Canalys: Apple sold fewer than 14 million iPhone X units in fiscal Q218

“Apple is expected to sell ‘fewer than 14 million’ iPhone X handsets in the first quarter of 2018, or less than half the 29 million Apple is estimated to have sold in the previous quarter, according to analyst firm Canalys,” Liam Tung reports for ZDNet.

“The analyst’s prediction follows a forecast from Citi analysts in March downgrading iPhone X shipments from 27 million to 14 million units. It also predicted Q2 iPhone shipments to be halved again to just seven million units,” Tung reports. “‘iPhone X in Q4 2017 shipped 29 million units. So, following that with less than 14 million units in Q1 2018 actually represents a much faster decline than we typically see in iPhone seasonality,’ Canalys analyst Ben Stanton told ZDNet.”

Tung reports, “Despite slowing iPhone X sales, Counterpoint Research recently reported that the iPhone X accounted for 35 percent of worldwide smartphone profits in Q4.”

Read more in the full article here.

MacDailyNews Take: Apple does not break out unit sales by iPhone model. The only color we have regarding iPhone X performance from Apple management, who actually know the unit sales figures, is as follows:

iPhone X was the best-selling smartphone in the world in the December quarter according to Canalys, and it has been our top selling phone every week since it launched. iPhone 8 and iPhone 8 Plus rounded out the top three iPhones in the quarter. In fact, revenue for our newly launched iPhones was the highest of any lineup in our history, driving total Apple revenue above our guidance range… The iPhone X was the most popular and that’s particularly noteworthy given that we didn’t start shipping until early November, and we’re constrained for a while. The team did a great job of getting into supply demand balance there in December. But since the launch of iPhone X, it has been the most popular iPhone every week, every week sales. And that is even through today, actually through January… We feel fantastic, particularly as it pertains to iPhone X. — Apple CEO Tim Cook, February 1, 2018

SEE ALSO:
How many iPhones did Apple sell last quarter? – April 25, 2018
Apple’s iPhone captured 86% of global handset profits in Q417; iPhone X alone took 35% of global handset profits – April 17, 2018
Apple’s iPhone X is the UK’s most popular smartphone – April 9, 2018
Apple to release Q218 earnings, webcast live conference call on May 1st – April 3, 2018

16 Comments

  1. I don’t mind Apple getting a little iPhone shakeup ‘tude adjustment in terms of low sales causing them to realize they need to be firing on all device cylinders (including Macs) to bring in income across the product line board and not just this one. Heck even business idiots know this.

    They need a little shaking up to wake them up from their overly enriched complacency and design pretentiousness before Tim Cook removes all the foundational bricks of loyalty and trust that Steve Jobs built.

    1. That is a stupid statement.

      Even if Apple had airtight security, which it doesn’t, the supply chain is easily monitored. A teardown tells you exactly what supplier components go into a given iPhone model. Pinning down the shipments from any one of those component suppliers will tell you very accurately how fast Foxconn is gluing together Apple’s largest nonupgradeable disposable products. The only mystery is how many unsold iPhone X models are hiding in Apple retail stores.

      If you don’t like surveys of the supply chain, then you can tune into web usage tracking. Every internet device identifies itself, so it is very easy for ISPs to track what products are being used. ISPs sell and trade that info to industry, such as app developers.

      Really, are you really that clueless or did you think we all wanted a dose of your cynicism?

      1. History. They are always wrong. Show me the web stats and see if they correlate. Apple hasn’t sold “half” of anything quarter to quarter. Let’s continue the discussion when actual numbers are released.

        1. Does Apple release the numbers? They could put a stop to the misinformation but they don’t. To me that is a sign Apple doesn’t have much to brag about.

          Tim must be too busy with his social events to bother informing investors what is really going on.

  2. The headline for this article could just have easily been written as: “Canalys: Apple sold more than 13 million iPhone X units in fiscal Q218”. That’s quite an amazing number considering that the smartphone market is already saturated. Hey MacDailyNews, what R U trying to do … start trouble with phony editorial slanting?

  3. Massive layoffs and store closings to follow. Apple had a nice run but the end is near. 14M iPhone X units are only worth at least $14B, but hey, that’s just chicken feed as far as Wall Street is concerned. I’m sure any run-of-the-mill company could make that much money from selling one product in a quarter. I’m sure Amazon must have easily made that much from selling Echo Dots last quarter.

  4. A couple of days ago my X fell out of my pocket while I was entering a car. The distance the phone dropped was about 1 foot or so. When it hit the pavement the glass in the back of the device cracked a little. If the iPhone X can crack from a 1-foot-fall it is not engineered properly.

    It should be noted that I dropped my 6 Plus numerous times from much higher distances, and the screen on the 6 Plus never cracked or scratched.

    Between the easily crackable glass, the smaller screen than my 6 Plus, the clumsy integration of FaceID (TouchID is MUCH more convenient ), etc. I feel ripped off.

    1. My iPhone 6 was dropped about 6 inches and caught the edge of a metal railing causing a small crack along the edge. What does this one incident universally prove?

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