Kuo now believes that 80-90% of Apple Watch pre-orders will be for the cellular model.
Before the media event, we forecasted the production weighting of the GPS + Cellular version would be 30-40%. However, the pre-order website shows shipments of this version are taking much longer than those of the GPS version (3-4 weeks, from shipments launch day of September 22). We estimate the preorder weighting of the GPS + Cellular version is 80-90%.
As expected, Kuo says that the iPhone X is 'very likely' to cannibalize iPhone 8 pre-orders.
Historically, it takes 3-6 weeks or more to ship new iPhone models after they are available for preorder, due to initial tight supply and robust demand. However, our latest review indicates it will take less than 1-2 weeks for the iPhone 8. We believe this is because there is a strong likelihood that iPhone X demand will cannibalize iPhone 8 pre-orders
iPhone X pre-orders don't begin until October 27th. Please follow iClarified on Twitter, Facebook, Google+, or RSS to be notified when they go live.