Re: Analysts
Apple is going to break their record sales handily this quarter. They're limited by production, and saying they might be so limited until the end of the year - that will be a first for them, usually the shortages clear up in a month or less. They'll reach a point eventually where their YoY comparisons stop showing growth, but they're at least a couple years from that since all the iPhone owners who wished for larger screens but weren't willing to go to Android for that have a very reason to upgrade.
High end phones are still being upgraded on a two year cycle. Tablets are a different matter, and probably upgraded on more of a PC/laptop cycle. Apple is close to selling its 600 millionth iPhone, so even if the average upgrade cycle across all iPhone owners is three years, that still leaves room for quite a bit more YoY sales growth.