[ad_1]
In a research note seen by AppleInsiderAccording to Kuo, average delivery times for Apple's flagship iPhone XS Max suggest that demand for high-end devices is up to expectations.
With launch shipments already postponed from one to two weeks, depending on the model, the company's "high price strategy" seems to be paying off. Chinese demand is expected to be strong as the XS Max meets the most sought after needs of this group with a new gold color option, support for two SIM cards and an oversized 6.5 inch display.
Apple's new dual-SIM solution builds on eSIM technology already used in Apple Watch and iPad, but the company is not able to commercialize this technology in China due to restrictions imposed to the operators. Instead, Apple has taken the extra step of creating a special model for Chinese consumers that supports two physical SIM cards, one on each side of the SIM tray.
Kuo notes that the average delivery times of XS Max are shorter than the two to three week delivery dates observed when iPhone X was released last year. As such, the analyst predicts that XS Max will account for 25 to 30% of new iPhone shipments.
The demand for the 5.8-inch iPhone XS is lower than anticipated, Kuo says, noting that most of the successor models of iPhone X will be delivered to customers on launch day. Given the numbers, the analyst believes that more users are interested in the iPhone XS Max and the iPhone XR, the latter being a new intermediate level iPhone with a 6.1-inch LCD, which will go on sale in October.
On the bottom, "a mediocre demand," Kuo has reduced iPhone XS allocation estimates from 15 to 20 percent of all new iPhone model shipments down from 10 to 15 percent.
The iPhone XR, which goes from 50 to 55% up to 55 to 60% of deliveries of new models, is increasingly used. More affordable prices starting at $ 749 in the US and dual SIM support in the Chinese market are expected to fuel demand for the aluminum-clad iPhone.
"We expect the peak shipment of XS Max and XS will be reached in October and XR will start being marketed and benefit from the momentum of the supply chain in October," said Kuo. "We estimate that shipments of the new iPhone 2H18 models will increase slightly from one year to the next to reach 75 to 80 million units."
Finally, Apple Watch Series 4 is doing better than expected, with Apple having several model stockouts in the participating launch countries. Kuo attributes increased interest to new features such as advanced cardiac monitoring and electrocardiogram capabilities.
Currently, Apple Watch's ECG support is limited to the United States, where the company has obtained FDA clearance for over-the-counter sales and should not be rolled out before the end of the year. At its unveiling, Apple's chief operating officer, Jeff Williams, said the company was working to bring ECG features to other countries, but did not want to make any of the above. failed to come up with a schedule for its release.
Kuo predicts that Apple Watch shipments will reach 18 million units in 2018, with the 4 series accounting for 50 to 55 percent of the total.
[ad_2]
Source link
