In the mobile phone industry, before a mobile phone is generally released, manufacturers actually already have their own estimates of its approximate shipment volume and order volume, and then “sell” the suppliers. According to previous supply chain news, the number of supply chain orders for iPhone 8, 8 Plus and X reached 100 million units. However, Nikkei today issued a document saying that the number of orders for iPhone X 2, X Plus and X SE (tentative) to be released this year is only 80 million units, a decrease of 20% year-on-year.
The Nikkei said multiple sources of information indicated that iPhone X’s sales in the first quarter were very low, resulting in investor sentiment. So Apple chose to adopt a "more cautious attitude" to iPhone orders in 2018.
At the same time, Guo Mingyao, who had not appeared for a long time, also returned. He is currently working at TF International Securities, and recently released news that three iPhones will be released in September this year, of which 5.8 and 6.5 inches will be in September. On sale, but the 6.1-inch LCD version may repeat the mistakes of the iPhone X and will have to postpone the sale for two months. Because the yield of LCD module touch modules is still not satisfactory, suppliers are trying their best to increase production capacity.
However, for the Nikkei news, many people disagree, 9to5mac foreign media said that the Nikkei did not realize that since the iPhone X listed until now, has always been the most popular smartphone every week, there is no so-called low sales.
And in terms of the supply chain, the Japanese supply chain has already been marginalized by Apple, and companies in China and Taiwan are now the main force in Apple's supply chain. The two markets have not released similar news. At the same time, Cooke has repeatedly stressed that the supply chain news is not always accurate and can not be used as a reliable signal to the isolated supply chain news. Because Apple's supply chain is intricate, there are many influencing factors.
But whether this year's iPhone will be reduced production, their prices are likely to be reduced, Guo Mingqi also said in the previous report that the price of the 2018 iPhone X may fall as much as 200 US dollars to 800 US dollars (About RMB 5122) is on sale, instead of the previous US$1,000 (US$999), and even the cheapest 6.1-inch models cost only US$600 to US$700 (about RMB3,842 to 4,482), as for the 6.5-inch machine. Type, the price will be up and down in 1000 US dollars.
For our consumers, it doesn’t matter how many iPhones Apple is going to produce. The important thing is how much money he sells, right?