Kuo: iPhone XS pre-orders are lackluster, Apple Watch Series 4 proving popular

Kuo: iPhone XS pre-orders are lackluster, Apple Watch Series 4 proving popular
Just two days after the pre-order period for Apple’s iPhone XS, XS Max, and Apple Watch Series 4 commenced, analyst Ming-Chi Kuo is back with his latest report, this time providing an insight into how the company’s new products are performing.

Starting off on a slightly less positive note, Kuo claims that pre-orders for the regular iPhone XS have been “lower-than-expected.” This is presumably due to a lack of external changes and new features in comparison to last year’s iPhone X. Additionally, it seems that interest in the larger iPhone XS Max and the cheaper iPhone XR are also playing a roll in the weaker numbers. In any case, Kuo has now lowered his sales forecasts for the model to 10% to 15% of all iPhone shipments, down from the original expectations of 15% to 20%. Subsequently, Kuo has also raised estimates for the yet-to-be-released iPhone XR to between 55% and 60%.

Moving on to the larger iPhone XS Max, initial numbers are looking positive, especially in China where demand for the smartphone is high due to a combination of its new dual-SIM capabilities, the larger display, and the new gold color. Nevertheless, this is as expected and Kuo maintains his iPhone XS Max estimates of between 25% and 30% of the expected 75-80 million iPhone sales throughout the remaining months of 2018.

Switching over to the wearables category, it’s claimed that pre-orders for the Apple Watch Series 4 are “Better than expected” thanks to a number of new features such as electrocardiogram support and the larger display. Due to this, the latest-generation wearable is expected to boost Apple Watch sales during the remaining months of 2018 to over 18 million units, with the newest model account for just over half of these.

source: Ming-Chi Kuo via MacRumors

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iPhone XS
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30 Comments

1. TechNeck

Posts: 612; Member since: Aug 29, 2014

I mean, I've said this before, but the XS/XS Max was really lackluster. The only interesting devices there was the XR and the Watch Series 4. This whole event was a mess. They even scrapped the AirPower.

3. Phonehex

Posts: 699; Member since: Feb 16, 2016

The beginning of the end of Apple's smartphone dominance.. . It's been said before.. but with most mid range or high end devices being rather good/great , its tough to continue the stellar number even for apple.

4. Sakeem

Posts: 853; Member since: Sep 05, 2012

I don't see that happening. No matter what they announce or eliminate. It's the only way for people to get the IOS experience. While phone sales may slip, they will continue to rake in those dollars thanks to accessories.

30. Atechguy0

Posts: 918; Member since: Aug 03, 2018

That's right this is going to help bring down Apples sales. You said it's the only way to get an iOS experience, which is so true. So Apple pumps out crappy hardware, and the XR is exactly that, a POS. The XR has a poor LCD display with a really low resolution HD+ resolution display, and it's the same crappy retina crap at 326 dpi. You can buy low end Android smartphones these days that have a higher resolution and higher pixel density than Apples POS display. XR doesn't have 3D touch, or HDR support. Plus it has that bite mark out of the top of the display. The display is the most important thing on any iPhone or smartphone, period. But Apple decides to cheap out and put a crappy display on the XR for $750, or in Canada it's $1029. I can get a smartphone with a larger display and a higher resolution FHD+, with higher pixel density for $299 CAD. That's a complete Android smartphone that comes with more ram, the same LTE, dual cameras. Apple is just ripping off the public nowadays. Plus if people really buy the XR, then that sales motto is in full swing. "A sucker is born every minute".

6. joshuaswingle

Posts: 350; Member since: Apr 03, 2018

Certainly not the beginning of the end. Kuo is expecting total sales of between 75 and 80 million for the final three months of 2018. That means sales could be on par or perhaps even higher than the same period last year.

10. Cat97

Posts: 1605; Member since: Mar 02, 2017

I'm an Android user, but as I see it, the iPhone XR sales will be incredibly strong and will really hurt Android. The XS and XS Max are not selling well just because the XR offers most of what customers need for a lot lower price. The screen has the same density as the iPhone 8, so it will be perfectly adequate plus add a lot to battery endurance. The processor and camera are the same as in the XS/Max (the secondary camera is a gimmick anyway - as Google proved), ensuring longevity of the investment. The only unaffected manufacturers will be those offering decent priced flagships, like Xiaomi and OnePlus.

15. vincelongman

Posts: 5555; Member since: Feb 10, 2013

*$100 higher price compared to past iPhones and competing Android flagships

27. midan

Posts: 2409; Member since: Oct 09, 2017

" (the secondary camera is a gimmick anyway - as Google proved)," No it's not. most important camera feature for me from X is sharp 2x zoom, it makes all the difference when taking photos and also bokeh photos with one cam looks very fake, but maybe that's enought for you. I wouldn't buy smartphone anymore without dual cam, and can't wait those phones with even more cameras to have even more advanced camera.

29. Atechguy0

Posts: 918; Member since: Aug 03, 2018

The XR sales might be good, but the sale of that device is just a cheap iPhone that is way overpriced.

