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Analysts: Q1 production of iPhone X as expected, but Q2 numbers slashed

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Peter 20 March 2018

Apple iOS

Another group of analysts has chimed in on the iPhone X production numbers. A note from Cowen and Company estimates that 53 million units were produced in Q1 this year, in line with the previous estimate of 52.5 million.

However, the next three months will see lower quantities - Cowen reduced the estimate to 9 million iPhone X units (a month ago the prediction was for 13-16 million). Estimates by J.P. Morgan also suggest a slump in Q2. Note that the Q1 numbers differ quite a bit from JPM, which estimates 20 million iPhone X units as does KGI.

Analysts: Q1 production of iPhone X as expected, but Q2 numbers slashed

The analysts predict at least three new iPhones this year with 5.8” and 6.5” OLED models selling 100-120 million units and a 6” LCD model with a production of about 75-85 million units.

What about an iPhone SE sequel? The analysts have found no solid evidence of such a device, but do believe that Apple is working on something of that caliber.

Source

Related articles
  • J.P. Morgan reduces iPhone X production estimates for Q1 and Q2 J.P. Morgan reduces iPhone X production estimates for Q1 and Q2
  • Report: Apple will halve iPhone X production in Q1 Report: Apple will halve iPhone X production in Q1
  • Nikkei: Samsung will slash OLED production because of poor demand for the iPhone X Nikkei: Samsung will slash OLED production because of poor demand for the iPhone X
  • Component supplier says production cut to iPhone X not as severe as reported Component supplier says production cut to iPhone X not as severe as reported

Reader comments

?
  • Anonymous
  • KLT
  • 24 Mar 2018

Eventhough they gonna have excess inventory due to not selling much in the last quarter... Apple will NOT reduce the production dramatically... Reducing the production by big number, will ruin Apple image. What Apple will do is doing a promotion...

  • Reply
?
  • Anonymous
  • KLT
  • 24 Mar 2018

a whatttt? Apple fruit X copy sharp/xiaomi Apple fruit original copy lg chocolate copying apple??? who copy who??

  • Reply
n
  • nope
  • p8H
  • 22 Mar 2018

"53 million units" includes iphone 8 not only x ...

  • Reply
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  • Post your comment
Total reader comments: 14

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