Well-known Apple analyst Guo Minghao talked about the early sales of Apple's new products in a new report. He expects that the demand for iPhone XS Max will be much higher than that of iPhone XS. Apple Watch Series 4 also has huge demand and its supply restrictions. May be extended unless Apple adds a new assembler.
Guo Minghao pointed out in the report that the demand for iPhone XS Max will be three to four times that of iPhone XS. At the same time, the gold and deep gray versions will be more popular with consumers than the silver version.
The analyst also believes that the previous forecast that high pricing caused the iPhone XS to weaken in the Chinese market will not become a reality, because shipments are still quite high. Worldwide, the 256GB version of the iPhone XS Max is the most popular model, and the 512GB version will be "seriously short" due to the low supply of NAND flash.
Considering the popularity of the iPhone XS series, Guo Minghao expects the iPhone XR to grow beyond the September season by 2019. In addition, improvements in the supply of LCD panels will also improve the delivery of the iPhone XR in October.
In general, Guo Minghao expects Apple to sell between 75 million and 80 million iPhones in the early days of the launch. In addition, iPhone sales, including the low-cost iPhone XR, will drive the iPhone's average selling price to be higher than market expectations of $750-770. Guo Minghao expects that before the end of this year, Apple Watch Series 4 will ship at least 18 million units, up to 19.5 million units.