Analyst Says iPhone 7 Demand Has Peaked

Analyst Says iPhone 7 Demand Has Peaked

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KGI Securities analyst Ming-Chi Kuo says that iPhone 7 demand has peaked just two months after the release of the new smartphone.

Kuo claims that shipments have declined significantly in November. Suppliers are allegedly revising shipments down by 5-15% in November-December due to lower than expected demand.

As the 4.7-inch iPhone 7, which accounts for a higher share of iPhone shipments, is in stock in the main global markets, we believe overall iPhone shipments have peaked. We think iPhone shipment forecasts will be revised down due to: (1) lower-than-expected demand due to a lack of spec surprises in the 4.7-inch iPhone 7; and (2) shorter times for delivering online orders of 5.5-inch iPhone 7 Plus, which implies slowing demand. We note that the out-of-stock phenomenon also results from fixed capacity, and is not only due to robust demand.

Kuo also reiterated a forecast of possible year-over-year iPhone shipment declines in the first quarter of 2017.

[via MacRumors]

Analyst Says iPhone 7 Demand Has Peaked

Ke.x - November 18, 2016 at 3:57am
You are the best, man!
Ke.x - November 15, 2016 at 10:16am
Holy cow! Tao Pai Pai hasn't commented yet? This thread is worthless then
Steve Nojobs & Tim Crook - November 15, 2016 at 8:47am
Bring back the damn audio jack this is Full Retard mode!
Crock - November 15, 2016 at 4:07am
Well when you announced the release of iPhone 8 on 2017 ppl decided to wait..
:D - November 15, 2016 at 4:08pm
They never released an iPhone 8 date
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