KGI cuts its Apple iPhone X shipping estimates for Q3 and all of 2017

Last month, KGI's superb Apple analyst Ming-Chi Kuo (who had the best iPhone X leak of the year back in February) predicted that Apple would ship 2 million to 4 million units of the Apple iPhone X during the third quarter. For all of 2017, Kuo said that Apple would deliver 45 million to 50 million iPhone X handsets. But now, after Apple has announced that the tenth anniversary iPhone model won't ship until November 3rd, KGI (and presumably Ming-Chi Kuo) has made some changes to its forecast.

With pre-orders of the Apple iPhone X not beginning until October 27th, Apple will actually ship "0" devices in the third quarter, down from the two million to four million previously expected. And that early November launch has forced KGI to cut its estimate of year end iPhone X shipments to 40 million units. Remember, the previous call made before Apple's unveiling last week was for 45 million to 50 million iPhone X handsets to be shipped.

Additionally, KGI doesn't see iPhone X supply and demand balancing before the first half of 2018. With Apple itself predicting revenue of  $49 billion to $52 billion in revenue for the current quarter (which is Apple's fourth and last quarter of 2017) the company expects to be raking in some serious bucks on the sale of the Apple iPhone 8 and Apple iPhone 8 Plus. While many Wall Street analysts expected the pre-order period for the two standard models (which started this morning) to be soft because of the iPhone X, early data indicates that pre-orders of both LCD iPhone models are off to a very good start.

The iPhone 8 and iPhone 8 Plus will launch a week from today, which is September 22nd.

source: 9to5Mac



1. Klinton

Posts: 1409; Member since: Oct 24, 2016

Shall I buy Note, or Notch?

2. kiko007

Posts: 7521; Member since: Feb 17, 2016

Buy what you want, I'll take the notch.

11. Wickedsamaritan

Posts: 88; Member since: Aug 11, 2017

You need it Kiko.. but remember some of James Bond 007 suit will definitely be notched out

33. sgodsell

Posts: 7605; Member since: Mar 16, 2013

With a lot of carriers that haven't set a 2 year contract price. Then many users might shy away from the additional costs per month. Look the 64 GB iPhone X is $1000 without taxes. Naturally this doesn't include the carriers jacked on fees. If you decide to buy it out right and add on Apple Care for a replacement for 2 years it comes to $1200 before taxes. If you want quick charging then you have to add another $80 for the new charger and cable. You want a case then add on some more money again. The X is not cheap.

53. Nine1Sickness

Posts: 896; Member since: Jan 30, 2011

$1000 for a phone with 64 GB of storage is a joke. Especially when you can get an 64 GB SD card for $15.

56. MrHate

Posts: 318; Member since: Feb 09, 2015

I also think that 64 GB is a greedy move by Apple but you can't really compare cheap SD cards with the top quality build in storage that companies like Apple/Samsung have.

59. P-YWS

Posts: 151; Member since: Aug 12, 2011

Nothing to worry about. There are tons of people who love to pay whatever Apple demands. Besides, the new iPhones will always be figured in the most prominent position whenever one walks into any carrier's stores especially in North America & Canada. Besides, carries don't typically promote the other choices like V30, Mate 10/Pro, 1Plus5, ... Therefore, the virtual brain-wash/perception will help Apple to meet its sales target.

12. bobby84

Posts: 595; Member since: May 13, 2016

Why do you want a iPhone that has a samsung screen? Don't do it

40. Stayfly2407

Posts: 81; Member since: Dec 15, 2011

Because of the superior software. iPhone is way better overtime. After a few months, every galaxy slows down and lags up no matter how much ram it has.

41. trojan_horse

Posts: 5868; Member since: May 06, 2016

"Because of the superior software. iPhone is way better overtime." Better over time? Then why does iOS updates keep breaking and crashing iPhones all the time? Don't kid yourself, both platforms do pose issues over time.

52. bobby84

Posts: 595; Member since: May 13, 2016

What superior software explain what's so superior about go into detail? I want to see if you know what your talking about. I had a s8+ and according to iSheeps it was suppose to lag up months ago, explain that plz??

44. febday

Posts: 8; Member since: Aug 06, 2015

I kind of hate it when people can't understand supply chain basics. Apple doesn't manufacture anything, they design and use they best components that are available in the market. It so happens that samsung has a Display division that produces OLED screens that are at the quality apple needs for there phones. Samsung mobile division has nothing to do with it because the other divisions need to sell more flash storage, displays, and chips to survive. Apple is one of the best customers to have and they pay well. Stop using analogy because the Display guys don't care about the stupid feud between the mobile division and apple.

