Apple's New 2018 iPhone Line-up May Consist of Two Phones With LCD Displays and One Larger OLED Model, Claims Analyst

[vertsix]

look, i'll only be looking forward to lcd displays again if apple makes them tn (to yield better response time) and a 120hz+ refresh rate

otherwise, no, oled is better

 

[manu chao]

Then you have people seeing it’s the iPhone X and wondering what happened to the new one - especially if they look identical. How do you distinguish them in general parlance?

Apple has marketed a new iPad without a clear new name or numeral several times already. It has used the "(xth generation)" appendix four times by now:

• iPad
• iPad 2
• iPad (3rd generation)
• iPad (4th generation)
• iPad Air
• iPad Air 2
• iPad (5th generation)
• iPad Pro 12.9" & iPad Pro 9.7"
• iPad Pro 12.9" (2nd generation) & iPad Pro 10.5"

 

[Baymowe335]

Everything is going to depend on how well the X is selling. If the four-year-old design 8 and 8 Plus outsell it handily it is easy to figure out that price is paying a large role in customers' decisions and it isn't of sufficient value for enough people to pay $350 more for an AMOLED screen. Then it would make sense to have the primary models be LCD based in multiple sizes in the future at the flagship prices of around $650-$800 and and keep the $1,000 X around for those customers who really want a luxury item.

We'll see what the results look like next week, but I'm leaning toward Apple having misjudged the demand for a $1,000 phone. Preliminary estimates and consumer polls showed the X was supposed to make up 50% of all sales for at least the first quarter and most or all of the second quarter too. Now various sources peg X sales at 10% - 37% of overall sales for the first quarter and falling demand afterward. The real result will probably fall somewhere in between. This was going to be a supercycle year as customers deliberately passed over the 7 to wait for the holy grail. If sales weren't up to expectations then Apple would be stupid to not refocus on the $650 - $800 market where it has been eminently successful for years.

Will take that bet. iPhone X was never going to be 50% of mix because they are going to sell 85M iPhones. That would mean 42.5M X. Never was going to happen in even the most bullish analyst modeling. They wouldn’t have even been able to produce that many. Anything around the 30M for X and 55M for other iPhone models will mean a blowout quarter.

iPhone X even today isn’t fully in supply demand balance, Forbes just reported. If Apple sold 30M iPhone X in 57 days actually on the market, that is an incredible success. If ASP is around $750, we are going to see some big revenue numbers.

I would HATE to be short, particularly since some fake news has knocked AAPL down from $180 to $171.

My modeling has them doing somewhere around $94B in revenue.

 

[Falhófnir]

There's taglines to work around that. Apple will know how to make clear it's a new model.

Also, in late 2018 people have heard of the iPhone X for a year, so when the successor is marketed as the new iPhone X, they will get it's a new model.

Perhaps they will make it the X+1 - though OnePlus might have something to say about that - hopefully they will come up with something better than either of us can.

 

[73CortinaV8]

Ming-Chi Kuo, the shameless shill that said the iphoneX would be supply constrained for months into 2018... and lo and behold apple is discontinuing it this summer because of slow sales?

why is macrumors still quoting this guy?

 

[MrUNIMOG]

Ming-Chi Kuo, the shameless shill that said the iphoneX would be supply constrained for months into 2018... and lo and behold apple is discontinuing it this summer because of slow sales?

why is macrumors still quoting this guy?

According to Forbes, supply is still not quite up to demand.

Whoever it was, the shameless shill that said Apple was discontinuing the iPhone X this summer because of slow sales... Why are you still quoting this guy?

 

[73CortinaV8]

According to Forbes, supply is still not quite up to demand.

right, that's why AAPL is slashing production by 50%. I can walk into virtually any apple store in the US and get a "coveted" sim-free X on the spot.

Forbes are some of the worst shills.

 

[MrUNIMOG]

right, that's why AAPL is slashing production by 50%. I can walk into virtually any apple store in the US and get a "coveted" sim-free X on the spot.

Forbes are some of the worst shills.

So where you got that info from? Right, other shills.

When again will Apple be announcing the latest quarterly results?