“The mathematical implication of the Canalys number is even more stunning when combined with the CIRP product mix data. If 29 million iPhone Xs constitute about 20% of global sales, then Apple sold 145 million iPhones in the December quarter, for a y/y gain of 85%,” Hibben writes. “OK, I don’t think the y/y unit shipments gain is that high. But it’s probably pretty high.”
“It’s more likely that Canalys has overestimated global iPhone X unit sales. Let’s say that they were off by about a third, and that actual shipment number is 20 million,” Hibben writes. “That still implies total iPhone unit sales of about 100 million, for unit growth y/y of 27.7%.”
Read more in the full article here.
MacDailyNews Take: 100 million units would be jaw-dropping if achieved. Regardless, we still expect a record in both iPhone unit sales and iPhone revenue when Apple reports on February 1st.
Canalys: Apple shipped 29 million iPhone X units in Q4 2017; world’s best-selling smartphone over the holiday season – January 23, 2018
iPhone X accounted for 1 in 5 iPhones sold by Apple in America last quarter – January 22, 2018
Apple’s iPhone X offers the best smartphone display in the world and its also the most resistant to OLED burn-in – January 2, 2018
DisplayMate: Apple’s iPhone X has the most color accurate display we’ve ever measured; it is visually indistinguishable from perfect – November 8, 2017