48. dazed1

Posts: 811; Member since: Jul 28, 2015

we already know you will buy anything from your gods.

7. Well-Manicured-Man

Posts: 726; Member since: Jun 16, 2015

Note has more features but iPhone X the better camera and certainly the best mobile SoC currently available.

9. Wickedsamaritan

Posts: 88; Member since: Aug 11, 2017

Iphone Xhibit has the best camera ? You probably havent even seen one yet .. so Whatever it is that you are Drinking please share it with Us

10. bobby84

Posts: 595; Member since: May 13, 2016

We'll see about the camera, Samsung cameras are raw af. Also the iPhone will be faster but what the benefit? Will it open the standard apps I use everyday faster by .2 sec .5 sec 0 sec

31. razmahtaz001

Posts: 501; Member since: May 11, 2013

funny how benchmark can say this phone is 50% quicker or double the benchmark number of another phone, but in real life test, the quicker phone is only a fraction of a second quicker, and at times loads slower at certain apps LOL

17. Furkan

Posts: 552; Member since: Feb 25, 2017

Best soc but worse camera than Samsung,LG

35. sissy246

Posts: 7129; Member since: Mar 04, 2015

And you know this how

58. PhoneCritic

Posts: 1382; Member since: Oct 05, 2011

Soc yes, camera I would say they are on par. However, lets wait for the reviews remember in low light on paper the Samsung's have the advantage because of the wider aperture 1.7 stops vs 1.8 will it make a difference only the reviews will tell if they are fair

20. nctx77

Posts: 2540; Member since: Sep 03, 2013

Take note that the Samsung will run slow and lag like crazy after 6 months!

24. trojan_horse

Posts: 5868; Member since: May 06, 2016

That's an outdated issue... Try finding new material.

32. razmahtaz001

Posts: 501; Member since: May 11, 2013

re: 20. nctx77 (Posts: 2478; Member since: 03 Sep 2013) Take note that the Samsung will run slow and lag like crazy after 6 months! ===================== you must be blind to all the iphone 7/plus and earlier iphones that lag...ffs, its all there in apple/iphone forums...i dont think those ifan complaints and youtube videos are fake LOL

3. Plasticsh1t

Posts: 3109; Member since: Sep 01, 2014

5. bucky

Posts: 3797; Member since: Sep 30, 2009

Isn't htc about to be bought and ripped apart for their patents?

8. kiko007

Posts: 7521; Member since: Feb 17, 2016

Unfortunately. Damn it, Google is the LAST company I want to buy HTC. All this entire transaction is going to be based around are patents. HTC doesn't have the factories or manpower necessary to put out millions of phones at once, even if they strictly turn ODM. So logically, all they really have to offer is patent portfolio. Google's gonna buy them, strip them, and sell them to some Chinese conglomerate where they'll die a slow... painful death. HTC is my favorite OEM; I legit don't wanna see them go out like a bitch!

14. Plasticsh1t

Posts: 3109; Member since: Sep 01, 2014

The upper management in HTC should save face and resign and a new leadership takes over and hoping to turn the company around like John Chen did to blackberry. If it's between Google or Microsoft who buys HTC I'll choose Google, at least HTC made several phones and a tablet for Google so they can benefit form HTC's factories. Microsoft screwed Nokia really bad up to the core they barely made a come back. I wish HTC all the best (but not the jackasses who are running the company).

26. sgodsell

Posts: 7605; Member since: Mar 16, 2013

I just gotta ask you kiko007, who would you want to buy HTC? Apple? As if Apple would buy HTC. So who in your little mind should buy HTC? I am really curious at what answer you would give.

29. kiko007

Posts: 7521; Member since: Feb 17, 2016

Do you have to insult me before asking me a question? Whatever... I'll answer. Believe it or not... Samsung. Yes, I said Samsung... crazy right? I think HTC would benefit from being more than just an ODM, and Samsung has the resources to facilitate HTC in a similar manner as BBK does for OnePlus. Apple would probably be my second pick. It would be a great move for both companies, who already have a few agreements in place even now. Apple could let HTC continue to operate in the Android space under their name, making HTC instantly more appealing to non-nerds. I don't see anyone but those two companies saving HTC, unfortunately.

36. joey_sfb

Posts: 6794; Member since: Mar 29, 2012

kiko007, you are such a hypocrite. How many HTC phone do you own with your iPhone? I personally don't think HTC own any important patents otherwise everyone would be bidding for it. Google is buying it because no one else would and no one is interested to make another Google branded phone. If I own a phone company I wouldn't either because making it does not advance my interest.

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