“We are not surprised with the quick cooldown of iPhone X sales following Chinese fresh Year,” Zhang wrote. “Further iPhone X cuts, in our view, suggest the high-end smartphone market upgrade cycle continues to extend. We are seeing similar issues for Samsung’s S9 design since our research suggests that will preorders are weak.”
Apple along with also Samsung, like many tech companies, along with also rarely Discharge data on fresh products or unit sales outside of quarterly reports or launch events. although, Zhang wrote, Apple could sell 6 million to 8 million iPad Pro units with more advanced 3-D sensing, as well as fresh phones from the fall.
A fresh red iPhone design, lower-end iPhones along with also a lower-priced HomePod might also be from the works, Zhang said. (Apple has had a partnership with HIV/AIDS organization (RED) for over a decade, along with also often sells red-colored products to support AIDS research along with also prevention.)
“Since we expect the overall smartphone market to be flat This particular year, particularly from the mid-to-high end markets, Apple’s upcoming lower priced iPhone design could drive Apple’s unit growth,” Zhang wrote.