As we inch closer to the fall announcement of Apple’s new iPhone models, speculation is starting to gain momentum.
Today, BlueFin Research is out with its latest investor note in which the analysts claim Apple will discontinue the iPhone SE and iPhone X this year as focus shifts towards the “iPhone 9, iPhone 11, and iPhone 11 Plus.”
As highlighted by Barron’s, BlueFin analysts predict a high amount of “pent-up demand” for this year’s new iPhones due to the “lack of upgrade activity over the past few years.” Because of this, the analysts predict that Apple will manufacture 91 million units of its new 2018 iPhones during the latter two quarters of this year.
Furthermore, the company would further ramp production and manufacture 92 million units during the first two quarters of 2019. That spike, the analysts say, “is far larger than normal cycles.”
For the fall, the analysts model Apple making 28 million units of the iPhone 9, and 11 and 11 Plus in Q3, up from a prior estimate of 24 million units. They expect another 63 million units in Q4, 46 million units in Q1 of next year, and 46 million units in Q2. All those numbers are higher than they were previously.
In terms of shipments, they expect of 20 million, 60 million, 45 million and 40 million over those four quarters, respectively.\The analysts believe that the so-called ‘iPhone 11 Plus’ will please users who found the iPhone X too small, while the ‘iPhone 9’ will cater towards the price-conscious market.
Read more in the full article: 9to5mac
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