Apple is also reducing the production of 'iPhone XS' that is selling poorly, while Apple's view

By Aaron Yoo

According to Wall Street Journal, Apple seems to be narrowing down the production of the latest iPhone XS. Although it can be thought that "Finally, I could not see the growth of the iPhone at last", on the other hand, it is also seen that there is not so much concern about Apple's sales scale.

Apple Suppliers Suffer With Uncertainty Around iPhone Demand - WSJ
https://www.wsj.com/articles/apple-suppliers-suffer-as-it-struggles-to-forecast-iphone-demand-1542618587

Apple reportedly cuts production orders for iPhone XS and iPhone XR - 9to5Mac
https://9to5mac.com/2018/11/19/apple-cuts-orders-iphone-xs-xr/

According to the information WSJ obtained from a supplier source, Apple has reduced the number of new iPhones ordered announced in September 2018. It has been reported that iPhone XR is being reduced in production due to sluggish sales, but it seems that the situation is similarly occurring in the iPhone XS series which is actually the top model.

The reason is believed to be largely dependent on the price of iPhone handsets that continue to soar. In the last few years, the Chinese market was the driving force to expand the unit sales of iPhones, but as we came here and began to look down on demand in China, Apple temporarily changed the production scale of the terminal It seems to make a decision to focus on.

Of course it is the supplier who actually produces the terminal to receive this tilt. A supplier person who is conditioned on anonymity says, "If there is growth, various sins are obscured, but if growth slows down, the rocks that are rugged from the bottom of the ocean will be revealed" It states that the problem is revealed using it.

By Aaron Yoo

On the other hand, it seems that Apple has not so much damage so far. Ironically, it is believed to be due to the rise in terminal prices. On the iPhone X in 2017, it became a topic in Japan that "iPhone finally exceeded 100,000 yen", and the iPhone XS series in 2018 has further increased terminal price. As a result, since the ASP (Average Selling Price) per unit of the iPhone series is rising, even if the number of units sold decreased, there is a situation that the sales scale itself can be secured to some extent.

In fact, in the fourth quarter (September quarter) announcement in the first quarter of 2018 released by early November 2018, despite the fact that iPhone sales were 0%, the revenue generated from the iPhone was 20% It is showing a rise.

Apple will achieve record sales for the first time after the release of the "iPhone XS" series but the stock price declines, from the next term to cancel sales announcement - GIGAZINE

Another bright material is that there is a special demand of the year-end holiday season that we can wait for now. Even if you look at the past situation, the iPhone is expected to be the best sales at the end of the year. Especially in the vicinity of Christmas where wallet straps loose, it is expected that people who buy the iPhone will appear for a while even though they are somewhat expensive, and predicting that the demand of the depressed iPhone will recover to some extent in the first place There seems to be a viewpoint.