Ming-Chi Kuo: Apple Watch Series 4 pre-orders above expectations, 5.8-inch iPhone Xs seeing lackluster demand

“Apple analyst Ming-Chi Kuo has issued a research note today, obtained by MacRumors, outlining his opinions about first-weekend pre-orders for the iPhone XS, iPhone XS Max, and Apple Watch Series 4,” Joe Rossignol reports for MacRumors.

“Kuo says Apple Watch Series 4 pre-orders have been ‘better than expected,’ as a result of new innovative functions, such as electrocardiogram support. He predicts Apple Watch shipments will reach 18 million units in 2018, with the Series 4 lineup accounting for 50 to 55 percent of those orders,” Rossignol reports. “If the ECG support expands to more countries, Kuo believes the Series 4 lineup could see even stronger shipment momentum.”

“In contrast, Kuo says iPhone XS pre-orders are ‘lower-than-expected,’ as customers opt for the iPhone XS Max or wait for the iPhone XR,” Rossignol reports. “Kuo says iPhone XS Max pre-orders have been in line with expectations, signifying the success of Apple’s high-pricing strategy. Kuo sees a positive outlook for the iPhone XR, available to pre-order October 19, given its lower pricing and dual-SIM support in China… and estimates] that the model will account for 55 to 60 percent of shipments of the new 2018 iPhones, up from 50 to 55 percent previously. ”

Apple's all-new 5.8-inch iPhone Xs starting at $999 and 6.5-inch iPhone Xs Max starting at $1099
Apple’s all-new 5.8-inch iPhone Xs starting at $999 and 6.5-inch iPhone Xs Max starting at $1099


iPhone XR comes in six new finishes: white, black, blue, yellow, coral and (PRODUCT)RED.
Apple’s A12 Bionic-powered 6.1-inch iPhone XR comes in six new finishes: white, black, blue, yellow, coral and (PRODUCT)RED.

Read more in the full article here.

MacDailyNews Take: The Xs is a tough sell, especially to those of us who have iPhone X units and extra especially to those of us who always felt the X was a bit too small (narrow). We obviously want the Max.

As for everyone else, why would the hoi polloi choose the 5.8-inch iPhone Xs when they can get the 6.1-inch iPhone XR? They don’t know the difference between LCD and OLED, they have no idea what 3D Touch is, and it looks/works pretty much the same to them – plus it comes in colors (that they’ll immediately cover with a case; no matter, colors sell).

We have no idea who iPhone Xs is for. We’d be surprised if iPhone Xs even hits 10% of total iPhone sales.

Apple Watch Series 4 is going to open a lot of eyes.


  1. So, anyone waiting for the Xr isn’t sophisticated enough, apparently.

    Almost as bad as Android people, perhaps?

    I guess wanting, or needing, to save a few hundred dollars makes one a lower class of owner.

  2. Well obviously the XS Max is the top end unit now so more orders would be expected for that (especially as there may be pent up demand from last year for those who held off for a bigger screen).
    Another consideration is that with the delay of the X launch to November those like myself on the Apple Upgrade plan will likely wait until they complete a first full year before they upgrade (otherwise they will need to pay an extra 1-2 months payment).

  3. So, is the iPhone XR going to be called the poor man’s iPhone? Supposedly, for reviewers, all iPhones are TOO expensive for the masses and don’t even come with a stylus. Apple iPhone sales are said to be terribly poor and Apple is again on the road to ruination.

  4. Fox News: “Initial stocks of new iPhones and Apple Watch already sold out.” “The tech giant saw initial stock of all versions of its iPhone XS and XS Max phones sell out on Friday, with the hottest models now shipping more than two weeks after their upcoming Sept. 21 launch date.”

  5. Wow MDN! Your comments regarding about the iPhone XR are among the most elitist I have read in your take.

    The Hoi Polloi are a better class than me as I am sticking with my iPhone 6 Plus. It is less than a year old, due to an Apple botched battery replacement in my original iPhone 6 Plus, does everything I need / want, and is supposedly going to be better with iOS 12.

    Plus – and this is for you MDN – it has an easy to use finger print reader AND headphone jack. That’s right I just need ONE pair of headphones to use between my iPhone and my iPod Classic – which is still going strong thank you very much.

    Not all of us can afford (or choose to) retire, live in an expensive camper, and travel to all events Apple.

    SHAME on you MDN!!!

    SMUGly yours.

    1. You do realize that the Xr is cheaper than the Xs by a couple hundred dollars right? MDN is questioning why would someone get the more expensive phone when the Xr is pretty much just as good. And MDN, most average consumers won’t care about the subtle differences between the Xs and the Xr, so they will chose the phone that is cheaper.

      Or maybe you were just so eager to throw a fit that you didn’t take the time to comprehend what you were reading.

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