Kuo: Apple Watch Series 4 Pre-Orders Above Expectations, iPhone XS Seeing Lackluster Demand

Discussion in 'MacRumors.com News Discussion' started by MacRumors, Sep 16, 2018.

  1. MacRumors macrumors bot

    MacRumors

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    Apple analyst Ming-Chi Kuo has issued a research note today, obtained by MacRumors, outlining his opinions about first-weekend pre-orders for the iPhone XS, iPhone XS Max, and Apple Watch Series 4.

    [​IMG]

    Kuo says Apple Watch Series 4 pre-orders have been "better than expected," as a result of new innovative functions, such as electrocardiogram support. He predicts Apple Watch shipments will reach 18 million units in 2018, with the Series 4 lineup accounting for 50 to 55 percent of those orders.

    If the ECG support expands to more countries, Kuo believes the Series 4 lineup could see even stronger shipment momentum.

    In contrast, Kuo says iPhone XS pre-orders are "lower-than-expected," as customers opt for the iPhone XS Max or wait for the iPhone XR. Kuo has lowered his forecast for iPhone XS orders, believing the model will account for only 10 to 15 percent of shipments of the new 2018 iPhones, down from 15 to 20 percent.

    Kuo says iPhone XS Max pre-orders have been in line with expectations, signifying the success of Apple's high-pricing strategy:
    Kuo sees a positive outlook for the iPhone XR, available to pre-order October 19, given its lower pricing and dual-SIM support in China.

    The well-known analyst increased his forecast for iPhone XR orders, estimating that the model will account for 55 to 60 percent of shipments of the new 2018 iPhones, up from 50 to 55 percent previously.

    "We estimate the shipment peak of XS Max and XS will be in October and XR will start shipping and benefiting supply chain momentum in October," said Kuo.

    iPhone XS, iPhone XS Max, and Apple Watch Series 4 pre-orders began Friday.

    Article Link: Kuo: Apple Watch Series 4 Pre-Orders Above Expectations, iPhone XS Seeing Lackluster Demand
     
  2. walex19 macrumors member

    walex19

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    No surprises. I have the X and don't see a reason to upgrade. More likely to upgrade my series 3 to 4 though.
     
  3. mozumder macrumors 6502a

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    Series 4 will be like iPhone 4, a company changer.
     
  4. roland.g macrumors 603

    roland.g

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    Makes total sense. This is the first screen size change and after 3 plus years is a natural upgrade point for those who have not from the original. Added to which the walkie-talkie mode is not available on the original watch. Many people did not see a reason to upgrade at Series 2 or 3.
     
  5. farewelwilliams macrumors 68000

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    #5
    i guess Apple should have implemented landscape Face ID (only half joking)
     
  6. Klae17 macrumors 65816

    Klae17

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    Completely unsurprised by the lack of demand for the iPhone XS. It is a marginal upgrade, not worth spending another 1000.
     
  7. Fortimir macrumors 6502a

    Fortimir

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    #7
    But... according to MacRumors forum users... everyone thinks the XR is a bad phone and no one will buy it...
     
  8. givemeanapple macrumors Demi-God

    givemeanapple

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    With those iPhone XS prices what did they expect. :rolleyes:
     
  9. johnyslats macrumors 6502a

    johnyslats

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    Apple Watch Series 4 on the way. Used to upgrade my iPhone annually but holding on to my iPhone X until 2019 so not at all surprised by this
     
  10. waquzy macrumors 6502

    waquzy

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    Really? I think it is the best one to get.
     
  11. PickUrPoison, Sep 16, 2018
    Last edited: Sep 16, 2018

    PickUrPoison macrumors 68010

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    #11
    Yeah stick to supply chain leaks Kuo. As an “analyst” he just makes it up, educated guesses sure but no inside knowledge. There’s no way he could possibly know actual demand, just like he didn’t know prices or names of this year’s iPhones.
     
  12. B4U macrumors 68000

    B4U

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    The changes from X to Xs does not justify to make the purchase.
    If they make a SE sized with the same feature, then it is a different story.
     
  13. PJS_SoCal macrumors newbie

    PJS_SoCal

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    It’s an absurd statement that iPhone XS preorders are lackluster because people are opting for the iPhone XS Max instead. They are two sizes of the same product.

    Regardless, it’s better for Apple if the iPhone XS Max cannibalizes sales of the iPhone XS.

    We have definitely reached peak stupidity in Apple coverage.
     
  14. roland.g macrumors 603

    roland.g

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    I have an X and did not see the point in going to XS. I had a 6 Plus, 6S Plus, and 7 Plus and though the X was a size downgrade and the new Max represents approximately the same physical size as my previous Plus phones, I am actually happy with the smaller size. Even though I am on a Next every year upgrade and could get one I don’t intend to. A Series 4 made more sense for me. Ideally I think the XR represents an optimal screen size, but I wouldn’t opt to downgrade from an X to an XR.
    --- Post Merged, Sep 16, 2018 ---
    Is that was the XR is essentially.
     
  15. Spizike9 macrumors member

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    I think the XS orders would be even less if the XR was available at the same time. I’m sure some people are ordering just because they don’t want to wait another month. I’m still going to hang on to my 7+ for at least another year. If the XR was 1080 as opposed to 720 I most likely would have got it. I’m sure as far as just looking at it, it will be similar to my 7+ but I didn’t feel the need to upgrade with the 720.
     
  16. redheeler, Sep 16, 2018
    Last edited: Sep 16, 2018

    redheeler macrumors 603

    redheeler

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    It's not a bad phone. It's a good phone being sold at a bad price.
     
  17. Wags macrumors 6502a

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  18. PickUrPoison, Sep 16, 2018
    Last edited: Sep 16, 2018

    PickUrPoison macrumors 68010

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    #18
    I think XR will outsell the XS/XS Max combined 2:1. And, the XS Max will outsell the XS. I mean if you’re already spending $1,000-1,350 why not spend the extra $100 for the bigger phone? 8 Plus outsold the 8.
     
  19. DakotaGuy macrumors 68040

    DakotaGuy

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    #19
    They say this now and in a few months the Xs and Xs Max will be the best selling iPhones ever.
     
  20. Soccertess macrumors 65816

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    If Apple made Apple Watch andriod compatible, the demand would be insane. Xs - I can see people who skipped the x upgrading to it. It isn’t a must have though and lacks anything special.

    Xs Max will have strong demand, given it’s size and people’s desire for bigger phones. It proves that a four inch screen isn’t the sweet spot as someone claimed ;)
     
  21. itsmilo macrumors 68020

    itsmilo

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    #21
    The XS or XR only exists to have another price gap to the Max or without lowering its price for the Max
     
  22. nrvna76 macrumors 6502a

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    #22
    If I did not already have the X the Xr would have been the only one I considered. Let’s hope sales are lackluster! Make them go all out next year.
     
  23. nexu macrumors member

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    #23
    But Xr is not 720
     
  24. iBug2 macrumors 68040

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    #24
    I'd get that one but I want a smaller phone after using Plus sizes for 3 years now. Still can't get comfortable with 2-handed use on these.
     
  25. Jsameds macrumors 68040

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    #25
    Don’t know why everyone using an X was waiting for something to upgrade to unless you’re after something bigger or something to boast about.

    With a six year support plan it’s quite clear Apple are playing the long game here.

    Minor improvements, shifting product line. There is something for everyone, except those with small hands...
     

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