Κevery week and a new report of iPhone production decline appears in analyst circles. Now, according to research firm Rosenblatt, a new cut is expected in the March quarter.
The iPhone XR will receive the biggest hit, as it can see a cut of more than 2,5 million out of 4 million orders. The iPhone XS is expected to show a decrease of 1,5 million, while the more expensive and larger version XS Max is expected to record the smallest drop in production by almost half a million units.
Estimates for our iPhone fell to 39 million units for the March quarter and we believe that iPhone shipments will decrease by 10% annually in the calendar year 2018, as we expect Apple to continue reducing its production for the March quarter. We will review our estimates in January, but we still believe that the estimates for March and the calendar year 2019 will still have to be reduced.
According to the analyst, the new drop in iPhone sales, the arrest of the heiress of Huawei by the Canadian government, at the request of the US government for the violation of sanctions against Iran, causes a negative aura against the American manufacturer of iPhone. China has also banned the sale of old iPhones in Qualcomm's case against the Cupertino-based company. To create even bigger problems for Apple, Germany has demanded that Apple withdraw all iPhones from the 8 Plus and downstairs until a decision is made on the patent dispute.
The lukewarm demand for newer iPhones and all the problems with possible bans on older models in some markets are creating a perfect storm for Apple. For the first time in three years, it appears that the company's share price will reach the point "Red Cross", ie the mass sale of shares of the company.
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