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Pre-orders Apple Watch Series 4 Better than expected, iPhone XS seeing low demand: Kuo

febrero 8, 2020

The famous Apple analyst Ming-Chi Kuo has released a new note on the latest Apple products that talks about the pre-orders that the various devices are seeing. The note, obtained from MacRumors, talks about all three new iPhones and the new Apple Watch Series 4.

According to the note, Apple Watch Series 4 is experiencing strong demand that exceeds expectations thanks to its new design and ECG functionality. Kuo also claims that if the ECG functionality in Apple Watch Series 4 were to be unlocked for multiple countries, the demand will certainly see a surge with more people coming to the Apple Watch for new features and design. He expects Apple Watch shipments to reach 18 million units in 2018, with the Series 4 representing 50-55% of those orders.

The iPhone XS, on the other hand, isn't going very well, if you want to believe Kuo's note. He states that the demand for iPhone XS below expectations and that people opt for the iPhone XS Max instead, showing that Apple's high pricing strategy is actually working.

"There is a strong Chinese demand thanks to the golden coating, dual-SIM and large displays. The average shipping time of XS Max shorter than that of the 2H17 iPhone X (1-2 weeks versus 2-3 weeks), which we believe is due to improvements in supplies. We keep our predictions that XS Max will account for 25-30% of the 2H18 new shipments of iPhone models, " stated Kuo.

Kuo ha lowered the forecast for shipments of iPhone XS to 10-15% from the previous 15-20% . It also increased the forecast for the iPhone XR, stating that it will account for 55-60% of new iPhone 2018 shipments, compared to the previous 50-55%.

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