Apple is unlikely to meet demand for the iPhone X until next year, according to a new report from KGI Securities analyst Ming-Chi Kuo.
We believe the fullscreen design and facial recognition features will drive replacement demand for the iPhone X. However, due to supply constraints, we expect market demand won't be fully met before 1H18. We revise down our forecast for 2017F iPhone X shipments from 45-50 million to around 40 million units, but we therefore revise up our 2018 iPhone X shipment estimate to 80-90 million units.
Customers will be able to order iPhone X beginning Friday, October 27, with availability beginning Friday, November 3, in Andorra, Australia, Austria, Bahrain, Belgium, Bulgaria, Canada, China, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Greenland, Guernsey, Hong Kong, Hungary, Iceland, India, Ireland, Isle of Man, Italy, Japan, Jersey, Kuwait, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Mexico, Monaco, Netherlands, New Zealand, Norway, Poland, Portugal, Puerto Rico, Qatar, Romania, Russia, Saudi Arabia, Singapore, Slovakia, Slovenia, Spain, Sweden, Switzerland, Taiwan, UAE, the UK, the US and US Virgin Islands.
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Comments (3)
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Chip - September 15, 2017 at 11:56pm
Duh. Of course, will be waiting until the bugs are sorted out. Next year when all the hogs are done will be the best time to buy.
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Guillermo Martin - September 15, 2017 at 8:30pm
I wonder what would be the point of trying to get the X this time around. I may try on the 27th to preorder it, if it gives me some crazy date into January I might as well wait till September for the X(1,S) whatever iteration they call it for an updated and better version with many of the kinks worked out.