In a research note obtained by MacRumors, Apple analyst Ming-Chi Kuo said cumulative smartphone shipments from four major brands on the Chinese market, including Huawei, Oppo, Vivo, and Xiaomi, declined 10 percent on a year-over-year basis during China’s Golden Week, a national holiday and major sales period.
iPhone XR in (PRODUCT)RED Kuo, writing on behalf of research firm TF International Securities, said the estimated 6.5-7 million shipments during Golden Week were „lower than expected.“ He called Huawei the „major winner“ as the only brand with a year-over-year increase in shipments during the October 1-7 holiday.
The well-known [...]
Taiwanese manufacturer Compal Electronics will begin mass production of Apple Watch Series 4 models in November, according to industry sources cited by supply chain-focused publication DigiTimes.
Compal will share orders with fellow Taiwanese manufacturer Quanta Computer, which has reportedly reached its maximum capacity for Apple Watch Series 4 production following „much better than expected demand“ for the latest models, according to Apple analyst extraordinaire Ming-Chi Kuo.
Kuo also said Compal will be added as a second supplier of Apple Watch Series 4 models, which entails final assembly of the wearable.
Kuo believes Apple Watch shipments [...]
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Apple analyst Ming-Chi Kuo has issued a research note today, obtained by MacRumors, outlining his opinions about first-weekend pre-orders for the iPhone XS, iPhone XS Max, and Apple Watch Series 4.
Kuo says Apple Watch Series 4 pre-orders have been „better than expected,“ as a result of new innovative functions, such as electrocardiogram support. He predicts Apple Watch shipments will reach 18 million units in 2018, with the Series 4 lineup accounting for 50 to 55 percent of those orders.
If the ECG support expands to more countries, Kuo believes the Series 4 lineup could see even stronger shipment momentum.
In contrast, Kuo says iPhone XS [...]