units of the three smartphones in 3Q18, 63 million units in 4Q18, 46 million units in 1Q19, and 46 million units in 2Q19. Actual shipments of 20 million, 60 million, 45 million, and 40 million are expected for each of those quarters, respectively. More details in the full report linked below.
Apple is widely expected to release its new smartphones in September. Please follow iClarified on Twitter, Facebook, Google+, or RSS for updates.