Research note on AppleInsiderAccording to Kuo, the average shipping time of Apple's flagship iPhone XS Max suggests that the demand for high-end equipment is as expected.
The order volume is pushed back one or two weeks ahead, and depending on the model, the company's "high price strategy" seems to be producing results. China's demand is expected to be stronger for XS Max which best responds to the needs of this group with new gold option, support for two SIM cards, and an extra large 6.5 inch display.
Apple's new dual SIM solution relies on the eSIM technology used by Apple and iPad, but this technology can not be commercialized in China. Instead, Apple has taken the extra step of creating a special model for Chinese consumers who support two physical SIM cards, one on each side of the SIM tray.
According to Mr. Quo, the average delivery time of XS Max is shorter than the delivery date of 2 to 3 weeks when iPhone X released last year. In this way, analysts predict that XS Max will account for 25 to 30% of the shipments of the new iPhone.
Mr. Quo points out that demand for the 5.8-inch iPhone XS is lower than expected and that most of the successor models of iPhone X will be offered to customers on the release date. Given the number, analysts believe that more and more users are interested in iPhone XS Max and iPhone XR. The latter is a new intermediate level iPhone equipped with a 6.1 inch LCD and will be released in October.
Kuo at the bottom of "modest request" has reduced the shipments of iPhone XS's new iPhone models from 15% to 20% from 10% to 15%.
IPhone XR which shifts from 50% to 55% from 55% to 60% of new model shipment is increasingly used. The affordable price from $ 749 in the US and dual SIM support in the Chinese market is expected to drive demand for aluminum-containing iPhones.
"Peak transport volume of XS Max and XS will be in October, XR will start shipping and will benefit from the UK supply chain momentum.
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