Many analysts had expected the iPhone X will help Apple re-enter the super cycle this year, but now there are growing signs that this is unlikely.According to the Consumer Intelligence Research Partnership (CIRP) data, as of 12 In the first month of the 3rd of the month, the iPhone sold in the US market, iPhone X, iPhone 8, iPhone 8 Plus accounted for 69% of the total sales, the rest of the consumers are buying older iPhones. In 2014 the iPhone 6 and iPhone 6 Plus in the same period accounted for up to 91% of sales.
As you can see from the chart, the penetration of the new iPhone has been declining since the release of the iPhone 6 and 6 Plus until the iPhone and iPhone 8/8 Plus reached their lowest levels this year, and the reason is easy to understand, iPhone X Apple introduced the most expensive iPhone in the history, and initially it has been in a supply shortage, delivery time was up to 5-6 weeks.
However, in the Chinese market, the performance of iPhone X is completely different from that of North America.According to the RBC Capital Markets survey, Chinese consumers are twice as interested in iPhone X as North American consumers.But the new iPhone demand is an undeniable fact, Recently there are reports that a number of Apple suppliers have cut orders.
