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.

iphonexsxsmax
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.

Related Forum: iPhone

Top Rated Comments

macduke Avatar
57 months ago
Great. So not only has Apple killed the iPhone SE, but they're going to end up killing the iPhone XS 5.8" size for not being popular enough. We'll all just walk around with 12.9" iPhone Ultra's strapped to our faces in 10 years. Am I the only one sick and tired of the giant phone craze?
Score: 25 Votes (Like | Disagree)
benshive Avatar
57 months ago
I'm not saying it isn't correct, just that I'm stunned. I just can't imagine that huge phone that needs two hands outsells the XS by 3-4x's. Perhaps it is a one off this year since few upgraded from the X and you have a large number of holdouts from the 8 Plus and earlier getting the bigger phone they wanted? I'm surprised.
The form factor is almost exactly the same size as the plus models (6/6s/7/8) that people have been using for like 4 years. I'm not really surprised.
Score: 17 Votes (Like | Disagree)
canyonblue737 Avatar
57 months ago
I'm not saying it isn't correct, just that I'm stunned. I just can't imagine that huge phone that needs two hands outsells the XS by 3-4x's. Perhaps it is a one off this year since few upgraded from the X and you have a large number of holdouts from the 8 Plus and earlier getting the bigger phone they wanted? I'm surprised.
Score: 17 Votes (Like | Disagree)
bbeagle Avatar
57 months ago
This is my theory. one reason I didn't want an iPhone X was that the screen was smaller than my 7 Plus. No way in hell I was going to go to a smaller screen!
The iPhone X has a 5.8" screen. The 7 Plus has a 5.5" screen.

This is my first time with an iPhone X. I love it. The screen is so much bigger than my iPhone 7 it's replacing, but the device itself is almost the exact same size. Only 'barely' bigger.

The iPhone X/XS are perfect devices for a large screen / small form factor for those who don't want a phablet.

Score: 12 Votes (Like | Disagree)
KPOM Avatar
57 months ago
The iPhone X has a 5.8" screen. The 7 Plus has a 5.5" screen.
The 7 Plus’s screen was wider, though.
Score: 11 Votes (Like | Disagree)
KeepCalmPeople Avatar
57 months ago
Genius marketing - get consumers to buy the X (“the screen is the same size as a plus”), then buy the XS Max for the bigger screen.
Score: 11 Votes (Like | Disagree)

Popular Stories

iphone 15 pro wifi 6e

Internal Apple Document From Leaker 'Unknownz21' Confirms Wi-Fi 6E Will Be Limited to iPhone 15 Pro Models

Friday January 27, 2023 10:01 am PST by
Multiple rumors have suggested that the next-generation iPhone 15 models will adopt the Wi-Fi 6E standard that Apple has already introduced in the iPad Pro and MacBook Pro, and now a leaked document appears to confirm Apple's plans. Sourced from researcher and Apple leaker Unknownz21 (@URedditor), the document features diagrams of the iPhone 15's antenna architecture. D8x refers to the...
iPhone 14 Pro Purple Side Perspective Feature Purple

iPhone 15 Pro Rumored to Have These 8 Features

Friday January 27, 2023 2:11 pm PST by
Apple's next-generation iPhone 15 Pro and iPhone 15 Pro Max are expected to be announced in September as usual. Already, rumors suggest the devices will have at least eight exclusive features not available on the standard iPhone 15 and iPhone 15 Plus. An overview of the eight features rumored to be exclusive to iPhone 15 Pro models:A17 chip: iPhone 15 Pro models will be equipped with an A17...
top stories 28jan2023

Top Stories: iOS 16.3 Released, iPhone 15 Pro Rumors, macOS Tips and Tricks, and More

Saturday January 28, 2023 6:00 am PST by
Following last week's hardware announcements, this week saw the actual release of several of the new products as well as operating system updates bringing new features and bug fixes across Apple's platforms. This week also saw some fresh rumors about the iPhone 15 lineup and Apple's upcoming AR/VR headset, while we shared some tips to help you get the most of your macOS experience, so read...
Multi Display CarPlay 1

Apple Launching All-New CarPlay Experience Later This Year With These 5 Features

Sunday January 29, 2023 10:15 am PST by
In June 2022, Apple previewed the next generation of CarPlay, promising deeper integration with vehicle functions like A/C and FM radio, support for multiple displays across the dashboard, personalization options, and more. Apple says the first vehicles with support for the next-generation CarPlay experience will be announced in late 2023, with committed automakers including Acura, Audi,...
maxresdefault

Hands-On With the New M2 Max MacBook Pro

Thursday January 26, 2023 12:14 pm PST by
New 14-inch and 16-inch MacBook Pro models with the latest M2 Pro and M2 Max chips are available in Apple retail stores and are already in the hands of customers, and we picked up one of the new M2 Max machines to answer all of the questions MacRumors readers considering a purchase might have. Subscribe to the MacRumors YouTube channel for more videos. Yesterday, we asked MacRumors fans on...
iPhone 15 General Mock Feature

Kuo: iPhone 15 Models to Adopt Wi-Fi 6E

Thursday January 26, 2023 5:09 pm PST by
The upcoming iPhone 15 models that are set to be introduced later in 2023 will adopt the Wi-Fi 6E standard, according to Apple analyst Ming-Chi Kuo. In a note about Apple's work on a Wi-Fi chip, Kuo said that the company will upgrade the iPhone 15 to Wi-Fi 6E. Apple is already using Wi-Fi 6E for the 11 and 12.9-inch iPad Pro models introduced last year, along with the new Mac mini and...
iPhone 14 Pro Purple Side Perspective Feature Purple

iPhone 15 Expected to Feature Wi-Fi 6E Like Latest Macs and iPad Pro

Wednesday January 25, 2023 5:39 pm PST by
The iPhone 15 will support Wi-Fi 6E, according to a research note shared this week by Barclays analysts Blayne Curtis and Tom O'Malley. The analysts did not specify whether the feature will be available on all models or limited to the Pro models. Apple has added Wi-Fi 6E support to a handful of devices so far, including the latest 11-inch and 12.9-inch iPad Pro, 14-inch and 16-inch MacBook...