First of all, this is my research and is by no means supposed to be taken as fact. It's just what I've found and I thought you guys would be interested since there is a lot of talk about iPhone X demand slowing down from Apple detractors (despite seemingly no evidence to show this). To tackle this thesis, I did my own research.
I have been tracking iPhone X demand daily via istocknow.com and screenshots of their map. For those that don't know, this website tracks retail stock at physical Apple stores mainly and has proven very accurate in my checks.
My Method
For the last 14 days, I have checked the live stock map diligently 2 times per day at 8AM and 9PM.
1. I rely completely on what istocknow.com website is reporting.
2. I have no idea how many are being sold. Green means there could be 1 available or 1,000 available.
3. This is just directional analysis for demand. I.E. if there IS STOCK and then there is NO stock, it shows demand is healthy at least at Apple Stores.
4. My analysis does not incporporate other retailers besides Apple Stores, which only make up a small % of total sales.
Opinion: I do not see iPhone X demand waning AT ALL, even as shipping times improve on Apple.com to 2-3 weeks. This just indicates they are ramping supply.
My primary goal in this was to see what demand for the phones is doing at Apple Stores (which likely is similar at other retailers, but not 100%). The Apple Stores show strong demand, essentially selling their daily stock. This tells me demand for the phone is still very strong as they are basically selling every phone they ship.
I think we are going to see close to $100B in sales in Q1.
Disclosure: I am long AAPL.
I have been tracking iPhone X demand daily via istocknow.com and screenshots of their map. For those that don't know, this website tracks retail stock at physical Apple stores mainly and has proven very accurate in my checks.
My Method
For the last 14 days, I have checked the live stock map diligently 2 times per day at 8AM and 9PM.
- iPhone X has been green (in stock) in almost every city in America at 8:00AM and has been almost or completely red (out of stock) at 9:00PM.
- New stock is posted every single day out of the 14 days I tracked and has been consistently out of stock at the end of each day.
- Asia has been out of stock almost instantly (Japan, China, Korea, Taiwan, Malaysia, Singapore)
- There is been decent stock in United Kingdom, but extremely limited in the rest of Europe and late in the day in the UK.
1. I rely completely on what istocknow.com website is reporting.
2. I have no idea how many are being sold. Green means there could be 1 available or 1,000 available.
3. This is just directional analysis for demand. I.E. if there IS STOCK and then there is NO stock, it shows demand is healthy at least at Apple Stores.
4. My analysis does not incporporate other retailers besides Apple Stores, which only make up a small % of total sales.
Opinion: I do not see iPhone X demand waning AT ALL, even as shipping times improve on Apple.com to 2-3 weeks. This just indicates they are ramping supply.
My primary goal in this was to see what demand for the phones is doing at Apple Stores (which likely is similar at other retailers, but not 100%). The Apple Stores show strong demand, essentially selling their daily stock. This tells me demand for the phone is still very strong as they are basically selling every phone they ship.
I think we are going to see close to $100B in sales in Q1.
Disclosure: I am long AAPL.
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