郭明錤：蘋果Xs MAX 銷售優於預期 - 股票

來源: MacRumors https://goo.gl/TSBqjj

Kuo: iPhone XS Max Significantly Outselling iPhone XS, 256GB Most Popular, 512
GB Subject to Serious Shortage

In a research note obtained by MacRumors today, Apple analyst Ming-Chi Kuo has
provided launch-weekend takeaways for the iPhone XS, iPhone XS Max, and Apple
Watch Series 4, all of which went on sale Friday.

Kuo says that iPhone XS Max demand is "better than expected," with the 6.5-inc
h model outselling the iPhone XS by three to four times. He says the 256GB sto
rage option is most popular, with the 512GB configuration subject to a "seriou
s shortage" due to Samsung being the only reliable supplier.

Quote
We have determined that the demand for XS Max is better than expected (3-4 tim
es that of XS). The gold and space-grey colors are significantly more popular
than the silver. 256GB is the most popular, and 512GB is subject to a serious
shortage because only Samsung can currently ship NAND Flash well. We are posit
ive that XS Max shipments will grow steadily in 4Q18 thanks to demand from Asi
a market and the gift season.


The well-known analyst believes Apple Watch Series 4 demand is "much better th
an expected," with supplies likely to remain tight until Compal begins mass pr
oduction starting from November, as a secondary supplier alongside Quanta.

Quote
Apple Watch Series 4 demand is much better than expected. The capacity of the
assembler Quanta is full already; therefore, the supply cannot improve signifi
cantly until second supplier Compal's mass production for Apple Watch Series 4
starting from November. We have increased the Apple Watch shipment forecast i
n 2018 from 18mn to 18.5-19.5mn units.

Kuo believes the iPhone XR will be a hot seller, with more customers upgrading
to that model than the iPhone 8 series spurred last year. He is also confiden
t that the device's display-related production bottleneck will "markedly impro
ve" beginning in mid to late October. iPhone XR pre-orders begin October 19.

Kuo expressed similar opinions following the first weekend of iPhone XS, iPhon
e XS Max, and Apple Watch Series 4 pre-orders last week.

—
經過Apple iphone 開賣週末後
郭天王評論 Max賣得比預期好 也比Xs多了三四倍
256G賣最好 因512G由於快閃記憶體貨源緣故 可能面臨嚴重缺貨

靜待十月的XR

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