Mike Wuerthele
Noted Apple analyst Ming-Chi Kuo has weighed in on early sales of Apple's new products, and is seeing massive demand for the iPhone XS Max over the iPhone XS, with Apple Watch Series 4 demand so high that supply constraints may extend unless Apple brings on more assemblers.
In a note seen by AppleInsider TF Securities' Ming-Chi Kuo is seeing between three and four times the demand for the iPhone XS Max versus the iPhone XS. Additionally, gold and space grey are apparently selling better than the silver color.
Kuo also believes that predicted softness in China because of high pricing won't materialize, with demand keeping shipments volume high. Worldwide, the 256GB model of the iPhone XS Max is reportedly most popular, with the 512GB one suffering from a "serious shortage" because of low NAND flash supply.
Even given the success of the iPhone XS, Kuo expects that the iPhone XR will push growth well past the launch quarters, and into calendar year 2019. Additionally, shaped LCD panels, presumably the component that forced an October commencement of sales, should see marked improvement in deliveries in October.
Overall, Kuo is expecting Apple to sell between 75 million and 80 million iPhones in the launch period. Additionally, the mix of iPhone sales, even including the lower-cost iPhone XR may boost average selling price higher than the market expectation of between $750 and $770 per unit, leading to a record quarter.
As a result of channel checks, Kuo is expecting about 19.5 million Apple Watches shipped before the end of the year, up from 18 million. Kuo's report seems contradictory to one published earlier on Monday, that claimed that iPhone sales were "weak," also citing supply channel checks.
Apple announced all three products at the "Gather round" event, on Sept. 12. The iPhone XS Max has a 6.5-inch edge-to-edge OLED screen, with the iPhone XS sticking with the 5.8-inch OLED screen found in the iPhone X from 2017. Both have improvements to the camera versus the iPhone X in hardware, with the A12 Bionic in the newer models adding an array of features to image processing.
The iPhone XR retains many of the design cues, specifically the notch, while bringing technologies like Face ID and the full-device display with a less expensive LCD screen.
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36 Comments
For me, I am not that surprised. Remember the more expensive 6+ when introduced? It is pretty much the same case.
I LOOOOOVE my AW4.
I've already seen two on the streets (outside of people I know). They were easy to spot since they were both using the same watch face/complications in the Apple promo pics.
I'm not surprised, since I didn't go for the iPhone X last year due to its small size compared to the iPhone 8 Plus. Sure it's a 5.8' screen but the width is still smaller than an iPhone 6/7/8 Plus models.
I also picked up the XS (Tennis) Max and the Series 4 Watch, running Series 0 Watch here since the beginning.
Waiting to see the XR firsthand before making the jump--but I'm definitely jumping!
Looks like people want and are liking big screens. At this rate I'd be surprised if the 5.8" XS sticks around next year.