Tianfeng International analyst Ming-Chi Kuo out with a new report focus on the latest iPhone XS and iPhone XS Max sales analysis, in which he found that XS Max demand was better than expected, as well as the Apple Watch Series 4.
Apple Watch Series 4 demand is much better than expected, because of that, the supplies likely to have some sort tight until the secondary supplier Compal joins Quanta begins mass production starting from November to fulfill the high demand. "We have increased the Apple Watch shipment forecast in 2018 from 18mn to 18.5–19.5mn units," says Kuo on the sales.
Lastly, the analyst stay positive that the iPhone XR will sell like a hot cake, more customers upgrading to that model than the iPhone 8 series spurred last year. Plus, he assumes Apple to fix the display issue next month before the pre-order starts October 19th.
So, users more prefer the 6.5-inch version than the 5.8-inch version, Gold and Space Gray were more popular than Silver, 256GB is also the most popular model, since 512GB currently face stock shortage. Looking forward to 4Q18, Kuo believe that XS Max will grow steadily due to the demand from the Asian market and the holiday season.
We have determined that the demand for XS Max is better than expected (3–4 times that of XS). The gold and space-grey colors are significantly more popular than the silver. 256GB is the most popular, and 512GB is subject to a serious shortage because only Samsung can currently ship NAND Flash well. We are positive that XS Max shipments will grow steadily in 4Q18 thanks to demand from Asia market and the gift season.
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