IPhone X cut the output by half? Sales of this season have not reached 40 million
Nikkei Asian Review reported in January 29th and February 20th that apple is reducing its output of iPhone X from 40 million to 20 million in March. This seems to be that the market's demand for the iPhone's quarter in March is obviously lower than the quarter of last December, and the sales of iPhone X will be disappointing.
But when you carefully study these numbers and compare them with the new products in the same period last year, you will find that the 20 million iPhone X data are more consistent with the historical situation.
The January 29th article pushed Apple's stock price down more than $3, falling from $171.51 to $167.96 per share. A few days later, the company's performance forecast for its quarterly performance in March is also of no help, because the market is still playing a role in the prediction of the iPhone super cycle. The company's stock price fell to 160.50 US dollars on the second day of its quarterly earnings report in December. But on Friday, the company's share price closed at $176.21, which has recovered all previous losses.
The release of iPhone 8 seems to be "forgotten" by investors
Market Research Institute consumer intelligence research partners (CIRP) predicted that the proportion of iPhone 8 and 8 Plus in iPhone sold in the US last quarter was 24% and 17%, respectively, in December last year. The total of the two is 41%, which is twice as much as CIRP's estimated iPhone X sales account for 20%. In addition, the average sales prices of iPhone 8 and 8 Plus were also slightly higher than those of their predecessors' iPhone 7 and 7 Plus. This helped increase the total average sales price of iPhone from $696 to $797, up $101 a year over the same year.
CIRP partner, co-founder of Josh lowitz (Josh Lowitz)? Said, "these three new iPhone in December last year, the United States iPhone quarter total sales accounted for less than its predecessors in the same period last year performance. In the same period of the previous year, the total sales of iPhone 7 and 7 Plus accounted for 72% in total iPhone sales. "
"But it's not comparable to the previous iPhone," he said. First, iPhone X is not launched at the beginning of the quarter. Apple's product lineup further divides the market, the company now has 8 products, and it has been the most. Apple launched new cell phone products at different times, and released three new phones at once. But after launching iPhone 8 and 8 Plus, the most advanced and highest price iPhone X launch time was postponed for five weeks.
conclusion
In the end, iPhonex will never sell 40 million in the March quarter, if the 20 million is close to the history. Even if only 20 million iPhone X were sold, Apple should take the lead in the smartphone's profit pool.
