2018 iPhone Shipments to Apple This Fall Predicted to Be Highest Since iPhone 6 Lineup

[MacRumors]

Apple's upcoming trio of iPhones will see an estimated 70-75 million units shipped from suppliers to Apple by the end of 2018, according to supply chain sources speaking to DigiTimes. Thanks to the expected solid performance of the iPhones this year, Apple's main supply partners TSMC and Foxconn are looking forward to new revenue highs in Q4 2018.

Specifically, if suppliers hit this range it will be the best performance for an iPhone since the launch of the iPhone 6 models in 2014. One of the main reasons for the boost is given to the "price-friendliness" of the 6.1-inch LCD iPhone, which Apple is expected to introduce as a cheaper alternative to the other two models: an updated 5.8-inch iPhone X and a larger 6.5-inch "iPhone X Plus," although Apple may not go with the "Plus" branding this year.

Apple analyst Ming-Chi Kuo believes Apple will use an aggressive pricing strategy for its 2018 iPhone lineup: the 6.5-inch OLED device will be priced at $900 to $1,000, the 5.8-inch OLED second-generation iPhone X will be priced at $800 to $900, and the 6.1-inch LCD iPhone will be priced at $600 to $700. While the 5.8-inch and 6.5-inch will be available in September, a few reports have stated the 6.1-inch model will face a delay.

DigiTimes also references "smooth production and strong shipment momentum" picking up soon:

Most supply chain partners are expected to see revenues pick up significantly along with smooth production and strong shipment momentum before peaking in the fourth quarter of the year.

The impressive upgrades in overall designs and functions as well as the price-friendliness of the 6.1-inch model should give the new devices a shipment momentum much stronger than their two preceding generations, the sources said.

For TSMC, the supplier is expected to "fully recover" by the fourth quarter, following a "debilitating" computer virus that hit many of its fabrication tools in early August. Concern quickly spread about the company's inability to fill Apple's orders in the wake of the virus, but follow-up reports quickly suggested that TSMC would be able to "fill orders on time for Apple Inc.," ensuring no delays in chip shipments for the 2018 iPhones.

In regards to the 2018 iPhone assembly, both Foxconn and Pegatron will share duties building the models. Foxconn will build the majority of the two OLED iPhones, while it has just 30 percent of the orders for the LCD model, with Pegatron getting the majority of the duty building the cheaper iPhone this year.

Yesterday, a report from Bloomberg provided a hint at one name that Apple has brainstormed for the 2018 OLED iPhones -- "iPhone Xs" -- but it's still unclear what the final names will be. The actual reveal event is now rumored to be held on Wednesday, September 12 at Steve Jobs Theater, according to two unnamed sources speaking to French radio station Europe 1, followed by iPhone pre-orders kicking off on Friday, September 14.

Despite concern over sales figures quickly dropping after first-adopters purchased the ten-year anniversary iPhone X, the flagship device performed well in Q4 2017 and remained popular among customers throughout 2018. Addressing concerns over dwindling sales and those worried about numbers, Apple CEO Tim Cook in May said: "I think it's one of those things where a team wins a Super Bowl. Maybe you want them to win with a few more points, but it's a Super Bowl winner and that's how we feel about it."

Article Link: 2018 iPhone Shipments to Apple This Fall Predicted to Be Highest Since iPhone 6 Lineup

 

[zep0008]

JUST. ANNOUNCE. THE. DAMN. EVENT. ALREADY.

 

[FFR]

Is there even a doubt?

iPhone X plus 512gb .

 

[Zxxv]

Yea right haha those prices haha believe it when I see it.

Though in all seriousness what those prices would tell me is the x didn’t sell as well as they’d like and they can’t justify a £1500/$1500 iPhone X plus model this year.

 

[nviz22]

Best parts, at least for me, about Apple iPhone events: Promos and specs discussions. Can't wait to hear what T-Mobile offers this year.

 

[johnyslats]

Did someone say 'super cycle'?

 

[Andres Cantu]

The super cycle supposed to come with the X didn’t really happen (depending on who you ask), but Apple stock still went up significantly in one year. If they exceed their numbers for this cycle, I can imagine how it will perform next year.

 

[x-evil-x]

don't imagine sales to top a brand new design style. This is basically the 6SSSS
A new form factor might change that.
Dropping the notch will help also.

 

[DNichter]

I am confident Apple will have a monster quarter. My guess is many people held out buying the X (although it still sold very well) due to cost and it being a first generation device. Now that they are expanding the design to 2 new models, one being much more affordable, while also reducing costs on the high end, it should entice a lot of buyers. Apple is in a great position as their products last so long, it creates a steady stream up upgraders year after year. There really isn't a viable competitor to the iPhone currently.

 

[pete2106]

Not surprising, if they release a phone with the new 'X' design at a more reasonable price, I can see people going nuts over it.

 

[magicschoolbus]

don't imagine sales to top a brand new design style. This is basically the 6SSSS
A new form factor might change that.
Dropping the notch will help also.

