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

Kangal, 20 Mar 2018Yes, but the two go hand-in-hand. Apple likely manufactured a... 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

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

copying apple???
who copy who??

  • nope

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

  • Anonymous

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

  • Anonymous

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 still ... moreEssentially they have manufactured it for two years already!!!

  • raghu

Q3 what will happen apple will shutdown :)

  • Kangal

Peter-B, 20 Mar 2018This is about how many they made, not how many they sell. Presum... 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

AnonD-1825, 20 Mar 2018You clearly don't understand what you read, of course Apple didn... 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 one q... 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 one q... moreThis is about how many they made, not how many they sell. Presumably they have some inventory left.

  • AnonD-1825

Anonymous, 20 Mar 2018Lol no decent analyst would jump from selling 52.5 million one q... 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

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.