Kuo Predicts ‘Better Than Expected’ Replacement Demand for iPhone XR, Raises Shipment Forecasts

Demand for the iPhone XR shall be upper than call for for the iPhone 8 closing yr, Apple analyst Ming-Chi Kuo reiterated in a word to buyers this morning.

Kuo is predicting higher than anticipated substitute call for for iPhone XR along side advanced provide beginning in October, main him to revise his predicted cargo estimates.


Apple is now anticipated to send 36 to 38 million iPhone XR devices within the fourth quarter of 2018, up 10 % from an authentic estimate of 33 to 35 million devices.

As he stated closing week in a word concerning the XR riding upgrades in China, Kuo is anticipating the iPhone XR to outsell the iPhone 8 on account of its higher show, longer battery existence, dual-SIM strengthen, and new shape issue design.

With the revised XR cargo expectancies, Kuo believes Apple will send a complete of 75 to 80 million iPhone devices all through 4Q2018.

iPhone XR shipments also are anticipated to be up within the first quarter of 2019, a traditionally sluggish quarter for Apple. Quarter over quarter decline is anticipated to be at 25 to 30 % as an alternative of 45 to 50 % for iPhone 8.

We be expecting XR shipments to overcome low seasonality in 1Q19. We forecast that XR shipments in 1Q19 will decline 25-30% QoQ to 27-30mn devices, and we characteristic the decrease XR cargo QoQ decline, when compared with normal shopper electronics and smartphones’ 30-40% QoQ decline, to raised substitute call for and manufacturing extend. Also, XR’s cargo QoQ decline in 1Q19 shall be higher than the iPhone 8 collection’ 45-50% in 1Q18.

Total iPhone shipments within the first quarter of 2019 are anticipated to develop through 10 % year-over-year to 55 to 60 million devices due to the energy of the iPhone XR. Shipment allocations of XS, XR, and legacy fashions shall be at 35 %, 50 %, and 15 % respectively.

Apple’s iPhone XR shall be to be had for pre-order at 12:01 a.m. Pacific Time on Friday, October 19, with an respectable release to observe on Friday, October 26. Apple’s colourful new iPhone shall be priced beginning at $749 for the entry-level type.

Related Roundup: iPhone XR
Buyer’s Guide: iPhone XR (Caution)

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