Analysts: Q1 production of iPhone X as expected, but Q2 numbers slashed

20 March 2018
Cowen and Company estimate a significantly lower production target for the next three months compared to initial estimates.

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  • ?
  • Anonymous
  • KLT
  • 24 Mar 2018

Kangal, 20 Mar 2018Yes, but the two go hand-in-hand. Apple likely manufactu... moreEventhough they gonna have excess inventory due to not selling much in the last quarter... Apple will NOT reduce the production dramatically... Reducing the production by big number, will ruin Apple image.

What Apple will do is doing a promotion, price reduction, or other kind of promotion to raise the device sales....

promotion....
something like... frree iphone if you buy house/car. Apple will sell perhaps at 40% or 50% of the price to car dealer.

    • ?
    • Anonymous
    • KLT
    • 24 Mar 2018

    Anonymous, 21 Mar 2018then almost every company will stop making phones. whom to ... morea whatttt?
    Apple fruit X copy sharp/xiaomi
    Apple fruit original copy lg chocolate

    copying apple???
    who copy who??

      • n
      • nope
      • p8H
      • 22 Mar 2018

      "53 million units" includes iphone 8 not only x ...

        • ?
        • Anonymous
        • gJt
        • 21 Mar 2018

        A fool and his money are easily parted....

          • ?
          • Anonymous
          • w4b
          • 21 Mar 2018

          raghu, 21 Mar 2018Q3 what will happen apple will shutdown :)then almost every company will stop making phones. whom to copy ?

            Anonymous, 20 Mar 2018My mistake replace sales with manufactured and my comment s... moreEssentially they have manufactured it for two years already!!!

              • r
              • raghu
              • KSe
              • 21 Mar 2018

              Q3 what will happen apple will shutdown :)

                • K
                • Kangal
                • Hqa
                • 20 Mar 2018

                Peter-B, 20 Mar 2018This is about how many they made, not how many they sell. P... moreYes, but the two go hand-in-hand.

                Apple likely manufactured almost 60 Million units the first quarter, and expected to sell most of it. So the next quarter they would normally start manufacturing something close to 40 Million units.

                The fact that Apple is going to only make 9 Million units means they've estimated that they have an excess stock, of let's say, 30 Million in inventory. That means Apple didn't sell very well the last quarter, at least in terms of the iPhone X. They possibly have sold between 10 - 30 Million units, which is a lot, but it's a failure compared to their previous launch-quarter figures. Hell the iPhone 6 had a figure of 75 Million it's first quarter, so compared to that, this performance is around 1/8 to 1/2 which is not good.

                  • ?
                  • Anonymous
                  • PTc
                  • 20 Mar 2018

                  AnonD-1825, 20 Mar 2018You clearly don't understand what you read, of course Apple... moreMy mistake replace sales with manufactured and my comment still stands. They wouldn't manufacture 50 million Q1 and drop to 9 million Q2 that makes zero sense. Either they didn't manufacter anywhere near 50 million Q1 or the estimate in drop of sales for Q2 is way over the top.

                    Anonymous, 20 Mar 2018Lol no decent analyst would jump from selling 52.5 million ... moreAs an integer type of number. such a number does exist.
                    I do guess you refer to the "assumption" of selling 52.5m devices. TECHNICALLY. it's IS plausible to sell that amount considering apple's ad techniques. (and I am an android girl.) but perhaps that analyst went a wee bit TOO pessimistic.
                    Edit: Oh, hehe I understood now. they refer to MANUFACTURING amount. which is 9m according to that analyst. but selling will remain as 100m+

                      with that horrid notch. not surprised. AT ALL.

                        Anonymous, 20 Mar 2018Lol no decent analyst would jump from selling 52.5 million ... moreThis is about how many they made, not how many they sell. Presumably they have some inventory left.

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                          • AnonD-1825
                          • p7H
                          • 20 Mar 2018

                          Anonymous, 20 Mar 2018Lol no decent analyst would jump from selling 52.5 million ... moreYou clearly don't understand what you read, of course Apple didn't sell 53 million X in q1, that would be crazy high number.

                          "One has to really wonder if the 52.5 million is just an imaginary number."

                          Well it definately isn't sales number like you think :)

                            • ?
                            • Anonymous
                            • PTc
                            • 20 Mar 2018

                            Lol no decent analyst would jump from selling 52.5 million one quarter down to 9 million the next? One has to really wonder if the 52.5 million is just an imaginary number.

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