For iPhone X sales next year under the revised target, the relevant supply chain are reluctant to comment.However, related companies have quietly started to respond to moves, such as exclusive assembly of iPhone X Hon Hai Foxconn, Zhengzhou plant emergency announced today, a total of suspend recruitment operation.
Honghai Zhengzhou plant two weeks ago Saturday is still normal recruitment operations, but has been mentioned to stop the recruitment on Sunday, did not appear during the previous peak production season when the continuous acceleration of recruitment, announced the full suspension of recruitment today, but Hon Hai and Foxconn They did not explain the reasons. The general interpretation of the mainland is that manpower reserves are sufficient to meet production needs.
A few days ago came Apple cut off TSMC production, equipped with the iPhone X on the A11 processor orders, the first quarter of next year A11 less than the amount of investment in the quarter than the season, revealed the overall atmosphere of poor buying, the outgoing apple next year Quarter iPhone X sales cut 40% to 30 million, a decline expected higher than the market originally expected.
Supply chain sources pointed out that in addition to iPhone 7 in the first quarter of next year have the opportunity to rise against the trend, including the iPhone 8, iPhone X and other models will be an entirely quarter of sales decline, while the iPhone X more from the original 50 million, down to 3,000 Million, highlighting the market to buy a light, coupled with the second quarter of the market often Apple's new machine before the launch of the buyout wait and see deferred effect, Apple stocks pressure in the first half of next year, fear, etc. Before the launch of new machines in the second half of next year, Only have the opportunity to regain growth strength.
Although Apple iPhone X selling noise continued, but Apple still allows investors willing to pay.Barron Weekly reported, relying on iPhone sales and service revenue growth and other more support, Apple next year, the market is expected to be the world's first to break through 1 trillion Dollar business, and its market capitalization climbed to this milestone, it has not peaked yet, because Apple sells not only mobile phones, but also the indispensable "software platform" for flour production.
This also means that the future of Apple will be more dependent on the software business. Needham active growth fund manager Barr said: "I do not care about the iPhone is currently in what cycle it is not just a product, but an indispensable platform in the user's life, Apple continued from the software Value added with service. "
Apple's market capitals are close to 1 trillion U.S. dollars.Although some people think iPhone X sales will cool down next year and the smart phone market in China is getting more saturated or fiercely competitive, Barron thinks Apple's market value will continue to exceed 1 trillion U.S. dollars Climbed, as Apple is clearly out of the super cycle of products, the impact of high and low to maintain its annual growth, the reason is that service revenue growth faster than hardware products.
US consumers reacted less well to the iPhone X. The Wall Street Journal reported that data from the Consumer Intelligence Research Partnership (CIRP) showed that in the month ending December 3, the U.S. market was sold iPhone, iPhone X, iPhone 8, iPhone 8 Plus sales accounted for a total of 69%, the rest of consumers buy older iPhone.
This revealed that the charm of the iPhone X is not as good as previous generations of iPhone new machine.Compared to the iPhone 7 and iPhone7 Plus last year, the overall sales of the first month of sales, accounting for 73% of the same period of the same period of the iPhone, iPhone 6s and iPhone 6s Plus Then accounted for 71%, in 2014 the iPhone 6 and iPhone 6 Plus ratio rushed to 91%.