CNBC, AppleInsider and other foreign reports, Rosenblatt Securities analyst Jun Zhang research report released on the 26th that the survey showed that Apple did not cut further after the holiday season, the media in Taiwan media may mislead the market, referring to the report should be mentioned earlier Apple cut iPhone 8/8 Plus output, but news of iPhone X expansion in December.
The securities that the sales season during the holiday season, iPhone X sales in North America is actually quite stable in the past two weeks or even buying signs of warming in mainland China.
Zhang's survey also found that 3D sensors and OLED panel suppliers have not been cut the list of the two components are the components used by the iPhone X. Chinese companies also return, iPhone X sales Actually higher than the sum of iPhone 8/8 Plus.
Hans Tung, managing partner of technology speculation firm GGV Capital, said in an exclusive interview with CNBC that although the iPhone X is selling well and the market does have many doubts, as far as he knows, the iPhone X actually sold in the first few weeks of the sale in China Surprisingly good.
Gerber Kawasaki Wealth and Investment Management chief executive Ross Gerber said that while Apple introduced the iPhone X at the same time that the iPhone 8/8 Plus was released, the timing is right and although it is still debatable, at least in China it seems He said Apple 's desire to create a quality user experience has done so well in China.
Apple did not respond to the above news.Apple on the 26th in Taiwan media reported iPhone X orders cut down rumors, the stock plunged 2.54%, to close at $ 170.57, the highest since December 8 closing low.
Apple component suppliers weakened on the 26th, with Micron Technology, Inc. plunged 4.24%, dipped by 30 cents a share. Broadcom, Skyworks Solutions fell 1.62% and 1.93% respectively.
US optical component supplier Lumentum Holdings Inc. (LITE.US) and optical component design and manufacturing facility Finisar Corporation (FNSR.US), which supply 3D sensing key components to Apple, fell 5.87% and 4.35% respectively.