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iPhone X, iPhone 8 Plus production accelerating alongside cutback in orders for iPhone 8

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Reports from the supply chain suggest that any production problems that may have plagued the iPhone X are long past, and Apple and its manufacturing partners will increase production to ship about 26 million of the OLED model in the holiday quarter.

A new report generated by KGI Securities authored by Ming-Chi Kuo not sees a 35 percent to 45 percent growth in production in the holiday quarter, versus Apple's last fiscal quarter of 2017 that ended in September. Kuo believes that the supply increase is warranted because of widespread positive reception to the high-end device, and robust Chinese New Year holiday demand.

On the other side of the coin is the iPhone 8. Given the demand for the iPhone 8 Plus being greater than that of the iPhone 8, production of the smaller device in the family is expected to fall between 50 percent and 60 percent in the holiday quarter. Kuo believes that the iPhone 8 Plus is "cannibalizing demand" for the iPhone 8, and some of Apple's manufacturing partners will switch production lines from the iPhone 8 to the iPhone X to work out supply and demand balance issues.

Other monitors of the sales channel suggest that the 2017 Plus model is exceeding the non-plus version of the same device for the first time. On Thursday, a research firm reported that in a few days of September availability, Apple shipped 6.3 million iPhone 8 Plus units, versus 5.4 million of the smaller iPhone 8.

Apple appears to have predicted this balance and strong demand for its high-end iPhones. The company is expecting its most profitable quarter ever, and is expecting between $84 billion and $87 billion in revenue for the quarter.



42 Comments

Anilu_777 9 Years · 586 comments

I’ve always liked a bigger phone (physically) for videos and typing so upgraded from the 6s plus to 8 plus this year. If there had been a X plus I’d have gotten that. 

6 Likes · 0 Dislikes
5150iii 10 Years · 96 comments

A little off-topic but it ties in to talk of the holiday quarter: I remember back at the summer event that HomePod and iMac Pro were slated to both come out in December. Will those just go on sale or does anyone think another media event will be planned to fully introduce the HomePod?

1 Like · 0 Dislikes
racerhomie 9 Years · 52 comments

5150iii said:
A little off-topic but it ties in to talk of the holiday quarter: I remember back at the summer event that HomePod and iMac Pro were slated to both come out in December. Will those just go on sale or does anyone think another media event will be planned to fully introduce the HomePod?

I think they will just reveal a press release 

3 Likes · 0 Dislikes
anantksundaram 19 Years · 20391 comments

Mine (256 Silver) was supposed to arrive Nov 10. Showing Nov 21 as of now.

No big deal, just sharing a data point re all the reports about production ramping up, Xs arriving early, etc. 

Add: It was ordered at 3.13AM on launch date (East Coast time). 

5 Likes · 0 Dislikes
wood1208 11 Years · 2942 comments

Makes perfect sense. No one disputes iPhone X is the best PHONE, iPhone 4 is reborn!! Trend, new and upgrades are wanting large screen iPhones. Those who can fork extra money buying like crazy iPhone X and others 8 Plus. Budget conscious upgrades to 7, Plus. For next year, it will help steer Apple to come out with LCD 8S / 8S Plus and OLED XS Plus with the same design philosophy as current iPhone X. Say good buy to Home button,history beyond 8 series iPhones.

2 Likes · 0 Dislikes