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19. November 2018

Apple Reportedly Cuts iPhone XS and iPhone XR Production Orders Amid Lower-Than-Expected Demand

In recent weeks, Apple slashed production orders for its latest iPhone XS, iPhone XS Max, and iPhone XR models due to „lower-than-expected demand,“ among other reasons, according to unnamed sources cited by The Wall Street Journal.

The report claims the production cuts have hit the iPhone XR hardest, with Apple said to have slashed its production plan for the device by „up to a third of the approximately 70 million units“ it had asked some suppliers to produce between September and February, amounting to a reduction of up to 23.3 million units or so.

And in the past week, the report claims Apple told several suppliers that it cut its [...]

 
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22. Oktober 2018

Kuo: iPhone XR Pre-Order Demand Over First Weekend Exceeded That of iPhone 8 and iPhone 8 Plus

iPhone XR pre-order demand in the first three days of the device’s availability was „better than that“ of the iPhone 8 and iPhone 8 Plus during the same period last year, according to Apple analyst Ming-Chi Kuo.

In a research note obtained by MacRumors, Kuo said that although pre-order demand immediately after launch has been lower for the iPhone XR versus the flagship iPhone XS models, overall iPhone XR shipment momentum is „more stable“ because it will drive more customers to upgrade than the iPhone 8 series over time.

Kuo added that iPhone XR shipping estimates on Apple.com (many models remain available for launch day delivery on [...]

 
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16. Oktober 2018

Kuo Predicts ‚Better Than Expected‘ Replacement Demand for iPhone XR, Raises Shipment Forecasts

Demand for the iPhone XR will be higher than demand for the iPhone 8 last year, Apple analyst Ming-Chi Kuo reiterated in a note to investors this morning.

Kuo is predicting better than expected replacement demand for iPhone XR along with improved supply starting in October, leading him to revise his predicted shipment estimates.

Apple is now expected to ship 36 to 38 million iPhone XR units in the fourth quarter of 2018, up 10 percent from an original estimate of 33 to 35 million units.

As he said last week in a note about the XR driving upgrades in China, Kuo is expecting the iPhone XR to outsell the iPhone 8 because of its larger display, longer battery [...]

 
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11. Oktober 2018

Kuo: Apple Has Opportunity With iPhone XR in China as Chinese Rivals Face ‚Lower Than Expected‘ Demand

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 [...]

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