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IPhone X global supply and demand balance into spot mode in mid January

via:博客园     time:2017/12/19 9:17:41     readed:672


Recently, the supply situation of Apple's iPhone X improved, delivery waiting period narrowed to a few days, and some retail stores began to be available for sale. According to foreign media latest news, a well-known American analyst said recently that in mid-January, iPhone X will enter the global market supply and demand balance era, which will help expand the sales of this phone.

It should be noted that in the past two months, the iPhone X lack of supply, delivery waiting period of up to several weeks, and Apple has never been published authoritative sales data, so in short supply can not prove that in the end is the iPhone X appeared so-called "Super cycle" huge demand, or Apple and Foxconn Group (iPhone X only foundries) production is too low.

According to AppleInsider, a U.S. technology news website, Gene Munster, a well-known analyst with long-time interest in Apple Computer, said on Monday that according to various indications, by mid-January, Apple will IPhone X will be the global supply and demand balance.

The balance between supply and demand means that consumers can buy spot phones directly from Apple's retail stores and other channels instead of waiting for days before they can ship.

According to the analyst's investigation, iPhone X sales are currently resumed in 44% of the U.S. Apple retail stores, including picking up the in-store purchases on the website and shipping the next day. Last week, this ratio was only 25%.

In the past few months, iPhone X's scheduled delivery has been shortened, reduced from a few weeks to a few days, but still no large-scale spot sale.

Foxconn Group in the foundry side of the company, its production capacity gradually increased, and including Samsung Display Company, three-dimensional identification sensor module and other parts manufacturers to solve the supply bottleneck.

However, many media and Wall Street analysts point out that there is still not enough information to judge iPhone X whether it has received unusual market demand. Recently, some analysts pointed out that the iPhone X actual demand is lower than expected, the so-called "super-cycle" will be difficult to appear, including iPhone X up to $ 1,000 pricing, will crack down on market demand.

iPhone X sales in the end how, will be reflected in Apple's fourth quarter natural earnings, earnings will be announced in January next year. Historically, Apple has often released sales figures for the first weekend of new handsets. However, as Apple's mobile phone sales have shrunk, consumers have been disappointed with the upgrade mode of minor fixes, and Apple has also scrapped its published data.

On many occasions, Apple's Cook, just through the rhetoric and rhetoric that the iPhone X sales optimism, lack of persuasion.

The above analyst Mengsite also said that with the iPhone X sales gradually increased, the average sales price of Apple's mobile phones will also increase, is expected in fiscal year 2018 (from the fourth quarter of this year), the average retail price of Apple's mobile phone will reach 740 US dollar, higher than Wall Street analysts 705 dollars estimate.

In the Chinese market, the actual number of consumers who use the iPhone X mobile phone is still small. Whether consumers are not keen on the high-priced iPhone X or Apple's retail stores is not confirmed at present.

Before Taiwan's mobile phone supply chain has been the iPhone X some negative news came out that some Apple suppliers said that iPhone X parts demand is not as high as expected in the past, while in November, December orders began to decline, Still early next year will continue to decline.

iPhone X is Apple's largest mobile phone upgrade in the past five years, accounting for more than two-thirds of Apple's traditional screen, but the phone still has some flaws, such as the top of the bangs design seriously disrupt the user's visual experience, Wireless charging is not convenient to use, in addition, iPhone X pricing too high, as a huge disadvantage.

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