On the other hand, Kwok Ming-kuo expects iPhone 8 output this season may be greatly reduced by 50% to 60%, because large-size iPhone 8 Plus kinetic energy stronger than expected, eroded to the original needs of the iPhone 8. In this case, iPhone 8 Some foundries will be converted iPhone X line, to help balance the market supply and demand.
Canalys, a market research firm, said sales of the larger iPhone 8 Plus surpassed the iPhone 8 for the first time by more than 16%, but sales of the iPhone 8 in the third quarter were 15% less than the iPhone 7 in the same period last year, , For iPhone 8 sole foundry Heshuo, iPhone 8 Plus foundry Hon Hai and Wistron, order growth and decline in the first quarter of next year will change.
Apple also seems to see the strong demand for the most high-end iPhone X, not only expected revenue this season between 840-870 billion US dollars, and the profit may be the best in history. In addition, Guo Ming 錤 further optimistic about iPhone X sales kinetic energy Is expected to extend until 2018.
Kwok Ming-hung revealed in the report, Hon Hai from the end of the fourth quarter of this year to start transferring the iPhone 8 Plus line into the iPhone X to deal with more orders for the iPhone X. Observed Hon Hai in the new iPhone assembly operations, Guo Ming-ching pointed out that the first season of Hon Hai season Not weak, the operating energy can be expected next year to continue to benefit The new iPhone has a strong annual growth.
Market speculation, Hon Hai exclusive iPhone X assembly orders, Hon Hai also made iPhone 8 Plus most of the assembly orders.