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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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2. Oktober 2018

iPhone XS Proves Faster Than iPhone X but Slower than Galaxy Note 9 in LTE Speed Test

The Intel XMM 7560 LTE modem in the iPhone XS and XS Max beats the Intel/Qualcomm modems in the iPhone X, but it isn’t quite as fast as the X20 modem used in the Samsung Galaxy Note 9, according to data sourced from Cellular Insights and Ookla and shared by PCMag.

Cellular Insights compared Apple’s iPhone XS Max with the iPhone X equipped with an earlier Intel modem, the Samsung Galaxy Note 9, and the Google Pixel 2 using the 20MHz channel of Band 4, used by Verizon, AT&T, T-Mobile, and several major Canadian carriers. Download speeds were tested at full strength and at a lower signal to determine overall comparative performance.

According to the [...]

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26. September 2018

Apple Watch Series 4 Expected to Gain Second Manufacturer Following ‚Much Better Than Expected‘ Demand

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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