Deutsche Bank, an analyst at Deutsche (Sherri Scribner), told CNBC financial channel this week that investors are too optimistic about Apple's outlook based on Apple's current share price
Analysts said investors expect Apple to copy the performance of the 2015 fiscal year, the iPhone 6 and iPhone 6 Plus release to the user to bring the larger size of the 4.7-inch iPhone models and Apple's first flat-panel phone , The company's revenue in fiscal year 2015 than expected 31 billion US dollars.
According to Scrippner, the problem is that Apple's revenue in 2018 fiscal year to be higher than expected 30 billion US dollars, iPhone shipments required to reach 290 million, but even Apple's best performance ever Of the 2015 fiscal year, iPhone 6 cycle to achieve the record only 231 million. Wall Street's expectations are that Apple's 2018 fiscal year iPhone shipments will reach 245 million, which will be a new record, but may not be able to meet the expectations of investors.
iPhone 8 and iPhone 8 Plus may not be enough to break the iPhone shipments, but the iPhone X can help Apple achieve this goal. iPhone X is Apple's first OLED iPhone, it is equipped with a 5.8-inch borderless display.
New AR features, upgraded portrait lighting mode and TrueDepth camera system with Face ID, Apple has added a series of exciting new features to iPhone X phones, but it has proven that complex component capacity is limited. Therefore, when the iPhone X on November 3 listed, the number of the first batch of products may be very limited. Scrippen even believes that Apple may postpone the listing date until December.
In addition, Scribe also expected that Apple will be in the 2019 fiscal year will be the same as the 2016 fiscal year iPhone sales decline in the situation.