19. strategic_developer

Posts: 1627; Member since: Jul 17, 2018

What smartphones are they dominating? Windows Phone? Because A droid phones have a solid one billion sales per year thing going.

24. whatev

Posts: 2020; Member since: Oct 28, 2015

They are dominating the premium smartphone market, which is the one that matters actually, cheap and disposable budget phones never get headlines and people’s attention

25. midan

Posts: 2409; Member since: Oct 09, 2017

Not true, Apple have iOS and that's their strong thing and that's the reason why their sales will be high year after year. but what you said has huge affect to Samsung flagship sales.

28. MarvzIsFallen

Posts: 646; Member since: Aug 11, 2017

I ordered iphone 512gb Xs Max and coming from iphone X user. Most people will upgrade to Max if the had the X and wanted a bigger display. Also ordered the hermes watch band and series 4. Xs will be luckluster but the Max wouldn’t.

2. darkkjedii

Posts: 30484; Member since: Feb 05, 2011

It’s all about the Series 4 folks. The phones will sell well of course, but nothing stellar. The hit will be the watch, it’s a true upgrade the phones...not so much. I’ll be grabbing a Series 4 GPS 44mm.

17. thxultra

Posts: 419; Member since: Oct 16, 2014

Ordered both myself but agree it is all about the watch this year. The watch is the biggest upgrade to the apple watch since it came out. The phones are nice but if you already have a iphoneX and aren't on a lease style plan then I don't see much reason to upgrade unless you really want the bigger screen on the max.

5. doublestandardz

Posts: 103; Member since: Jul 06, 2018

It has already been said that Apple expects their future growth in the Apple Watch to outpace the revenue they get from the smartphone side of business. Probably take ten years for that to happen.

7. Wazupmrg

Posts: 122; Member since: Apr 10, 2017

Slightly less positive? Jesus if it were Samsung, you'd say it was dreadful news, inept, hugely disappointing. But no, it's your overlord apple, so just slightly less positive. Get out of here....

8. cmdacos

Posts: 3651; Member since: Nov 01, 2016

Here in Canada, even this morning all of the smaller eXceSs phones in all colors and capacities were still available for Sept 21 delivery on Apples site. The Maxipads though are all showing second week of Oct deliveries.

9. darkkjedii

Posts: 30484; Member since: Feb 05, 2011

Even 1-2 weeks shows weaker than expected sales. Usually after the first 2 days, we’re looking at a 6-8 week wait.

21. midan

Posts: 2409; Member since: Oct 09, 2017

"Usually after the first 2 days, we’re looking at a 6-8 week wait." Usually? :D This have happened only once with the iPhone X because they had problems to build it, other which had long wait was JET black 7 because again hard to make, usually longest wait been 2-3 weeks, not 6-8, you are trying too much with your trolling and forgetting the facts.

22. midan

Posts: 2409; Member since: Oct 09, 2017

iPhone 8/8+ was 1-2 week or no delay.

11. izim1

Posts: 1583; Member since: Feb 04, 2013

Here, as of this morning, tmobile had plenty of exes, both models, available with delivery dates of next week. Some the week after. The only ones that had 10th of October or later were, surprisingly, the $1500 512gb exesmax

12. CreeDiddy

Posts: 2020; Member since: Nov 04, 2011

Guys...for those that are wondering if Apple will fall or retain flat sales...dead wrong. Apple continues to be the highest selling phones every quarter. Why does this happen? The Note 9 had slightly better than the Note 8. The S9 has been disappointing. Apple has no worries. I’m just glad that my phone will still be worth nearly a grand next year

13. TechDork

Posts: 393; Member since: May 10, 2010

I mean you can only change and alter a rectangle but so much...

14. palmguy

Posts: 949; Member since: Mar 22, 2011

Apple better sale some phones. Where else can people get their monopolistic iOS device from?

16. rouyal

Posts: 1529; Member since: Jan 05, 2018

I’m surprised if any of them do well. They should be called iPhone Big, Bigger, and Biggest

18. Chuck007

Posts: 1408; Member since: Mar 02, 2014

I was going to get the XS Max but cancelled my preorder because I already have the X. Why should I buy the exact same phone with a bigger screen? Apple really needs to get rid of the S-cycle because smartphone advancements are drastically slowing down.

20. midan

Posts: 2409; Member since: Oct 09, 2017

Not this nonsense again We don't know how many they had for preorders, knowing how bad X availability was last year of course they have lot more them ready now. Also of course Max gather more interest because last year there wasn't big model, so people skipped X or bought 8 plus. Only small percent of people own x, 8 or 8+ so don't worry overall sales for new iPhones going to be very high, just like every year Every single year we hear how iPhones isn't selling well and in reality they sell very well

23. BullDozer

Posts: 144; Member since: Dec 18, 2015

So much about that supercycle again. What a surprise ... not.

26. midan

Posts: 2409; Member since: Oct 09, 2017

I own all the other iOS category devices, but smarwatch i haven't bought. It would be interesting to try this, but i just don't see where i would use it, except using Apple pay with this would be great and checking notifications, but i would have to have lot more use for it to buy one. What are the main uses where you use it?

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