"Hey Siri" support and possibly wireless charging case alongside AirPower charging mat.
Kuo Predicts 'Better Than Expected' Replacement Demand for iPhone XR, Raises Shipment Forecasts
Demand for the iPhone XR will be higher than demand for the iPhone 8 last year, Apple analyst Ming-Chi Kuo reiterated in a note to investors this morning.
Kuo is predicting better than expected replacement demand for iPhone XR along with improved supply starting in October, leading him to revise his predicted shipment estimates.
Apple is now expected to ship 36 to 38 million iPhone XR units in the fourth quarter of 2018, up 10 percent from an original estimate of 33 to 35 million units.
As he said last week in a note about the XR driving upgrades in China, Kuo is expecting the iPhone XR to outsell the iPhone 8 because of its larger display, longer battery life, dual-SIM support, and new form factor design.
With the revised XR shipment expectations, Kuo believes Apple will ship a total of 75 to 80 million iPhone units during 4Q2018.
iPhone XR shipments are also expected to be up in the first quarter of 2019, a historically slow quarter for Apple. Quarter over quarter decline is expected to be at 25 to 30 percent instead of 45 to 50 percent for iPhone 8.
Apple's iPhone XR will be available for pre-order at 12:01 a.m. Pacific Time on Friday, October 19, with an official launch to follow on Friday, October 26. Apple's colorful new iPhone will be priced starting at $749 for the entry-level model.
Kuo is predicting better than expected replacement demand for iPhone XR along with improved supply starting in October, leading him to revise his predicted shipment estimates.
Apple is now expected to ship 36 to 38 million iPhone XR units in the fourth quarter of 2018, up 10 percent from an original estimate of 33 to 35 million units.
As he said last week in a note about the XR driving upgrades in China, Kuo is expecting the iPhone XR to outsell the iPhone 8 because of its larger display, longer battery life, dual-SIM support, and new form factor design.
With the revised XR shipment expectations, Kuo believes Apple will ship a total of 75 to 80 million iPhone units during 4Q2018.
iPhone XR shipments are also expected to be up in the first quarter of 2019, a historically slow quarter for Apple. Quarter over quarter decline is expected to be at 25 to 30 percent instead of 45 to 50 percent for iPhone 8.
We expect XR shipments to beat low seasonality in 1Q19. We forecast that XR shipments in 1Q19 will decline 25-30% QoQ to 27-30mn units, and we attribute the lower XR shipment QoQ decline, compared with general consumer electronics and smartphones' 30-40% QoQ decline, to better replacement demand and production delay. Also, XR's shipment QoQ decline in 1Q19 will be better than the iPhone 8 series' 45-50% in 1Q18.Total iPhone shipments in the first quarter of 2019 are expected to grow by 10 percent year-over-year to 55 to 60 million units thanks to the strength of the iPhone XR. Shipment allocations of XS, XR, and legacy models will be at 35 percent, 50 percent, and 15 percent respectively.
Apple's iPhone XR will be available for pre-order at 12:01 a.m. Pacific Time on Friday, October 19, with an official launch to follow on Friday, October 26. Apple's colorful new iPhone will be priced starting at $749 for the entry-level model.
Related Roundup: iPhone XR
Tag: Ming-Chi Kuo
Buyer's Guide: iPhone XR (Buy Now)
[ 72 comments ]
Top Rated Comments
(View all)
5 weeks ago
Demand for the iPhone XR will be higher than demand for the iPhone 8 last year, Apple analyst Ming-Chi Kuo reiterated in a note to investors this morning.
Makes sense; the iPhone XR isn't as visually far apart from the other iPhones as the 8 was from the X. Most customers will probably just notice it's $250 cheaper and won't really care about OLED and the… the… even I'm forgetting the other features it lacks.
5 weeks ago
And people forget the iPad Pro (fantastic screen) is 264PPI. I couldn't see a pixel if I tried.
Same goes for my MacBook Pro Retina.[doublepost=1539627969][/doublepost]
This phone will do very well. More than a few I know have spoken of getting the Xr for their teenagers and/or other family members. Funny how $749 is now thought of as easily affordable for purchasing multiple additional devices. When comparing against $999-$1499, yes, psychologically, it would definitely look that way.
Smart Apple, smart.
5 weeks ago
The XR is going to be a monster seller this Friday and for the holidays.
[doublepost=1539630071][/doublepost]
No. Once again, for the umpteenth time, no, it does not have the same resolution.
iPhone 4: 960x640
iPhone XR: 1792x828
[doublepost=1539630071][/doublepost]
Problem for me is, it has the resolution of an iPhone 4.
Pretty pathetic.
No. Once again, for the umpteenth time, no, it does not have the same resolution.
iPhone 4: 960x640
iPhone XR: 1792x828
5 weeks ago
The price difference actually isn’t huge ($750 and $999 are both “about $1000” in my books) and most people pay monthly, so the difference is tiny. Given that, I’ll be surprised if the XR is a clear winner over the XS/Max. The low resolution, low pixel density, lack of OLED, lack of 3D Touch and no telephoto lens all add up. It also appears to be thicker and with bigger bezels. Nah.
$750 is literally 3/4 of $1000. It's a whole quarter off.
5 weeks ago
Well, many folks on MacRumors forum thinks XR is "doomed, doomed I tell ya" due to low resolution screen (ironically enough, only the "green" pixels on XS and XS Max have higher resolution).
They have been claiming that Apple is doomed for every conceivable reason since time immemorial.
I believe Apple’s next quarterly earnings report is on 1 Nov. Anyone cares to bet against Apple this time round?
5 weeks ago
Single camera and lower screen resolution.
I don’t think most people would notice that the camera has only one lens or that the screen resolution isn’t as high. Maybe if they are trying to view 4K video or something similar. Being mid $700 rather than $900 plus for the Xs line probably is a bigger deal than anything that the phone doesn’t have, especially since the processor is the same as the top of the line phones.
1) Don't look at price.
2) Only look at the monthly price, so increases aren't very significant on a per month basis.
3) Want iOS at any price because they don't want to use Android.
I don't know why people keep talking about price as if it's this huge factor. I don't think it is and the numbers show people are perfectly willing to spend more than $1,000 on their iPhone. The iPhone is underpriced if anything. Apple has huge pricing power if they want to use it.
[ Read All Comments ]
Satechi today announced the launch of a new Aluminum Type-C PD & QC Wireless Charger that's designed to charge iPhone and Android devices at their maximum wireless charging speeds.
For...
PayPal on eBay today is offering $100 App Store and iTunes gift cards for $85, marking the latest 15 percent discount on the cards and a good chance for those who have been waiting on a deal...
Apple has enhanced Spotlight search in macOS in recent years, with the addition of Spotlight Suggestions allowing it to tap into a variety of online data sources like weather and sports....
Apple has ceded its position to Walmart as the third largest online retailer in the U.S., according to a new report out this week (via TechCrunch).
Research provider eMarketer Retail calculates...
Adobe today updated its Lightroom app for iOS devices with support for Apple's latest iPhones and iPads.
Lightroom CC for iOS will now display properly on Apple's fall devices, including...
Tap, the company behind the futuristic Tap wearable keyboard, today announced the launch of a new TapAcademy app for iOS that's designed to make it easier to learn to use the keyboard.
Tap...
Verizon today announced the launch of a new "My Numbers" feature designed to let you add up to four additional numbers to a smartphone with unlimited calling and texting, for a total of five...
For this week's giveaway, we've teamed up with SANDMARC, a company that makes camera lenses for the iPhone, to offer MacRumors readers a chance to win a kit that includes a set of Pro...