There's nothing wrong with the notch. At all. That section of the screen is used for pull down notifications on the left of the notch and control center on the right. The notch also displays wifi, time, etc.. things that screen real estate was previously using. The notch has function. People that hate on it have probably never used the X for more then a week to realize it has function.

 

[Dave245]

Event invites should go out this week. I can imagine the iPhone doing really well this year now that there is a bigger Plus version, the Plus size phone's do really well and i think a lot of people held off buying the iPhone X last year for that reason. Also there being a cheaper 6.1" might do really well, with it rumoured to be coming in different colours it will be interesting to see how attracted to that version people really are.

Personally unless there is something we haven't heard of i will stick with my iPhone X until next year, it really is a great phone, love Face ID and everything about it (yes even the notch). I will be watching the event to see Apple announce the Apple Watch Series 4, iPad Pro's the release date for Airpower and hopeful the new MacBook Air.

 

[M.PaulCezanne]

Gotta admit... chips supplied by a manufacturer that allowed itself to get hit by a major computer virus doesn’t exactly inspire confidence.

 

[xDKP]

This is basically the 6SSSS

How is this even remotely a 6SSSS? Not even close to looking alike (based on the mockups)

 

[sblemmy]

Wasn’t there a report just a month or so ago claiming sales would be low this year due to the tepid response to the X and higher ASP?

 

[FFR]

Wasn’t there a report just a month or so ago claiming sales would be low this year due to the tepid response to the X and higher ASP?

Yeah but this same analysts are now claiming that as a result of higher than expected iPhone x sales, no one will be interested in the 2018 iPhones. you can’t make this stuff up.

 

[Quu]

Apple knows that a lot of people want the Plus sized phone. That is what made the iPhone 6/6+ one of the most popular iPhones (if not the most popular) of all time. So doing it again with the X, making people wait a year for the Plus so everyone and their mother is ready to upgrade will practically guarantee a sell out.

 

[jamezr]

There is a space gray Xs Plus (or whatever it will be called) with my name on it....

 

[Mc413]

I wonder how the "Xs" will sell considering that form factor has already been introduced. Do you think it will be the lowest selling of the three new phones?

 

[Baymowe335]

don't imagine sales to top a brand new design style. This is basically the 6SSSS
A new form factor might change that.
Dropping the notch will help also.

The notch didn’t seem to hurt sales of the X, the most popular iPhone since released, verified by the man himself.

 

[recoil80]

iPhone 8 has the same design as iPhone 6, it has a glass back and wireless charging but the front is the same and people got tired of the design.
This year they'll release a "cheap" version of iPhone X so a lot of people will buy it to get the new design, and I bet the plus model with that giant display will make a lot of people happy.
I think I'll go for the updated 5.8'' version, hopefully it will cost a little less than iPhone X since the Plus model will be the most expensive. I want the dual camera and 3D touch so the LCD with notch is not really appealing to me.

 

[x-evil-x]

How is this even remotely a 6SSSS? Not even close to looking alike (based on the mockups)

really?
ITs the same form factor of the 6...
Curved edges. only difference is glass back but the style is the exact same.
[doublepost=1535461721][/doublepost]

The notch didn’t seem to hurt sales of the X, the most popular iPhone since released, verified by the man himself.

link me to amazing X sales. Everything I've seen wasn't as good as other phone releases.
[doublepost=1535461828][/doublepost]

There's nothing wrong with the notch. At all. That section of the screen is used for pull down notifications on the left of the notch and control center on the right. The notch also displays wifi, time, etc.. things that screen real estate was previously using. The notch has function. People that hate on it have probably never used the X for more then a week to realize it has function.

hey ive owned the X for almost a year now dont gotta preach to me. Only thing I would change about the phone is a real full screen phone. I dont mind it as much as I thought but the appeal to me is a true full screen phone which is a few years out I'm sure.

 

[Matthew.H]

I would imagine lots of people will upgrade from older models this year. I have a 6S myself and haven't upgraded simply because the phone still does what I need it to perfectly fine. The 7 and 8 didn't interest me being the same design with a few extra features and the X was too expensive.
I suspect the 6.1" will sell very well for people who are looking to upgrade this year but can't afford or justify the price of the OLED models.

 

[tn-xyz]

and a larger 6.5-inch "iPhone X Plus," although Apple may not go with the "Plus" branding this year.

why is their marketing so inconsistent? dropping the "plus" label already?
i really don't get it, but let's see if the rumors turn out to be true.

 

[recoil80]

I wonder how the "Xs" will sell considering that form factor has already been introduced. Do you think it will be the lowest selling of the three new phones?

I think so. It is the model I'm interested in, but the mass market will go for the cheaper model since it will have a similar design. 7+ and 8+ owners will likely buy the new Plus and I bet many X owners will switch to get a bigger display.
X owners not interested in a bigger screen may stick with their phone for another year and I guess iPhone 7 and 8 owners will likely chose the LCD model to save money.