(Original title: 8 P sales better than expectediPhoneX production is still a problem)
Guo Mingchi said, iPhone's "real super cycle" actually to 2018 will happen. Although many analysts have predicted that the introduction of iPhone X will push the end of 2017 super cycle, but KGISecuritiesAnalysts said the supply shortage would force the upgrade cycle to next year.
As he said in the past, Apple's iPhone X production in the face of the biggest bottleneck is the front? TrueDepth? Camera, it is used to support Apple's face recognition technology, which is the most critical part. However, TrueDepth? Camera related parts production problems have not yet seen a solution to the problem.
In addition, Apple improved the production process, it can be predicted? 2018 iPhone will be launched than the 2017 iPhone X get "longer sales period." This means that Guo Mingchi optimistic about the 2018 iPhone new flagship after the release will be very easy to get, because the iPhone X once into the "super cycle" means that many production problems have been resolved.
All in all, Guo Mingchi iPhone sales in 2017 is expected to reach 210 million to 220 million, and 2018 equipment shipments will be between 245 million to 255 million.
As for the iPhone 8, Guo Mingchi said the recent data show that supply chain sentiment "more conservative", largely because of "2018 new product visibility is still very low." He predicted that once the holiday shopping season ended, iPhone 8 sales will be significantly reduced, which is due to the iPhone x sale of erosion. At the same time, so far, iPhone 8 Plus sales "better than expected."
Finally, Guo Mingchi predicted that the 2018 iPhone model will "keep the sales highlights on the iPhone x" and make improvements on this basis, he said he was optimistic about the future prospects of iPhone suppliers.
In the past, Guo Mingchi has repeatedly expressed concern about the iPhone X production, today's report also did a lot of the same thing. Previously, he will iPhone X production forecast from 4500-5000 million units down to 40 million units, so Apple's daily sales will be less than 100,000.