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


    Apr 12, 2001

    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.


    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 regular


    Jun 28, 2010
    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

    Mar 9, 2009
    Series 4 will be like iPhone 4, a company changer.
  4. roland.g macrumors 603


    Apr 11, 2005
    One mile up and soaring
    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

    Jun 18, 2014
    i guess Apple should have implemented landscape Face ID (only half joking)
  6. Klae17 macrumors 65816


    Jul 15, 2011
    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


    Sep 5, 2007
    Indianapolis, IN
    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


    Oct 2, 2016
    With those iPhone XS prices what did they expect. :rolleyes:
  9. johnyslats macrumors 6502a


    Mar 14, 2012
    Leeds, UK
    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 6502a


    Sep 9, 2013
    Leicestershire, UK
    Really? I think it is the best one to get.
  11. PickUrPoison, Sep 16, 2018
    Last edited: Sep 16, 2018

    PickUrPoison macrumors 68020

    Sep 12, 2017
    Sunnyvale, CA
    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


    Oct 11, 2012
    Undisclosed location
    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


    Nov 10, 2017
    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


    Apr 11, 2005
    One mile up and soaring
    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 regular

    Nov 7, 2011
    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 604


    Oct 17, 2014
    It's not a bad phone. It's a good phone being sold at a bad price.
  17. Wags macrumors 6502a

    Mar 5, 2006
    Nebraska, USA
  18. PickUrPoison, Sep 16, 2018
    Last edited: Sep 16, 2018

    PickUrPoison macrumors 68020

    Sep 12, 2017
    Sunnyvale, CA
    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


    Jan 14, 2002
    South Dakota, USA
    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

    Oct 19, 2005
    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


    Sep 15, 2016
    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

    Aug 4, 2010
    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

    Feb 24, 2017
    But Xr is not 720
  24. iBug2 macrumors 68040

    Jun 12, 2005
    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

    Apr 22, 2008
    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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