Kuo: iPhone XS Max Significantly Outselling iPhone XS, 256GB Most Popular, 512GB Subject to Serious Shortage
In a research note obtained by MacRumors today, Apple analyst Ming-Chi Kuo has provided launch-weekend takeaways for the iPhone XS, iPhone XS Max, and Apple Watch Series 4, all of which went on sale Friday.
Kuo says that iPhone XS Max demand is "better than expected," with the 6.5-inch model outselling the iPhone XS by three to four times. He says the 256GB storage option is most popular, with the 512GB configuration subject to a "serious shortage" due to Samsung being the only reliable supplier.
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.
The well-known analyst believes Apple Watch Series 4 demand is "much better than expected," with supplies likely to remain tight until Compal begins mass production starting from November, as a secondary supplier alongside Quanta.
Apple Watch Series 4 demand is much better than expected. The capacity of the assembler Quanta is full already; therefore, the supply cannot improve significantly until second supplier Compal's mass production for Apple Watch Series 4 starting from November. We have increased the Apple Watch shipment forecast in 2018 from 18mn to 18.5–19.5mn units.
Kuo believes the iPhone XR will be a hot seller, with more customers upgrading to that model than the iPhone 8 series spurred last year. He is also confident that the device's display-related production bottleneck will "markedly improve" beginning in mid to late October. iPhone XR pre-orders begin October 19.
Kuo expressed similar opinions following the first weekend of iPhone XS, iPhone XS Max, and Apple Watch Series 4 pre-orders last week.
Popular Stories
Apple today released iOS 18.0.1 and iPadOS 18.0.1, the first updates to the iOS 18 and iPadOS 18 operating systems that debuted earlier in September. iOS 18.0.1 and iPadOS 18.0.1 come two weeks after the launch of iOS 18. The new software can be downloaded on eligible iPhones and iPads over-the-air by going to Settings > General > Software Update. According to Apple's release notes, the...
Apple today released macOS Sequoia 15.0.1, the first update for the macOS Sequoia operating system. The 15.0.1 update comes a week after Apple first released macOS Sequoia 15. Mac users can download the macOS Sequoia update by using the Software Update section of System Settings. According to Apple's release notes, macOS Sequoia 15.0.1 fixes a bug that could cause the Messages app...
Now that it's been two weeks since the iPhone 16 models were released, we've been able to spend enough time with the new devices to share a more in-depth review on their performance, battery life, feature set, and more. Subscribe to the MacRumors YouTube channel for more videos. We've been testing the iPhone 16 Pro and Pro Max, but the gap between the Pro models and the standard iPhone 16...
Amazon is hosting another Prime Day event this year, called Amazon Prime Big Deal Days and offering shoppers the first chance to save on holiday shopping from a major retailer. Similar to the first Prime Day, it will last for two days (October 8-9) and you can already find a large selection of early deals across Amazon's storefront, covering savings on tech, clothing, video games, groceries, and...
It's hard to believe we're already into October with the iPhone 16 launch behind us, but there's lots more still to come from Apple this year on both the hardware and software fronts. We're still expecting a number of Mac and perhaps some iPad updates in the very near future, while Apple Intelligence features are set to begin rolling out with iOS 18.1 and related operating system updates....
Apple is set to release iOS 18.1 in October, bringing the first set of Apple Intelligence features to iPhone 15 Pro and iPhone 16 models. This update marks a significant step forward in Apple's AI integration, offering a new Siri contextually-aware experience and a range of additional capabilities powered by on-device machine learning and large language models. There are a couple of handy new...
Apple is working on a new iPad mini that will "potentially" be released "by the end of 2024," according to a report today from Bloomberg's Mark Gurman. Last month, Gurman reported that Apple had "new iPads in the works," including an upgraded version of the iPad mini. At the time, he said the device was "on deck for Apple's October event" alongside the first M4 Macs. The wording in his...
Apple will announce several new M4 Mac models around the end of October, with the company planning to launch at least some of them as soon as Friday, November 1, according to Bloomberg's Mark Gurman. Writing in his latest Power On newsletter, Gurman said that Apple will launch a new M4 version of its low-end 14-inch MacBook Pro, as well as higher-end 14-inch and 16-inch MacBook Pro models...
